Articles
Energy shock may renew inflationary pressures and stress gas grids in Europe
Last year, inflationary pressures looked under control in Europe. After war erupted in the Persian Gulf, that could be set to change – highlighting the continent's energy dependence on oil tankers and LNG vessels.
Articles
Asia's energy supplies are threatened by Middle East turmoil
As shipping traffic through the Strait of Hormuz grinds to a halt and Iranian attacks shutter some of the world's biggest oil and LNG facilities, Asia risks economic pain.
Articles
Thailand's demographic burden constrains the economy
Thailand’s shrinking labor force poses an increasing challenge to the economy. Some promising post-pandemic trends have withered, and there are fewer younger workers seeking to join the employment market than there used to be.
Articles
Are global food prices easing? It’s a mixed picture
Is the world in for some welcome relief after the 2024-25 rebound in global food-price inflation, or is the situation merely flattered by comparisons with last year?
Articles
AI boom triggers memory-chip shortage; South Korea benefits
One of the surprising consequences of the AI boom has been a global memory-chip shortage. To feed the insatiable AI demand, semiconductor firms switched capacity to more profitable, cutting-edge categories (such as high-bandwidth memory, used in AI accelerators and data-center graphics processing units).
Articles
Government shutdown masked AI-driven strength in the US
Donald Trump blamed his political opponents for some disappointing economic data. The government shutdown disrupted the US economy to a significant degree – masking the remarkable effects of the artificial intelligence-driven capital-spending boom.
Articles
Indonesia's nickel boom has barely helped wages
For Indonesia, sluggish income growth has been a persistent issue. It's not just the case for graduates in Jakarta: our granular datasets show how workers in Central Sulawesi are seeing limited benefits from the province's historic nickel boom.
Articles
Mexican credit-card data reflects weaker consumer confidence
High-frequency spending data from credit and debit cards provides a near-real-time look at Mexico’s worried consumers and sluggish economy.
Articles
Apple recovers its footing in China
After several years of shrinking share in China's hyper-competitive smartphone market, Apple appears to have regained ground after launching the iPhone 17.
Articles
Europe's uneven growth as US tariffs, China competition hold back exports
The eurozone is experiencing a modest recovery, but underlying trends highlight sustained export weakness. Demand has struggled to gain traction amid strong competitive pressure from Chinese exports and Donald Trump's tariffs. Net exports declined for five consecutive quarters through Q3 2025. That's offset relatively robust investment growth (driven by defense spending) and household consumption.