Why China is going all-in to win its version of the AI race
China is accelerating spending, standards and model development to win a contest that prioritizes widespread adoption rather than dominance in frontier models.
Competition with China: the impact on the ECB's decisions on Goldman
Last month, the European Central Bank said that China has been dumping surplus goods on European markets at bargain prices for several years to the detriment of local producers.
Five key investment themes in China for 2026
China is entering what Jefferies describes as the "era of the private sector".
The five macro trends set to define 2026
The past year has shown how a small set of powerful forces now shape the global economy, from the boom in artificial intelligence to renewed trade tensions and rising fiscal pressures.
The dollar has been falling for the tenth day in a row, something it hasn't done in 50 years
The dollar index has been declining for the tenth day in a row, the longest series of declines since 1971. The reason lies in the sharp increase in traders' confidence in easing the Fed's policy.
Eurozone economic growth confirmed at 0.3% in third quarter
The eurozone economy grew by more than previously reported in the third quarter, likely keeping the European Central Bank on hold for the immediate future.
Can Powell deliver a hawkish cut? BofA weighs in
The Federal Reserve is expected to cut interest rates at its meeting next week, but Bank of America says Chairman Jerome Powell will face the most divided committee in years.
Oil prices rise on Russia supply risks, failed Ukraine peace talks
Oil prices rose modestly in Asian trading on Thursday, supported by renewed strikes on Russian oil infrastructure and the lack of progress in diplomatic efforts to end the war in Ukraine.
Dollar slips lower on dovish Fed expectations; sterling retains strength
The U.S. dollar slipped lower Wednesday ahead of a likely Federal Reserve rate cut next week, while sterling has maintained its post-budget bounce.
Gold prices steady as markets await US data, Fed decision
Gold prices remained broadly stable in Asian trading on Wednesday. A rate cut is expected.