International
Euro-area GDP and CPI are moving in right directions
The economy emerged from recession in January-March and headline and core inflation continued to slow in April
EUImmigration is key to US job market and economic plans
The foreign-born workforce outgrowing the native-born workforce is driving strong activity without strong real wages
InternationalCompetition in the AI value chain will be fierce
The AI value chain is highly competitive, as end-users work out what AI models could boost business performance
InternationalUS GDP growth will slow but price risks remain high
US GDP grew by 0.4% quarter-on-quarter in January-March, the weakest in seven quarters as strong imports took a toll
United StatesBHP/Anglo-American offer signals more mining M&A ahead
BHP Group is proposing to buy out Anglo-American, which would be the largest mining deal in more than a decade
InternationalBig tech AI investment will rise but so will scrutiny
Several of the top technology firms in the world are spending a fortune on AI investment
InternationalCommercial property downturn has not bottomed out yet
European commercial property deal-making fell for a seventh quarter in January-March
InternationalGlobal spending needs will undermine austerity call
The IMF urges “decisive fiscal consolidation” to guard public budgets and rebuild buffers, but spending needs will rise
International