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Executive Summary: Hopes that China’s deflation problem is ending are premature, William reports. He explains why deflation remains a clear and present danger to China’s economy, and one that’s exportable to its trading partners. … Also: The Fed’s latest Financial Stability
Executive Summary: Canada’s Prime Minister Mark Carney has been pushed into action by President Trump’s tariffs and talk of making Canada the 51st state. Carney’s plan: spend big to boost economic growth and span the globe to woo new trading
Executive Summary: Now that the GENIUS Act has established a framework for stablecoin issuance with safeguards for consumers, we expect stablecoin usage to proliferate. Because stablecoins are backed by liquid assets such as Treasury bills, their proliferation is likely to
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
The S&P 500 closed at 5881.63 at the end of last year. It is up 16.2% since then to 6846.61 today (chart). That beats the average 10.4% ytd gain at this point in the year over the past 10
Today was not a good day to be short AI stocks like Nvidia (up 5.8%) and Palantir (8.8%). They both rebounded dramatically, along with other AI stocks following last week’s selloff (chart). Investors and traders bought the dip again.
On October 29, Fed Chair Jerome Powell said, “[W]hat do you do if you’re driving in the fog? You slow down.” He was referring to the lack of economic data due to the government shutdown. The Fed and the
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