Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan
South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ current-account surpluses to fresh…
ECB policymaker Kocher says waiting in April meeting was a justifiable decision
Economic recovery is now at riskInflation risks have heightened due to the Middle East conflictRisk of a stragflationary…
UK households bracing for new cost of living crisis, report finds | UK cost of living crisis
British households are bracing for a new cost of living crisis, as the impact of the Middle East…
The worst attack on MMT, ever?
I spent too much of this weekend reading this book. I did so in order that I might…
Homeowners rush to fix their mortgage rate ahead of expected spate of rises
Mortgage holders are rushing to fix rates fearing that a spate of interest rate rises are on the…
Fiscal policy response to Iran war risks worsening inflation: BIS chief
Interview Central banks must be ‘ready to act if needed,’ Pablo Hernandez de Cos says BIS General Manager…
Shifting dynamics of power – Newspaper
The global economic landscape of early 2026 presents a compelling duality. The metrics of “nominal value” and “purchasing…
Japan’s energy subsidies and yen defence are on a collision course
Japan’s petrol subsidies are draining funds at 300bn yen a month while yen intervention nears IMF limits, putting…
Trust the Markets, Not the Headlines
For a little more than a month, the U.S. stock market has been on what looks like a…
The global economy is experiencing the largest capex cycle ever, with nearly $5 trillion seen by the end of the decade—and it’s not all AI spending
AI hyperscalers aren’t the only big spenders fueling the economy and financial markets as the energy sector is…
China consumer, wholesale inflation tops estimates in April as Iran war drives energy costs higher
A shopper walks past a Coach retail store inside a shopping mall on March 24, 2026 in Shenzhen,…
China’s April exports surge 14.1% as Iran war fear drives global stockpiling rush
China’s April exports jumped 14.1% year-on-year to $359.4bn, smashing forecasts of 7.9%, while imports surged 25.3% to a…