Your report is on the way! Thank you for submitting your details to download the "China’s 'sorpasso': Will China's economy overcome the US?" report. The report will be emailed to you shortly. You may also like US Economics Update AI already making a big contribution to productivity growth The further gains in GDP in the ICT industries in the third quarter, despite another fall in employment, is a clear sign to us that AI is boosting productivity. While other factors help to explain the... 5th February 2026 · 4 mins read US Economics Update JOLTS challenges view that the jobs market has stabilised The large downside surprise in December job openings may concern Fed officials and suggest they were premature to remove language in last month’s policy statement emphasising elevated downside risks... 5th February 2026 · 3 mins read China Economics Update China’s labour market is on the mend Our China Labour Market Indicator has climbed back above its long-run average recently, signalling an improving employment backdrop. A key driver has been stronger labour demand among exporters, who... 4th February 2026 · 4 mins read US Economics Update Warsh's QT wouldn't enable US rate cuts The idea that the Fed could pave the way for much lower policy rates by shrinking its balance sheet is unconvincing. Balance sheet reduction is a blunt tool for tightening financial conditions, and... 2nd February 2026 · 4 mins read Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next
US Economics Update AI already making a big contribution to productivity growth The further gains in GDP in the ICT industries in the third quarter, despite another fall in employment, is a clear sign to us that AI is boosting productivity. While other factors help to explain the... 5th February 2026 · 4 mins read
US Economics Update JOLTS challenges view that the jobs market has stabilised The large downside surprise in December job openings may concern Fed officials and suggest they were premature to remove language in last month’s policy statement emphasising elevated downside risks... 5th February 2026 · 3 mins read
China Economics Update China’s labour market is on the mend Our China Labour Market Indicator has climbed back above its long-run average recently, signalling an improving employment backdrop. A key driver has been stronger labour demand among exporters, who... 4th February 2026 · 4 mins read
US Economics Update Warsh's QT wouldn't enable US rate cuts The idea that the Fed could pave the way for much lower policy rates by shrinking its balance sheet is unconvincing. Balance sheet reduction is a blunt tool for tightening financial conditions, and... 2nd February 2026 · 4 mins read
