Macro

Bessent Urges Japan to Hike Rates and Strengthen Yen

US Treasury Secretary Scott Bessent called on Japan to raise interest rates and steady its finances, pointing to a possible Bank of Japan hike in September

Anthropic Signs $35 Billion Cloud Deal With Nvidia-Backed Lambda

Anthropic has agreed to a $35 billion cloud computing deal with Nvidia-backed Lambda, adding to a rapid series of AI compute commitments.

Global Bond Selloff Pushes Yields to Highest Levels Since 2008

A worldwide bond selloff has pushed government yields to their highest since 2008, raising mortgage, loan and financing costs for households and businesses

John Ternus Takes Over as Apple CEO, Ending Cook’s 15-Year Run

John Ternus became Apple's CEO on Tuesday, ending Tim Cook's 15-year run as the company faces AI pressure and rising memory prices.

Global Bond Yields Hit Multi-Decade Highs as Iran Conflict Revives Inflation Fears

Bond yields surged across major markets on September 1 as US-Iran hostilities revived energy and inflation fears, driving Japan and UK rates to decades-hig

Gold hits fresh record above $5,100 on geopolitical stress, weaker dollar and ETF inflows

Gold surged above $5,100 to a new all-time high as investors rushed into safe havens amid geopolitical tension, a weaker dollar, central bank buying and renewed ETF inflows.

US and Europe want Brazil’s minerals to reduce reliance on China

The US and Europe are increasing outreach to Brazil for critical minerals and rare earths, aiming to build alternative supply chains as competition for strategic resources intensifies.

China’s US Treasury Holdings Hit 17-Year Low Amid Shifting Global Economic Landscape

China has significantly reduced its holdings of U.S. Treasury bonds, reaching the lowest level since 2008. This strategic shift, occurring over several years, reflects...

China’s Property Market Plunges Deeper: Falling Prices and Sluggish Sales Signal Prolonged Downturn

China's real estate market is grappling with a deepening downturn, marked by persistent price declines and weak sales, now entering its fifth year. Despite...

US and China Engage in Shifting Tensions Over Trade, Tech, and Security

The United States and China are navigating a complex and evolving relationship, marked by a recent shift in U.S. national security strategy that emphasizes...

China’s Real Estate Dilemma: A Decade-Long Correction Ahead, Says Economist

China's real estate market is bracing for a protracted period of adjustment, with the surplus of unsold homes expected to take over a decade...

UK Inflation Drops, Stirring Speculation of Rate Cuts and Rattling Bond Markets

November sees UK inflation falling sharply below expectations, signaling potential shifts in economic policies and market reactions.

China’s Economic Rebound: Factory Activity Surges, Signaling Hope Amidst Challenges

In a promising development, China's factory activity has experienced growth for the first time in six months, according to an official survey released on...

U.S. Dollar & British Pound Dynamics: A Glimpse Ahead of Central Bank Decisions

On Wednesday, the U.S. dollar registered a marginal decline, coming on the eve of a crucial interest rate verdict by the U.S. Federal Reserve....

Swiss Gold Exports in August: An Exploration of Global Dynamics

Swiss Gold Exports Surge in August: An In-Depth Analysis Introduction On September 19th, the world awoke to the news that Swiss gold exports had risen by...

China’s Economic Future: The Intersection of Reform, Crisis, and Stagnation

A Decade of Aspiration: Chinese President Xi Jinping’s inaugural reform plans, outlined about a decade ago, were among his most audacious, setting the path for...

China’s Strategy: Balancing Mortgage Affordability with Banking Stability

In an anticipated move to enhance the affordability of mortgages and rejuvenate the housing market's demand, China's banks are expected to lower deposit rates....

U.S.-China Trade Evolution: Raimondo’s Visit and the Rise of Regionalization

U.S.-China Trade Dynamics: Commerce Secretary Gina Raimondo's Visit and the Shift Towards Regionalization In an era where global trade dynamics are undergoing significant shifts, U.S....

China-EU Partnership for Green Innovation and Development

China and Europe have immense potential for green cooperation, thanks to the compatibility of their green development concepts, according to a senior official. Shao...

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