US Oil, Farm Exports Vulnerable in Tariff Battle, says Currie
The United States' reliance on exporting easily replaceable commodities like oil and agricultural goods puts it squarely in the "crosshairs" of the ongoing trade war with China, potentially inflicting more pain on American consumers than their Chinese counterparts, warned Jeff Currie, Chief Strategy Officer of Energy Pathways
Japan PM Warns US Auto Tariffs Pose 'Extremely Large Impact,' BOJ Signals Caution
Markets Weekly: Is China Turning Things Around?
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Fed's Powell: Time to reconsider monetary policy strategy, communications - Axios
The Federal Reserve is gearing up to re-evaluate how it sets and communicates monetary policy in light of economic shifts of the last five years,...
Reuters
Fed's Powell: Strategy around both jobs and inflation needs to be reconsidered - Reuters
U.S. Federal Reserve Chair Jerome Powell holds press conference, in Washington. U.S. Federal Reserve Chair Jerome Powell attends a press conference...
Reuters
Powell's lean to job market under microscope as Fed revisits strategy - Reuters
... Jerome Powell oversaw a shift in U.S. central bank strategy that put more weight on the goal of full employment and pledged not to use a low...
CNBC
Watch Fed Chair Jerome Powell deliver live remarks on policy review - CNBC
Federal Reserve Chair Jerome Powell speaks Thursday morning to the Thomas Laubach Research Conference.
CNBC
Fed's Powell cautions about higher long-term rates as 'supply shocks' provide policy challenges
Fed Chair Jerome Powell said Thursday that longer-term interest rates are likely to be higher as the economy changes and policy is in flux. "We...
CNBC
Japan's economy contracts by a more than expected 0.2% from prior three months - CNBC
The Bank of Japan had recently warned on May 13 that the country's economy is likely to moderate going forward, saying that this would be due to...
Reuters
Japan's fiscal woes put BOJ bond taper plans to test - Reuters
Talk of big fiscal spending and a subsequent spike in super-long yields are raising questions over just how quickly the Bank of Japan can taper...
Reuters
BOJ to pause rate hikes through September amid Trump uncertainty - Reuters poll
Most economists now expect the Bank of Japan will hold interest rates through September as it pauses to assess the effects of U.S. tariffs,...
Nikkei Asia
Japan's ultralong bond yields of 3% may be 'just a passing milestone' - Nikkei Asia
... Bank of Japan. With institutional investors shying away from Japanese government bonds, the central bank may be the buyer of last resort. (Photo...
Bloomberg.com
Japan's Economy Shrinks in First Quarter Before Trump Tariff Jolt - Bloomberg.com
The weakness in the economy further supports the case that the Bank of Japan should pause its rate hikes while it monitors the potential impact of...
Bloomberg.com
Japan's Surging Yields Put Policymakers in a Difficult Position - Bloomberg
The Bank of Japan's scaling back of bond purchases and the lack of buying from local investors, such as life insurers, are contributing to the...
Nikkei Asia
Japan's Q1 GDP shrinks annualized 0.7% on weak consumption - Nikkei Asia
TOKYO -- Japan's economy shrank an annualized 0.7% in the January to March quarter from the previous three months, according to preliminary...
Kyodo News
BREAKING NEWS: Japan's economy contracts annualized real 0.7% in Jan.-March
BREAKING NEWS: Japan's economy contracts annualized real 0.7% in Jan.-March ==Kyodo.
Reuters
Japan's economy shrinks more than expected as US tariff hit looms | Reuters
"Japan's economy lacks a driver of growth given weakness in exports and consumption. It's very vulnerable to shocks such as one from Trump tariffs,"...
Reuters
Japan's economy shrinks annualised 0.7% in Jan-March - Reuters
Japan's economy shrank an annualised 0.7% in the first quarter, data showed on Friday, underscoring a fragile recovery now under threat from U.S....
Bloomberg.com
World Economic Forum Seeks ECB's Lagarde as Successor After Founder's Exit
Schwab, 87, had initially intended to stay on until early 2027, the same year Lagarde's term as European Central Bank president comes to an end...
