If the AI stock market boom turned to bust, we suspect the correction would be somewhat smaller but significantly shorter-lived than the one that took place after the dotcom bubble burst.

The surge in AI investment has so far been more apparent in company reports of nominal CapEx than in real investment in the wider economy. But the latter impact is growing. And while individual...

The deterioration in the entry-level jobs market has sparked concerns that an “AI jobpocalypse” is upon us. While AI is a contributing factor – especially in some specialised fields like software...

Q3 GDP estimates and early data for October indicate that the global economy continues to expand apace, defying expectations of a slowdown. Several Asian economies are leading the way, with strong AI...