Dollar rises but still not far from pre-war levels, data awaited
Given the likelihood of elevated inflation readings, the CPI on Tuesday and PPI on Wednesday. The U.S. dollar extended gains for a second straight session
AI rally fizzles as Middle East ceasefire goes on ‘life support’
Oil rises, stocks fall as Middle East ceasefire falters and Strait of Hormuz remains blocked. Oil crept higher and the dollar rose on Tuesday as
Gold falls as fading Middle East peace hopes lift dollar, oil
Trump to visit China this week, to discuss Iran with Xi. Gold fell from a three-week high hit earlier on Tuesday, as slim hopes of
OpenAI gives European companies access to its latest models to bolster resilience
U.S. artificial intelligence giant OpenAI said it was granting access to its latest models including GPT-5.5-Cyber to Deutsche Telekom, BBVA and dozens more European companies
When the ruler is made of the thing it measures: Multi-model evidence on AI occupational exposure scores
To estimate how AI is reshaping work, it is now standard to ask AI itself to score how exposed each occupation is. The instrument is
Beyond the 3 Percent Fiscal Deficit Rule: What India’s States Reveal About Fiscal Discipline
India’s states began adopting Fiscal Responsibility Laws (FRLs) in the mid 2000s to rein in deficits, put debt on a sustainable path, and restore fiscal
Understanding the global clean tech manufacturing slowdown
Investment in clean technology manufacturing facilities is falling worldwide. After peaking at $70 billion in 2023, quarterly manufacturing investment more than halved to $35 billion
China’s real estate reckoning: Lessons from Japan’s lost decade
A growing debate has emerged over whether China risks repeating elements of Japan’s post-real estate bubble stagnation of the 1990s. This column compares China’s current
How UK firms are responding to the war in Iran: Early evidence from the Decision Maker Panel
The conflict in the Middle East has pushed energy prices sharply higher, but the implications for UK inflation will depend on the scale and duration
Identifying monetary policy shocks in newspapers using GPT
Identifying the shock component of monetary policy is a precondition for measuring its causal effects. This column proposes a novel approach: using large language models,
