Tag

economy

50 articles

Equity Sell-Off Triggers Bond Rally as AI Concentration Fears Mount
Macro & Rates2d ago
Equity Sell-Off Triggers Bond Rally as AI Concentration Fears Mount
Nasdaq drops 2.9 percent as institutional money rotates into Treasuries; longer-dated yields compress on duration demand.
Kyrgyzstan Plans 2027 Yuan Bond as China Ties Deepen
Research & Analysis4d ago
Kyrgyzstan Plans 2027 Yuan Bond as China Ties Deepen
Central Asia's fastest-growing economy will issue its first yuan-denominated debt, signaling a shift toward Chinese financing and regional economic integration.
Trump Tells Voters to Check 401(k)s, Claims 80% Growth
Politics & Policy9d ago
Trump Tells Voters to Check 401(k)s, Claims 80% Growth
President Trump cited retirement account gains under his administration and a 25 percent decline under Biden as he appeals to voters on economic grounds.
Australia's Growth Forecast Cut Below 1.75% as Rate Hikes Bite
Research & Analysis11d ago
Australia's Growth Forecast Cut Below 1.75% as Rate Hikes Bite
Australian Treasurer Jim Chalmers said Friday the nation's economic expansion will fall short of the May budget projection as interest rate increases slow activity
California's Policies Fuel National Debate as Trump and Democrats Clash
Politics & Policy13d ago
California's Policies Fuel National Debate as Trump and Democrats Clash
Financier Chad Hagan's critique of California governance has added fuel to a long-running dispute over environmental regulation and taxation between the White House and Democratic lawmakers.
Japan's Older Workers Shut Out Despite Labor Shortages
World19d ago
Japan's Older Workers Shut Out Despite Labor Shortages
Japanese companies recruit younger staff to fill positions, but workers in their 40s and 50s face persistent discrimination in hiring.
Trump Warns of Depression if Democrats Win, Pledges $5,000 Checks Under GOP
Politics & Policy20d ago
Trump Warns of Depression if Democrats Win, Pledges $5,000 Checks Under GOP
Trump contrasted a Republican victory with direct payments to citizens against what he called a Democratic path to economic collapse.
High Bond Yields Mask Economic Bifurcation — Non-AI Sectors Face Capital Squeeze
Research & Analysis20d ago
High Bond Yields Mask Economic Bifurcation — Non-AI Sectors Face Capital Squeeze
At 6 percent, bond yields reward savers but signal market skepticism about growth outside artificial intelligence, creating structural headwinds for traditional sectors.
30-Year Mortgage Rate Hits 7.49%, Highest Since November 2023
Macro & Rates27d ago
30-Year Mortgage Rate Hits 7.49%, Highest Since November 2023
Contract rate climbed 19 basis points to highest level in nearly a year as 10-year Treasury yields reach 2002 peaks, crushing purchase demand
Wall Street Bonus Pool Hits Record $49.2B; 2026 Outlook Dims on Tariff Risk
U.S. Equities27d ago
Wall Street Bonus Pool Hits Record $49.2B; 2026 Outlook Dims on Tariff Risk
Securities industry bonuses rose 9 percent to $49.2 billion in 2025 on record $65.1 billion in pretax profits, but job cuts and Trump tariffs threaten state budget forecasts for 2026.
Japanese Manufacturer Confidence at Five-Year High; Service Sector Slumps
World27d ago
Japanese Manufacturer Confidence at Five-Year High; Service Sector Slumps
Large Japanese manufacturers reported their strongest sentiment in nearly five years in October, buoyed by semiconductor demand, while non-manufacturers saw confidence fall to its lowest level since November 2024 amid rising costs.
Democrats Hold 12-Point Edge as Trump Approaches Over Midterms
Politics & Policy27d ago
Democrats Hold 12-Point Edge as Trump Approaches Over Midterms
A new poll shows Democratic congressional candidates opening a substantial lead four weeks before Election Day, with Trump's influence dominating voter calculations on economy and immigration.
