There is a persistent murmur in financial markets that the Trump administration may push through a grand bargain to weaken the overvalued U.S. dollar.
The Federal Reserve will probably keep its distance from the DeepSeek saga during its policy meeting this week, but the U.S. central bank has good reason to keep very
The extreme global investor bias for all things American may not need to end with some major U.S. shock, but could eventually reverse with just a modest lifting of the
In many respects, Donald Trump inherited the "golden age" he claims to be ushering in. All he really needs to do is not screw it up.
For all the trepidation about world trade, debt and inflation, it could well be worker shortages that define economic trends this year - on both sides of the Atlantic.
If the first cut is the deepest, timing will be everything.
With fears of a U.S. recession wiped away and financial markets bulled up on the growth trajectory again, an immigration fillip is playing a key role - and may even
The idea that the Federal Reserve's steep interest rate rises actually made U.S. inflation stickier has more merit than it first sounds - not least among U.S. central
To say investors were unprepared for 5% U.S.
The modest reaction of global markets to the shock of another Middle East war says more about an investment world already braced for more turbulent times than
Even optimistic investors are now keen to avoid credit landmines among smaller firms as borrowing rates and debt servicing costs climb, and a U.S. tax twist may well
If a re-emerging risk premium in bonds is down to government debt sustainability worries, central banks may need to lobby their Treasuries that it's undermining their
The scale of the debt market reaction to October's U.S. inflation undershoot partly reflects sheer relief in what's now one of the biggest bond market bets of the
Even with two geopolitically risky wars raging and a series of critical elections next year, there's little in annual outlooks suggesting investors should head for the
If you were looking for a klaxon to mark the end of the interest rate cycle, a crushing of currency market volatility rings loudly.
With a rosy picture of stock and bond gains next year now the running consensus, forecasters are managing an impressive leap of faith over three main assumptions -
Any real economy crunch from the U.S.
For all the valuation and diversification arguments routinely touted, bitter and sweet experience tells U.S. investors to stay at home.
After six months of churning interest rate speculation, few now doubt 2024 will see the three major Transatlantic central banks easing policy - the only quiz is
The China conundrum aside, a search for undervalued assets already seems to be tempting some investors back to emerging markets - but Western savers happily hunkered
Everyone's guilty of it - but an obsessive guessing game over precise dates for the first central bank interest rate cuts this year seems increasingly pointless to
If the drugs don't work, the dosage may be wrong.
The jarring contrast of China's market bust and soaring U.S. stocks may cloud the vulnerability of the latter to events in Beijing, and some fear Wall Street's narrow
Art more than science?
Trump has begun another trade war. Here's a timeline of how we got here
Canada's leader laments lost friendship with US in town that sheltered stranded Americans after 9/11
Chinese EV giant BYD's fourth-quarter profit leaps 73%
You're an American in another land? Prepare to talk about the why and how of Trump 2.0
Chalk talk: Star power, top teams and No. 5 seeds headline the women's March Madness Sweet 16
Purdue returns to Sweet 16 with 76-62 win over McNeese in March Madness
