The world is still catching its breath from the generative AI explosion—yet under the surface, a deeper and more sustained transformation is unfolding: the infrastructure decade. As AI models scale in ...
Our base case scenario is for the U.S. economy to achieve a soft landing, but we still see a 35% probability of a recession over the next 12 months. Conditions are improving in most other developed ...
Falling water levels in Panama’s Gatún Lake. A cyberattack on a payment platform. An earthquake disrupting silicon-chip production in Taiwan. Elon Musk deciding which countries have access to the ...