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China’s 5nm chip capability deepens Western concern

Location:

CHINA

This level of sophistication is not the most advanced on the market: Apple’s M3 chips, as well as the A17 powering the most recent version of the iPhone, use 3nm chips.

Recovery of Russian consumption is likely to moderate

Location:

RUSSIA

Strong household demand, now restored to pre-war levels, mitigated the impact on GDP of falling exports last year. The consumer market is profoundly changed, with new brands from…

The EU’s phase-out of Russian gas is not guaranteed

Location:

EU

This is the trajectory followed by the majority of member states. However, blockages remain in east-central Europe, where Turkey could play a role in maintaining direct or…

Geopolitics of AI technical standards will heat up

Location:

INT

This divergence has made the question of AI-related technical standards a particular area of commercial and geopolitical interest. China's priorities lie more in creating a market…

ECB and Fed to delay rate cuts to sustain disinflation

Location:

EU/US

Disinflation is underway on both sides of the North Atlantic, but it is not yet deeply entrenched, giving both central banks a reason to delay cuts. The ECB must contend with…