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All over the world our analysts write about their dedicated region.
THINK vision
3 things the Fed needs to see before it starts cutting rates
All eyes on Europe
The ‘weird state’ of credit markets
CreditRates
The worrying US wealth divide
United States
Why a rate-cutting ECB won’t be too worried about the euro
FX
Why Europe’s dancing to a different tune
Copper’s price dips, but the metal’s still red hot
The tech titans battling for AI dominance
Why we’ve made big changes to our US outlook
United States
Smells like green shoots and exorbitant privilege