U.S. Financial System Shrugs Off Corporate Scandals
World28d ago
U.S. Financial System Shrugs Off Corporate Scandals
American markets continue to function despite repeated corporate failures and hedge fund collapses, a pattern that draws scrutiny from international observers
Young Americans Adopt Socialism as Capitalism Loses Ground
Politics & Policy28d ago
Young Americans Adopt Socialism as Capitalism Loses Ground
A March 2025 Cato Institute survey found 62 percent of adults aged 18 to 29 view socialism favorably, driven by housing costs, student debt, and economic anxiety.
Kennedy Warns GOP: Voters Won't Ignore Their Wallets in Midterms
Politics & Policy29d ago
Kennedy Warns GOP: Voters Won't Ignore Their Wallets in Midterms
Senator John Kennedy said Republicans cannot win by asking voters to disbelieve their checkbooks as inflation remains a dominant campaign issue
McCormick Touts Economy as Diesel Hits $6, Farmers Face Doubled Fuel Costs
Politics & Policy32d ago
McCormick Touts Economy as Diesel Hits $6, Farmers Face Doubled Fuel Costs
Senator McCormick cited lower inflation and manufacturing gains, but truckers and farmers say record diesel prices are squeezing them during harvest season.
M&A Value Falls 10% in Q3 as Rate Expectations Fail to Materialize
Research & Analysis33d ago
M&A Value Falls 10% in Q3 as Rate Expectations Fail to Materialize
A 10 percent year-on-year decline in announced deal value signals structural headwinds that persist despite dealmakers' optimism for a record year.
Trump's Economic Approval Hits New Lows as Midterms Near
Politics & Policy33d ago
Trump's Economic Approval Hits New Lows as Midterms Near
President Trump's approval rating fell to 32 percent, three points below Biden's worst mark, as concerns over inflation and Iran conflict weigh on voters.
Jim Cramer Says 'Frozen' Markets Are Killing Stocks, But a Thaw Could Drive Bulls
Voices33d ago
Jim Cramer Says 'Frozen' Markets Are Killing Stocks, But a Thaw Could Drive Bulls
The CNBC host warns that high interest rates, geopolitical uncertainty and political opposition are freezing key economic sectors, but says a swift thaw could trigger a strong rally.
California's October Heat Wave Breaks Records as Fire Risk Escalates
Research & Analysis34d ago
California's October Heat Wave Breaks Records as Fire Risk Escalates
Temperatures across California are reaching 100F-plus, with triple-digit day records shattered in inland cities and fire conditions deteriorating through the weekend.
Inflation Eases in August, Pushing Fed Rate Hike Odds to December
Politics & Policy34d ago
Inflation Eases in August, Pushing Fed Rate Hike Odds to December
Consumer prices rose less than expected, with the core PCE index reaching 3.0 percent annually, shifting market bets away from an October rate increase.
Israel's Economy Shows Resilience During War, Faces Structural Strain
World35d ago
Israel's Economy Shows Resilience During War, Faces Structural Strain
Tel Aviv University economists said Israel's economy performed better than expected through nearly three years of war, but warned of rising debt and cost-of-living pressures.
Britain Forecasts Highest Tax Burden Since 1940s With Modest Growth
World35d ago
Britain Forecasts Highest Tax Burden Since 1940s With Modest Growth
The Office for Budget Responsibility projects the tax-to-GDP ratio reaching 38 percent by 2030-31, alongside high debt and modest economic growth.
Brazil's Oil Reserves Rise, but Development Challenges Persist
World38d ago
Brazil's Oil Reserves Rise, but Development Challenges Persist
Proven oil reserves increased six percent in 2024 as Brazil expands ultra-deep offshore production, yet the nation struggles to convert vast natural wealth into broad economic progress
Brazil Heads Into 2026 Elections During Economic Strain and Political Turmoil
World39d ago
Brazil Heads Into 2026 Elections During Economic Strain and Political Turmoil
General elections scheduled for October 4, 2026, come as the country grapples with deindustrialization, commodity dependence, and deep political divisions.
