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Top Insights

Read AI's Long-Term Potential: More Upside than Downside

AI’s productivity potential remains strong, but investors should watch supply chain risks and uneven adoption across global markets. Get our latest insight.

Read New Narratives Needed

From equity reform in China to reflation signals and CapEx momentum, this edition highlights macro developments that could potentially impact investor thinking over the next 12–24 months. Get our insight.

Read The Belabored Labour Survey

Lessons learned from reform of employment statistics in the U.K. Ryan Boyle explains.

Read Transshipment: Asia Gets Caught In The Crossfire

Tariff evasion is easy to describe but hard to identify. Vaibhav Tandon explains.

Read Janet Yellen's Legacy

Carl's summer reading: a look back at a groundbreaking career. Carl Tannenbaum explains.

Read Data Dependency Takes Center Stage

Global markets show strength, but rising tariffs and fiscal tightening may test resilience. Explore our latest insights.