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Economy
Why the US Is Targeting Venezuela, and What it Means for Markets
After months of escalating tensions, on 3 January, the United States carried out a large-scale operation in Venezuela, extracting…
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Nvidia’s Exponential Growth Meets a New Fed Ready to Cut Rates
CEO Jensen Huang’s presentation at CES was very reassuring to the company’s investors. Huang said, “Demand for Nvidia GPUs is…
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Federal Reserve Board – Minutes of the Board’s discount rate meeting on December 10,…
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2025 Review and January 2026 Outlook
Executive SummaryU.S. equity markets posted strong double-digit gains, led by tech and growth stocksPolicy easing and fiscal…
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Venezuela Moves From Write-Off to Debate as Capital Tests the Recovery Trade
Venezuela is moving rapidly from the margins of global investment thinking toward the centre of it.
After years of isolation, capital…
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Economic Week Ahead: Jobs Report, PMI and Inflation Expectations in Focus
With the holidays behind us, the first full trading week of the year is a busy one on the data front. The big focus, naturally, is on the…
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Electricity Prices Could Become a Structural Inflation Problem
Most Americans are paying higher electricity prices, and the pressure is unlikely to ease anytime soon. According to the Wall Street…
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Year in Review and 2026 Priorities
When you reflect upon 2025, what were some of the key thematics that TradeTalks covered? And how do you see these trends…
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Eurozone Bank Lending Growth Improved in November
Steady bank lending growth in the eurozone is in line with our view of modest growth over the winter. While investment growth…
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Weekly Chartstopper: January 2, 2026
This WeekHappy new year everyone!It’s been a slow week, and the little news we got mostly confirmed what we knew… layoffs are…
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