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Latest · AI links higher bond yields and buoyant stocks, says BlackRock’s Rovelli
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Economy

Latest reporting and analysis from this section.

Two finance professionals examine unlabeled market charts and a data-center image in a modern investment office.
Economy

AI links higher bond yields and buoyant stocks, says BlackRock’s Rovelli

Heavy AI investment is intensifying competition for capital while driving the earnings growth supporting equities, according to BlackRock’s Bruno Rovelli. The crucial test over the next 12–24 months is whether companies outside technology can turn AI adoption into stronger profits and cash generation.

Workers inspect industrial equipment at a Mediterranean port with shipping containers, a cargo vessel, wind turbines and solar panels in the distance.
Economy

What Italy Can—and Cannot—Learn From Spain

Spain’s faster growth, stronger family support and assertive foreign policy make it an attractive model for many Italians. But differences in industry, employment and energy complicate the comparison—and strengthen the case for closer Mediterranean cooperation.