Chinese Stimulus - Is it Enough or is it too Late? China has announced its largest economic stimulus since the pandemic, amounting to over $325 billion, aimed at revitalizing its economy amid a struggling property market and deflation. The People's…
BOJ holds with Expectations for a Hike in December The Bank of Japan (BOJ) has decided to keep its short-term interest rate steady at 0.25%, as Governor Kazuo Ueda indicated that the central bank is cautious about global economic uncertainties…
The Federal Reserve cut benchmark interest rates by half a percentage point, marking the first easing cycle since the pandemic began. This decision reflects concerns over a weakening U.S. economy and aims to maintain economic strength and progress towards inflation…
Will Trump or Harris Prevail: what are the implications? The first debate between Republican presidential candidate Donald Trump and Democratic Vice President Kamala Harris is set for September 10, 2024. This pivotal encounter could impact the close race ahead of…
An EU Industrial Policy to keep up with the US and China! Mario Draghi has called for a "new industrial strategy for Europe," emphasizing the need for the EU to increase annual investments by €800 billion to remain competitive against…
Pivitol Jobs Report will Impact Size of FED Rate Cuts The upcoming August employment report is crucial for the Federal Reserve's decision on interest rate cuts, expected in mid-September. While recent inflation data has shown a slowdown, concerns about a…
China's Geopolitical Play for the Global South The recent summit in Beijing gathered over 50 African leaders, where China’s President Xi Jinping emphasized China's role as a defender of developing nations against Western approaches. The event highlighted China's increasing influence…
Tariffs by EU on Chinese EVs sparks Potential Chinese Tariffs on Brandy Chinese authorities have decided not to impose provisional tariffs on EU-imported brandy, easing concerns among European producers amidst ongoing trade tensions. Despite a probe into potential dumping practices,…
Lofty Investor Expectations overshadow NVIDIA Earnings Report NVIDIA reported record quarterly revenue of $300 billion for Q2 FY (Fiscal Year) 2025, a 15% increase from the previous quarter and a 122% increase year-over-year. The company also achieved record Data Center…
Barring any Surprises Expect Market Expectations of Rate Cuts US Federal Reserve Chair Jerome Powell is preparing for a press conference following a Federal Open Market Committee (FOMC) meeting. Market expectations suggest that the Fed will start cutting interest rates…