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Top Insights

Read Dust Is Settling

The global economy can move past peak trade uncertainty, but restrictions are here to stay.

Read Accounting for Climate Change: Scope 3 Emissions and Their Effective Capture

We analyze the Fed’s balancing act between the rising risks of a slowing job market and potential for inflation, and the potential impact on markets.

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.