AI & Business
Uncertainty about future gas supply can raise prices before deliveries fall Energy costs propagate broadly through production and household expectations Reliable supply arrangements complement rather than replace monetary policy
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Chinese competitiveness combines manufacturing capability with state support Trade remedies need evidence about the distortion they address Critical-mineral dependence requires resilience as well as trade enforcement
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AI growth can support debt sustainability without guaranteeing it Income composition and taxation determine the public revenue dividend Budgets must distinguish realised receipts from anticipated productivity
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Stablecoin risk depends on redemption structure as well as market size A globally fungible token can face different local exit rules Cross-border safeguards must distinguish current rights from reform proposals
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AI changes the balance of tasks within jobs before aggregate employment Substitution and complementarity require separate measurement Reduced hiring can weaken entry routes without increasing dismissal rates An oc
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Export controls can constrain AI capacity without halting progress Distillation transfers capabilities through a different channel Policy evaluation must separate benchmarks, deployment and enforcement Evidence th
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