Inflation’s Long Arc: What history teaches about the next decade
This analysis examines historical inflation patterns to identify core drivers and key tradeoffs for investors over the next decade.
2 min read
Economy
Macro indicators, policy shifts, and economic forces shaping growth and inflation.
Inflation’s Long Arc: What history teaches about the next decade
This research analyzes historical inflation cycles to highlight key drivers and critical tradeoffs for investors over the next decade.
2 min read
US Assets Sold Amid Tariff Fears as Precious Metals Rally
Investors are offloading US stocks and bonds while gold and silver hit record highs amid trade tensions.
2 min read
Goldman Sachs Sees Limited Impact from US Tariffs on Euro Area GDP
Goldman Sachs estimates Trump's 10% tariffs will reduce euro area GDP by about 0.1%, signaling a mild economic drag.
1 min read
US Tariffs Threaten Eurozone Growth and Escalate Trade Tensions
Goldman Sachs warns US tariffs on Europe may cut eurozone GDP and trigger escalating trade disputes.
1 min read
Mortgage Rates Fall to Lowest in Over Three Years
Mortgage rates dropped to 6.06% after a government order boosting bond purchases, sparking refinancing and homebuying activity.
1 min read
Trump Demands Sharp Fed Rate Cuts Amid Criminal Probe
Trump calls for cutting the Fed's benchmark rate to around 1 percent despite inflation concerns and Powell investigation.
1 min read
December 2025 Food Prices Surge With Sharp Meat and Coffee Inflation
Food prices jumped significantly in December 2025, driven by steep increases in meat and coffee costs.
1 min read
Taiwan Pledges $250 Billion for US Semiconductor Expansion
Taiwanese chipmakers will invest $250 billion to boost US semiconductor production capacity under a new trade deal.
2 min read
Mortgage Rates Hit 6.06%, Sparking Refi and Purchase Demand
Freddie Mac’s lowest rate since 2022 boosted applications, but low-rate owners and sticky prices constrain supply.
2 min read
China’s Forex Reserves Rise Modestly Despite Record Trade Surplus
China’s foreign exchange reserves grew slowly, reflecting shifting capital flows and reduced US dollar inflows.
1 min read
China Records $1.19 Trillion Trade Surplus Amid US Tensions
China's export growth to emerging markets offsets declining US demand, highlighting its trade resilience.
1 min read