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Economy
Amazon: How AWS’ Slowing Growth Can Weigh on the Stock Price
In May’s roundup of cloud wars between , and , we explained why Amazon holds the global market share dominance at 29%, with Microsoft’s…
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Banks Are Headed Toward a Financial Cliff — But Everyone’s Looking Away
’s 2Q25 results reveal that the situation in the global CRE market continues to deteriorate at a very concerning pace. Although HSBC is…
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Klarna: IPO Valuation Cut Reveals the Fragility of BNPL Economics
Following President Trump’s tariff-loaded “Liberation Day” in early April, the market upheaval delayed the initial public offering (IPO)…
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Federal Reserve Board – Minutes of the Board’s discount rate meetings on July 21 and…
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Trump Policies Will Test Limits of US Economic Resilience
The economy isn’t in recession, and isn’t likely to go negative in the immediate future, but the mounting pressure via White House…
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September Rate Cut Odds Rise, but Long-Term Neutral Rate Debate Intensifies
Grand Ideas at the Grand TetonsAs central bankers, economists, and policymakers gathered last weekend in Wyoming’s Grand Teton National…
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Will AI Eat the Lunch of Consulting Firms?
Some studies suggest that AI could take over as much as 95% of the work performed by consultants today. It raises a pressing question:…
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The EU and US Release More Details on Their Trade Deal
The EU and the US have just released the so-called ’Framework Agreement’, offering more binding details on the arrangement reached four…
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Powell’s Jackson Hole Tightrope: Inflation Fire or Jobs Crack
Asia opened Friday not with conviction but with a whisper—Japan and Australia futures flat, China’s benchmarks barely green. It’s less a…
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Should We Worry About Falling US Bank Reserves?
In September 2019, the system creaked as the had gone too far with bank reserves reduction. We’re facing a similar challenge in the…
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