Hotter U.S. wholesale inflation and an ECB hike put energy back at the center of the macro outlook
Rising energy costs are feeding through both U.S.inflation data and European monetary policy, complicating the outlook for central banks…
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Rising energy costs are feeding through both U.S.inflation data and European monetary policy, complicating the outlook for central banks…
A hotter inflation print, a large cross-border retail bid, and a sharp Wall Street selloff combined to underscore how quickly the global macro backdrop can shift…
A sharp Wall Street sell-off and renewed US trade uncertainty are setting a more fragile backdrop for Asia…
European readers face a mixed set of signals: corporate dealmaking remains active, but inflation pressure tied to higher energy costs is complicating the global backdrop…
Investors are heading into Wednesday’s U.S.inflation report with expectations that price growth will remain elevated, keeping policy sensitivity high…
The clearest macro signal is that politics, regulation and geopolitics are weighing more heavily on business conditions across Asia…
A mix of rising semiconductor costs, tougher scrutiny of market behaviour and fresh US-China security friction points to a more difficult operating backdrop for European firms…
A fresh rise in U.S.household financial stress points to a softer backdrop for consumer demand even as inflation expectations remain broadly steady…
South Korean headlines on June 9 were dominated by editorials calling for accountability and institutional reform, underscoring how domestic governance issues remain a live backdrop for confidence and policy…
Europe’s macro backdrop is being shaped by two familiar forces: the scramble for capital in advanced technology and renewed geopolitical pressure on energy-sensitive markets…
China’s call for multipolarity and inclusive globalization ahead of Xi Jinping’s North Korea visit highlights how geopolitics is again shaping Asia’s macro backdrop…
The latest UK business headlines point to an economy balancing labour-market repair against supply-side friction and uneven consumer demand…
Signs of strain in the U.S…
A sharp fall in the Nasdaq, led by semiconductor stocks and renewed rate concerns, has added fresh pressure to Asia’s export and technology cycle…
Fresh volatility in US technology shares and continued strength in the US labour market are sending mixed signals to Europe: risk appetite looks more fragile, but global demand has not rolled over…
Investors are heading into Friday’s May U.S…
A reported record-scale SpaceX listing and fresh political developments in Washington and Seoul are giving Asia investors a mixed read on capital flows, diplomacy and policy direction…
Europe’s macro backdrop is being shaped by a mix of industrial disruption, weak political confidence in Germany, and fast-moving technology stories that are raising new questions for regulators and investors…
Rising U.S.-Iran hostilities and stalled peace efforts are adding to geopolitical risk just as investors absorb a fresh signal of private-market exuberance from SpaceX and a potentially decisive local-election result in South Korea…
South Korea’s local elections point to a strong showing for the ruling Democratic Party, though the Seoul mayoral race remains effectively neck and neck as counting nears completion…