The US is spending more than 5 times as much as Europe on data centre construction. China is spending more than 3 times as much. And that means Europe risks losing out in the battle for AI supremacy.
This gives us confidence that annual GDP growth in 4Q25 is likely to exceed the 3.7% YoY reported in 3Q25. In 2025, we still ...
How do you spell stagnation? G-E-R-M-A-N-Y. In the past three years, the German economy has recorded only two quarters of positive growth. On average, the economy has shrunk by 0.1% quarter-on-quarter ...
Intuitively, a deal with Russia would help euro rates higher, but falling gas futures are already pushing down the curve through lower inflation expectations. Tensions with Russia are likely to stay, ...
Polish construction output rose 4.1% year-on-year in October, rebounding from September’s near stagnation, when growth was just 0.2%. The strongest gains were seen in building construction and civil ...
Oil prices rose yesterday, in step with a global equity rally. However, peace talks remain a crucial area of uncertainty for ...
We expect the Reserve Bank of New Zealand to cut rates by 25bp to 2.25% on 26 November. However, upside risks to inflation ...
Combined, these measures are projected to yield budgetary savings of €2.1 billion in 2026, €4 billion in 2027, €4.7 billion ...
In a week thinned by Thursday's US Thanksgiving Day holiday, there will be much attention on Ukraine peace talks. We have ...
Reports suggest that the 615k b/d Al-Zour refinery in Kuwait is set to start increasing output through December, after facing issues since October that kept it operating at only around a third of ...
Household tax cuts (tips, overtime, etc.) and increased investment incentives could moderately lift growth, before spending cuts bite later this decade. That’s unlikely to spark a fresh inflation wave ...
Japan's stimulus package targets inflation stabilisation, strengthening defence and diplomacy, and sustainable growth. It should spur short-term growth and reduce inflation, but may put pressure on ...
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