INT

  • Mar 18
  • 7 min read

Divergent rules raise sanctions compliance risks

Different US, EU and UK beneficial ownership registries and divergence on regulation and enforcement powers raise risks

International
  • Mar 18
  • 2 min read

Stimulating the Chinese economy will be a struggle

Economic activity rose reasonably in January-February, but bank lending weakened and unemployment rose

China
  • Mar 18
  • 2 min read

Calm interest rates period will last a few more months

A survey of US rate predictions among economists estimates two rate cuts this year, starting June or July

International
  • Mar 14
  • 2 min read

EU AI Act affirms the bloc's policy orientation

The European Parliament yesterday approved the AI Act

EU
  • Mar 12
  • 7 min read

Low savings limit Japanese spending and GDP growth

Fourth-quarter GDP has been revised from a 0.4% annualised contraction to a modest gain on surging business spending

Japan
  • Mar 11
  • 7 min read

Iron ore is set to face a supply surplus from 2025/26

Iron ore -- the best industrial commodity performer in 2023 -- will be well supported by fundamentals this year

International
  • Mar 11
  • 2 min read

Huthi Red Sea action is more symbolic than economic

As Huthi attacks on shipping continue despite Western military action, the impact on world trade seems to be stabilising

International
  • Mar 11
  • 2 min read

TikTok faces unprecedented US policy pressure

A bill that targets TikTok has cleared two house committees and is set to be placed before Congress for a vote

United States