India's Forex Reserves Fall $4.924B After Record $44.9B Surge
Research & Analysis43d ago
India's Forex Reserves Fall $4.924B After Record $44.9B Surge
Weekly decline to $780.782 billion reverses prior-week surge; foreign currency and gold assets both contracted
AI Capital Inflows Detached From Profits — Circular Financing Echoes Telecom Bubble
Research & Analysis44d ago
AI Capital Inflows Detached From Profits — Circular Financing Echoes Telecom Bubble
Nvidia's $500 billion financing deal masks a structural mismatch: capital deployment vastly outpaces profit generation, reviving late-1990s boom-and-bust mechanics.
Taiwan's Economy Grows 12.92 Percent on AI Chip Demand
World45d ago
Taiwan's Economy Grows 12.92 Percent on AI Chip Demand
Taiwan posted 12.92 percent real GDP growth in Q2 2026, driven by semiconductor sales, but debate intensifies over wealth distribution in chip-dependent economies
EU Proposes Limit on Chinese Hybrid Car Exports to Ease Trade Deficit
World47d ago
EU Proposes Limit on Chinese Hybrid Car Exports to Ease Trade Deficit
Brussels seeks to cap Chinese hybrid vehicle sales at 15 percent of the EU market as officials warn of unsustainable trade imbalance.
India's 7.8% GDP Growth Faces Scrutiny Over Real Impact
World47d ago
India's 7.8% GDP Growth Faces Scrutiny Over Real Impact
Economists question whether India's reported first-quarter growth translates to tangible improvements in jobs, wages and living standards.
Osborne Calls for UK to Rejoin EU Customs Union Over Brexit Economic Toll
World51d ago
Osborne Calls for UK to Rejoin EU Customs Union Over Brexit Economic Toll
Former Chancellor George Osborne said Britain's economy has 'fallen off a cliff' since Brexit and urged rejoining the EU customs union as a short-term remedy.
Higher Rates Become Structural; Fed-Trump Policy Collision Approaches
Research & Analysis51d ago
Higher Rates Become Structural; Fed-Trump Policy Collision Approaches
Treasury yields hit 25-year highs as persistent inflation and AI capex drive borrowing costs up, creating a policy conflict between the Federal Reserve and the Trump administration.
Milei's Austerity Plan Strains Argentine Economy as Inflation Grows
World53d ago
Milei's Austerity Plan Strains Argentine Economy as Inflation Grows
President Javier Milei holds firm on fiscal cuts despite inflation rebounding and real wages falling, testing public patience with his economic overhaul
Bank of America: 60% of U.S. Jobs Did Not Exist in 1940—AI Won't Break That Pattern
Research & Analysis54d ago
Bank of America: 60% of U.S. Jobs Did Not Exist in 1940—AI Won't Break That Pattern
A Bank of America analysis of 85 years of labor market data argues that technological disruption historically creates more jobs than it destroys, with only 2.3% of global roles facing genuine automation risk.
Japan's Real Wages Rise 2.4 Percent in July, Backing BOJ Rate Hike
World56d ago
Japan's Real Wages Rise 2.4 Percent in July, Backing BOJ Rate Hike
Real wages in Japan climbed 2.4 percent in July, the largest gain since May 2021, strengthening the case for a Bank of Japan rate increase in September.
Trump's Beef Tariff Pause Starts Republican Backlash
Politics & Policy58d ago
Trump's Beef Tariff Pause Starts Republican Backlash
President Trump suspended tariffs on imported ground beef for 90 days to lower grocery costs, but ranchers and GOP politicians say the move will devastate domestic producers.
Strong August Jobs Report Pushes September Hike Odds to 60%
Macro & Rates59d ago
Strong August Jobs Report Pushes September Hike Odds to 60%
U.S. employers added 162,000 jobs in August, far exceeding forecasts and lifting market-implied odds of a 25 basis point Fed increase at the Sept. 16-17 meeting to 60 percent
AI Buildout Hits Permission Bottleneck as Regulators Tighten Control
Research & Analysis62d ago
AI Buildout Hits Permission Bottleneck as Regulators Tighten Control
Global regulatory scrutiny and infrastructure constraints are slowing AI expansion, creating dual pressure points that challenge the sector's near-term growth narrative.
