Emerging Europe Economics Focus Bulgaria’s slow euro-zone convergence to continue Bulgaria has become the latest but also the poorest member of the single currency area following its euro adoption at the start of the year. GDP per capita should continue to converge with Western... 14th January 2026 · 17 mins read
China Economics Focus China’s AI rollout could rival the US One year on from DeepSeek’s breakthrough, Chinese AI is still hot on the heels of US tech. Despite hardware constraints, China looks set to remain close to the frontier of AI development. And China... 14th January 2026 · 31 mins read
US Economics Weekly Productivity boom: this time it's structural The latest surge in productivity suggests the AI boom is providing lasting benefits to the US economy that go well beyond just the value of investment in data centres. Non-farm business productivity... 9th January 2026 · 7 mins read
US Rapid Response US productivity (Q3) The latest surge in US productivity suggests the AI boom is providing lasting benefits to the US economy that go well beyond just the value of investment in data centres. Non-farm business... 8th January 2026 · 2 mins read
Japan Economics Update Has Japan become a leading ICT economy? While Japanese firms seem to be investing more in information & communication technology than those in almost any other advanced economy, broader measures suggest that the country is not a leading... 6th January 2026 · 3 mins read
Australia & New Zealand Economic Outlook RBA set to reverse course on rate cuts in 2026 The RBA is poised to join the rather exclusive club of advanced economy central banks that tightens policy in 2026. With growth accelerating when there’s little to no spare capacity and the labour... 10th December 2025 · 20 mins read
Global Economics Focus Has the AI “jobpocalypse” begun? The deterioration in the entry-level jobs market has sparked concerns that an “AI jobpocalypse” is upon us. While AI is a contributing factor – especially in some specialised fields like software... 11th November 2025 · 17 mins read
Australia & New Zealand Economics Weekly Australia poised to reap benefits from AI boom Australian imports of automatic data processing machines are growing at a breakneck pace, driven by the rapid expansion of data centre construction. We believe the AI revolution will continue to... 7th November 2025 · 4 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
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
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
Australia & New Zealand Economic Outlook A tale of two recoveries The Australian economy bounced back strongly in Q2, and it increasingly appears that the recovery has legs. In contrast, the New Zealand economy remains mired in a deep slump, and we believe that it... 25th September 2025 · 20 mins read
US Economics Weekly The judiciary strikes back The conventional wisdom is that President Trump has pushed well beyond the established bounds on executive power in his second term. In a number of areas, including tariffs, deportations, the use of... 5th September 2025 · 6 mins read
Australia & New Zealand Economics Update Don’t blame the public sector for Australia's productivity malaise Even though direct government spending now accounts for the largest share of GDP on record, we aren’t convinced that this explains the prolonged weakness in productivity growth. 21st August 2025 · 4 mins read
