International
Long Red Sea crisis would absorb shipping overcapacity
Shipping freight is in a cyclical downturn, but attacks on ships in the Red Sea cast the outlook in uncertainty
InternationalECB will be cautious about cutting rates too early
Headline inflation rose from 2.4% to 2.9% in December as energy price falls stabilised and services prices picked up
EUFood price slowdown will be very slow and very uneven
Food prices fell for the 19th month in 21 but remain 27% higher than at the start of 2019; sugar prices fell promisingly
InternationalClimate finance will grow but huge challenges persist
The COP28 aims of “transitioning away” from fossil fuels and tripling renewable energy capacity require huge investment
InternationalEquity markets are more vulnerable than bond markets
The Fed's shift to a slightly more dovish stance exacerbates the growing disconnect between markets and economies
InternationalIndia and US GDP may outgrow China later this century
The CEBR sees China passing the US economy for size by 2038, then US GDP regaining the lead, then India taking top spot
InternationalInert anodes offer aluminium decarbonisation advance
Inert anodes will be key to aluminium decarbonisation but large-scale firm renewable power supplies will still be needed
InternationalApple's entry will fuel competition in GenAI market
Apple is on course to become the latest technology major to enter the market for generative artificial intelligence
International
