BofA warns of building stock bubble risk but sees more upside in AI Bank of England (BoE) set to cut rates as inflation slows, but …
Global equity markets are showing growing signs of bubble-like behaviour, but the core artificial intelligence trade still appears to have further upside, according to Bank …
BoE expected to cut rates 25bp to 3.75% Inflation fell to 3.2% in November Growth and labour market weakening Services inflation remains sticky Further cuts …
U.S. approves $10bn+ arms sales to Taiwan Package includes HIMARS, ATACMS, howitzers and drones Likely to inflame U.S.–China tensions China defence stocks jump on news …
Japan signals increased vigilance on FX moves Yen weakness remains a key concern Verbal intervention used to temper speculation Long-term rates also under scrutiny No …
Trump announces “warrior dividend” for service members: $1,776 payment per person before Christmas Roughly $1.8bn targeted fiscal injection Likely short-term boost to consumption Limited macro …