Recent bond market movements suggest that equilibrium real interest rates may have risen further, perhaps justified by strong AI investment and persistently high government borrowing. But some recent...

The deterioration in Indo-US relations appears to have expedited New Delhi’s efforts to strengthen ties with Beijing, as highlighted by Prime Minister Modi’s first visit to China in seven years last...

Weak employment data have revived recession talk in several advanced economies. However, detecting recessions early requires examining a range of indicators rather than just focusing on the labour...

The slowdown in world goods trade since Q1 has been largely due to the reversal of tariff front-running. But the latest data show that world trade has so far not slumped in the wake of tariffs. And...