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BofA Survey Reveals Record Drop in Investor Exposure to US Equities

According to a Bank of America Corp. survey, investors have drastically reduced their exposure to US equities in recent weeks, marking the largest drop on record, as reported by Bloomberg. The survey, conducted from March 7th to March 13th with 171 participants managing $426 billion in assets, revealed that fund

Japan's Land Prices Surge at Fastest Rate in 34 Years, Driven by Tourism and Economic Growth

According to a government survey released Tuesday, Japan's land prices experienced their most significant surge in 34 years in 2024, with recovery extending to regional areas, fueled by sustained economic growth. The Land Ministry survey indicates that average nationwide land prices, encompassing both residential and commercial properties, rose

OECD: Trump's Tariffs to Stunt North American Growth and Fuel Inflation

The Organization for Economic Cooperation and Development (OECD) warns that President Donald Trump's tariff policies will significantly impede economic growth in the United States, Mexico, and Canada while simultaneously driving up inflation. This projection, as reported by Reuters, comes as Trump vows to move forward with a new

NRF CEO: Consumers Hitting Pause, Choosing Savings Over Spending

After nearly five years of sustained growth, US consumers are showing signs of caution, choosing to save rather than spend amid a climate of economic uncertainty, according to Matthew Shay, CEO of the National Retail Federation (NRF). This shift, reflected in recent retail sales figures and consumer sentiment surveys, has
NRF CEO: Consumers Hitting Pause, Choosing Savings Over Spending

Reeves Defends Fiscal Conservatism as UK Growth Slows

Chancellor of the Exchequer Rachel Reeves is facing mounting pressure to loosen the purse strings as the UK economy confronts headwinds from a global trade war and faces revised-down growth forecasts. However, in a recent interview with Bloomberg, Reeves staunchly defended her commitment to fiscal responsibility, arguing that it'
Reeves Defends Fiscal Conservatism as UK Growth Slows

Krugman Warns Tariffs Risk Destabilizing Inflation Expectations

Are President Trump’s tariffs setting the stage for a sustained period of inflation, or are they just a temporary blip on the economic radar? Nobel laureate Paul Krugman warns that the risk of destabilizing inflation expectations is very real, even as recent data paints a mixed picture. While the
Krugman Warns Tariffs Risk Destabilizing Inflation Expectations

"Security Premium" is Inflating Commodity Prices Beyond Tariffs

Global commodity markets are undergoing a fundamental shift, driven not just by geopolitical risk or environmental concerns, but by a new "security premium," according to Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle. This premium, fueled by rising tariffs and anxieties over supply chain vulnerabilities, is
"Security Premium" is Inflating Commodity Prices Beyond Tariffs

Aluminum Squeeze: Tariffs and Power Constraints Threaten US Supply

The US aluminum market is facing a potential squeeze as renewed tariffs on imports collide with existing power constraints, raising concerns about supply and driving up prices. According to Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle, the inability to onshore aluminum production due to its energy-intensive nature
Aluminum Squeeze: Tariffs and Power Constraints Threaten US Supply

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: Europe's Moment?

BOJ Expected to Hold Rates Steady, Weigh Risks of Trump's Trade War

The Bank of Japan (BOJ) is expected to keep interest rates unchanged at its upcoming policy meeting next week, as policymakers grapple with the growing economic risks posed by U.S. President Donald Trump's escalating trade war, specifically his recent imposition of 25% tariffs on steel and aluminum.
BOJ Expected to Hold Rates Steady, Weigh Risks of Trump's Trade War