Global economy

Iran’s real weapon is the world economy

Missiles, drones, mining threats and selective maritime disruption can be enough to make insurers, traders, shipowners and governments reprice risk

US bilateral tariff rates have declined following the US Supreme Court ruling against tariffs imposed under the International Emergency Economic Powers Act.

Iran war erases global growth upgrade, fans inflation: OECD

Global GDP growth is now projected at 2.9 % in 2026, before edging up to 3% in 2027

The ensuing leap in the price of oil, gas and other related products is a potential double whammy for economies around the world, feeding through into wider inflation and stunting growth.

Iran war starts to hit global economy, business surveys show

So far, few economists are talking about the war plunging the global economy into outright recession

Fuel subsidies in economies such as Indonesia risk undermining fiscal balances, with emerging economies facing the biggest economic blow.

From Indian films to Italian wine, Trump’s Iran war is rippling through the world economy

As the economic strains widen and financial markets slump, the US president appears to be looking for an off-ramp

Singapore is set to release its February consumer price index in the coming week.

Shockwave of war is rippling through the global economy

PMIs are expected to decline, signalling a synchronised weakening across manufacturing and services

There are fears that AI will undermine the business model of software companies backed by private credit.
PERSPECTIVE

Should investors worry about a 2008-style shock?

From Iran to private credit, things are unnerving but the wider financial system is better prepared

Taiwan, Japan and South Korea dominate critical segments of semiconductor manufacturing, advantages that rest not on software alone, but on decades of accumulated engineering expertise.

Economic power is returning to the physical realm

Why hardware, not software, is eating the world

When someone does actually sound the alarm over a legitimate threat to our well-being from AI, nobody will hear it since we might have collectively tuned out by then.
THINKING ALOUD

If everything is an AI crisis, then nothing is

Beware the absurd tyranny of what-if scenarios

The Strait of Hormuz – between Iran, the United Arab Emirates and Oman – is the key chokepoint for the global energy trade.

Middle East war sends economic tremors across the globe

As the US-Israel strikes on Iran escalate into a regional conflict, global markets grapple with energy vulnerabilities amid shipping disruption

If the US tech bubble implodes, the pain will spread beyond America.
THE BROAD VIEW

Reasons to worry about America’s investment position with the rest of the world

Data shows that our global financial system is plagued with serious but often ignored imbalances