November Spending Surge Puts RBA Back in a Tight Spot
ABS data showed demand resilience and Black Friday pull-forward, reviving February hike talk and pushing out cuts.
2 min read
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Fresh coverage on the economy, markets, and the forces moving money.
China Bets on Domestic Demand as Fiscal Strains Persist
Beijing is prioritizing consumption via services and social coverage, but local funding strains may slow follow-through.
2 min read
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.
2 min read
Jobs Cool, CPI Steady, March Cut Back in Focus
Cooling hiring and tariff uncertainty meet steady 2.7% CPI, fueling risk rally and March-cut hopes.
5 min read
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.
2 min read
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.
2 min read
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.
2 min read
