International
Higher rates for longer raise corporate debt risks
The bond market may be entering a bear market and with rates set to stay high into 2024, corporate debt risks are rising
InternationalTrade rebound does not match regional demand outlooks
Estimates see world trade rebounding from sub-1% to 3.5% in 2024, even though all regions are slowing or growing slowly
InternationalDemand for uranium will continue to outpace supply
Uranium prices are rising due to more demand for nuclear power generation, and Russia and Western value chain decoupling
InternationalDisinformation will plague Israel-Hamas war
Graphic, hateful and highly inflammatory disinformation is circulating widely across social media platforms
InternationalSoft landing for global GDP masks variance by region
The IMF sees global growth of 3.0% in 2023, bolstered by 2.1% US growth and 5.0% Chinese growth, but 2024 will be weaker
InternationalDependency ratios overstate economic impacts of ageing
Population ageing will dampen major nations’ growth and budget scope but data crudeness means these fears are overstated
InternationalWar premium ups oil prices and volatility this month
Oil prices reversed their downward trend following the outbreak of war between Israel and Hamas
InternationalG7 may converge around some key EU rules
Japan and the EU have common ground on key aspects of generative artificial intelligence applications
International
