Jim O’Neill

A Humbling Economy For Economists

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Many major macroeconomic developments over the past year have departed from the consensus forecast.

The Poverty of AI Pessimism

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Pioneers in artificial intelligence have spoken up about the dangers that the technology poses to economic stability.

Should We Really Sell In May?

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While investors shouldn't let rules of thumb override financial fundamentals, there are times when the fundamentals are hazy.

A BRICS Threat To The Dollar?

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Until a credible alternative to the dollar can be found, the greenback's dominance will not really be in doubt.

Why A Soft Landing May No Longer Be Possible

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Recent data releases have renewed fears that central banks will have to tighten monetary policy still further.

A Better Year For Stock Markets?

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Recent developments in the real economy may now have weakened the pessimists' case for the 2023 outlook.

China's Coming Clash With Economic Reality

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There's no sign that Chinese President Xi Jinping intends to revise the policies that have done so much economic damage.

2022: A Bad Year For Markets?

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Financial markets seem to be coming to terms with the likelihood that fiscal and monetary policies will tighten in 2022.

What The Taliban Means For The Dollar

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Will the Taliban's victory have implications for the dollar and its role in the world?