Carney Seeks China Tariff Relief as Canada-U.S. Risks Rise
Carney’s Beijing trip targets easing China’s counter-tariffs while EV tariffs and USMCA review constrain concessions.
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Policy
November Spending Surge Puts RBA Back in a Tight Spot
ABS data showed demand resilience and Black Friday pull-forward, reviving February hike talk and pushing out cuts.
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Tariffs Mute Inflation but Weaken Hiring as Uncertainty Lingers
With unemployment at 4.4% and manufacturing down 70,000 jobs since April, a Supreme Court ruling may reset sentiment.
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Venezuela’s Heavy Crude Revival Faces Sanctions and Capital Hurdles
Output has collapsed below 1 million bpd, and rebuilding may require $80B–$100B amid legal uncertainty.
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BofA CEO Sees Tariffs Settling Near 15% Baseline
Brian Moynihan says trade policy is growing clearer, easing planning but leaving China and USMCA as key exceptions.
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U.S. Delays China Chip Tariffs Until Mid-2027
USTR sets Chinese chip import tariffs at 0% for 18 months, buying supply-chain runway and delaying cost shocks.
1 min read
Shutdown-Delayed Data Tests Soft-Landing Outlook Ahead of 2026
Late GDP and factory data force markets to weigh cooling hiring against steady growth and easing inflation.
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S&P Global PMI Cools as Input Prices Hit Three-Year High
December’s flash survey shows fading new orders and slowing services, even as cost pressures reheat.
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BOJ Seen Lifting Policy Rate to 0.75% Peak
Reuters expects a 0.75% move driven by wage inflation, with yen and carry trades in focus.
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China Signals 2026 Trade Push as Domestic Demand Stays Weak
Beijing plans to expand exports and imports while considering liquidity easing, risking renewed U.S.-EU trade frictions.
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NFL Urges Congress to Rein In Sports Prediction Markets
The league warns CFTC-regulated event contracts are nationwide, outpacing state betting guardrails and raising manipulation risks.
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NFL Urges Congress to Rein In Sports Prediction Markets
Testimony urges clearer CFTC guardrails as nationwide futures-style contracts expand beyond state gambling controls.
2 min read