Commercial Real Estate, a Significant Risk for US Regional Banks
New York Community Bancorp’s decisions to reduce dividends and build reserves sent its stocks tumbling by a record 38%, causing the KBW regional bank index...
Tag: USA
The Fed Keeps Rates Steady and Warns Against a March Cut
The Federal Reserve kept interest rates unchanged for a fourth consecutive meeting. The decision to leave the target range for the federal funds rate unchanged...
What is China’s strategy after the Taiwan elections?
In the tightest elections Taiwan has seen in decades, voters returned the pro-U.S. ruling party to power despite frustrations over the Democratic Progressive Party’s handling...
U.S. Inflation Dampens Arguments for a Fed Rate Cut
U.S. inflation accelerated in December to 3.4%, the sharpest rise in three months. Americans paid more for housing and driving, casting doubt on investors’ bets...
A $2 Trillion Debt Case for Higher Rates for Longer
The bond market has spectacularly turned upward in the developed world, pushing yields down and perhaps too quickly forgetting about the soaring budget deficits. In...
The Boom in Oil Drilling in Russia Proves Moscow’s Resilience to Sanctions
Russia experienced a second year of record oil drilling in 2023, providing further evidence of the country’s resilience in the face of Western sanctions.The surge...
Taiwan or a $10 Trillion Risk for the Global Economy
A war with Taiwan would have such an enormous cost that even those most dissatisfied with the status quo have reasons not to risk it....
2024, a High Geopolitical Risk
After 2023, an excellent year for risky assets despite the war in Europe and the Middle East and an increasing confrontation between the United States...
Tense and Uncertain Equity Markets
The S&P 500 ended its longest streak of weekly gains in two decades. It was different from how Wall Street hoped to start 2024.Investors, who...