When risks stack up: Threats to global food markets in 2026
Global food commodity markets entered 2026 on a relatively stable footing, supported by ample grain and edible oil supplies. However, escalating conflict in the Middle
Europe must prepare for a possible oil supply crunch
With falling commercial and emergency oil reserves, Europe’s oil price shock could soon become a volume crisis – a scenario for which it must prepare.
The unequal burden of oil shocks: Labour markets and monetary policy
The war in Iran has sent oil prices sharply higher, reviving the question of who bears the cost of energy shocks and how central banks
A plan to revitalise the World Trade Organization
Saving the WTO will require EU-led alliances, better subsidy disciplines and new plurilateral routes, even if some initiatives sit outside the WTO. The World Trade
Nvidia CEO joins Trump’s thorny trade mission to China
Trump embarks on the first visit by a U.S. president to China in nearly a decade eager to land some economic wins and prop up
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
AI and the distribution of income between capital and labour
The swift rise of artificial intelligence is raising fundamental concerns about the future of work. This column uses data from 238 regions across 21 European
How sanctions can help stabilise global oil supply
There were initial concerns that the introduction of the Russian oil price cap in 2022 would see Russia cut production, global oil supply fall, and
European and Chinese exports kept growing despite the 2025 Trump trade shock
Diversification has kept global trade strong, despite Trump’s tariffs and accelerated US-China decoupling. One of the main ways in which the economic policies of the
Europe’s US holdings: Leverage lies in marginal demand
The question of whether Europe’s $12.6 trillion holdings of US assets be used as leverage if relations with Washington sour has become increasingly salient in
