But risks are rising, including from the concentration of tech investment and the negative effects of trade disruptions, ...

Corporate capital expenditures have surged in 2025, led by AI hyperscalers' sprawling infrastructure buildout, but JPMorgan says something odd is happening under the surface of the economy. As ...

Unlike its Cold War standoff with the Soviet Union, Washington’s rivalry with Beijing is constrained by mutual dependence and the high costs of economic separation. U.S. President Donald Trump greets ...

Economic Survey warns India to recalibrate strategy as US-China tech rivalry reshapes global trade, AI, and supply chains. | ...

The United States speaks increasingly of decoupling from China, as if economic interdependence were a switch that could ...

Goodbye New START: How China’s Rise Ended Nuclear Arms Control At the moment of writing, the fourth anniversary of Russia’s full-scale invasion of Ukraine is only four months away. At the same time, ...

JPMorgan's economic outlook for 2026 points to a continued surge in capex spending by companies. The bank notes, though, that it may be causing investors to overlook problems in the labor market.