INT

  • Mar 15, 2023
  • 11 min read

Lower rates will return, amplify and raise challenges

New data over six centuries suggest the trend for lower rates will resume along with the associated policy challenges

International
  • Mar 15, 2023
  • 7 min read

US oil output solid near-term but less so further out

US output is key to oil market dynamics and will grow short-term, though contradiction clouds the outlook further out

United States
  • Mar 15, 2023
  • 2 min read

GPT-4 underlines mismatch on AI policy and innovation

OpenAI has launched the successor to its hugely popular ChatGPT AI chatbot

International
  • Mar 15, 2023
  • 2 min read

China will meet its GDP aim, but imbalances will rise

Retail sales are recovering modestly but, led by the property downturn, private investment is growing as a concern

China
  • Mar 14, 2023
  • 2 min read

UK financial risks to rise as economic activity slows

The UK job market remains tight but is gradually weakening, bringing nominal wage growth lower with it

United Kingdom
  • Mar 13, 2023
  • 12 min read

SVB failure spells contagion but not systemic risk

Major global tech lender Silicon Valley Bank and crypto lender Signature Bank have collapsed in quick succession

International
  • Mar 13, 2023
  • 2 min read

Banking overtakes jobs in importance to US rate moves

The US economy added 311,000 non-farm jobs in February but banking fears may dominate Federal Reserve thinking next week

United States
  • Mar 10, 2023
  • 2 min read

UK GDP is unlikely to grow in first-quarter 2023

UK GDP grew modestly in January as hospitality and education rebounded but manufacturing and construction fell

United Kingdom