Economy

Macro indicators, policy shifts, and economic forces shaping growth and inflation.

Macro Resilience, Policy Risks

The OECD lifted its outlook for global growth to 3.2% in 2025 (from 2.9%), with the U.S. raised to 1.8%. The upgrade underscores better-than-expected momentum in

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Economy Featured

US Labor Market: A Sluggish Grind

Is the job market finally running out of steam, or just grinding through a rough patch? The latest wave of data offers little comfort: ADP reports just 54,000 private-sector

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Eurozone Inflation Nudges Above Target

Is European inflation making a comeback, or just pausing before relief? August brought a minor but notable surprise for the eurozone inflation rate, which ticked up to 2.1%, slightly

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Tariff Shockwaves Rattle US-India Trade

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

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Tariff Shockwaves Hit India and Europe

What happens when tariffs turn strategic partners into rivals? That’s the question as President Trump’s latest 50% tariffs on Indian goods take effect, marking one of the most

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