Concerns abroad about China’s surging exports have largely focused on “strategic sectors”. Less acknowledged is that China has been gaining significant global market share across the board, including...

The increasing frequency and intensity of extreme weather events will be a greater source of economic volatility than in the past and could hit some sectors particularly hard. The changing nature of...

The recent bond market sell-off appears to reflect investors demanding greater compensation for fiscal, geopolitical and policy uncertainty. We expect this shift to prove relatively persistent. The...