Helena Richter analyzes macroeconomic trends, trade policies, and global financial market fluctuations. Her reporting bridges the gap between fiscal policy and market reality.
In 2026, Milan and Cortina d'Ampezzo will host the Winter Olympics in a dual-city co-hosting format for the first time, reusing materials from Paris 2024 and cutting non-essential spending. This is not a technical adjustment for frugal Games, but the ebbing of the Olympics' function as a "national showcase": failed bidding markets, the long-term costs of white-elephant assets, and an explosion in the supply of global visibility are together rewriting the political economy of mega-events.
Deutsche Bank Research’s 2026 World Outlook report reveals a key turning point: the engines of global economic growth are shifting from monetary policy to fiscal expansion, from trade efficiency to security investment, and from traditional manufacturing to AI-driven productivity restructuring. Germany is experiencing a rebound driven by fiscal stimulus, India is about to overtake Japan as the world’s fourth-largest economy, and China is seeking to reshape growth quality through its 'anti-involution' reforms.
US inflation remained sticky in July, and GDP growth was not revised. This article analyzes from a structural perspective why inflation is difficult to bring down, as well as the deep policy dilemma facing the Federal Reserve.
Microsoft announced that its AI customer transformation stories have exceeded 1,000, with 85% of the Fortune 500 using its AI solutions. This is not only a milestone in technology adoption, but also marks AI's shift from an experimental tool to the infrastructure of the global economy. This article analyzes the structural changes behind this trend, platform-based competition, and the enormous multiplier effects brought by AI investment.
The latest report from the U.S. Council on Foreign Relations reveals that America's leading edge in artificial intelligence, quantum computing, and biotechnology is being challenged. From the perspective of global structural change, this article analyzes how the concept of economic security is reshaping the logic of national competition and supply chain layouts.
In Q1 2026, geopolitical tensions and the rebound in energy prices interrupted the global disinflation trend, prompting central banks to turn cautious and credit markets to begin repricing risk. From a structural, holistic perspective, this article analyzes the long-term trends behind credit assets, the CLO market, and regional divergence.
From efficiency to resilience, from economic issues to national security, infrastructure investment is becoming the hub of global order restructuring. This article analyzes its structural shift and long-term impact.
According to Deutsche Bank's latest outlook, the global economy will achieve cautious growth in 2026 amid accelerated AI investment, clearer trade policies, and fiscal stimulus, but the growth drivers are undergoing a fundamental shift.
An analysis of how the unconfirmed narrative of the US arming Iranian opposition alters the geopolitical balance among Iran, Iraq, and the Kurdistan Regional Government.
Over 200 economists and AI experts jointly issued an open letter, stating that AI may trigger economic changes more profound than the Industrial Revolution within a decade, bringing risks of large-scale unemployment, and calling for the establishment of a new institutional framework.
The first episode of Bloomberg's latest podcast series "Emerging" explores how India can break through in the US-China dominated AI race, proposing that AI sovereignty should be redefined as intelligent interdependence rather than self-sufficiency.
In June 2026, strong demand in the artificial intelligence sector supported the expansion of Asian manufacturing, but supply chain disruptions and cost pressures triggered by the Iran conflict are testing the region's long-term resilience.
Vietnam plans to invest over $130 billion in building smart energy infrastructure, marking a shift in the global energy transition from scale expansion to system resilience. This article analyzes its financing challenges, the role of bank credit, and green finance mechanisms.
On the 10th anniversary of the South China Sea arbitration case, the Philippines is pushing for the establishment of an ASEAN maritime center, reflecting profound structural changes in global ocean governance from legal confrontation to multilateral cooperation, as well as the long-term trend of regional order reconstruction.
The Middle East is undergoing a structural transformation from general instability to "controllable turbulence." Historical legacies, the core Palestinian conflict, and the Iran-Israel cold war are jointly shaping a new regional order. The shifting roles of external powers and the adjustment of internal national strategies have ushered the region into a long-term phase of competition.