The rapid expansion of artificial intelligence has become an important source of economic growth, but growing dependence on the technology boom is creating a difficult problem for central banks. Massive investments in data centres, advanced chips and computing infrastructure have… Read More ›
Regulations & Legal
Democratic US Congress to Challenge Trump Over Iran War and Ukraine Policy
The Democratic Party’s victories in the 2026 midterm elections have changed the political balance in Washington, giving the opposition control of both chambers of Congress while Donald Trump remains in the White House. The result creates a more difficult environment… Read More ›
Advanced Chip Packaging Emerges as a Critical Bottleneck in the AI Race
The global artificial intelligence boom is creating a new competitive battleground within the semiconductor industry, shifting attention from chip design and manufacturing towards a part of the production process that was previously considered relatively routine. Advanced semiconductor packaging is becoming… Read More ›
North Korea’s Cyber Operations Turn Cryptocurrency Exchanges Into Strategic Targets
The theft of billions of dollars in cryptocurrency from Binance has drawn renewed attention to North Korea’s growing ability to use sophisticated cyber operations to target the international financial system. The attack, attributed by American investigators to North Korean state-linked… Read More ›
AI Infrastructure Boom Faces a Political and Financial Reality Check
The rapid expansion of artificial intelligence infrastructure in the United States is facing a new source of uncertainty as political opposition to data-centre development begins influencing investment decisions. Technology companies have committed enormous resources to building the computing facilities required… Read More ›
Democratic Congress Puts Wall Street’s Deregulation Gains at Risk
The American banking industry is preparing for a more difficult relationship with Washington as the Democratic Party prepares to take control of both chambers of Congress. The change could mark the end of a relatively favourable period for major financial… Read More ›
Nvidia’s China Business Faces a Strategic Roadblock Despite Strong AI Demand
Nvidia is facing an unusual problem in one of the world’s largest technology markets. Its advanced artificial intelligence processors are in demand among Chinese technology companies, but a growing stockpile of products in Hong Kong shows that commercial demand alone… Read More ›
Strong US Demand Exposes the Limits of Trump’s Tariff Strategy
The slight reduction in the US trade deficit in September offers little evidence that President Donald Trump’s tariff strategy is fundamentally changing the country’s dependence on foreign goods. Imports continued to rise, reaching a record level, while exports also expanded…. Read More ›
Trump’s Election Setback Could Weaken America’s Trade Negotiating Position
The Democratic Party’s gains in the November midterm elections have created a new political complication for President Donald Trump’s trade strategy. Countries that have spent months negotiating with Washington under the threat of higher tariffs may now have greater incentives… Read More ›
War Disruptions Shift Oil Industry Profits Towards Refining
The latest earnings from ExxonMobil and Chevron reveal how geopolitical instability is changing the distribution of profits across the global oil industry. While crude oil production remains central to the business models of major energy companies, disruptions to refining capacity… Read More ›