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The Economist – Finance & Economics

The Economist – Finance & Economics

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Global macroeconomics, central banks, markets, trade and policy analysis.

Recent Posts

Will Investing in Russia Really Bring America a $12trn Bonanza?
News•Feb 17, 2026

Will Investing in Russia Really Bring America a $12trn Bonanza?

The Kremlin is making big promises to Donald Trump’s administration

By The Economist – Finance & Economics
Who Wrangled the Best Trade Deal From Donald Trump?
News•Feb 10, 2026

Who Wrangled the Best Trade Deal From Donald Trump?

President Donald Trump recently secured trade agreements with Argentina and India, offering limited tariff reductions to facilitate U.S. exports. Both deals faced immediate domestic backlash: Indian farmer unions called the pact a “total surrender” and French officials described the EU‑U.S....

By The Economist – Finance & Economics
How to Hedge a Bubble, AI Edition
News•Feb 8, 2026

How to Hedge a Bubble, AI Edition

The piece warns that the AI sector may be entering a bubble, drawing a parallel to the 2000 dot‑com frenzy highlighted by Super Bowl ads. It points out that AI valuations have accelerated, and investors are now seeing high‑profile marketing...

By The Economist – Finance & Economics
Hong Kong Is Getting Its Financial Mojo Back
News•Feb 5, 2026

Hong Kong Is Getting Its Financial Mojo Back

The hub is attracting more deals. And more Beijing-style politics

By The Economist – Finance & Economics
Untangling the Ideas of Donald Trump’s Fed Nominee
News•Feb 5, 2026

Untangling the Ideas of Donald Trump’s Fed Nominee

What is Warshonomics?

By The Economist – Finance & Economics
Why the Dollar May Have Much Further to Fall
News•Feb 5, 2026

Why the Dollar May Have Much Further to Fall

The article argues that the U.S. dollar faces significant downside risk as domestic fiscal strain and a potentially dovish Federal Reserve erode international confidence. It highlights widening budget deficits, rising debt service costs, and slower economic growth as catalysts for...

By The Economist – Finance & Economics
Can Emerging Markets’ Stellar Run Continue?
News•Feb 4, 2026

Can Emerging Markets’ Stellar Run Continue?

There is a lot more going for them than “sell America”

By The Economist – Finance & Economics
AI Is Not the only Threat Menacing Big Tech
News•Feb 2, 2026

AI Is Not the only Threat Menacing Big Tech

Big tech’s revenue engine—digital advertising—is losing its perceived recession‑proof status. While the AI boom dominates headlines, analysts warn that a future economic slowdown could sharply cut ad spend, exposing firms like Meta and Google to revenue volatility. The sector has...

By The Economist – Finance & Economics
Has America Hit “Peak Tariff”?
News•Feb 1, 2026

Has America Hit “Peak Tariff”?

U.S. President Donald Trump’s aggressive tariff campaign has dominated the past year, targeting Europe, South Korea and other partners with a shifting array of duties and exemptions. Recent threats over Greenland and a perceived breach by South Korea have heightened...

By The Economist – Finance & Economics
The Fate of Japan’s $6trn Foreign Portfolio Rattles Global Markets
News•Jan 29, 2026

The Fate of Japan’s $6trn Foreign Portfolio Rattles Global Markets

Japan’s financial institutions now own roughly $6 trillion in foreign securities, a stock that has doubled over the past two decades as low domestic rates and a weak yen pushed investors abroad. About 50% of this portfolio is invested in U.S....

By The Economist – Finance & Economics
The West and Ukraine Are Capsizing Russia’s Shadow Fleet
News•Jan 27, 2026

The West and Ukraine Are Capsizing Russia’s Shadow Fleet

Western naval forces, aided by Ukrainian intelligence, are disrupting Russia's clandestine oil‑shipping network, known as the shadow fleet. On Jan 22, French helicopters boarded the tanker *Grinch* off Spain, discovering a false Comorian flag and 730,000 barrels of sanctioned Russian crude....

By The Economist – Finance & Economics
Why AI Won’t Wipe Out White-Collar Jobs
News•Jan 26, 2026

Why AI Won’t Wipe Out White-Collar Jobs

Since ChatGPT’s debut in late 2022, AI has sparked both excitement and anxiety among white‑collar professionals. While managers see cost‑cutting potential, many desk‑bound workers fear displacement. Analysts argue that AI will primarily expand the scope of these roles, automating routine...

By The Economist – Finance & Economics
The Ascent of India’s Economy
News•Jan 22, 2026

The Ascent of India’s Economy

India’s economy is transitioning from the historically sluggish “Hindu rate of growth” to become the world’s fastest‑growing large economy, edging toward the fourth‑largest global ranking. Recent reforms—such as the Goods and Services Tax, streamlined foreign‑direct investment rules, and labor law...

By The Economist – Finance & Economics

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