Drop-In: Commercial property in a world of rising interest rates

France's fiscal warning to the rest of the world

The sell-off in French bonds is a warning for governments elsewhere, but we doubt it is the start of a broad fiscal crisis. Few advanced economies...

AI buildout to continue boosting world trade

Exports of AI goods now make up a third of growth in overall global exports and they are likely to remain a key driver of trade into 2027. Meanwhile...

Initial war hit to world trade appears small

After a strong start to the year, the early signs are that disruptions from the Iran war did not deal a heavy blow to world trade in March. In other...