Macro
Fed’s Hammack Warns Oil Shock Demands Prolonged Inflation Fight as Stagflation Specter Returns
Cleveland Fed president signals hawkish stance as crude approaches $93, reviving 1970s-era policy dilemma with weak jobs data.
Japan Demands Equal Treatment as Trump Tariff Reset Threatens $550 Billion Deal
Tokyo formally requests Washington ensure its negotiated 15% tariff cap remains intact amid new Section 122 duties, testing the durability of bilateral trade frameworks.
U.S. Payrolls Contract 92,000 as Labor Market Turns Negative for First Time Since 2020
February jobs report shows economy shedding workers across nearly every sector, pushing unemployment to 4.4% and accelerating Federal Reserve rate cut expectations.
Axel Springer Outbids Daily Mail With £575 Million Telegraph Deal
German media conglomerate torpedoes DMGT's acquisition in one of Britain's largest newspaper transactions in years, betting on a centre-right English-language empire.
China Commits to Easing Cycle as Property Crisis Forces Monetary Divergence
PBOC signals explicit support for RRR and rate cuts in 2026, departing from Western tightening as domestic demand crisis deepens.
Beijing Sets Lowest Growth Target on Record as Policy Pivot Takes Shape
China's Two Sessions unveil a 4.5-5% GDP target and RMB 12 trillion fiscal deployment—signaling restraint amid trade tensions and the launch of a manufacturing-first industrial strategy through 2030.
Moscow’s Elite Pull Capital From Russia as Budget Crisis Deepens
Wealthy investors scaling back domestic investments amid fiscal strain exposes eroding confidence in Russia's economic sustainability beyond surface-level stability.
ECB’s Sleijpen Dismisses Oil Volatility as Threat to Inflation Outlook
Dutch central bank chief says recent energy price surge won't derail European Central Bank's economic projections, maintaining policy remains in a 'good place' despite Middle East tensions pushing Brent above $82.
Chip Stocks Sink as Oil Surges Past $83, Raising Inflation Fears
Semiconductor sector led Wednesday's selloff on export restrictions and Middle East energy shock—a divergence that threatens Federal Reserve rate-cut expectations.
The Dollar’s Durability Hinges on Geopolitics, Not Economics
As sanctions test reserve currency status, economist Barry Eichengreen argues the greenback's future depends on strategic reliability—a framework sterling's collapse validates.
Morgan Stanley Scraps ECB Rate Cut Forecast as Middle East War Reignites Inflation Risks
Wall Street bank shifts to zero rate cuts through 2026 amid escalating Iran conflict, signaling deeper concerns about energy-driven price pressures in Europe.
Trump’s $100,000 H-1B Fee Survives First Court Test as Tech Giants Face Material Cost Shock
Federal judge upholds presidential authority to impose 50-fold visa fee increase affecting Amazon, Microsoft, and Google while business groups mount appeals ahead of March lottery.