Citigroup’s decision to raise its 12-month price forecasts for bitcoin and ether reflects a broader change in the cryptocurrency market: digital assets are increasingly being influenced by institutional flows, exchange-traded funds and macroeconomic conditions rather than retail enthusiasm alone. Citi… Read More ›
Strategy
Deadly Floods Push Nepal to Drain Four High-Risk Glacial Lakes
Nepal’s decision to begin work on lowering the water levels of four dangerous glacial lakes represents a shift from responding to climate disasters toward attempting to reduce their physical causes. The proposed project targets Thulagi, Lower Barun, Lumding Tsho and… Read More ›
G20 Trade Divisions Reveal the Limits of Global Economic Consensus
The latest Group of 20 trade discussions demonstrate how difficult it has become for the world’s largest economies to agree on common rules when national industrial strategies are increasingly competing with the principles of open trade. Trade ministers reached agreement… Read More ›
Developing Economies Face a Dangerous Convergence of Shocks
Developing countries are confronting a combination of energy costs, higher borrowing expenses, climate pressures and existing fiscal weaknesses that is narrowing their ability to respond to new crises. The concern is not simply that individual countries are experiencing separate economic… Read More ›
Delayed Food Labels Keep India’s Nutrition Debate Alive
India’s debate over front-of-pack food warnings has moved beyond the design of a label to a larger question about how quickly public-health regulation should translate into action. The Supreme Court has questioned the time proposed for implementing warnings on packaged… Read More ›
Autonomous AI Agents Are Exposing a Global Control Problem
The latest evidence from Chinese artificial intelligence systems is shifting the debate over AI safety away from a simple contest between American and Chinese models and toward a more fundamental problem: what happens when software is given enough autonomy to… Read More ›
US Withdrawal From Iraq Gives Iran-Backed Militias More Room to Operate
The completion of the United States military withdrawal from Iraq is changing the balance of power inside a country where Washington and Tehran have spent years competing for influence. The final American forces are leaving after more than two decades… Read More ›
Weaker Global Banking Cooperation Makes Cross-Border Risks Harder to Manage
Global banking regulators are facing a growing contradiction: financial risks are becoming increasingly interconnected just as cooperation among supervisors across countries is becoming more difficult. Erik Thedéen, chair of the Basel Committee on Banking Supervision, has warned that fragmentation in… Read More ›
AI Demand Helps China’s Manufacturing Sector Return to Growth
China’s manufacturing sector returned to expansion in September after two consecutive months of contraction, but the improvement says more about the changing composition of industrial demand than about a broad-based recovery across the economy. The official manufacturing Purchasing Managers’ Index… Read More ›
Bond Markets Are Repricing the Cost of Money
Government bond markets are undergoing a significant repricing as investors confront the possibility that interest rates may remain higher for longer than previously expected. Rising energy prices are feeding inflation concerns while strong investment in artificial intelligence is supporting economic… Read More ›