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Does the US election matter for markets?

The world watches as votes are counted, but how much do markets really care about US presidential elections?

Macro economics

After decades of stagnant growth, Japan is back

After decades of economic and market stagnation, Japan may be on the path of a sustainable rebound.

Macro economics

Economic payoff of AI is coming – but it’s not here yet

Despite the long-term potential of artificial intelligence (AI), it will be many years before it realises its full potential.

Macro economics

Quantifying technology’s role in transforming the economy

Vanguard research suggests that artificial intelligence (AI) has the capacity to drive US economic growth in the years ahead.

Macro economics

Higher rates to stay - but policy divergence won’t

Our experts discuss the ramifications of central banks diverging in their monetary policy this year.

Market commentary

Macro economics

The end of stagnation for Europe and the UK

Vanguard’s chief economist in Europe dissects the inflation and interest rate outlook for the euro area and UK.

Macro economics