US goods trade deficit unexpectedly widens in September
The US trade deficit in goods unexpectedly widened in September as imports increased, suggesting that trade again subtracted from economic growth in the third quarter.
Washing away the US: Tariff evasion on the other side of the US–China trade war
Debates about tariff evasion have focused on Chinese goods entering the US. This column examines the reverse flow and finds that China’s retaliatory tariffs on
Taming original sin redux: The role of benchmark-driven flows
Emerging market capital flows remain highly sensitive to global shocks. This column analyses foreign investors in emerging market local-currency sovereign bonds depending on whether they
Tokenised finance: Towards better markets?
Tokenised finance has moved from the margins of crypto markets to the centre of the policy agenda. Central banks, regulators, and market participants are debating
Financing the AI boom: Winners and losers in corporate bond markets
The expansion of artificial intelligence has triggered a surge of investment and rising equity values at technology firms. The largest firms, known as ‘hyperscalers’, issued
Competitiveness and opportunities for European clean tech
EU green value chains are losing competitiveness, but strong regional specialisation means support should target regions with the best industrial fit. The European Union is
Taiwan plans $13bln in extra energy spending given high global prices
Taiwan has not passed on most of the rising costs to consumers, and it heavily subsidises energy bills, helping to keep inflation down. Taiwan’s government
How data centres affect electricity prices and for whom
Increases in US electricity prices since 2020 have coincided with a sharp rise in demand from data centres. This column analyses the impact of the
How to lend and spend money to increase the gains from international migration
It has long been argued that even relatively small increases in global migration could result in gains that far exceed the total of all foreign
Qatar Investment Authority invests in Positron AI’s Series C financing
The new financing will support the development and commercialization of Positron’s next-generation technology. Qatar Investment Authority (QIA) today announced its participation in Positron AI’s USD
