2025-09

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Capital Flows Rebound to the U.S. on AI Hype and Fed Easing Hopes

Institutional investors are redirecting capital from global markets back into the U.S., fueled by AI investment enthusiasm and Federal Reserve rate-cut expectations.
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Trade Policy Uncertainty Puts Global Supply Chains at Risk

Rising trade policy uncertainty is disrupting global supply chains and investment. UNCTAD warns of mounting risks for businesses and growth.
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Fitch Raises 2025 Global Growth Forecast but Flags U.S. Slowdown Risks

Fitch Ratings upgraded its 2025 global growth forecast to 2.4%, citing resilience in China and Europe, but warned of mounting risks from a U.S. slowdown.
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Fed Rate Cut Hopes Boost Equities, Sink Dollar, and Lift Gold and Bonds

Weak U.S. jobs data raises hopes for Fed rate cuts, lifting equities and gold while sending the dollar lower.