INT
Synthetic 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
InternationalWater demands of AI will elicit rising scrutiny
Research into AI's ‘thirst’ for fresh water is proliferating
InternationalIndonesia oversupply will further tighten world nickel
The nickel market will be under pressure from oversupply and from its environmental unfriendliness into the 2030s
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
EUUltra-low China CPI alters domestic and world dynamics
Persistent low inflation in China poses both domestic and global challenges
InternationalFirmer manufacturing guards against global recession
The manufacturing PMIs show that performance divides between US/Europe and within Europe and Asia are widening
InternationalChina’s economic targets will get trickier to achieve
The economic targets for this year are unchanged from 2023 and innovation has replaced consumption as the top priority
China
