Global Growth Is Holding Up, but the Winners Are Changing
The IMF says global growth is still expanding, but the mix has changed: AI-linked investment is supporting some economies while energy shocks, inflation and tighter policy weigh on others.
Commentary
Consumers Are Still Spending, but the Details Show More Caution
The U.S. consumer has not disappeared. That is the most important message from the latest retail sales data. But the second message is just as […]
Wall Street Is Moving Onchain—What the New U.S.–UK Plan Means for Investors
Two of the world’s most important financial centres are preparing for a future in which stocks, bonds, funds, and money increasingly move across digital networks. […]
Banks Survived a $708 Billion Stress Test—What the Result Means for Your Money
The largest U.S. banks have passed one of the most severe hypothetical downturns the Federal Reserve could design. All 32 institutions in the Fed’s 2026 […]
Import Prices Are Still Rising—The Hidden Inflation Pressure Investors Should Watch
Inflation pressure does not begin at the supermarket shelf or in the monthly household bill. It often enters the economy much earlier—at ports, warehouses, factories, […]
Foreign Money Is Pouring Into U.S. Markets—Here’s What That Really Means
Foreign investors directed a large amount of money into U.S. financial markets in May, reinforcing the central role that American stocks, bonds, and the dollar […]
The U.S. Economy Is Still Growing—But the Story Is Becoming More Uneven
The Federal Reserve’s July Beige Book shows an economy that is still expanding, but with growing differences across consumers, industries, and regions. Here is what that means for households, investors, and businesses.
Cooler Inflation Lifted Markets. The Higher-for-Longer Risk Is Still Here.
June inflation came in cooler than expected, lifting stocks and bonds. Here is why the higher-for-longer interest-rate risk has not disappeared.
How Trump’s Venezuela Takeover Could Change World Markets
The unprecedented U.S. military intervention in Venezuela — culminating in the capture of President Nicolás Maduro and an explicit plan by the Trump administration to […]
Netflix Buying Warner Bros: Why This Could Be the Biggest Game-Changer in Media History
For years, the media industry has been defined by fragmentation: multiple streaming platforms battling for attention, legacy studios fighting to stay relevant, and consumers overwhelmed […]