Global Economy

Russia and Iran Slash Oil Prices to China as Floating Stocks Swell

Discounted Russian and Iranian crude to China and rising sea-borne inventories are reshaping global oil markets, challenging OPEC+ strategy and pressuring Brent prices.
US

Trump’s 10% Global Tariff Is Here. What Happens Next?

Donald Trump’s universal 10% tariff has taken effect, triggering market volatility and raising risks of global trade retaliation. Here’s what it means for inflation, supply chains, and investors.
US

US Halts Tariffs After Supreme Court Ruling: What It Means for Trade Policy and Markets

The US will stop collecting tariffs deemed illegal by the Supreme Court, shaking trade policy and raising questions about Trump’s tariff strategy. Here’s what it means for markets and global trade.
US

America’s Record Trade Deficit in 2025: Tariffs Failed or Demand Too Strong?

The U.S. goods trade deficit widened to a record in 2025 even after years of tariff hikes. What does this reveal about American demand, the dollar, and global trade dynamics?
Eurozone

Lagarde’s Early Exit From the ECB: What It Means for Eurozone Rates and the Euro

Christine Lagarde’s early departure from the ECB introduces uncertainty around eurozone rate cuts, leadership succession, and the euro’s outlook. Here’s how markets may respond.
US

“Several” Rate Cuts? Inside the Fed’s Conditional Pivot Toward Easing

Chicago Fed President Goolsbee says several rate cuts are possible if inflation moves toward 2%. We analyze what this means for markets, AI-driven productivity debates, and global capital flows.
Tech

China Flags Semiconductor Supply Chain Stability as Top Priority After Dutch Nexperia Ruling

China signals semiconductor supply chain stability as a top priority after a Dutch ruling involving Nexperia, highlighting accelerating tech decoupling and geopolitical risk in global markets.
Ukraine-Russia

Russia Cuts Rates Again as Wartime Economy Shows Signs of Strain

Russia’s central bank lowered interest rates again as economic growth slows under wartime pressures. Here’s what it means for inflation, the rouble, sanctions, and global markets.
Global Economy

If the Fed Loses Its Independence, the World Pays the Price

Germany’s Bundesbank warns that political interference in the Federal Reserve could spark global inflation and financial instability. Here’s how Fed independence affects markets worldwide.
Asia Pacific

US and Japan’s $550 Billion Strategic Fund Signals a New Era of Economic Security

The US and Japan are launching a $550 billion strategic fund targeting energy security and semiconductor supply chains. Here’s what it means for global markets and US-China competition.