Author Archives
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Data Disruptions Cloud the Signal as US Inflation Appears to Ease
U.S. consumer inflation appeared to slow in November, offering a headline improvement that policymakers and markets have been waiting for, but the underlying picture was far less straightforward. The annual cooling in price growth was shaped not only by economic… Read More ›
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Trade Diversification Meets Domestic Resistance as EU–Mercosur Pact Nears Decision Point
The long-negotiated trade agreement between the European Union and the Mercosur bloc has returned to the centre of political debate in Europe, not because its contents are unclear, but because its implications cut across some of the EU’s most sensitive… Read More ›
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Corporate Pricing Power Returns as Tariff Risks Keep Inflation Expectations Elevated
U.S. corporate finance chiefs are entering the coming year with a cautious but clear-eyed view of pricing pressures, one that diverges subtly yet significantly from the more optimistic inflation trajectory projected by policymakers. While expectations of runaway price growth have… Read More ›
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Europe Locks in Russian Sovereign Assets as Financial Backstop for Ukraine War Effort
The European Union’s decision to indefinitely freeze Russian central bank assets marks a quiet but consequential shift in how Europe is financing Ukraine’s war effort and managing internal political risk. By removing the requirement to renew the asset freeze every… Read More ›
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Markets Pull Back as AI Euphoria Collides With Inflation Anxiety and Rising Yields
Wall Street’s sharp retreat reflected a sudden shift in investor psychology, as confidence in the artificial intelligence trade collided with renewed unease about inflation and interest rates. After weeks of record highs driven largely by optimism around AI-driven growth, markets… Read More ›
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Global Central Banks Shift Back Toward Tightening as the Fed Stands Apart With Continued Cuts
Global monetary policy is entering a new phase as several major central banks signal an end to the long easing cycle that followed the pandemic-era inflation shock. Across Europe, Asia and the Pacific, policymakers are reassessing their stance as inflation… Read More ›
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Mexico’s Tariff Shock Threatens India’s $1 Billion Auto Export Pipeline as Global Trade Pressures Collide
Mexico’s abrupt decision to impose steep tariff increases on vehicle imports from countries without trade agreements is set to disrupt a critical export channel for India’s automobile industry. Despite intense lobbying by major automakers and Indian industry groups, the tariff… Read More ›
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Fed Weighs Cautious Rate Cut as Divided Outlook Points Toward a Potential Pause in the Policy Path
The Federal Reserve is preparing to deliver another interest-rate cut, yet policymakers are increasingly signaling that the cycle of easing could soon enter a period of hesitation. This meeting unfolds under unusually complex conditions: patchy economic data following the prolonged… Read More ›
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Strategic Priorities and Economic Pressures Drive India and the United States to Intensify Bilateral Trade Negotiations
India and the United States have entered a more active phase of trade engagement, with senior officials accelerating efforts to reshape their economic partnership and resolve a series of longstanding tariff, market-access and investment barriers. The renewed momentum reflects pressures… Read More ›
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Europe Moves Toward Leaner Banking Rules as the ECB Seeks Simplification Without Weakening Capital Defenses
The European Central Bank is preparing a shift in the regulatory architecture for the region’s banking sector, endorsing a simplification of capital-buffer requirements that were built up in the years following the global financial crisis. But while the framework may… Read More ›
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