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Economic Forecast
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Deloitte raises Hong Kong's 2026 retail sales growth forecast to 8.4% (HK$412 billion)
Accounting giant Deloitte on Monday raised its full-year forecast for Hong Kong's retail sales to a growth of 8.4 percent year on year to HK$412 billion in 2026. This figure is slightly higher than it
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"Black swan" investor Mark Spitznagel supports Burry's warning about an AI bubble, but believes the timing is not yet right, predicting that the market will see "one truly massive, speculative, insane, euphoric rise" before a historic crash.
Mark Spitznagel, founder of Universa Investments, told Business Insider that Michael Burry is right to question the massive investments in AI chips and data centers, but he believes it's not yet time
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European Central Bank (ECB) Governing Council member Philip R. Lane stated that the latest September projections indicate a 7.0% increase in Eurozone competitor export prices by 2026, a significant upward revision of 5.4 percentage points from the December forecast.
In a speech on September 11, European Central Bank (ECB) Executive Board member Philip R. Lane unveiled the ECB's latest September projections. The data shows that euro area competitor export prices a
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Scotiabank expects US GDP growth to slow to 2% in 2026 and 1.9% in 2027; Canada's growth to slow to 0.9% in 2026 and expand to 2.2% in 2027.
Scotiabank expects US GDP growth to slow to 2% in 2026 and 1.9% in 2027; Canada's growth to slow to 0.9% in 2026 and expand to 2.2% in 2027.
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Economists warn Taiwan's AI-fueled 11.05% GDP growth forecast for 2026 is likely unsustainable, citing risks from capex slowdowns and semiconductor concentration
Taiwan's statistics agency recently projected an 11.05% GDP growth for 2026, an increase from its 9.64% forecast in May. However, economists from Maybank, Tiger Fund Management, BMI, EIU, and UOB sugg
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Federal Reserve insider Nick Timiraos: The Federal Reserve should reduce its reliance on lagging data and instead focus on forward-looking developments such as energy and AI capital expenditures.
Nick Timiraos, a Wall Street Journal reporter widely regarded as a "Fed whisperer," published an article reflecting on whether the Federal Reserve, when formulating its forecasts, should reduce its re
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Deloitte raises Hong Kong's 2026 retail sales growth forecast to 8.4% (HK$412 billion)
Accounting giant Deloitte on Monday raised its full-year forecast for Hong Kong's retail sales to a growth of 8.4 percent year on year to HK$412 billion in 2026. This figure is slightly higher than it
-
"Black swan" investor Mark Spitznagel supports Burry's warning about an AI bubble, but believes the timing is not yet right, predicting that the market will see "one truly massive, speculative, insane, euphoric rise" before a historic crash.
Mark Spitznagel, founder of Universa Investments, told Business Insider that Michael Burry is right to question the massive investments in AI chips and data centers, but he believes it's not yet time
-
European Central Bank (ECB) Governing Council member Philip R. Lane stated that the latest September projections indicate a 7.0% increase in Eurozone competitor export prices by 2026, a significant upward revision of 5.4 percentage points from the December forecast.
In a speech on September 11, European Central Bank (ECB) Executive Board member Philip R. Lane unveiled the ECB's latest September projections. The data shows that euro area competitor export prices a
-
Scotiabank expects US GDP growth to slow to 2% in 2026 and 1.9% in 2027; Canada's growth to slow to 0.9% in 2026 and expand to 2.2% in 2027.
Scotiabank expects US GDP growth to slow to 2% in 2026 and 1.9% in 2027; Canada's growth to slow to 0.9% in 2026 and expand to 2.2% in 2027.
-
Economists warn Taiwan's AI-fueled 11.05% GDP growth forecast for 2026 is likely unsustainable, citing risks from capex slowdowns and semiconductor concentration
Taiwan's statistics agency recently projected an 11.05% GDP growth for 2026, an increase from its 9.64% forecast in May. However, economists from Maybank, Tiger Fund Management, BMI, EIU, and UOB sugg
-
Federal Reserve insider Nick Timiraos: The Federal Reserve should reduce its reliance on lagging data and instead focus on forward-looking developments such as energy and AI capital expenditures.
Nick Timiraos, a Wall Street Journal reporter widely regarded as a "Fed whisperer," published an article reflecting on whether the Federal Reserve, when formulating its forecasts, should reduce its re
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Economic Forecast
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The White House stated that the US and China agreed to establish an AI "communication channel" following the summit.
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