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...
China’s Housing Market: A Tough Sell Even for the Government
In May, China’s central government urged more than 200 cities to purchase unsold homes to reduce the surplus supply. Fast-forward three months, and only 29...
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...
The Great Bank Rollback: How US Capital Requirements Shrunk Overnight
In a spectacular reversal, America’s biggest banks are now looking at a much more palatable 9% increase in capital requirements, down from the eye-watering 19%...
China is becoming a new “Japanese deflation case”
China’s economic woes deepen as deflation takes root, posing an urgent threat to the prospects of the world’s second-largest economy. Despite the government’s attempts to...
Dollar Dilemma: Trump’s 100% Tariff Threat to Those Daring to Ditch the Greenback”
Donald Trump has added another weapon to his protectionist arsenal, vowing to make it painfully expensive for any country attempting to ditch the US dollar....
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...