Economy
-
Markets Weigh Strong Earnings Against Economic Jitters and Tariff News
U.S. stock futures edged higher as investors evaluate soft employment figures, trade declarations, and the forecast for Federal Reserve borrowing…
-
Interpreting Macroeconomic Signals for Your Next Trade
he warning from Ireland’s central bank governor, Gabriel Makhlouf, is a classic macroeconomic signal that a sophisticated investment system, like…
Navigating the Market Amid Tariff Concerns: A Strategic Approach
Based on the Bernstein analysis you provided, the immediate outlook for many Indian export-oriented companies is fraught with uncertainty and…
-
Former Trump Prosecutor Jack Smith Under Federal Investigation for Political Activity
The U.S. Office of Special Counsel (OSC) has opened a formal investigation into Jack Smith, the former special counsel who…
-
Investment Strategies Amid Shifting Global Tariffs
At-Risk Areas and Potential “Sells” The analysis identifies several areas facing significant headwinds, suggesting investors should be cautious about companies…
-
Fed Holds Rates Steady Amidst Historic Dissent and Political Pressure
A rare public fracture has emerged at the Federal Reserve after two of its governors dissented from the central bank’s…
-
Euro Zone Inflation Hits 2% Target, Bolstering Case for ECB to Keep Rates on Hold
After halving its key interest rate to 2% over the past year, the ECB has signaled that it expects inflation…
-
Bank of Japan Sets Stage for Rate Hikes, Citing Persistent Inflation Risks
August 9, 2025 – The Bank of Japan (BOJ) is actively laying the groundwork for future interest rate hikes, signaling a…
-
German Inflation Data Points to Opportunity in European Financials
For investors wondering where to find opportunity, this data suggests a compelling case for the European banking sector. The Investment Thesis:…
-
India’s RBI to Stick With Variable-Rate Auctions, Spurning Calls for Fixed-Rate Tool
Lenders across the euro zone have been lobbying the ECB to continue accepting a wider range of assets as security…
-
Seoul Pivots to Expansionary Policy with Proposed Tax Hikes
The proposals, part of the country’s annual tax code revision, mark a significant policy reversal under liberal President Lee Jae…
-
US Economy Grows 3.0% in Q2, Masking Slowdown in Domestic Demand
According to the Commerce Department’s report on Wednesday, a steep decline in imports contributed 4.99 percentage points to GDP growth,…
-
Factual: It presents a clear update (tariffs taking effect Friday).
Breakdown by Product and Country Coffee Brazil: 50% tariff (starting August 1), cited as a response to a “witch hunt” against…
