The Outlook for the US Economy in 2026

Although there was a massive boom in AI-related investments in 2025, policy-induced uncertainties and disruptions to official data releases clouded the picture. With a new year fast approaching, the US economy could find itself on one of three possible paths, with the most likely scenario also being the most positive. Read More Here

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China’s Rebalancing Imperative

China’s deeply entrenched countercyclical policy mindset is misaligned with its structural challenges: mounting deflationary risks, exacerbated by the lethal interplay between a rapidly aging population and serious productivity problems. Read More Here

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Ageing Is The Real Population Bomb

The most formidable demographic challenge facing the world is no longer rapid population growth, but population ageing. Thoughtful preparedness—combining behavioural changes, investment in human capital and infrastructure, policy and institutional reforms, and technological innovations—can enable countries to meet the challenge and take advantage of the opportunities presented by demographic change. Read More Here

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