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AI augmentation and automation will alter job markets

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INT

AI will lift global economic productivity over the coming decades, but also transform labour markets

Impact of rate moves on house prices varies widely

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INT

The housing market downturn has been softer than expected worldwide amid the marked rise in interest rates from 2022

Lower near-term EM risks raise long-run opportunities

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INT

The near-term risk of defaults in emerging market (EM) sovereign debt markets is easing

Wealth shifts across ages will exacerbate inequalities

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INT

Huge wealth transfers from those currently over 60 to the under-60s in the coming decades will have broad implications

US/EU economic performance and policies will diverge

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INT

US interest-rate expectations have moved from several cuts to perhaps even none, while an ECB cut remains likely in June

Chinese-made electric cars will attract Western wrath

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INT

Chinese-manufactured BEVs are cheaper than Western models, accounting for nearly 10% of EU sales and 50% of imports