Dodgy data, all flavour of rate move and a bubble that will keep inflating (for now)

Special episode: The World in 2026 – Key drivers, key risks in global macro

Can Europe compete in a fractured world?

UK Budget: The Missing Growth Story | China: The Investment Mystery

More AI bubble fears, the UK Budget countdown and Saudi Arabia’s global pivot

Is AI killing jobs, and when does the growth payoff arrive?

The Rachel Reeves tax threat, the Supreme Court tariffs test and the fate of the AI boom

Driving in fog, standing on ice: The Fed and the fragile trade truce

Trump and Xi, CPI and the Fed, oil and sanctions

US–China trade war – What’s driving the latest escalation

The AI frenzy, Japan’s market shock and France’s political storm

Global Outlook: US leads, Europe lags | China’s equities boom

Tariffs, rates… and an Argentina rescue

US-China talks, LatAm’s crime surge and central bank shifts

US economy pre-Fed health check | Oil prices vs geopolitics

US jobs hit, France’s budget gridlock and China's world order optics

Neil Shearing on The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy

A Chinese consumption breakthrough? | The global jobs slowdown

China's struggles, Bessent's overreach, Wall Street's climb and India's tariffs hit

BoE division, data confusion, looming US CPI | Taking Trump’s manufacturing pledges to task