Kashkari Warns Political Pressure Could Lift Term Premiums
As scrutiny rises ahead of a Fed leadership transition, Kashkari argues independence is vital to monetary policy credibility.
2 min read
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Fresh coverage on the economy, markets, and the forces moving money.
China Hits Record $1.18T Surplus as US Exports Slide
US-bound shipments fell sharply, but rising exports to EU and ASEAN kept China’s 2025 surplus at $1.18T.
2 min read
CPI Sticks at 2.7% as Tariff Pressures Loom
CPI held at 2.7% as necessities rose, widening spending splits while China surpluses stoked tariff risks.
6 min read
Carney Seeks China Tariff Relief as Canada-U.S. Risks Rise
Carney’s Beijing trip targets easing China’s counter-tariffs while EV tariffs and USMCA review constrain concessions.
2 min read
China’s Record $1.189T 2025 Surplus Fuels Tariff Risks
Exports rose 5.5% despite weak domestic demand, heightening fears of new barriers and probes in 2026.
2 min read
Necessities Inflation Deepens K-Shaped Consumer Spending Split
Rising grocery, utility, and health-care costs squeeze lower incomes as top earners keep travel and dining spend strong.
2 min read
December CPI Holds at 2.7% as Necessities Climb
Grocery, gas, and electricity costs rose as shutdown data quirks complicate readings, keeping the Fed cautious.
2 min read
China Export Controls, Demand Push Shift Markets
China’s 2026 agenda spotlights export controls and domestic demand, while Australia and Nigeria data reshape policy expectations.
6 min read
Nigeria Says 2025 Reforms Are Driving Foreign Inflows
Officials cite nearly $14bn inflows, rising non-oil exports, and SEZ gains, but warn portfolio dependence.
2 min read