International

  • Mar 19
  • 2 min read

Lower near-term EM risks raise long-run opportunities

The near-term risk of defaults in emerging market (EM) sovereign debt markets is easing

International
  • 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

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 15
  • 2 min read

AI boom raises risks of AI-washing

There is growing concern that private-sector firms are overselling their artificial intelligence (AI) solutions

International
  • 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 8
  • 2 min read

Rising sugar and meat prices offset grain and oil fall

The global food price index continued to fall overall but remains far above 2015-18 levels

International
  • Mar 8
  • 2 min read

New report underlines AI's environmental cost

A group of notable climate change-focused organisations have warned of the rising cost of AI technology

International