GLOBAL MACRO INSIGHTS

Powell’s Slow Dismantling of Rate Hikes: A Measured Stroll Through Economic Uncertainty

With the fading echoes of the global inflation shock now receding, the trend towards lower borrowing costs seems poised to gain momentum as economies face...

Powell’s Half-Point Cut: A Steeper Yield Curve or Just Another False Alarm?

Jerome Powell has breathed fresh life into one of bond traders’ time-honoured strategies. The much-anticipated Fed rate cut on Wednesday didn’t cause much of a...

FED cut: a Headache for Emerging Markets

As Jerome Powell confidently takes a deep breath and slashes US interest rates in a bold bid to keep the American economy afloat, emerging markets...

Powell’s Bold Gambit: The Art of Mistiming

Jerome Powell gave Wall Street exactly what it had been yearning for—a hefty rate cut to justify this year’s rally in stocks and bonds, signalling...

US: inflation Bites Back

So, U.S. inflation decided to put on a show in August, thanks to soaring housing and travel costs. This makes it much harder for the...

Fed Dreams of Rate Cuts Dashed: Inflation Refuses to Play Nice

Core inflation in the US unexpectedly picked up in August, thanks to rising housing and travel costs. This dampened hopes for a significant rate cut...

When the Bull Goes to Pasture: China’s Stock Market Slump

China’s stock market is giving investors more drama than a soap opera—and not the fun kind. The mounting sell-off in Chinese stocks is deepening what...

China’s Secret Currency Play: Banks Take the Hit, Investors Cash In

China’s state banks are walking a financial tightrope, exposing themselves to billions of dollars in potential losses while savvy investors quietly make easy profits. The...

Fed’s Rate Cut Dilemma: Too Little, Too Late, or Just Right?

The European Central Bank is poised to cut interest rates again this Thursday, setting the stage for the Federal Reserve to follow suit next week...