Editor profile

Alistair Vance

マクロ経済シニアエディター

Alistair Vance specializes in global macroeconomic trends, inflation dynamics, and GDP structural analysis. He provides high-level commentary on long-term economic cycles.

alistair.vance@ecobserver.org

Bylined articles

Macro Economy

The Global Economy in the Era of Supply Shocks: Resilience, Divergence, and Restructuring

Global economic growth momentum is shifting from the demand side to the supply side, as geopolitical conflicts, tariff barriers, and energy shocks intertwine, forcing central banks, businesses, and investors to recalibrate their understanding of cycles, inflation, and capital allocation. This article, based on EY-Parthenon's latest global economic outlook, analyzes growth slowdowns, regional divergence, and structural opportunities in a world of supply shocks.

Alistair Vance5 min read
Markets Insight

Geopolitical Rupture and Financial Cycle Inflection: The Macro Logic of the European Central Bank's 2026 Financial Stability Review

The energy shock from the Middle East war is testing global financial resilience. The European Central Bank's latest Financial Stability Review reveals how geopolitical risks, non-bank financial vulnerabilities, and sovereign pressures are intertwined, and foreshadows a possible shift in the macroeconomic policy paradigm.

Alistair Vance8 min read
Markets Insight

Middle East Conflict Reshapes Global Financial Stability: Energy Shocks, Market Vulnerabilities, and the Eurozone's Test of Resilience

Based on the European Central Bank's May 2026 Financial Stability Review, this analyzes how energy supply shocks triggered by the Middle East war are reshaping inflation and growth prospects, as well as the complex interactions among non-bank financial vulnerabilities, sovereign debt pressures, and banking system resilience.

Alistair Vance6 min read
Analysis

The triple imbalance of the Trump administration's economic agenda: demand contraction, supply damage, and worsening distribution.

This in-depth analysis, based on the latest report from the Economic Policy Institute, examines from the three dimensions of demand, supply, and distribution how the Trump administration's macroeconomic agenda undermines the affordability of ordinary American families and exacerbates inequality, while also exploring its implications for global growth models.

Alistair Vance5 min read
Macro Economy

The European Central Bank Amid the Middle East Conflict: The Dual Game of Inflation Expectations and Growth Risks

The European Central Bank kept interest rates unchanged at its March 2026 meeting. The war in the Middle East has pushed up energy prices, with short-term inflation set to rise above 3%, while growth faces downside risks. Based on the ECB's Economic Bulletin, this article provides an in-depth analysis of its policy logic, inflation trajectory, and economic growth outlook.

Alistair Vance6 min read
Trade & Data

The Wave of Data Localization: The Hidden Costs of Global Digital Trade and Policy Breakthroughs

The ITIF report reveals that data localization policies worldwide have doubled in four years, growing from 67 measures across 35 countries to 144 measures across 62 countries. Such digital barriers are profoundly reshaping the global digital economy landscape, with trade output losses of 7%, productivity declines of 2.9%, and price increases of 1.5%. This article takes a macro perspective to analyze the diffusion logic, economic costs, and policy solutions of data restrictions.

Alistair Vance5 min read
Markets Insight

AI search changes corporate communication logic, Veerixa launches AI visibility distribution service to explore new information discovery models

As AI search and generative artificial intelligence transform the way information is accessed, enterprise communication is shifting from media exposure to competition in information discoverability. Veerixa has launched its AI Visibility Distribution service, exploring long-term dissemination patterns of corporate news in search and AI environments.

Alistair Vance6 min read
Macro Economy

China's Q2 growth slowdown: the pains of economic rebalancing

China's GDP grew by 6.3% year-on-year in the second quarter of 2023, lower than market expectations, marking the slowest growth in three and a half years. Analysts pointed out that uneven economic recovery, continued weakness in real estate, drag from foreign trade, and insufficient domestic demand are the main factors. This article analyzes China's structural economic adjustments and their impact on the world from a global macro perspective.

Alistair Vance4 min read
Regional Economy

AI-driven manufacturing becomes the core engine of Singapore's economic growth.

In the second quarter of 2026, Singapore's GDP grew by 5.7% year-on-year, with manufacturing rising 12.2% driven by AI semiconductor demand. This article analyzes the driving effect of the AI industry chain on Singapore's economy, regional economic divergence, and geopolitical risks from a global macroeconomic perspective.

Alistair Vance3 min read
Macro Economy

War reshapes economic trajectory: IMF warns Israel's growth potential faces structural erosion

The International Monetary Fund (IMF) noted in its annual assessment that while Israel's economy has shown resilience, three years of war have caused GDP to deviate 9% from pre-war trends, and the 2026 growth forecast has been downgraded to 3.5%. The report warns that the low employment rates of ultra-Orthodox men and Arab women have evolved from a social issue into a macroeconomic risk, while high-skilled industries face both opportunities and challenges amid the global AI wave. Rising fiscal deficits and public debt require structural reforms, not just tax increases.

Alistair Vance4 min read
Macro Economy

High debt, AI frenzy, and financial fragility: BIS warns of global risk triple threat

The latest annual economic report of the Bank for International Settlements points out that sovereign debt reaching record highs, AI investment bubble risks, inflation stickiness, and financial fragility are forming a complex global risk landscape, calling on policymakers to take immediate action to maintain stability.

Alistair Vance3 min read