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Economy
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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US Growth Models Indicate Slower Q3 Momentum
The latest nowcasts for US economic activity continue to point to a moderate downshift for the third quarter, based on the median for a…
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How Markets Reacted After Powell Signaled Potential Rate Cuts
Federal Reserve Chair Jerome Powell delivered his highly anticipated speech at the on August 22, 2025, outlining the Fed’s updated…
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Week Ahead: US PCE, PBoC MLF, Minutes From ECB and RBA, Aussie and Tokyo CPI
MON: PBoC MLF, UK Summer Bank Holiday, German Ifo (Aug), US National Activity (Jul)
TUE: RBA Minutes, Riksbank Minutes, NBH Announcement,…
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Speech by Chair Powell on the economic outlook and framework review
Over the course of this year, the U.S. economy has shown resilience in a…
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Federal Reserve Board – Federal Open Market Committee announces approval of updates to its…
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Delta and United Airlines Weaken, but Core Demand Story Remains Intact
Both Delta Air Lines (NYSE:) and United Airlines saw their stock prices decline on Thursday, August 21, 2025, amid a broader market…
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What the Fed Will Want to See in the Data
While trade talks have dominated the narrative this year, the Federal Reserve has remained focused on reaching its 2%…
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