Author Archives
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Japan’s Wage-Price Squeeze Forces BoJ into Tight Spot
Japan’s economy is facing a critical juncture as its central bank contends with nine consecutive months of real wage declines while inflation hovers above the 2 percent mark. The Bank of Japan (BoJ) finds itself balancing between supporting fragile household… Read More ›
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AI Valuation Jitters Deepen as Global Investors Confront a New Tech Bubble Risk
The relentless surge in artificial intelligence stocks that defined much of the past two years is showing the first cracks of fatigue, as investors increasingly question whether valuations across the AI ecosystem have outrun economic reality. A week of volatility… Read More ›
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Trump’s Claim That India Has ‘Largely Stopped’ Buying Russian Oil Reflects a Strategic Shift in U.S.–India Relations
Former U.S. President Donald Trump’s recent remarks that India has “largely stopped buying oil from Russia” and his hint at visiting New Delhi next year have reignited attention on the evolving dynamics of energy, diplomacy, and trade between the two… Read More ›
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U.S. Brands Recalibrate as Starbucks and Others Scale Back in China
A growing number of American companies — from fast-food chains to technology giants — are rebalancing their China exposure in the face of rising costs, policy uncertainty, and intensifying local competition. Starbucks’ recent $4 billion sale of majority control in… Read More ›
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Wall Street Sounds the Alarm: Goldman Sachs and Morgan Stanley See Market Correction Ahead
Global stock markets have spent much of the past year defying gravity — rallying to record highs on optimism surrounding artificial intelligence, lower inflation, and anticipated central bank easing. Yet the tone from Wall Street’s biggest banks has shifted sharply…. Read More ›
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U.S. Households Gain Breathing Room as Fed Cuts Rates — But Future Moves Remain Unclear
In a move that directly impacts American consumers, the Federal Reserve suspended its policy rate at 3.75 % to 4.00 %, lowering the benchmark by 25 basis points. The decision comes amid mounting concerns about a cooling labour market, ongoing… Read More ›
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China’s Xi Charts Supply-Chain Stability Path for Asia Amid Global Turbulence
In a major policy address at the opening of the 32nd Asia-Pacific Economic Cooperation (APEC) Economic Leaders’ Meeting in Gyeongju, South Korea, Xi Jinping called on Asia-Pacific nations to reinforce cooperation and stabilise industrial and supply chains in a time… Read More ›
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ECB Poised to Extend Rate Pause Into 2026 as Eurozone Resilience Dims Case for Further Easing
The European Central Bank (ECB) left its benchmark interest rate unchanged at 2 percent on Thursday, confirming that the eurozone’s economic and inflation trajectories are largely aligned with its projections. The decision—widely anticipated by markets—reflects a rare moment of stability… Read More ›
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Markets Slide as US Fed Signals Caution, Tech Giants Disappoint and U.S.–China Trade Deal Clouds Outlook
Wall Street futures slipped on Thursday, as investors recalibrated their expectations following remarks by the Federal Reserve (Fed), tepid results from the technology sector and fresh, though still-vague, developments in the U.S.–China trade relationship. The sell-off in futures reflects the… Read More ›
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Trump’s Nuclear Test Order Signals Strategic Power Play Amid Eroding Global Deterrence Balance
Donald Trump’s order for the U.S. military to resume nuclear weapons testing marks one of the most provocative shifts in American defense policy in more than three decades. Issued abruptly before his meeting with China’s Xi Jinping, the directive signals… Read More ›