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Normale Ansicht

China’s Two-Speed Growth Model: Temporary Imbalance or Geostrategic Design?

16. Juni 2026 um 12:47
The country’s external sector is booming at the same time domestic demand stalls.

Gantry cranes and shipping containers at the Shekou container terminal in Shenzhen, China, on Friday, Feb. 27, 2026. US and Chinese trade negotiators are slated to meet in mid-March, according to people familiar with the matter, signaling a planned summit between Donald Trump and Xi Jinping is pushing ahead despite American strikes against Iran. Source: Bloomberg

US-Iran Deal to Reopen Strait of Hormuz Bolsters Central Bank Doves

15. Juni 2026 um 12:00
The US-Iran deal to reopen the Strait of Hormuz gives central banks more scope to hold rates.

Kevin Warsh, incoming chairman of the US Federal Reserve, during a swearing-in ceremony in the East Room of the White House in Washington, DC, US, on Friday, May 22, 2026. Warsh, who's promised the biggest shakeup in decades at the US central bank, takes over at a tense moment for the economy and the central bank. Photographer: Yuri Gripas/Abaca/Bloomberg

Why Doesn’t China Have a Lionel Messi?

11. Juni 2026 um 12:06
Bloomberg Economics examines why the ‘China Model’ hasn’t created success on the football pitch.

Lionel Messi, a soccer player for the Inter Miami, during the America Business Forum in Miami, Florida, US, on Wednesday, Nov. 5, 2025. The forum brings together leaders in business, sports, culture, and technology. Photographer: Eva Marie Uzcategui/Bloomberg

How the AI Boom Is Rewiring Asia’s Growth Model

01. Juni 2026 um 12:00
The artificial-intelligence capex boom is fueling gains for South Korea and Taiwan and rewiring the region’s growth model.

The Samsung HBM4 Base Die wafer displayed on the exhibition floor at the Nvidia GTC conference in San Jose, California, US, on Tuesday, March 17, 2026. Nvidia Corp. Chief Executive Officer Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker’s effort to reenter the vital market. Photographer: David Paul Morris/Bloomberg

South Korea Grapples With an AI Boom Spurring $340,000 Bonuses

28. Mai 2026 um 12:00
Policymakers in South Korea are grappling with how to manage the AI-fueled chip boom.

Samsung Electronics Co. workers chant slogans during a rally ahead of a strike, scheduled to take place from May 21, outside the company's semiconductor plant in Pyeongtaek, South Korea, on Thursday, April 23, 2026. Samsung’s labor union wants 15% of operating profit be handed to chip-division employees. Photographer: SeongJoon Cho/Bloomberg

Central Banks Struggle to Keep Inflation Anchored as Bond Markets Bet on Rising Prices

22. Mai 2026 um 12:11
The Iran war is causing price hikes and inflicting damage on a global economy that’s barely recovered from the last inflation spike.

A customer pushes a shopping trolley away from a Tesco Plc supermarket in Chelmsford, UK, on Tuesday, March 24, 2026. UK inflation held at an 11-month low before the war in Iran sent petrol costs soaring and threatened to deliver another shock to household finances. Photographer: Chris Ratcliffe/Bloomberg

Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan

11. Mai 2026 um 05:26
South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ current-account surpluses to fresh records and pressure their central banks to raise interest rates later this year.

A model of an LG Electronics A11 4K AI Processor displayed at the World IT Show in Seoul. Photographer: SeongJoon Cho/Bloomberg

Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan

11. Mai 2026 um 05:26
South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ current-account surpluses to fresh records and pressure their central banks to raise interest rates later this year.

A model of an LG Electronics A11 4K AI Processor displayed at the World IT Show in Seoul. Photographer: SeongJoon Cho/Bloomberg

RBA Leads World With Third Hike as Iran War Adds to Inflation Pressure

05. Mai 2026 um 12:07
The Reserve Bank of Australia delivered a third straight interest-rate hike, unwinding all of last year’s reductions.

Michele Bullock, governor of the Reserve Bank of Australia (RBA), during a news conference at the central bank's head office in Sydney, Australia, on Tuesday, May 5, 2026. Australia’s central bank raised its key interest rate for a third consecutive meeting, underscoring its determination to tame stubbornly strong inflation and cementing its outlier status among global counterparts. Photographer: Brendon Thorne/Bloomberg

Asia May Be Entering an AI-Fueled Industrial Super Cycle

04. Mai 2026 um 12:00
Morgan Stanley economists see AI, the energy transition and defense spending fueling a capital expenditure-led expansion for Asia.

SK Hynix Inc. 12-layer HBM3E memory chips on a LPDDR5X CAMM2 memory module arranged at the company's office in Seongnam, South Korea, on Tuesday, April 22, 2025. SK Hynix is scheduled to release earnings on April 24. Photographer: SeongJoon Cho/Bloomberg

Bank of Japan Delivers Hawkish Hold But Yen Remains on Brink

28. April 2026 um 12:00
BOJ Governor Ueda treads carefully as the yen hovers near a level that’s prompted past intervention.

Kazuo Ueda, governor of the Bank of Japan (BOJ), speaks during a news conference at the central bank's headquarters in Tokyo, Japan, on Tuesday, April 28, 2026. The Bank of Japan left its benchmark interest rate unchanged in a split vote that increased the likelihood of a hike in June and pushed the yen higher. Photographer: Toru Hanai/Bloomberg

Has China Just Shrugged Off Japanification?

21. April 2026 um 12:00
A pair of influential papers compare China’s property slump with Japan’s lost decades.

Residential buildings in Beijing, China, on Wednesday, May 29, 2024. China's capital city Beijing will allow families to buy one more home in non-core areas, as even the nation's largest cities are buckling under the pressure of a record real estate downturn. Photographer: Andrea Verdelli/Bloomberg
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