Economy & Global Macro

Bloomberg.com
Oil Edges Down on Trade Jitters, Uncertainty Over OPEC+ Meeting - Bloomberg.com
Oil edged down after a choppy session as traders parsed mixed messaging on the status of trade talks between the US and China.
Axios
Trade threats consume the U.S. economy - Axios
President Trump's social media post about China is a reminder that the U.S. economy is largely at the mercy of the White House's trade agenda.
Time
Trump Needs to Get Real on Trade - Time
Chinese policymakers moved swiftly to shore up China's economy while expanding trade ties with other partners. ... China's unfair economic practices.
Reuters
China's May manufacturing activity likely contracted for second straight month | Reuters
Trump's decision to single China out for tariffs of 145% comes at a particularly difficult time for the $19 trillion economy, which is struggling with...
South China Morning Post
China already had a graduate jobs crisis. The trade war is making it worse
Anxiety among young Chinese is 'through the roof' as employers cut graduate roles amid an uncertain economic outlook.
South China Morning Post
Economist warns that financial sanctions could become new US-China battleground
EconomyChina Economy. Chinese economist warns that financial sanctions could become new US-China battleground. But Lian Ping cautions that cutting...
CNBC
U.S.-China talks 'stalled' and need Trump and Xi to weigh in, Bessent says - CNBC
China Economy. U.S.-China talks 'a bit stalled' and need Trump and Xi to weigh in, Treasury Secretary Bessent says. Published Thu, May 29 20259:39...
Reuters
Core inflation in Japan capital hits 2-year high, keeps rate hike chance alive | Reuters
... Japan faces in balancing inflationary pressures and the hit to the economy from steep U.S. tariffs. Sign up here. The Tokyo core consumer price...
South China Morning Post
Japan aims to sway Trump by buying billions in semiconductors and defence to avoid tariffs
Japan's economy minister is heading to Washington this week for a fresh round of talks in an effort to protect vital US trade ties.
Reuters
Japan April factory output falls 0.9% month-on-month | Reuters
Manufacturers surveyed by the Ministry of Economy, Trade and Industry expect seasonally adjusted output to increase 9.0% in May and decline 3.4% in...
Bloomberg.com
Tokyo Prices Rising Most in Two Years Keeps BOJ on Hike Path - Bloomberg
What Bloomberg Economics Says... “The sharper-than-expected pickup in Tokyo's core CPI inflation in May will strengthen the Bank of Japan's confidence...
Bloomberg.com
Economists Warn ECB to Avoid Delaying Over Last Two Rate Cuts - Bloomberg
The European Central Bank will lower interest rates twice more, according to a Bloomberg survey, but respondents warned it shouldn't wait too long...
Bloomberg.com
German Inflation Slows Less Than Expected With ECB Set to Cut - Bloomberg.com
German inflation slowed less than expected, highlighting lingering risks as the European Central Bank prepares to lower interest rates again.
Reuters
ECB's Panetta: reduced room for more rate cuts but must be flexible | Reuters
The European Central Bank has reduced room for further rate cuts but should maintain a pragmatic, flexible approach and make future decisions on a...
Reuters
German inflation nears ECB target in May but challenges remain | Reuters
German inflation eased further in May, bringing it closer to the European Central Bank's 2% target and bolstering the case for an interest rate...
Bloomberg.com
Stock Market Today: Dow, S&P Live Updates for May 30 - Bloomberg
Volatility gripped stocks in the last stretch of the month, with the market bouncing from its lows as Donald Trump said he expected to speak to Xi...
PYMNTS.com
Jamie Dimon: Government Spending Will Cause 'Crisis' in Bond Market | PYMNTS.com
JPMorgan Chase CEO Jamie Dimon said excessive spending by the U.S. government and quantitative easing by the Fed will hurt the bond market.
Bloomberg.com
Jamie Dimon Says Crack in the Bond Market Is 'Going to Happen' - Bloomberg
Dimon expresses concern about the trajectory of the debt and the ability of market makers to make markets, hoping for a change before a crisis occurs.
Reuters
JPMorgan CEO Dimon backs US taxing carried interest, warns of bond market trouble | Reuters
"I'm hoping that we change both the trajectory of the debt and the ability of market makers to make markets," Dimon warned, while suggesting the "...
Bloomberg
China Preps $70 Billion in New Capital to Supercharge Investment - Bloomberg
... People's Bank of China could provide liquidity support as needed. Summary by Bloomberg AI. The mechanism is expected to be operational by the end...
Reuters
OPEC+ may discuss oil output hike larger than 411,000 bpd for July, sources say | Reuters
OPEC and authorities in Russia and Saudi Arabia did not immediately respond to requests for comment on Friday. United Arab Emirates Energy...
Bloomberg
Energy Investors on Edge as Another OPEC Supply Hike Looms Large - Bloomberg
Investors in oil and gas stocks are approaching this weekend's OPEC+ meeting with a sense of dread, expecting another super-sized supply boost at...
CNBC
Why U.S. policies like baby bonds and child tax credits can't convince Americans to have kids
"That's why this is an issue for governments and for the economy, and politicians are starting to pay attention." The economic implications of a...
CNBC
This is why Jamie Dimon is so gloomy on the economy - CNBC
JPMorgan Chase CEO Jamie Dimon has regularly warned that the U.S. economy faces perils, but even as he sounds the alarm, his bank is doing better...
Reuters
US labor market showing cracks; corporate profits post largest drop since 2020 | Reuters
The dimming economic outlook was reinforced by other data showing corporate profits declining by the most in more than four years in the first quarter...
Bloomberg.com
Transforming fixed income data management with AI and human expertise | Bloomberg LP
The challenging role of term sheets in fixed income. The corporate bond market encompasses a multitude of structures tailored to the needs of various...
CNBC
3 key money moves to consider while the Fed keeps interest rates higher - CNBC
... Fixed Income Strategies · Impact Investing · Smart Tax Planning · FA Playbook ... In minutes released this week from the Federal Reserve May meeting,...
NBC News
Powell defends Fed independence after Trump pressures him to cut interest rates
Federal Reserve Chair Jerome Powell discussed "economic developments" at a White House meeting organized by President Donald Trump, the central...
Reuters
Trump summons Fed's Powell, tells him he's making a mistake on rates | Reuters
However, she added, "the President did say that he believes the Fed chair is making a mistake by not lowering interest rates, which is putting us at...
CNBC
Fed Chair Powell met with Trump at the White House Thursday and told him rate decisions ... - CNBC
President Donald Trump met Thursday with Federal Reserve Chair Jerome Powell amid the president badgering the central bank for lower interest...