INT
AI will transform supply chains
Companies across sectors are integrating ever-improving AI into their supply chains
InternationalWTO now a forum for talks, not unanimous dealmaking
The WTO’s standing is under threat amid the dispute settlement function suspension and low appetite for trade deals
InternationalAI Seoul Summit promises modest collaboration
The AI Summit, jointly hosted by the South Korean and UK governments, began in Seoul today
InternationalThe gold price will continue to perform strongly
Gold reached a record high yesterday and the drivers remain in place for the rally to continue
InternationalChina property and consumer stimulus will work slowly
More property stimulus was annonuced; meanwhile retail sales slowed the most since 2022 but industrial output improved
ChinaUS services and shelter inflation will gradually ease
US headline inflation edged lower for the first time in three months and core inflation was the slowest this year
United StatesThe consumer will lead a very modest recovery in Japan
Japan’s GDP contracted in January-March with consumption, investment and net trade all declining
JapanSteady wage and price growth is in sight for Japan
Having raised rates for the first time in decades, the BoJ sees a modest wage-price spiral and further rate rises ahead
Japan
