Insights on inflation, interest rates, jobs data, and the broader economic forces influencing investment decisions.
The Supreme Court's ruling protecting the Fed's structure has traders betting new Chair Kevin Warsh could raise rates this year, defying Trump's push for cuts amid inflation above 4 percent.
Bobby Cook3 min read
China and the US have agreed in principle to cut tariffs on farm goods, but actual soybean purchases remain far below the 25 million ton annual pledge. Here is what…
Franklin Gonzales3 min read
US employers added just 57,000 jobs last month, far below the 113,000 forecast, even as unemployment unexpectedly slipped to 4.2%. Here is what the mismatch could mean.
Roberto Anderson2 min read
June payrolls rose just 57,000, well below forecasts, even as unemployment fell to 4.2 percent. Here is what the mixed signals mean for the Fed and markets.
Christina Shaw3 min read
The United States will not renew the USMCA trade agreement with Mexico and Canada in its current form, a decision that reopens questions about tariff exposure and supply chain costs…
Roberto Anderson1 min read
June's jobs report of just 57,000 new payrolls, plus steep downward revisions, is reshaping the debate over labor market strength and the Federal Reserve's next move.
Bobby Cook3 min read
New Fed Chair Kevin Warsh told a Sintra conference the central bank will hold the line on inflation and stay independent, appearing to abandon his earlier calls for rate cuts.
Bobby Cook2 min read
The yen has slumped to its weakest level since 1986 against the dollar. Here is why the rate gap, oil shock and Fed independence ruling are driving USD/JPY, and what…
Christina Shaw5 min read
Alan Greenspan, the Federal Reserve chairman who guided the US economy through nearly two decades of booms and crises, died Monday at 100. His legacy spans Black Monday, the LTCM…
Roberto Anderson8 min read
The SPDR S&P Bank ETF is trading near its 52-week high at 67.57 as the Fed prepares to release stress test results for 32 major banks Wednesday. Here is what…
Roberto Anderson6 min read