Tariffs May Hit Growth More Than Inflation in 2025
Research suggests actual tariff rates trail announced levels, muting price pass-through but worsening growth and unemployment risks.
2 min read
Economy
Macro indicators, policy shifts, and economic forces shaping growth and inflation.
Venezuela Oil Unlocking Could Take a Decade, Not Months
Trump touted rapid production, but analysts see heavy-crude challenges, political risk, and $100 billion rebuilding needs.
2 min read
China Services PMI Loses Momentum as Deflation Risks Persist
RatingDog services PMI eased to 52.0, with weaker exports, falling prices, and continued job cuts.
2 min read
Mortgage Rates Dip to 2025 Low, Affordability Still Stretched
Freddie Mac put 30-year fixed rates at 6.15%, but Zillow says affordability needs a near-2% reset.
2 min read
30-Year Mortgage Rate Falls to 6.15%, 2025 Low
Freddie Mac data shows modest easing tied to Treasury yields, but high prices still cap affordability.
2 min read
Xi Backs 5% China Growth as Property Slump Persists
Beijing is leaning on industrial policy and exports, but housing, weak consumption, and tariff uncertainty threaten momentum.
1 min read
Goldman Sees 2.6% GDP Growth in 2026, With Labor Risks
Fading tariff drag and easier conditions support 2026 growth, but AI-driven job cuts could lift unemployment.
2 min read
China Signals More Proactive 2026 Fiscal Policy Focused on Demand
Finance Ministry outlines 2026 priorities to boost consumption, expand investment, and support innovation amid property slump.
2 min read
Mortgage Rates Ease to 6.18%, Buyers Gain Leverage
Freddie Mac shows 30-year rates steady near 6.2%, while rising inventory boosts buyer negotiations despite tight affordability.
2 min read
Q3 GDP Jumps 4.3% as Confidence Slips on Costs
Summer growth beat forecasts, but sticky essentials inflation and cooling job security are dragging sentiment.
2 min read
Fed’s Miran Signals Cut Debate as Year-End Data Looms
Miran downplayed inflation distortions and urged further easing as markets watch delayed GDP and PCE prints.
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Treasury Yields Edge Higher Ahead of Heavy Pre-Christmas Auctions
Thin holiday liquidity spotlights $183 billion of 2-, 5- and 7-year supply and the delayed Q3 GDP read.
2 min read