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By: Vincenzo Vedda
It’s the global reserve currency, a perceived safe haven and a vital unit of account for international trade – a lot is at stake.
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
Europe’s infrastructure needs are no secret. What is changing is the pipeline of projects, public backing and room for private capital.
The euro may need fresh impetus from Europe to gain further momentum
When prices jump, households adjust fast. Their expectations do not.
Even a quieter, less interventionist Fed would only shrink its footprint very cautiously. Partly this reflects changes to the financial plumbing in recent decades.
Competition for raw materials vital for the energy transition is intensifying
Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.
A physically tight market is keeping prices close to their record highs.
Europe’s investment renaissance
Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks
The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.
Markets are pricing more near-term inflation risk, but longer-term expectations remain comparatively calm.
Substantial upward revisions in capex reflect the AI infrastructure boom – early signs of increasing monetization are becoming visible
