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One might argue that central banks’ interest rate hikes and hawkish inflation rhetoric are working: inflation expectations have stabilized in the eurozone, US and UK. But there is reason to fear that policymakers are going too far too fast, especially in Europe, where the energy crisis is eroding real disposable incomes
1 Feb 2023
A careful look at US economic conditions supports the view that inflation was driven mainly by supply-side disruptions and shifts in the pattern of demand. Given this, further interest rate hikes will have little to no effect – and will cause far-reaching problems of their own
30 Jan 2023
Six decades after the green revolution began, the rise of robotics and artificial intelligence may usher in another agricultural transformation. By enabling farmers to grow more while using fewer resources and generating less waste, these tools could make food more sustainable, accessible and cheaper to produce
26 Jan 2023
As we enter the last full trading week of January, it is just me or is credit market sentiment in a better place than it was as we headed into the year-end break? And has the overall tone improved as the year has progressed? It certainly feels that way and it’s almost a little odd. Everyone had gone into the end of 2022 feeling rather gloomy because it’d been a long year and constantly trying to factor in the impacts of so many economic and geopolitical headwinds that had made markets volatile and uncertain was just exhausting.
26 Jan 2023
While heavy-handed regulation is not the answer to artificial intelligence development, the current regulatory vacuum must be filled, and that process demands broad-based global engagement
19 Jan 2023
A failure to get ahead of the developing world’s looming debt crises would represent a moral failure, and would also greatly dampen world economic growth. The international community must finish what it started with the G20's Common Framework, by finding a way to bring China and major private creditors on board
17 Jan 2023
Given all the economic disappointments in 2022, the outlook for the new year is quite downbeat, with recession fears dominating much of the conversation. But an old finance industry heuristic and recent developments in the real economy may now have weakened the pessimists’ case.
16 Jan 2023
The release of ChatGPT, a new artificial intelligence (AI) chatbot, is forcing us to rethink which tasks can be carried out with minimal human intervention. If an AI is capable of passing the bar exam, is there any reason it can’t give sound legal advice?
16 Jan 2023
The challenges Malaysia faces – from reversing the slide in foreign direct investment to tackling labour shortages and protecting workers’ rights – are undoubtedly formidable. But perhaps no one is better equipped to confront them than new Prime Minister Anwar Ibrahim
10 Jan 2023
The Covid-19 pandemic and Russia's invasion of Ukraine have left most of the world reeling from the effects of stagflation. But as long as monetary authorities are taking pains to keep inflation expectations anchored, there is little reason to think that such conditions will become the new normal
9 Jan 2023
While China’s government has rolled back its strict zero-Covid regime, it faces multiple short-, medium- and long-term challenges that could impede economic growth. To restore rapid GDP expansion, Chinese policymakers must break the cycle of pessimism and recover lost household and corporate confidence
7 Jan 2023
In 2022, global wealth shrank relative to GDP for the first time in decades. Whether this trend continues in 2023 will depend significantly on two factors: the effectiveness of Chinese policy and the strength of international economic cooperation
5 Jan 2023
With inflation on the rise and the era of ultra-low interest rates over, financial markets will face a huge stress test in 2023. While banking systems are more robust than they were in 2008, a real estate slump could severely affect heavily leveraged private equity firms, producing a systemic crisis
3 Jan 2023
But where will fixed-income capital flow in 2023?
3 Jan 2023
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