Our Insights

China's population has been shrinking, but the demographic change is not uniform. Like Japan, workers are moving to employment hotspots.

As a year of global trade realignment winds down, we're examining one of the side effects of Chinese overcapacity. The nation is effect exporting disinflation to other markets – especially the #ASEAN economies, with their "connector" role in global trade.

Purchasing managers' index (PMI) surveys ask executives whether they believe business is improving. But which PMI is painting a more accurate picture of the economy?

Trends in the US consumer-finance sector are flashing warning signs. Auto-loan delinquencies recently rose past 5% for the first time since the early days of the pandemic; credit-card delinquencies have surpassed 12%.

Why haven't Donald Trump's tariffs had a stronger effect on US growth and global trade? "Frontloading" is a common explanation. As the US president vowed to impose levies on imports, exporting nations rushed to ship goods of all kinds at the start of the year.

Chileans vote in a polarized run-off on Dec. 14. Communist Party presidential candidate Jeannette Jara is trailing anti-immigration conservative José Antonio Kast in the polls.

The rise of artificial intelligence is often viewed as a threat to India's back-office technology firms, but so far these companies are still hiring – as are the nation’s other sectors.

The nation might be grappling with a growth-rattling corruption scandal, but behind the headlines, Filipinos are benefiting from a surge in purchasing power. That's likely long-term bullish for the economy.

As companies like BYD roll out inexpensive cars, China has become the epicenter of the global electric-vehicle market. In the third quarter alone, a staggering 4.2 million EVs were added to the nation’s roads. That’s almost 10 times the equivalent number for the US.

Critics call exports of non-biodegradable material "waste colonialism." ASEAN nations are a prominent international destination for scrap plastic, even as European countries raise their environmental standards and China restricts this trade.

G7 central banks are well into their loosening cycle to stimulate the economy – but 10- and 30-year government bond yields aren't following suit, as our chart shows. The synchronized repricing of risk shows how investors are demanding a steeper premium to fund deepening deficits.