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.
interest rates
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 […]
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.
December Rate Cut: Why It’s Suddenly Back on the Table
Just weeks ago, the idea of a December Federal Reserve rate cut looked uncertain. Inflation was proving sticky, labour data looked resilient, and Fed officials […]
Commentary: Why Hopes for a December Fed Rate Cut Are Fading
The financial world began the quarter with strong optimism that the U.S. Federal Reserve would deliver a rate cut in December. Markets priced it in, […]
The Internet Speaks: What Everyone’s Saying About Interest Rates
A Turning Point for Global Monetary Policy The internet has been buzzing with one dominant theme lately — interest rates are finally turning. After a prolonged […]