Fresh economic indicators across the euro zone point to a macroeconomic environment that remains steady, predictable and broadly aligned with the European Central Bank’s baseline scenario. Growth is subdued but resilient, inflation remains near the 2% target, and labour markets… Read More ›
Economy & Finance
Easing Momentum in the U.S. Fuels a Broad Rally in German Equities as Yen Stagnates Under Intervention Pressure
German equities strengthened on Thursday as global markets responded to rising confidence that the U.S. Federal Reserve is nearing its first rate cut in over a year, a shift that has begun redefining risk appetite across Europe and Asia. The… Read More ›
Profit Shock Deepens as China’s Industrial Sector Suffers Sharpest Monthly Decline in Five Months
China’s industrial sector recorded its weakest monthly performance since June, suffering a 5.5% decline in October profits as a combination of weakening domestic momentum, intensifying external pressures, and structural imbalances converged to undermine corporate earnings. The latest figures highlight a… Read More ›
Sanctions Trigger a Rapid Unravelling of Partnerships Around China’s Showcase Refinery
When Shandong Yulong Petrochemical set up its Singapore office one year ago, the opening ceremony reflected the confidence surrounding China’s most ambitious new refining project. The multibillion-dollar facility, designed to modernise Shandong’s industrial base and compete with global oil majors,… Read More ›
Tariff Turbulence Forces Small U.S. Retailers Into Holiday Supply Disorder
As the U.S. holiday shopping season accelerates, small retailers across the country are confronting a supply chain crisis triggered by sharp swings in U.S. tariff policy on Chinese goods. The fluctuating levies, introduced and revised under Donald Trump’s renewed trade… Read More ›
Market Weighs Structural Strain in AI Boom as Nvidia Champions Transformation Despite Mounting Doubts
Nvidia’s latest results have reignited a global debate over the true trajectory of artificial intelligence. On one side stands Jensen Huang, arguing that the world is witnessing a long-term technological inflection rather than any semblance of speculative excess. On the… Read More ›
Market Sentiment Reels as Conflicting U.S. Labor Signals Undermine Fed Confidence and Pressure Technology Shares
Global markets approached the end of the week on unstable footing as investors struggled to interpret U.S. employment figures that offered neither reassurance about economic resilience nor clarity about the Federal Reserve’s next policy move. The tension between stronger-than-expected hiring… Read More ›
U.S. Arms Sale to India Marks Strategic Reset Amid Easing Trade Tensions
The United States has cleared the sale of approximately **$93 million** in advanced weaponry to India — a deal that not only deepens military ties but signals a broader shift in bilateral relations as trade frictions begin to soften. The… Read More ›
AI-Driven Corporate Borrowing Strains Markets as Investors Retreat from Investment-Grade Credit
A rapid surge in borrowing by the world’s largest technology companies — driven primarily by the capital-hungry expansion of artificial-intelligence data-centre infrastructure — is reshaping the investment-grade (IG) bond market and unsettling investors who had, until recently, viewed top-rated corporate… Read More ›
Data Resurgence Reveals Sharp Policy Schism at the US Fed
The revival of federal economic statistics this week signals a pivotal moment for the Federal Reserve as it grapples anew with sharply divided views on the direction of monetary policy. With data delayed or missing due to the recent government… Read More ›