Tag
research & analysis
12 articles
Copper's Record Retreat Exposes Squeeze Mechanics
Copper fell after U.S. inflation data strengthened the dollar and eased the short-term supply squeeze that drove prices to record levels, but structural demand from electrification keeps the longer-term bull case intact.
Visa, Mastercard Hit Records as Consumer Spending Holds Firm
Both payment networks rose more than 3 percent on Aug. 24, reaching all-time highs as U.S. spending data remained resilient despite signs of shifting consumer behavior.
Canada Prepares for Prolonged Trade War as Negotiations Collapse
Ottawa will impose retaliatory tariffs Sept. 8 after U.S. talks fail; the government sees little prospect of resolution before American midterm elections.
Investors Who Stayed Invested Outperformed by 8.5 Points — Data Shows Why
The average equity investor earned 16.54 percent in 2024 versus 25.02 percent for the S&P 500 — the gap traces directly to market-timing attempts.
RBC Warns Consumer Buffers Are Eroding as Non-Energy Inflation Holds at 3.5%
Lori Calvasina's equity strategy team finds pricing power shifting away from businesses for the first time since the pandemic, with super core inflation at 3.5 percent year-over-year.
RBI Cuts FCNR Window a Month Early After $56.8B Floods In
India's central bank moves the FCNR(B) deadline to Aug. 31 from Sept. 30 after inflows across three channels hit $56.846 billion in just over two months.
KPMG Gives Tether Its First Clean Audit—Erasing the Market's Last Structural Objection
KPMG issued an unqualified opinion on Tether's 2025 financials, the first full audit in the stablecoin issuer's history after years of settlements, fines and skepticism.
EM Debt's $886 Billion Rally Meets Selective Buyers as Spreads Tighten
Hard currency spreads hit historically tight levels by May as distressed sovereigns led gains, but a drone strike on June 25 closed the quarter on a cautious note.
KPMG's Clean Tether Audit Closes a Decade-Long Trust Deficit—and Pressures Circle
KPMG issued an unqualified opinion on Tether's 2025 financials, the first full audit in the stablecoin giant's history, following two regulatory settlements totaling $59.5 million.
Lifting the $184,500 Payroll Tax Cap Would Hit 6 Percent of Workers—and Close Two-Thirds of Social
A bipartisan Senate proposal to remove the Social Security wage cap could generate $3 trillion over a decade but still leave the program roughly one-third short of full solvency.
Singapore's STI Up 23% in 2026 as Goldilocks Conditions Drive Five-Quarter Win Streak
Tech exports, contained inflation and bank earnings beats have pushed the Straits Times Index to record highs on its longest winning run in a decade.
Economists' Rate Forecasts Miss Year After Year — The Philadelphia Fed Data Shows Why
Philadelphia Fed survey data shows economists' median 10-year Treasury yield predictions have diverged from actual outcomes as a recurring structural pattern, not an occasional outlier.