AI (once more!), 10 challenges for China, and antimicrobial resistance
Synthetic Intelligence in Finance (CEPR)
This report focuses on three foremost themes relating to using AI.
U.S. Industrial Actual Property Chartbook June 2025 (MetLife IM)
Valuations stay compelling: over the following 12 months. MetLife IM expects 4% development in retail, 2.0% development in residence, 2.0% development in industrial, and 0.5% development in workplaces.
The New Structure of Institutional Credit score (Nuveen)
Increased base rates of interest, extra dynamic non-public markets and protracted macro and geopolitical uncertainty have reset expectations for institutional traders.
A View from China on the U.S. Commerce Competitors (PGIM Mounted Earnings)
Amid a extremely dynamic geopolitical scenario, the next frames PGIM Mounted Earnings’s view of the U.S./China relationship because it enters this new, vital part.
Is Nuclear Energy Set for a Revival? (Goldman Sachs)
After a long time of stagnation, the provision of nuclear power is poised to extend considerably within the coming years on the again of rising energy consumption, a shift towards cleaner power, and the necessity for round the clock energy sources.
International Financial Impacts of Antimicrobial Resistance (PIIE)
Overuse, misuse, and underuse of antimicrobials in healthcare, agriculture, and industrial functions have aggravated AMR. Socioeconomic, sociocultural, demographic, and environmental components have additionally contributed to AMR.
Mounted Earnings Outlook: Get Used to It (Robeco)
This report highlights three themes: {That a} new commerce regime is unfolding; new regimes have additionally taken maintain in long-dated Treasuries and European govies; return to tight credit score spreads suggests “threat” is getting used to excessive uncertainty.
Ten Challenges Going through China’s Financial system (Bruegel)
China’s financial issues are structural; the response to date has not tackled the basis causes.
