INT
Western capitals will focus on energy cybersecurity
Cyberattacks such as the Colonial Pipeline attack in 2021 have highlighted the need to secure energy supply chains
InternationalFirm electronics and transport trade will help Japan
Japan’s export volumes fell for a fourth month in May although the yen's weakness flattered the growth in export values
JapanUS defence reliance on imported key minerals is a risk
The US arms sector relies on importing strategic materials, and the plans to ease this will take years to take effect
InternationalG7 summit signals more trade protectionism ahead
The G7 summit confirms that the Western approach to China’s over-capacity and states supporting Russia is hardening
InternationalChina’s authorities to face pressure for more stimulus
China’s retail sales improved in May but industrial output weakened, maintaining the trend of mixed and moderate growth
ChinaEU labour costs will reduce scope for more rate cuts
Growth in total labour costs accelerated in the early months of 2024, keeping wage-price spiral fears alive
EURegulation of fast-growing private loan market to rise
The private credit asset class has grown rapidly in the last decade but regulatory concerns are also rising
InternationalUS interest rate easing cycle will be slow and uneven
Inflation continued to ease modestly in May while the Fed left rates on hold and signalled just one cut this year
United States
