China's $1.19T Trade Surplus Signals Shifting Global Trade
China's record trade surplus grows 20% as exports rise outside the US amid modest reserve gains.
3 min read
Daily
China’s Record Surplus, Fed Independence Risks In Focus
China posts a $1.18T surplus, UK GDP beats forecasts, and Kashkari flags Fed political risk.
5 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
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
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
Jobs Report Looms as Mortgage Rates Hover Near Lows
Markets watch Friday jobs volatility, steady-lowish mortgage rates, and China’s CPI rise amid PPI deflation.
5 min read
ADP Rebound, K-Shaped Growth Keep Fed On Edge
Jobs data and sticky wages collide with K-shaped growth, tariff uncertainty, and Venezuela’s oversupplied oil push.
5 min read
Stocks Near Records as Tariffs Threaten Growth
Equities climbed near highs as investors downplayed inflation risk, but tariffs cloud 2025 growth prospects and energy.
3 min read
Energy Stocks Rally on Venezuela Oil Talk
Markets priced rapid Venezuela oil gains, but sanctions, capital needs, and Chevron’s stance suggest years, not months.
5 min read
Venezuela Shock Lifts Oil as China Slows
Venezuela strikes jolt oil and risk pricing as China services cool and US jobs loom.
5 min read
Thin Liquidity Starts 2026 With Metals Leading
Holiday-thinned markets open 2026 modestly higher as gold leads, while mortgage rates ease amid Fed credibility risks.
3 min read
Stocks Dip Into 2025 Close, Mortgage Rates Ease
U.S. stocks slipped into year-end as AI led gains, while mortgage rates hit 2025 lows.
4 min read