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NATO estimates five member states are expected to exceed 3.5% of GDP in core defense spending this year; some allies remain near 2%.
2026-07-08
NATO estimates five member states are expected to exceed 3.5% of GDP in core defense spending this year; some allies remain near 2%.
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2026-07-07
Capital Economics analyst Shilan Shah says rapid expansion of Indian data centers could materially affect the macro outlook. While much debate on AI focuses on services disruption, AI still requires significant physical infrastructure. Announced data
Capital Economics analyst Shilan Shah says rapid expansion of Indian data centers could materially affect the macro outlook. While much debate on AI focuses on services disruption, AI still requires significant physical infrastructure. Announced data‑center investment for 2026–30 is roughly 0.5% of annual GDP; if this spurs upgrades to India’s power grid and water systems the macro impact could be substantially larger. Rising demand for domestic electronics and precision engineering capacity would also support India moving up the manufacturing value chain.
2026-07-07
Japan's leading economic indicators rose 0.7% month-on-month in May, unchanged from the previous month.
Japan's leading economic indicators rose 0.7% month-on-month in May, unchanged from the previous month.
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