Kashmir's Carpet Weavers Struggle as Young Workers Leave
World66d ago
Kashmir's Carpet Weavers Struggle as Young Workers Leave
The centuries-old handwoven craft, once Kashmir's leading export, faces steep decline as low wages and long hours push younger generations toward other work
Canada's Budget Deficit Shrinks to C$370 Million in Early Fiscal Year
World67d ago
Canada's Budget Deficit Shrinks to C$370 Million in Early Fiscal Year
Canada posted a C$370 million budget deficit for April through June, down sharply from C$6.28 billion a year earlier, as revenues climbed.
Trump Eases Beef Tariffs for 90 Days as Farm State Republicans Push Back
Politics & Policy72d ago
Trump Eases Beef Tariffs for 90 Days as Farm State Republicans Push Back
President Trump announced a temporary deal allowing 300,000 metric tons of imported ground beef at a 25 percent discount, drawing opposition from Republican senators in cattle country.
Canada's Retaliatory Tariffs Target U.S. Steel, Dairy, Electronics
Research & Analysis72d ago
Canada's Retaliatory Tariffs Target U.S. Steel, Dairy, Electronics
Prime Minister Mark Carney announced Sept. 8 tariffs matching Trump's 50 percent levies on Canadian goods after trade negotiations collapsed.
China Targets Online Pessimism as Economic Discontent Grows
World74d ago
China Targets Online Pessimism as Economic Discontent Grows
China's internet regulator launched a two-month campaign in late September to suppress social media content deemed excessively pessimistic about the economy and personal prospects.
UK Jobs Market Stalls as Hiring Freeze Stretches to 39 Quarters
World78d ago
UK Jobs Market Stalls as Hiring Freeze Stretches to 39 Quarters
Job vacancies fell to 717,000 by mid-2025 as employer costs rose sharply, with only 11 percent of British businesses planning to hire, down from 28 percent last year.
Jordan Calls Economy 'Pretty Good Direction' While Conceding Costs Are 'Tough'
Politics & Policy79d ago
Jordan Calls Economy 'Pretty Good Direction' While Conceding Costs Are 'Tough'
The Ohio Republican defended the Republican economic record on air but acknowledged middle-class and working-class families are still feeling price pressure.
Iran's Economy Strains Under War and Blockade as Inflation Hits 88 Percent
World79d ago
Iran's Economy Strains Under War and Blockade as Inflation Hits 88 Percent
Year-on-year inflation reached 88 percent by late July as a naval blockade and five months of war push ordinary Iranians to the financial edge.
GOP Targets Progressives as Voter Anger Over the Economy Grows
Politics & Policy80d ago
GOP Targets Progressives as Voter Anger Over the Economy Grows
Republicans are leaning on socialism attacks against progressive Democrats, but a GOP strategist says the party is 'gaslighting' Americans about its own economic record.
Zhu Rongji, Architect of China's Economic Rise, Dies at 97
World82d ago
Zhu Rongji, Architect of China's Economic Rise, Dies at 97
The former premier oversaw sweeping reforms that integrated China into the global economy, but his policies also created lasting challenges.
India's July Trade Deficit Widens to $31.98 Billion on Import Surge
Research & Analysis82d ago
India's July Trade Deficit Widens to $31.98 Billion on Import Surge
Inbound shipments climbed $5.38 billion from June, outpacing export growth and pushing the goods trade gap past the $30.20 billion economist consensus.
Washington Rules Drive Up Home Costs, Leaving 77% of Families Priced Out
Politics & Policy82d ago
Washington Rules Drive Up Home Costs, Leaving 77% of Families Priced Out
Regulations add nearly $94,000 to the cost of a new home, squeezing families on housing, energy, childcare and healthcare.