Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: Global Economics Update Will the Iran war undermine AI investment? The Iran war could take some of the momentum out of the AI investment boom but we doubt that it will fundamentally disrupt the overall build-out. 30th March 2026 · 5 mins read US Economics Weekly Manufacturing dragging down non-residential construction We do not expect the war in Iran to dent the data centre buildout but, with manufacturing construction investment falling sharply, we may still be overestimating the outlook for non-residential... 27th March 2026 · 8 mins read US Economics Weekly Goods inflation a thorn in the Fed’s side The sharp repricing in futures markets toward discounting the chance of a Fed hike this year looks somewhat overdone, especially given the Fed’s commentary following this week’s rate decision. While... 20th March 2026 · 4 mins read Global Economics Focus How deeply is AI taking hold in the economy? AI-related spending is giving a significant boost to aggregate demand and GDP growth in some countries. The biggest beneficiaries so far are the US, where the bulk of the spending is occurring, and... 20th March 2026 · 29 mins read Pagination Previous … Page 12 Page 13 Page 14 Page 15 Current page 16 Page 17 Page 18 Page 19 Page 20 … Next
Global Economics Update Will the Iran war undermine AI investment? The Iran war could take some of the momentum out of the AI investment boom but we doubt that it will fundamentally disrupt the overall build-out. 30th March 2026 · 5 mins read
US Economics Weekly Manufacturing dragging down non-residential construction We do not expect the war in Iran to dent the data centre buildout but, with manufacturing construction investment falling sharply, we may still be overestimating the outlook for non-residential... 27th March 2026 · 8 mins read
US Economics Weekly Goods inflation a thorn in the Fed’s side The sharp repricing in futures markets toward discounting the chance of a Fed hike this year looks somewhat overdone, especially given the Fed’s commentary following this week’s rate decision. While... 20th March 2026 · 4 mins read
Global Economics Focus How deeply is AI taking hold in the economy? AI-related spending is giving a significant boost to aggregate demand and GDP growth in some countries. The biggest beneficiaries so far are the US, where the bulk of the spending is occurring, and... 20th March 2026 · 29 mins read
