The interest rate path
The US Federal Reserve cut the benchmark fed funds rate by 25bp, as expected, at its recent policy meeting. But…
12/12/25
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Rising AI capital spending will...
Stock market worries over an AI-related bubble have waned recently, leaving the tech-heavy US NASDAQ 100 index less than 2%…
12/12/25
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US inflation risk may tilt...
Tariffs should have just a one-time effect on the prices US consumers pay for imported goods, initially boosting inflation. Eventually,…
05/12/25
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Bubble trouble
Equity markets are rebounding from the latest AI-bubble fear sell-off. While this will almost certainly not be the last time…
03/12/25
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Behind the Fed’s ‘misery’ and...
Market expectations of US Federal Reserve monetary policy have been fickle, but at this point, the ‘misery index’ still points…
02/12/25
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An abrupt bout of volatility...
Global stocks are heading for their worst week since April as concerns over lofty valuations and whether massive investments in…
21/11/25