Key points.
The first quarter results confirm continued double-digit profit growth, despite the energy shock that is fueling inflation fears and making the trajectory...
Key points.
The widespread perception of a deeply unequal, K-shaped American economy overestimates the role of the wealthiest households. Broader data suggest that consumption...
Key points.
Every industrial revolution has sparked fears of mass unemployment, yet history shows that new technologies create more jobs than they destroy.
AI...
Artificial intelligence (AI) remains a key theme in the market, but currently, the debate surrounding the AI cycle has become more demanding. After an...
Key points.
China's large oil reserves, its capacity to produce alternative energy sources, and its diversified import channels make it more resilient than most...
Key points.
The conflict between the United States, Israel, and Iran is increasing risks to the global economy and financial markets. We are exploring...