The main macro signal is policy continuity: Kevin Warsh’s first meeting as Fed chair delivered little surprise on rates, reinforcing a wait-and-see stance at a time of mixed global inflation and supply signals…
A sharper debate is emerging around the Federal Reserve as markets question whether policymakers have been too tolerant of inflation even as some officials argue price pressures should ease ahead…
US inflation accelerated to 3.8% in April, the fastest annual pace since May 2023 and above expectations, reinforcing signs that price pressures are proving sticky…
A stronger-than-expected April payrolls report has made it harder for the Federal Reserve to justify cutting interest rates quickly, even as the broader economic picture remains unsettled…
The main macro message is that the policy outlook has become harder to read just as inflation pressure and external shocks are complicating the growth picture…
Wall Street economists are increasingly concerned about a potential US recession, citing growing cracks in the economy, geopolitical uncertainties, and a softening labor market…
A war-driven oil spike is colliding with firmer inflation and a more hawkish policy backdrop, leaving investors to reassess the path for U.S.growth and rates…
The Supreme Court's decision to invalidate Trump-era tariffs is poised to significantly reshape US-China trade relations, potentially strengthening Beijing's negotiating position ahead of a critical summit…
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