Event

Asia Drop-In: The AI boom, rate calls and market momentum

27th November 2025, 8:00AM GMT

Asia’s factories sit at the heart of the global AI build-out – but who are the real economic winners, and what happens if the bubble bursts?

Middle East & North Africa Economics Weekly

UAE keeps up Gulf AI momentum, Qatar-Egypt deal

AI-related investments in the UAE this week add to signs that the US is using access to AI technologies to take the Gulf economies away from China’s sphere of influence. It may also reflect the...

6th November 2025 · 8 mins read

Australia & New Zealand Economics Focus

What’s driving Australia’s productivity slump?

The main factors behind the ongoing weakness in productivity are the demise of the country’s mining sector, a dearth of business investment and a post-pandemic surge in net migration. The latter has...

5th November 2025 · 13 mins read

Bonds & Equities

Making sense of the changing nature of the AI capex boom

US hyperscalers are increasingly using leases as an alternative to capital spending. This Update considers why that is happening and its implications for them, the lessors, and the economy more...

31st October 2025 · 5 mins read

Middle East & North Africa Economics Weekly

Saudi Arabia’s FII: PIF and AI dominate the headlines

Comments at the Future Investment Initiative in Saudi Arabia this week suggest that the Public Investment Fund will take a step back from driving investment in the Kingdom, paving the way for greater...

30th October 2025 · 6 mins read

India Economics Update

AI offers several upsides to India despite BPO disruption

Recent lay-off announcements from several major IT firms in response to advances in artificial intelligence (AI) offer a stark glimpse of the technology’s potential to disrupt India’s business process...

29th October 2025 · 4 mins read

Commodities Update

A primer on AI and electricity demand

While data centres will remain a small share of global electricity consumption, the uneven spread of their power demands means their influence on power markets will be felt much more acutely in...

28th October 2025 · 4 mins read

Europe Economics Update

Europe being left behind in the AI boom

While huge investment in AI has been driving US GDP growth this year, Europe has seen a negligible boost to investment. And it seems unlikely that AI investment in Europe will increase by much in the...

14th October 2025 · 4 mins read

US Economics Update

Answering your questions on the economic outlook and AI

We held an online Drop-in session yesterday (see here for a recording) to discuss the US economic outlook. This Update answers several of the questions we received, including the role that AI will...

8th October 2025 · 7 mins read

Equities Update

UK-US valuation gap reflects more than just AI hype

We expect the UK stock market will continue to underperform its more tech-heavy US counterpart as enthusiasm for AI continues to grow. What’s more, if the bubble in AI were to burst, we think there is...

8th October 2025 · 4 mins read

China Economics Weekly

Early signals of Five-Year Plan priorities

China's 15th Five-Year Plan will be finalised at the Fourth Plenum later this month. There are limited signs so far of a significant shift in the leadership's priorities – it seems likely that...

3rd October 2025 · 5 mins read

Event

Drop-In: US Outlook – Weighing the AI boom, labour constraints and the Fed’s next chapter

7th October 2025, 3:00PM BST

Our latest US Economic Outlook makes the case for stronger growth than the consensus expects as an AI-driven investment boom boosts productivity and helps offsets the drag from tighte

US Economics Update

AI splurge an upside risk to near-term growth

The strength in IT equipment investment this year suggests the shift towards AI development and adoption is happening even sooner than our initial upbeat assumptions, posing an upside risk to the near...

10th September 2025 · 3 mins read

Commodities Update

Are data centres driving up US electricity prices?

Electricity prices in the US have been hitting the headlines, with some laying the blame at the feet of the AI rollout and data centre construction. This Update answers key questions on what is...

3rd September 2025 · 4 mins read

China Economics Weekly

China spurns Nvidia as it plans domestic AI boom

Rather than welcoming improved access to Nvidia chips, Chinese officials are discouraging purchases and focusing on boosting domestic chip output. This dovetails with a wider AI+ plan, fleshed out...

29th August 2025 · 6 mins read