Daily Management Review
Economics

Falling Oil Prices Ease Inflation Pressure on Battered Bond Markets

A sharp rise in energy prices has become one of the biggest sources of pressure on global bond markets, pushing investors to reassess how long central banks may need to keep interest rates high. The recent decline in oil prices has therefore offered some relief to government bonds, particularly US...

Marine Heatwaves Drive Fish Migration and Fisheries Losses in Europe

Europe's warming seas are creating a new challenge for fisheries that cannot be addressed simply by increasing or reducing fishing activity. Marine heatwaves are changing where species live, reproduce and feed, while the disappearance of habitats such as kelp forests is weakening the ecosystems...

US Fuel Economy Rollback Shifts Costs From Automakers to Drivers

The United States is preparing to fundamentally change the direction of its vehicle fuel economy policy by replacing the more demanding standards adopted under the previous administration with substantially weaker requirements through 2031. The change is being presented by the Trump administration...

US-China Deal Links Tariff Relief to New AI Cooperation

The latest agreement between the United States and China is significant less because it resolves their economic and technological disputes than because it creates mechanisms for managing them. During Chinese President Xi Jinping's three-day visit to Washington, the two sides agreed on tariff...

Rising Inflation, Oil Prices and Government Debt Drive Global Bond Selloff

The global bond selloff is increasingly becoming a test of how much borrowing major economies can sustain without pushing interest rates sharply higher. The latest surge in long term United States Treasury yields is significant not simply because the 30 year yield has reached a level last seen more...

China’s AI Video Push Turns Content Into an Industrial Race

China is moving rapidly to turn artificial intelligence video production from an experimental creative tool into a scalable commercial industry. The push is being driven not only by filmmakers and technology companies, but also by local governments competing to attract studios, developers and...

Trump-Xi Summit Shows How Washington and Beijing Manage Rivalry

The Trump-Xi summit in Washington was designed to project stability at a time when the relationship between the United States and China remains defined by competition, mistrust and economic interdependence. The highly choreographed state visit created an image of cooperation, but the substance of...

Europe's Economic Resilience Cushions the War Driven Energy Shock

Europe's economy is proving more resistant to the latest energy shock than many investors and policymakers had expected, with business activity accelerating even as higher oil and gas prices raise costs for companies and households. The improvement is particularly notable because the euro area is...

China’s Beauty Export Edge Survives the US Trade Dispute

China's beauty product exporters are finding an unexpected degree of resilience in the United States, even as Washington and Beijing continue to use tariffs, technology restrictions and supply chain policies to reduce their economic dependence on each other. Hair extensions, wigs and artificial...

AI Rivalry Fails to Break the Investment Links

As the United States and China deepen their competition over artificial intelligence, financial markets are revealing a more complicated reality than the increasingly separate technology strategies of the two countries suggest. Companies and governments may be trying to build more independent AI...
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