The shock, and weaker American demand, would spill over to low-growth Europe and deflationary China, compounding the blow to exporters from President Donald Trump’s tariffs. And because foreigners have $18trn-worth of exposure to American stocks, there would be a mini-wealth effect globally.

Institutions, central banks and speculators drive record surge amid ‘loss of trust’ in bond markets and US dollar

The copper price outlook for the medium to long-term remains upbeat amid signs of a supply deficit and heightened demand from decarbonization, urbanization

Perhaps the most underappreciated economic benefit of renewables concerns productivity. Cheap, efficient energy is the lifeblood of industrial growth. Renewable energy is now much cheaper than fossil fuels, particularly when factoring in what is lost when turning energy (say, car fuel) into usable services (propulsion).

Established in 1954, the Economic Outlook series is a renowned tradition at Chicago Booth, offering some of the nation’s leading scholars an opportunity to share key insights that help reframe our understanding of the contemporary economic and policy spheres.

CEOs have shifted their focus to a different kind of disruption—that driven by AI. Sixty percent of chief executives say AI will have either a significant (45%) or transformational (15%) impact on their core processes over the next one to three years.

Expect more activity in the Arctic ocean in spring 2026, when the ice melts. But how quickly the region opens up depends on several factors

As the world’s climate negotiators gather in Brazil, they must understand that the energy transition is now inevitable

The most resilient opportunities lie in companies that solve Earth-first problems with space-ready technologies.