Geopolitics
Finding Opportunities in an Uncertain World
Geopolitics, AI and market shifts are driving diversification
6 min read | September 2026
Focused Thinking
Focused Thinking
Geopolitics
Geopolitics, AI and market shifts are driving diversification
6 min read | September 2026
Economics
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Economics
Several factors are weighing against the dollar and the actions currently being taken will not likely limit the downside
4 min read | August 2026
Sustainability
Europe’s renewables market is at an inflection point amid new electricity demand from electric vehicles; with the right policy incentives in place, it can realize its full potential
4 min read | August 2026
Technology
Public transport operators are modernizing legacy traffic and transport planning processes with state-of-the-art software tools
5 min read | August 2026
Technology
Early evidence shows that AI-related hirings are more than firings, but there is reduced demand for entry-level workers
5 min read | August 2026
Annual Outlook
We maintain a broadly positive outlook, but we are cognizant of the large number of risks building
5 min read | August 2026
Economics
Our weekly update of the developments and key themes around the US economy
1 min read | August 2026
Central Banks
Oil prices, irrigation and policy can sometimes matter more than rainfall
4 min read | July 2026
Economics
US labor market data show minimal AI disruption to date, with employment and wages in AI-exposed sectors remaining resilient despite rising layoff announcements.
3 min read | July 2026
Japan in focus
Tokyo Stock Exchange reforms are providing rare opportunities for domestic and foreign buyers of Japanese companies
4 min read | July 2026
Economics
We consider how the Takaichi administration can achieve the high growth projected in its first growth strategy
3 min read | June 2026
Economics
Geopolitical transition, the China shock and the AI revolution are reshaping Asia’s economies
4 min read | June 2026
Central Banks
The Fed's proposed trimmed-mean inflation metric may understate price pressures, risking policy errors and aggressive hikes later
4 min read | June 2026