The Fed’s Inflation Dilemma
The Federal Reserve’s preferred measure of core inflation, the Personal Consumption Expenditures (PCE) price index, stubbornly rose again in October, growing 2.8% year-on-year and 0.3%...
Emerging Markets Face the Heat: Trump’s Tariffs, Dollar Strength, and Bond Woes
The outlook for emerging market bonds denominated in local currencies is deteriorating as investors abandon hopes of rate cuts, brace for a potential trade war,...
The West’s Dilemma: Peace Talks, Missiles, and the Endless Tug-of-War
After nearly 1,000 days of resistance against Russia’s invasion, Ukraine’s allies seem to be losing patience and ideas. Western leaders, notably Germany’s Olaf Scholz and...
Trump vs. Powell: A Brewing Showdown That Could Shake America’s Economy
Trump has been openly critical of Powell, the man he appointed in 2018. Nevertheless, in his first post-election press conference, Powell asserted that Trump lacks...
Germany’s Political Chaos: Will Europe’s Powerhouse Become Its Weak Link?
Germany is heading for early elections this February, as Chancellor Olaf Scholz’s Social Democrats (SPD) agreed with opposition MPs, setting the stage for a showdown...
China’s Trade Surplus Hits New Heights, Setting the Stage for Global Tensions
China’s trade surplus is on track to hit a record high this year, putting it increasingly on a collision course with some of the world’s...
The Return of President Donald Trump: A Blow to Global Climate Efforts and An Opportunity for China
Unsurprisingly, Donald Trump’s re-election is viewed as a setback for global climate action. The president-elect has made it clear he plans to scrap Biden’s clean...
Germany’s coalition on the verge of collapse, more drama for Europe
The political drama in Germany is heading toward a new act. Opposition leader Friedrich Merz called for Chancellor Olaf Scholz to face a confidence vote...
Powell cut interest rates by 25 bps, navigating the Trump Second Term
As Jerome Powell faces the aftermath of Donald Trump’s re-election, the Federal Reserve is under new scrutiny. Powell’s timing on interest rate changes has been...