Daily Management Review
Economics

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...

Saudi Oil Flows Shift East as Pipeline Disruption Tests Export Flexibility

Saudi Arabia’s response to the disruption of its East-West oil pipeline has revealed how quickly the kingdom can reorganise crude exports when a major transportation route becomes unavailable. Rather than allowing the pipeline shutdown to translate directly into a comparable fall in shipments,...

Lagarde says she will step down as ECB head in 2027

President Christine Lagarde of the European Central Bank (ECB) will step down in 2027. "I plan to depart in '27," Lagarde informed Ireland's RTE Radio on Friday. When inquired if this would occur in October—when her term ends—she said, "We will see." "What I can state at this moment is that when...

Criminal Rivalries Expose the Fragility of Cybercrime Networks

The reported takeover of a dark web site operated by the cybercrime group cl0p by rival group ShinyHunters has exposed an unusual vulnerability within the criminal digital economy: the organisations that routinely compromise legitimate businesses are themselves increasingly dependent on the same...

Revenue Uncertainty Forces China to Tighten Humanoid Robot IPO Scrutiny

China's decision to raise scrutiny around humanoid robotics listings reflects a broader change in how the country's technology sector is being valued. After years of encouraging investment in advanced robotics, regulators are increasingly examining whether companies seeking public-market funding...
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