Policy easing expectations trimmed – DBS

Policy easing expectations trimmed – DBS

DBS Group Research economists highlight that China’s Q1 2026 GDP growth accelerated to 5.0% year-on-year, driven by strong external demand and resilient industrial production, while domestic demand in consumption, investment and credit stayed weak. Improving PPI and CPI readings reduce urgency for aggressive monetary easing, leading DBS to scale back its 2026 1Y LPR cut […]

Competitive edge debate – UBS

Competitive edge debate – UBS

UBS Chief Economist Paul Donovan assesses how Artificial Intelligence (AI) may affect productivity and whether the European Union (EU) could gain an advantage over the United States (US). He notes that AI’s productivity impact remains largely potential, but argues that education structures and skill distributions across workforces in the US, key European economies and the […]