Unlike its Cold War standoff with the Soviet Union, Washington’s rivalry with Beijing is constrained by mutual dependence and the high costs of economic separation. U.S. President Donald Trump greets ...

The U.S. economy ended 2025 looking like two different countries at once. Output is roaring ahead, but jobs are barely moving. Economists say the phenomenon—a nation expanding faster than it can ...

Corporate capital expenditures have surged in 2025, led by AI hyperscalers' sprawling infrastructure buildout, but JPMorgan says something odd is happening under the surface of the economy. As ...

Unlike the ideologically driven conflict of the 20th century, today’s rivalries are pragmatic and transactional.

Amid intense focus on export restrictions and decoupling, far less attention has been paid to how China is responding to U.S.

Erian, chief economic advisor at Allianz, joins 'Squawk on the Street' to discuss AI, the Federal Reserve, and more.

The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI ...

JPMorgan's economic outlook for 2026 points to a continued surge in capex spending by companies. The bank notes, though, that it may be causing investors to overlook problems in the labor market.