Daily Management Review
Economics

Global Bond Sell-Off Reveals the Higher Cost of Easy Money

Global bond markets are entering a more demanding phase as investors reassess the cost of holding government debt in an environment of elevated inflation risks, rising energy prices, heavy public borrowing and enormous investment requirements. The latest sell-off pushed the United States 10-year...

AI-Powered Attacks Force Payment Networks Toward Automated Defence

Artificial intelligence is changing cybersecurity in two directions at the same time: it is helping organisations detect attacks more quickly while giving attackers increasingly powerful tools to discover vulnerabilities and automate intrusion attempts. Visa's latest warnings reflect this emerging...

AI Chips Are Rewriting South Korea’s Export Story

South Korea’s export performance is increasingly being shaped by the extraordinary investment cycle surrounding artificial intelligence. Economists expect the country’s exports to have risen for a sixteenth consecutive month in September, with semiconductor shipments providing the dominant source...

China’s Holiday Debate Exposes Pressure Behind Growth

China’s approaching National Day holiday has become the backdrop for a broader argument over working time, productivity and the cost of maintaining economic growth. Workers have used social media to complain about employers requiring weekend work and excessive schedules around the holiday period,...

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...
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