China Activity Data Show Demand Lagging as Property Slump Bites
Retail sales and investment weakened in November, and markets await clear, consumption-focused fiscal support details.
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.
Dollar’s Post-Fed Pullback Puts 2026 Rate Path in Focus
Diverging views on 2026 Fed cuts keep the dollar under pressure, with mixed forecasts for further declines.
2 min read
Dollar Eases After Fed as China Demand Slumps
A softer post-Fed dollar and weak China consumption keep 2026 rates, trade, and property in focus.
4 min read
💸 Islands and Integrity
Issued on Dec 14, 2025 P&L Post View Online | Sign Up | Shop Morning, here's the pulse of the economic and market movers. * NFL pushes Washington to
5 min read
NFL Urges Congress to Rein In Sports Prediction Markets
The league warns CFTC-regulated event contracts are nationwide, outpacing state betting guardrails and raising manipulation risks.
2 min read
Global Rate-Cut Momentum Fades as Central Banks Turn Cautious
Markets now price fewer ECB cuts and even possible hikes as disinflation stalls and growth stays modest.
2 min read
Wall Street Rotates Beyond Magnificent Seven as AI Trade Squeezes
Strategists cite Oracle’s slide, AI profitability doubts, and rate repricing pushing flows into cyclicals and defensives.
2 min read
Rate-Cut Bets Fade as Markets Broaden Out
Investors reprice fewer 2026 cuts, rotate beyond mega-cap tech, and watch Congress weigh prediction-market rules.
5 min read
Fed Cuts Rates as 2026 Rotation Talk Grows
Powell warned of hidden labor weakness as strategists eye a 2026 shift beyond AI megacaps.
5 min read
NFL Urges Congress to Rein In Sports Prediction Markets
Testimony urges clearer CFTC guardrails as nationwide futures-style contracts expand beyond state gambling controls.
2 min read
China Plans 2026 Export Push With Stronger Domestic Demand
Beijing aims to expand exports and imports while lifting pensions and incomes to curb trade tensions.
2 min read
UHERO Sees Hawai‘i Mild Recession as Tourism Softens
Tourism weakness and job-loss risks could weigh through 2026, while construction and Maui rebuild projects buffer growth.
2 min read