Independent analysis of interest rates, inflation, growth, and capital flows.
A new private initiative of European elites aims to boost growth and innovation, but its success hinges on addressing the political roots of Europe's stagnation.
China's engagement with the Global South is about consolidating its position in the current international order, not creating a new one.
Markets are converging on a rate cut, but the path after September remains contested. We break down the data driving the decision.
Headline inflation has cooled, but core services remain sticky. Why the final stretch to 2% targets could take longer than consensus expects.
Beijing is shifting from property-led growth to advanced manufacturing. Can exports and stimulus offset a structurally weaker consumer?