AI Boom: Growth Engine or Bubble Risk?
Is the AI investment surge supercharging the economy—or merely setting us up for another dot-com repeat? Tech titans are dropping hundreds of billions of dollars on data centers, chips,
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P&L Staff
Stocks Rally on Powell’s Cautious Rate Cut Signal
Is Wall Street’s relief sustainable—or just a pause before the next test? The market snapped back after Fed Chair Jerome Powell cracked open the door to a rate
Japan’s Labor Crunch Fuels Wage Growth—and Rate Hike Bets
Japan’s Central Bank is walking a tightrope between labor shortages and inflation worries. Governor Kazuo Ueda told the Jackson Hole gathering that a “tight labor market is expected to
UK Stagnates as Workforce Shrinks
What happens when you try to grow with fewer hands on deck? The UK faces an "acute challenge" with weak growth and slipping labor force participation, Bank of
Immigration Keeps Europe’s Growth Engine Humming
Is Europe’s economic resilience a case of open borders over austerity? According to European Central Bank President Christine Lagarde, a post-pandemic surge in foreign-born workers has helped the continent
Fed’s Shift Fuels Relief Rally—But For How Long?
After weeks of market jitters, Federal Reserve Chair Jerome Powell gave Wall Street what it wanted—a clear rate-cut signal at Jackson Hole (CNN, Bloomberg). The result? The Dow soared
Europe’s Growth Hinges on Migrant Labor
Can Europe keep growing if borders close? European Central Bank President Christine Lagarde spoke candidly at Jackson Hole, warning that foreign workers drove half of eurozone job growth since 2022,
Tech Markets Dance to New Uncertainty
Wall Street is wrestling with a dramatic AI sentiment shift: are we witnessing the start of an AI-fueled market crash or just a much-needed reset? The big tech selloff and
Furniture Tariffs Set to Reshape Industry
Will Trump’s new tariffs shake up US furniture—and your wallet? President Trump has announced that, within 50 days, a sweeping new tariff on imported furniture will be revealed,
Transatlantic Trade: Relief, Then Reality
Does the new US-EU trade pact solve more problems than it creates? The agreement has spared sectors like pharmaceuticals and chips from truly punitive tariffs — capping rates at 15% rather
AI Boom Masks Economic Unevenness
Here’s a paradox: The top-line US numbers look okay — GDP is up 3% quarter-on-quarter, the S&P 500 keeps notching record highs, and companies like Microsoft and Nvidia
Markets Tread Water Ahead of Fed, Trade Deal
The stock market is caught in a holding pattern, awaiting Federal Reserve Chair Jerome Powell’s keynote speech at Jackson Hole. But there's a chill in the air: