US Business Activity Stalls as Consumer Confidence Plunges Amidst Tariff Fears

The US economy is showing signs of strain as business activity nears a standstill, Reuters reports, citing data from S&P Global and the University of Michigan. This slowdown follows a period of optimism following President Donald Trump's election victory, with the latest figures signaling a shift

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
Markets Weekly: Is US Exceptionalism Fading?

UK Consumer Confidence Sees Slight Uptick Following BOE Rate Cut

UK consumer confidence saw a modest improvement in February, according to a recent survey by GfK, cited by The Wall Street Journal. This follows the Bank of England's decision to cut its key interest rate earlier in the month. The monthly GfK survey showed consumer confidence rising to

BOJ Rate Hike Bets Rise as Japan's Inflation Hits 19-Month High

Japan's core consumer inflation surged to a 19-month high of 3.2% in January, Reuters reports, bolstering expectations that the Bank of Japan (BOJ) will continue raising interest rates. The inflation data, released on Friday, exceeded a median market forecast of 3.1% and followed December's

South Korea's Export Momentum Falters Amidst Trump Tariff Fears

South Korea's exports have weakened significantly so far in February, signaling a potential downturn for the country's economy, as reported by Bloomberg. This comes as the nation faces political turmoil and uncertainty surrounding the impact of tariffs imposed by US President Donald Trump. Data released on

BOJ Ready to Step Up Bond Buying Amidst Yield Surge

Bank of Japan (BOJ) Governor Kazuo Ueda signaled Friday that the central bank stands ready to increase government bond purchases if long-term interest rates spike, Reuters reports. This comes after recent yield increases, reaching their highest levels in about 15 years. Ueda clarified that the BOJ's primary approach

UK Inflation Unexpectedly Rises, Complicating BOE Rate Cuts

The Bank of England's (BOE) plans to ease interest rates face a challenge as UK inflation unexpectedly rose to a ten-month high in January, as reported by The Wall Street Journal. This development comes as the BOE aims to stimulate economic growth, having already initiated a gradual approach

Fed Minutes Show Concern Over Trump Policies and Inflation

The Federal Reserve expressed concerns about the potential for President Trump's initial policy proposals to drive up inflation. This concern was discussed at the central bank's January 28-29 meeting, a week after Trump's inauguration, as reported by Reuters, citing the meeting's minutes.

Fed Can Takes Its Time on Rate Decisions, Says Fed Vice Chair

Federal Reserve Vice Chair Philip Jefferson stated that the US economy's strength provides policymakers with the flexibility to carefully consider future interest rate adjustments, Bloomberg reports. His comments suggest a more cautious approach to further easing of monetary policy. Delivering prepared remarks Wednesday at an event at Vassar

China Holds Steady on Lending Rates Amid Trade Tensions

China's benchmark lending rates remained unchanged at the monthly fixing on Thursday, Reuters reports. This decision, while widely expected, reflects the authorities' cautious approach to monetary stimulus amidst renewed trade tensions with the United States and concerns about currency stability. The one-year loan prime rate (LPR) remained