The immigration surge was large, but projections show it was not a permanent doubling of consumer demand.
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Across advanced economies, weaker construction TFP growth is associated with higher relative construction prices.
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U.S. economy-wide labor productivity has risen sharply since 1950, while construction labor productivity has barely improved.
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A Taiwan war would not be a regional shock.
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Japan’s exposure in a Taiwan war would come less from direct combat than from chips, trade disruption, and financial spillovers. Related Articles:
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China’s clean-tech dominance shows why cheaper supply can become a strategic dependency problem for Europe. Related Articles: China’s Subsidy Mo
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Subsidies are concentrated in sectors that now shape the next phase of industrial competition: solar, chips, steel, aluminium and shipbuilding. Related Articles:
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Foreign AI adoption can lower import prices, but non-adopting countries face competitiveness losses through weaker exports and lower global sales. Related Articles:
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AI’s macroeconomic gains are not evenly distributed; countries capture different benefits depending on adoption speed, sector exposure and trade position. Related Articles:
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The rise in geopolitical risk following the outbreak of the Ukraine war is estimated to have weighed on eurozone industrial output while driving consumer prices higher. Related Articles:
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The euro-area GPR index shows why regional measurement matters: after 2022, Europe’s risk signal remained structurally higher than its pre-war norm. Related Articles:
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The highest-risk cases are minority behaviors, but they are large enough to justify child defaults, privacy controls and stricter mode settings. Related Articles:
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Teen use is driven by entertainment and curiosity, but the emotional-use reasons show why safety modes need to be adjustable. Related Articles: AI Companio
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QL-style investors remain prone to redemption even as fundamentals improve, while LLM redemptions fall earlier.
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The fall in EU energy use shows adjustment and structural change, but not yet a full escape from imported fuel dependence. Related Articles: E
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India’s real opportunity lies in sectors where fresh inflows, growth momentum, and long-term FDI depth can become production capacity. Related Articles:
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Financial openness changes the transmission channel: the same US shock can ease or deepen the GDP effect depending on inequality and market exposure. Related Articles:
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One US rate shock produces very different GDP losses across foreign economies, with emerging markets showing the sharpest delayed decline. Related Articles:
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Japan and South Korea show Thailand’s next risk: housing can move from scarce urban asset to stranded local burden once ageing and low births reshape demand. Related Articles:
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