INT
Weak euro-area bank lending will persist into 2025
The ECB’s latest bank lending survey shows little sign of a marked pick-up in economic activity
EUSlow and stuttering rebound for global manufacturing
Global manufacturing prospects are improving in spite of supply chain troubles and continued contraction in Europe
InternationalAntitrust tests of 'big tech' will get tougher
All top global tech firms face regulatory or legislative scrutiny for anti-competitive practices
InternationalSynthetic disinformation is a hard policy challenge
AI generated mis/disinformation is a growing risk but no clear policy response is apparent
InternationalFood risks remain but price drops will help lower CPI
Food prices continue to edge down overall but remain historically high and rising vegetable oil prices raise concern
InternationalJapan will be a policy pioneer for advanced nations
Last month Japan’s stock market hit a record high, 34 years after the last record, and the BoJ loosened monetary policy
InternationalSouthern services CPI is a risk to steady ECB cuts
Inflation slowed to 2.4% in March and core prices to below 3% but services CPI remains a risk, especially in the South
EUIndonesia oversupply will further tighten world nickel
The nickel market will be under pressure from oversupply and from its environmental unfriendliness into the 2030s
International