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The Economy Ed…

Global labour supply is now a measure of competitive strength The US and UK rebounded faster than France and Germany after 2010 France and Germany risk falling behind if skills, participation, and effective labour input rise too slowly

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Matthew Reuter

Japan urges MBK to halt acquisition of Makino Milling Machine Conservative stance mirroring U.S.

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The Economy Ed…

China may be repeating Japan’s property crash The real risk is weak household demand Without reform, the slump may last years The crisis in China's property market is now old enough for the correct policy mistake to bec

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Anne-Marie Nicholson

Urgent need to address stablecoins as a threat to the global financial order Structural flaws in stablecoins, a flashpoint lurking in the regulatory blind spot Left unchecked, they could fuel risk-asset investment and trigger a “bank run” W

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Siobhán Delaney

A sweeping shift is underway in Europe’s M&A landscape as deregulation gathers pace U.S.

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The Economy Ed…

Banks need 24/7 liquidity, not just new tokens For users, both still depend on institutions The real gap is in the payment system itself In November 2015, just 0.7 percent of stablecoins were being transacted o

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Anne-Marie Nicholson

Global ultra-high-net-worth individuals accelerate exodus from the Middle East Reverse exodus unfolds as Dubai capital markets take a hit Switzerland and Hong Kong gain prominence on low taxes and geopolitical stability Scenic

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Aoife Brennan

SoftBank Group accelerates AI-related investment by issuing junk bonds Firmly dismisses market concerns, saying “Missing investment opportunities would be the greater loss” As OpenAI moves toward a market debut, will SoftBank’s “bet” pay off?

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Matthew Reuter

PEF Investment Strategies Pivot Toward Profitability in AI Preference for Tangible Assets with Stable Demand Intensifies Big Tech Debt Expansion Fuels Rising Concerns Over AI Bubble As the artificial intelligence (AI)

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The Economy Ed…

China’s export-led growth model is reaching its limits Without structural reform, weak demand and labour strain will grow China’s next phase depends on stronger domestic foundations Nearly one-third of that 5% expansi

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Anne-Marie Nicholson

A shift is underway from bank loan dependence toward bond issuance. Rising interest rates are strengthening the competitive appeal of bond yields. The demand base is expanding, led by retail bonds. The volume of dollar-denominated debt iss

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The Economy Ed…

UK tax changes are sending stronger exit signals to mobile wealth Dubai is turning tax clarity into a real platform for family offices and capital Britain risks slow competitive drift if it raises taxes without a stronger locational offer

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Anne-Marie Nicholson

IMF and WB Signal Downgrades to This Year’s Growth Outlook Surging Oil Prices and Fading Growth Momentum War-Driven Global Economic Uncertainty Deepens The Iran war is sending significant shock waves through the global economy.

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Matthew Reuter

Merchant fees ↓ Card loan delinquencies ↑ Corporate bond dependence remains in the 70% range All-out cost-cutting including voluntary retirement As profits at credit card companies sh

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Siobhán Delaney

Growth forecasts revised downward in successive rounds, signaling weakening economic fundamentals Tariff effects fade as investment and consumption cool, accelerating the downturn Surging oil prices and mounting price pressures heighten stagflation risk

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Niamh O’Sullivan

Divergence between accommodative policy stance and rising market ratesProlonged downturn despite property stimulus efforts

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Tyler Hansbrough

Asia on ‘High Alert’ Amid Iran War, East Asia’s Three Economies Retain Policy Buffers Africa Still Reeling From COVID-19 Faces Escalating Middle East Risks Europe Grapples With Energy Disruptions, Fiscal Constraints Limit Policy Response As the

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Anne-Marie Nicholson

Stagflation Fears Rise Amid Persistent High Oil Prices Prolongation Implies High Inflation and Economic Slowdown Monetary Policy at an Impasse, Rate Cuts Effectively Off the Table The Iran war is destabilizing the equilibrium of the U.S.

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Oliver Griffin

Expansion of the ‘Upper Middle Class’ Driven by Education and Income Consumption Trajectories Fragment into Three Distinct Tiers Consumption Landscape Reconfigured Around High-Income Households Share of U.S.

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