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inflation
US Economy
US inflation cools again, giving Fed room to downshift on rates
The Fed is expected to raise interest rates further before pausing to assess
January 12, 2023
US Economy
Jamie Dimon says Fed may need to hike interest rates beyond 5%
"We were a little slow getting going."
January 10, 2023
US Economy
US core CPI posts smallest monthly increase in more than a year
The report, the last of 2022, points to inflation that — while much too high — is beginning to ease.
December 13, 2022
US Economy
Fed's message that rates will stay on hold for 'some time' clashes with 2023 rate-cut bets
The central bank looks set on Wednesday to increase its benchmark rate by 50 bps in a downshift after four straight 75 bps moves.
December 12, 2022
Global Economy
China is the wild card for global inflation in 2023
A rebounding China would drive up imports of oil, commodities and raw materials
December 08, 2022
Global Economy
World economy heads for one of its worst years in three decades
Growth will reach just 2.4% in 2023, down from an estimated 3.2%
December 06, 2022
Global Economy
Powell and the markets talk past each other
The Fed faces, and will continue to face, a tricky communication challenge
December 04, 2022
China Focus
China leaders may signal policy shift to economy from Covid zero
Officials may indicate a more supportive stance toward the housing sector
December 02, 2022
China Focus
China: structurally higher risks but timely policy responses can turn it around
It is certainly going to be a bumpy ride in China, but there is reason to be hopeful.
November 30, 2022
Investing strategies
Not out of the woods yet, so let’s find the path forward
Both the global economy and global investment markets continue to be waylaid by familiar risks.
November 30, 2022