Strong AI-related business investment and resilient consumer spending means we now expect growth to average near-3% in the second half of the year. The recent slowdown in employment growth and limited...

President Trump’s termination of trade talks won’t make a big difference to the near-term outlook, given rumours that any imminent deal would only provide modest tariff relief to the metals sectors...

Officials have pledged to significantly increase the consumption share of GDP. But the wider messaging on China’s upcoming Five-Year Plan suggests that efforts to further expand the supply-side of the...