Despite the ‘de-escalation’ with China, there are still calls for the Fed to take its cues from the slightly softer wage and inflation data, to cut a couple of times…
Earlier this month, NOAA confirmed that climate-warming carbon dioxide concentrations in the atmosphere grew at a record-breaking speed in 2024, surging by 3.7 parts per million (ppm). The previous record…
China’s trade surplus in goods surged to a record $1.082tr in the twelve months to March. Nominal exports climbed 12.4% y/y, while imports contracted 4.3% y/y. Real exports have been…
The Japanese inflation numbers may not be top of investors’ minds, but the implications of the inflation regime shift remain significant. Ex-fresh food Tokyo CPI inflation quickened from 2.44% to…
President Trump’s renewed broadside against the Fed chair yesterday helped push stocks, bonds, and the dollar lower, as gold rose to a record high. Ultimately, it may serve President Trump…
