International
Commercial property poses risks for narrow focus banks
The long commercial property downturn poses significant risk for banks that are highly or narrowly exposed to it
EuropeWorld trade to rebound modestly but risks remain high
World goods trade volumes fell by 5% last year and are expected to increase very modestly this year
InternationalFirm services activity aids GDP but poses policy risks
Europe’s flash PMIs for March further highlight the outperformance of services relative to manufacturing
InternationalNo easy fix to fertiliser non-greenness
Nitrogen-based fertilisers are essential for food output but also a source of carbon emissions and nitrogen pollution
InternationalCalm 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
InternationalDivergent rules raise sanctions compliance risks
Different US, EU and UK beneficial ownership registries and divergence on regulation and enforcement powers raise risks
InternationalAI boom raises risks of AI-washing
There is growing concern that private-sector firms are overselling their artificial intelligence (AI) solutions
InternationalHuthi 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