Of Interest
you are currently viewing:AI investment and Middle East conflict shape outlook for global tradeMarch 20, 2026-The outlook for world trade in 2026 will be shaped by two powerful and opposite forces. On the one hand, the extraordinary momentum of investment in artificial intelligence (AI) continues to energize global demand for high-tech goods and digitally delivered services. On the other hand, the conflict in the Middle East -and the resulting spike in energy and transport costs - could weigh heavily on world trade and output. The WTO Secretariat's latest Global Trade Outlook and Statistics 2026 captures this evolving picture, presenting the latest data for 2025 as well as new projections for 2026 and 2027. While trade proved more resilient than expected in 2025, some of the factors behind that resilience - such as frontloading of imports ahead of tariff hikes, and investment in AI-related infrastructure - are expected to be absent or reduced this year. This is expected to cause growth in global trade volume to slow in 2026 before it picks up in 2027. Source: WTO Blog |
Technology will take our jobs? We've heard that one before
February 19, 2026-Professions threatened by technology have proven surprisingly resilient throughout history.
That's worth recognizing as artificial intelligence assumes more tasks, though this particular story won't necessarily end well for everyone.
Ramon Novarro was very good at one thing. Or so it seemed.
Charted: The Growth of $100 by Asset Class (1965-2025)
February 19, 2026-Key Takeaways
Stocks had the best returns, turning $100 into $43k-roughly 29x the return of cash and about 5x that of gold.
Real estate and government bonds beat cash, by a factor of 1.4x and 1.9x respectively.
How Do Interest Rates Impact the Real Estate Market?
February 14, 2026--Real estate performance has historically strengthened during periods of falling interest rates.
Lower rates reduce financing costs and improve real estate valuations, supporting returns.
With rate cuts expected into mid 2026, real estate could benefit from a renewed tailwind.
Ranked: EV Share of New Car Sales by Country in 2025
February 13, 2026--Norway leads the world, with EVs making up an estimated 97% of new car sales in 2025.
China is the largest EV market by volume, with over 13 million EV sales estimated for 2025.
China's carbon emissions may have reached a critical turning point sooner than expected
February 12, 2026--The carbon emissions of the world's biggest greenhouse gas emitter have plateaued for nearly two years.
Carbon dioxide emissions from China have flatlined or fallen for 21 months, meaning the world's biggest greenhouse gas emitter may have reached a global turning point sooner than expected.
The Role Of Finance In Addressing Sustainable Development
February 12, 2026--The Z/Yen Group today released a publication titled "The Role of Finance in Addressing Sustainable Development" as commissioned by the Financial Services Development Council (FSDC).
The global financial system is evolving from a passive allocator of capital to an active force shaping growth pathways that foster resilience and inclusion. Global financing for sustainable development rose by 22% to USD 5.2 trillion between 2015 and 2024.1
Corruption Perceptions Index 2025: Decline in leadership undermining global fight against corruption
January 10, 2026-At a time of massive Gen Z-led protests against corruption and a dangerous disregard for international norms by some governments, the 31st edition of Transparency International's Corruption Perceptions Index reveals a concerning picture of long-term decline in leadership to tackle corruption, alongside limited signs of progress
5 Things to Know About GEMs
February 9, 2026--The Global Emerging Markets Risk Database (GEMs) Consortium is a joint initiative of 29 multilateral development banks and development finance institutions that pools 40 years of credit risk data on their lending operations in emerging markets.
It provides the related statistics at no cost to members and to the public at gemsriskdatabase.org and on other platforms like Bloomberg and Data360.
Mapped: Which Countries Rely Most on Imports
February 4, 2026-Key Takeaways
Globally, imported goods and services are equal to 28% of GDP.
Despite importing $3.4 trillion of goods, the U.S. has one of the lowest import-to-GDP ratios because of its massive and diverse economy.
FSB warns of financial stability challenges in repo markets
February 4, 2026-Repo markets are critical to the functioning of the global financial system and have been involved in several recent episodes of stress, including the March 2020 dash for cash and September 2022 gilt market episode.
Report warns that leverage, demand and supply imbalances, and high levels of concentration within repo markets have the potential to create strains.
