UK-Gulf Trade Push, Meta Settlement and New US Troop Move Signal a More Fragmented Global Backdrop
Fresh headlines point to a global economy being shaped as much by politics and legal pressures as by underlying demand…
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Fresh headlines point to a global economy being shaped as much by politics and legal pressures as by underlying demand…
The main macro theme is a renewed focus on energy security and risk appetite as geopolitical strain and major capital market developments collide…
The macro signal is that AI is beginning to redirect spending, hiring, and product strategy across the real economy…
A leadership transition at the Federal Reserve, a courtroom loss for Elon Musk in his OpenAI case and new US Ebola screening measures together point to a broader shift in policy and risk management…
Forecasters surveyed by CNBC expect inflation to reach 6% in the second quarter, pointing to renewed price pressure in the global economy…
A renewed inflation scare is pushing investors to price the Federal Reserve’s next move as a rate hike, tightening the global macro backdrop…
Markets are weighing a more hawkish turn at the Federal Reserve alongside fresh geopolitical and energy-related stress points…
US macro signals turned more complex as wholesale inflation accelerated sharply in April just as Washington installed Kevin Warsh as the next Federal Reserve chair…
A hotter-than-expected April inflation reading points to persistent price pressures and keeps the policy backdrop difficult for investors and officials…
Investors and policymakers are focused on the upcoming Trump-Xi meeting as a potential signal for the direction of U.S.-China economic ties…
April’s retail hiring surge points to continued labor demand, but the broader consumer backdrop looks less secure…
Better-than-expected US hiring has weakened the case for near-term Federal Reserve rate cuts, even as households continue to face higher living costs…
The global macro picture is being shaped by a still-resilient U.S…
Fresh headlines point to a global economy facing pressure from both household-level cost shocks and business uncertainty…
Cost pressures are building across the economy in ways that cut across commodities, labor markets and public governance…
The macro signal is a more complicated US policy mix: Fed officials are disputing how clearly to point markets toward easier monetary policy even as Washington accelerates strategic defense spending and adjusts its military footprint in Europe…
A potentially awkward overlap between Jerome Powell and former Fed official Kevin Warsh is emerging as a new point of attention for U.S…
The main macro signal is one of policy restraint: Europe’s key central banks are expected to keep rates unchanged even as stagflation risks remain uncomfortable…
The immediate macro signal is that geopolitical relief can fade quickly when investors see no clear shift in the underlying economic outlook…
Markets are weighing a delicate mix of policy uncertainty, industrial competition and risk appetite…