Capital Economics

Korea semiconductor boom drives record exports and GDP gains

47 clusters · 140 sources · last updated 2 days ago

Latest: South Korea's foreign currency deposits exceed $150 billion

South Korea’s export-driven economy continues to expand, fueled by a sustained semiconductor boom and AI investment. In September 2026, total exports reached a record monthly high of $120.94 billion. This momentum persis

Investor skepticism and bubble warnings on AI

38 clusters · 134 sources · last updated 2 days ago

Latest: Jim Cramer warns of market liquidity risks from AI IPOs

Since early July 2026, fund manager Michael Burry has warned that rapid AI-related investment expansion may be forming a bubble, specifically targeting firms like Nvidia and Palantir. By mid-September, analysts at Capita

US petroleum inventories and global oil market volatility

9 clusters · 279 sources · last updated 2 days ago

Latest: Oil prices surge as Houthi attacks hit Saudi refinery and Aden airport

By late October, global crude oil prices continued to climb due to intensifying geopolitical instability. Brent crude rose above $114 per barrel, reaching a five-month high, while West Texas Intermediate (WTI) reached ap

Global manufacturing and services PMI trends

23 clusters · 256 sources · last updated 2 days ago

Latest: Manufacturing sector shows strong expansion amid rising costs

Global economic indicators show varied performance across sectors. In the United States, the services sector showed strength in August, with the ISM non-manufacturing PMI rising to 55.4 and the S&P Global Services PMI re

Australian housing market faces prolonged price and supply

138 clusters · 212 sources · last updated 3 days ago

Latest: Australian property prices see modest decline

The Australian housing market has entered a sustained downturn, with property values falling across approximately 93 per cent of capital city suburbs. By late 2026, national home prices were recorded at 3.6 per cent belo

Greece financial hub development and debt management

11 clusters · 84 sources · last updated 7 days ago

Latest: Eurozone public debt rises to 88.8% of GDP

Greece continues to position Athens as a global financial hub, attracting hedge funds and high-net-worth individuals through competitive tax frameworks. Following the arrival of Millennium Management in September 2026, P

Global market volatility: AI growth, yields, and energy

22 clusters · 456 sources · last updated 15 days ago

Latest: KOSPI and KOSDAQ trigger circuit breakers amid AI-driven sell-off

Global financial markets remain volatile as the interplay between artificial intelligence growth, energy disruptions, and macroeconomic shifts continues. While Middle East crude oil flows have shown signs of recovery, Br