Reuters
ECB hopes to have political deal on digital euro by early 2026 - Reuters
The European Central Bank hopes to have all the political decisions in place by early next year to issue a digital euro and would then need two to...
Central Banking
ECB intervention stabilised debt market during Covid – research - Central Banking
The European Central Bank's intervention during the Covid-19 pandemic helped stabilise the commercial paper market, a study by bank researchers...
The Hill
A 'tofu-dreg' edifice: Most of China's official economic data is probably fake - The Hill
Clearly, Karl Marx left out fraud as a fundamental tenet of communism. As bad as Chinese economic growth statistics are, China's population and...
Bloomberg.com
China's Pop Mart-Loving Gen Z Fuels Big Gains for Investors - Bloomberg.com
The country's younger generation of shoppers is on a spree of what analysts call emotional consumption, defying a wider malaise in China's economy.
South China Morning Post
Party journal says China can establish effective market stabilisation fund
China has the financial strength to set up a market stabilisation fund thanks to its strong economy and large foreign exchange reserves,...
Reuters
China April bank lending tumbles more than expected amid trade war - Reuters
More government bond issuance aimed at boosting the economy helped TSF growth. TSF includes off-balance sheet forms of financing that exist outside...
Reuters
Gold steadies as dollar slips, investors await US data - Reuters
Gold prices erased early losses to steady on Thursday, helped by a weaker dollar and technical buying as investors await key U.S. economic data...
Gold Price Peak 'Might Be In,' BofA's Blanch Says.
Bloomberg News
Is It Too Late to Save the US Economy from a Recession? - Bloomberg
That is, investors have started treating the United States like a third-world economy.” Recovering from this Trump-made debacle will be neither easy...
Reuters
US reports lackluster retail sales as tariffs start to dampen demand - Reuters
Nonetheless, the core retail sales drop in April posed a downside risk to economists' expectations for a rebound in economic growth this quarter. GDP...
CNBC
Treasury yields tick lower as investors await more inflation data - CNBC
... economic data and more insights on inflation amid a U.S. ... U.S. economy after U.S. President Donald Trump introduced "reciprocal" tariffs in April.
Bloomberg News
Steve Cohen Says Probability of US Recession Now Stands at 45% - Bloomberg News
... US economic data is released. ... “Markets can go sideways and that's perfectly normal.” Read More: Steve Cohen 'Negative' on US Economy, Citing Tariffs...
Bloomberg News
US Bonds Seen at Risk of Liz Truss Moment as Deficit Balloons - Bloomberg News
Market data as of 05:55 am EST. Market data may be delayed depending on provider agreements. Five things you need to know. President Donald Trump said...
NPR
Bond market nightmares : The Indicator from Planet Money - NPR
... bond market.Related episodes:Who's advising Trump on trade (Apple / Spotify)IRS information sharing, bonds bust, and a chorebot future (Apple...
While the US S&P 500 struggles, weighed down by trade war fears and a darkening economic outlook, Chinese stocks are surging. Is the market witnessing a "Great Rotation" of capital, as investors shift their focus from the long-dominant US market to a resurgent China?
There'
Markets Weekly: Europe's Moment?
After years of US market dominance, a remarkable shift is underway. Since the start of 2025, European equities have outpaced their American counterparts, raising the possibility that the era of "US exceptionalism" may be drawing to a close. Germany's DAX has surged over 14% year-to-date, while
Markets Weekly: The Stagflation Specter
JPMorgan Chase CEO Jamie Dimon has been a persistent voice warning of the risks of stagflation. In April last year, Dimon said “stagflation is on the list of possible things” that could happen to the US economy. He repeated the warning at an investment conference in September, saying that a
Markets Weekly: Is US Exceptionalism Fading?
For years, the United States has enjoyed a period of economic "exceptionalism," consistently outperforming other major economies in terms of growth, job creation, and market returns. But that narrative is now being called into question, with recent market signals suggesting US exceptionalism may be facing its most significant