Global economy

Don’t be fooled – everything has changed for the global economy: Gita Gopinath

Damage caused by US tariffs has so far been muted but that won’t last

Casting an eye across the outlooks of the major investment banks and big asset managers, one would be hard-pressed to find a naysayer.

Why the melt-up is still on

As 2026 begins, optimists are talking down bubble anxiety

High on the White House’s list of 2025 accomplishments are trade deals with several major economies, ranging from investment pledges to better market access for US exports.

Why 2026 is poised to be another rocky year for global trade

The US, Canada and Mexico are about to start reviewing the North American free-trade deal that took effect in 2020

The Trump administration insists it can shift to other, more-established legal authorities to keep tariffs in place should it lose.

Trump shook up global trade this year; some uncertainty may persist in 2026

A big unknown for 2026 is whether many of the US president’s tariffs are allowed to stand

Vietnam's development still lags many peers that got into the low-cost manufacturing game far earlier.
THE BOTTOM LINE

Vietnam won’t let go of the global economy

The export powerhouse needs its factories to keep humming

The consensus forecast is slower, robust growth built upon economic resilience but despite that, the risk of hitting icebergs is growing.

OECD points to potential economic icebergs ahead

Rising trade restrictions between the US and other countries could ‘inflict significant damage’ on global output and supply chains

Global trade growth is expected to moderate from 4.2% in 2025 to 2.3% in 2026 as the full effects of tariffs weigh on investment and consumption.

Tariffs, AI boom could test global growth’s resilience, OECD says

In its Economic Outlook report, the organisation says an artificial intelligence investment boom has helped offset some of the shock from US tariff hikes

There is a tendency – but a slowing one – to lean on an AI-led capex spending as a reason for optimism about 2026.
THE BOTTOM LINE

Market calls for 2026 already laced with ‘Buy, but...’

The conviction about the economic picture seems weaker than usual

Across Asia this year, businesses in major exporting nations have been scrambling to navigate the uncertainty created by US President Donald Trump’s sweeping tariffs.

Manufacturing weakens in Europe, Asia on faltering demand and tariff uncertainties

Factory activity contracted for the ninth straight month in the US amid slumping orders and higher prices for inputs

Global warming, the defining crisis of our time, is the result of an extractive industrial model.

The global ‘polytunity’

Cascading crises are a rare opportunity for the transformation of development institutions and ideas