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.
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Fresh coverage on the economy, markets, and the forces moving money.
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.
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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.
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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.
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