Fresh coverage on the economy, markets, and the forces moving money.
Is China’s manufacturing comeback a blip, or a bellwether? While U.S. and Asian factory activity remains soft amid tariff drag, China’s private PMI bucked expectations, rising to
Will legal limbo around U.S. tariffs seriously disrupt global trade? An appeals court ruling that Trump’s sweeping tariffs exceeded presidential authority sent shockwaves through U.S. partners. While
Is the U.S. economy slowing enough to push the Federal Reserve to finally cut rates? As the spotlight shifts to Friday’s jobs report and mid-September Fed meeting,
Is the Fed about to cut rates into an inflation uptick? Inflation—and the politics around it—is back in the spotlight. Expectations for Friday’s PCE figures are for
Are markets ignoring underlying risks in hopes of more Fed cuts? US stocks keep breaking barriers: The S&P 500 crossed 6,500 and the Dow reached new records,
American retail giants are straining to balance profit and price amid tariff turbulence. Walmart, Home Depot, Lowe’s, and Target all report cost surges from higher import duties—but have
How much pain will new tariffs inflict before the upside shows? The Trump administration’s latest volley—a 50% tariff on most Indian goods—marks a dramatic escalation in trade
How does instability in France raise the stakes for global markets? In a week dominated by US drama, French political and debt crises quietly escalated. With Prime Minister Francois Bayrou
What happens when sky-high expectations start to outpace AI reality? Nvidia once again delivered blockbuster numbers: Q2 revenue soared 56% year-over-year to $46.7 billion, and its
Why aren’t investors panicking as Trump targets the Fed? Despite the unprecedented move to fire Fed governor Lisa Cook and plans to stack the central bank with rate-cutting
Is America entering a new phase in the global trade wars? President Trump’s doubling down on India—hiking tariffs to a 50% levy on most Indian imports—marks more
