The experience of the first Trump administration suggests that other countries will retaliate to the imposition of new US tariffs but in a way that is measured and minimises the risk of escalating...

Artificial intelligence (AI) is still not being used very widely outside of the ICT sector. But we remain confident that, in time, it has the potential to be used across all sectors and industries.

Higher US interest rates will probably continue to weigh on government bonds globally. But we still expect bond yields in most developed market (DM) economies to fall back by the end of 2025, as...

We think investors are now overestimating how tight Brazil’s central bank will keep policy over the coming years, so we expect local-currency bond yields there to fall by end-2025. Still, fiscal...