China’s 2026 Playbook Makes Export Controls a Market Catalyst
Commerce Ministry scrutiny, highlighted by Meta’s Manus review, raises execution risk and discounts for cross-border tech M&A.
2 min read
Ben Carter
Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.
Jobs Cool, CPI Steady, March Cut Back in Focus
Cooling hiring and tariff uncertainty meet steady 2.7% CPI, fueling risk rally and March-cut hopes.
5 min read
Tariffs Mute Inflation but Weaken Hiring as Uncertainty Lingers
With unemployment at 4.4% and manufacturing down 70,000 jobs since April, a Supreme Court ruling may reset sentiment.
2 min read
2026 Risk Rally Leans on 2.7% CPI and Fed Cuts
With S&P 500 near 6,966, optimism hinges on softer inflation, capex incentives, and stable hiring.
2 min read
Jobs Slowdown Puts March Fed Rate Cut Back in Play
December job gains fell to 50,000, fueling spring cut hopes, but wage growth risks sticky inflation.
2 min read
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