The state of globalisation: A new eBook
Three forces have always shaped globalisation – technology, policies, and geopolitics. What distinguishes the current moment is that all three are accelerating simultaneously but in
Export strength does not equal tech strength: Rethinking EU comparative advantage
Amid geopolitical shocks, the EU is revisiting its industrial strategy. However, traditional metrics often paint a misleading picture of Europe’s underlying strength. This column uses
How the 2018/19 US tariffs against China boosted exports and employment in Mexico
In 2018 and 2019, the US administration hiked tariffs on imports from China. This column shows that imports from Mexico partly filled the gap, leading
The Great Wall of Chinese goods: The effect of tariff-induced re-rerouting on euro area consumer prices
Tariffs affect both supply and demand, possibly with contrasting effects on prices. This column shows that renewed US-China tensions could redirect Chinese exports to the
Transatlantic clean investment monitor 4: electric vehicles
Electric vehicles (EVs) have grown from a niche technology to a mainstream industry in the space of a little over a decade. EV deployment is
Radical novelties in critical technologies and spillovers: how do China, the US and the EU fare?
Critical technologies including artificial intelligence, semiconductors and quantum computing are attracting attention because of their indispensable nature and their role in national security strategies. We
Nvidia plans to sell tech to speed AI chip communication
Nvidia plans to sell a technology that will tie chips together to speed up the chip-to-chip communication needed to build and deploy artificial intelligence tools, it
Amazon to spend $4bln on cloud infrastructure in Chile
Amazon’s cloud computing division will invest $4 billion to build its first data centers and other cloud infrastructure in Chile, the company’s head of South
Cantor teams up with Tether, Softbank for $3.6 billion crypto venture
Cantor Fitzgerald is launching a crypto venture with Tether and Japanese technology investor SoftBank Group to buy bitcoin, wagering that interest in the digital currency will
