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Normale Ansicht

China’s Tame Inflation Is Negative for Domestic Outlook But Win for World

09. Juli 2026 um 12:00
China’s inflation momentum appeared to stall in June. That’s both good and bad news for the world.

Shoppers walk past a discount clothing store at a market in Dalian, China, on Thursday, June 25, 2026. A growing number of Chinese economists are forecasting the country will keep its policy interest rate unchanged throughout 2026, though an adviser to the central bank said such a move still remains a possibility. Photographer: Qilai Shen/Bloomberg

How the AI Boom Is Carving a K-Shape Into Asian Economies

03. Juli 2026 um 12:00
Ties to the data-center build-out are benefiting the region.

The Samsung Electronics Co. Seocho office building, center, in Seoul, South Korea, on Monday, June 29, 2026. South Korean firms including Samsung and SK Hynix will spend at least 1,350 trillion won ($880 billion) on chips and data centers as the country seeks to maintain its edge in the AI era. Photographer: SeongJoon Cho/Bloomberg

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
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