Kashkari says the economy may be stronger than expected, with limited risk of major slowdown (earlier headline post). Sees labour-market weakness as a bigger risk …
JPMorgan and Goldman estimate jobless claims fell to ~217k despite data gaps from the shutdown. Both layoffs and hiring remain subdued, keeping the labour market …
Westpac says the US dollar’s gains are not growth-driven, given shutdown risks to consumption and investment. Europe and Asia ex-Japan are showing continued resilience, contrary …
The 15th Five-Year Plan (2026–2030) will be discussed by China’s leadership this month. Nomura expects Beijing to omit a specific growth target, focusing on resilience, …
S&P Global projects global tariff costs of $1.2 trillion in 2025. About two-thirds of that cost is expected to be passed on to consumers, not …
Reports that the US military have struck another drug boat in the Caribbean: U.S. military carries out new strike in Caribbean against suspected drug vessel …
European Central Bank Governing Council member Edward Scicluna, Malta’s cenral bank head: ECB mustn’t rush further interest-rate cuts the effects of higher Trump trade tariffs …
more to come Minneapolis Fed President Neel Kashkari speaking at a ‘town hall’ event. Too soon to know the effect of tariffs on inflation Impact …