How AI can lift manufacturing out of its productivity and staffing squeeze
Manufacturing risks missing out on major productivity gains Larger manufacturing companies use AI three times as often as smaller companies…
Sustained Higher Oil Prices Would Add to Cross-Sector Credit Pressure
Sustained high energy prices, tighter financial conditions and lower global growth would affect multiple issuers if the Iran conflict continues…
Morgan Stanley pushes back rate cuts to September and December
Morgan Stanley now expects the U.S. Federal Reserve to begin easing monetary policy later than previously thought, citing a more…
Can China achieve AI supremacy?
China could potentially rival and even surpass the United States in artificial intelligence over the next decade, but doing so…
LNG crunch may stoke inflation, slow global growth after Qatar hit: Analyst
How LNG scarcity is reshaping the global economy Three weeks into the Middle East war, the world is confronting something…
AI Revenue Potential Could Support Current Investment Scale
Current AI infrastructure spending is economically defensible despite its unprecedented scale, but successful monetization by AI service providers will be…
China’s narrative of economic resilience, technological advancement takes center stage at Boao Forum
As the Boao Forum for Asia Annual Conference 2026 draws to a close on Friday in Boao, a coastal town…
Euro area inflation expectations softened ahead of Iran war: ECB poll
The European Central Bank’s Consumer Expectations Survey for February 2026 showed a decline in inflation expectations, with median expectations for…
Α new oil shock is building. The next few weeks of war will be decisive for the economy
The clock is ticking on the U.S.-Israeli war in Iran. The emerging view from oil industry executives and analysts is…
When do higher oil prices shift risk from inflation to growth?
Higher oil prices are emerging as a central risk variable for the U.S. economy, with the balance between inflation and…