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Fresh coverage on the economy, markets, and the forces moving money.
BofA CEO Sees Tariffs Settling Near 15% Baseline
Brian Moynihan says trade policy is growing clearer, easing planning but leaving China and USMCA as key exceptions.
S&P 500 Near 7,000 as Rotation Builds Into Year-End
With thin volumes, traders watch Fed minutes and term premium as tech lags and silver surges.
China Signals More Proactive 2026 Fiscal Policy Focused on Demand
Finance Ministry outlines 2026 priorities to boost consumption, expand investment, and support innovation amid property slump.
Q3 GDP Surge Masks Rising Unemployment and Consumer Strain
AI-led productivity is boosting growth, but hiring is stalling as inflation and holiday debt pressure households.
AI-Driven Productivity Lifts GDP While Hiring and Wages Cool
Companies are boosting output through AI capex and efficiency, keeping hiring muted and 2026 raises near 3%.
Holiday-Thinned Markets Lift Stocks as Gold and Silver Surge
U.S. indexes notched record closes, but gold and silver led amid hedging demand and Fed timing uncertainty.
U.S. Delays China Chip Tariffs Until Mid-2027
USTR sets Chinese chip import tariffs at 0% for 18 months, buying supply-chain runway and delaying cost shocks.