Showing 1 - 10 of 114
2026 outlook calls for recalibration
News, Mohamed A El-Erian, Published on 17/01/2026
» For global markets, 2025 was defined as much by what did not happen as by what did. The year offered a masterclass in the power of a single narrative, with massive, concentrated bets on AI masking various other unanswered questions. Yet as we move further into 2026, the AI narrative is unlikely to prove strong enough to continue overshadowing other lingering uncertainties, many of which reflect deeper structural shifts. For investors, central banks, and governments alike, the situation demands adaptation.
No cause for GDP panic
Oped, Editorial, Published on 01/12/2025
» The Marketing Association of Thailand's annual survey should serve as a wake-up call for the government as it navigates a year clouded by political uncertainty and economic fragility.
Is Takaichi Sanae the 'Iron Lady' of Japan?
Oped, Koichi Hamada, Published on 10/11/2025
» For the first time in its history, Japan's parliament has selected a woman, Takaichi Sanae of the Liberal Democratic Party, to be prime minister. In this sense, Ms Takaichi has already followed in the footsteps of her political idol, Margaret Thatcher -- the UK's first female PM. But whether she is remembered as Japan's own "Iron Lady" will depend on her ability to manage three key challenges: inflation, low female labour-force participation and a fraught geopolitical environment.
AI may be both a bubble and a boon
News, Mike Dolan, Published on 10/11/2025
» Bubble or bonanza? AI could be both.
Can world weather another crisis?
Oped, Jayati Ghosh, Published on 07/11/2025
» As stock markets hit record highs, rising financial fragility is setting off alarm bells across the United States and Europe. The International Monetary Fund has recently echoed these concerns, stoking fears of a looming crisis.
Measuring the economic impact of AI
Oped, Diane Coyle, Published on 24/10/2025
» Is AI transforming the economy in any real sense, or is the promise of rapid growth mere hype?
'Phoney trade war' may be ending
News, Mike Dolan, Published on 18/10/2025
» After a period of relative calm through the Northern summer, businesses are bracing for a nervier winter, a return of trade and economic uncertainty, and higher financial market volatility to boot.
Economy will pop with AI bubble
News, Mike Dolan, Published on 07/10/2025
» The old truism that the stock market is not the economy risks underplaying how much today's powerful investment trends could impact the prosperity and lives of the whole country.
Stablecoin explosion fuels liquidity, not yet money
News, Mike Dolan, Published on 16/08/2025
» Treasury market bulwark or catalyst for a liquidity bubble? No one's sure whether the now government-blessed "stablecoin" explosion will juice or destabilise the economy.
Life in a flu bubble
Oped, Postbag, Published on 22/05/2025
» Re: "Covid cases hit 33k last week", (BP, May 19) & "Covid alert as six die last week,' (BP, May 13).