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Treasury demand is evolving, with a notable shift towards more price-sensitive buyers amid changing market dynamics. While Treasury yields are expected to remain elevated in the near term, a gradual decline is anticipated as inflation pressures ease.
As businesses move beyond experimenting with chatbots, the question is no longer whether to use AI, but how to apply it effectively.
AI will not replace economists. It does, however, give us an opportunity to refocus where we add the greatest value.
This report examines how copyright frameworks shape the environment for artificial intelligence (AI) model training across seven APAC countries and the implications for innovation, investment, and economic competitiveness.
Inflation remains a pressing concern, with the PCE index showing only slight progress in July. Headline PCE inflation is expected to decrease marginally to 3.6%, while core PCE inflation holds steady at 3.3%.
Trade economists have long recognised that domestic regulations can affect international trade, even when restricting trade is not their purpose. As more economic activity becomes digital, some of the barriers to international commerce are turning up in less familiar places.
Alpine Macro and Oxford Economics today announced the launch of their institutional investment research platform, Oxford Alpine One - One Platform. Better Decisions.
The US labour market is experiencing a significant slowdown, with the breakeven pace of monthly employment growth forecasted to decline from 50,000 today to zero next year, and potentially turn slightly negative by 2028. This trend suggests that the recent increases in nonfarm payrolls may not accurately reflect the market's strength.
Japan’s Takaichi government approved a plan to cut the food consumption tax to 1% from 8% without resorting to debt finance in FY2027-2028 (Q2 2027-Q1 2029). However, we now assume that a primary balance will deteriorate to a 3% of GDP deficit and the 10-year Japanese government bond yield will rise to 3% by the end of 2026, as it will be challenging to fully make up for the lost tax revenue.
China’s low-cost AI models are narrowing the US AI moat, reshaping competition and raising questions over valuations, compute and the economics of AI scale.
