Daily Management Review
Economics

ECB slightly eases capital requirements for Eurozone banks

The European Central Bank (ECB) has made a small adjustment to the capital requirements for banks in the Eurozone for 2026, as these institutions passed their stress tests earlier this year. The ECB has set the minimum Common Equity Tier 1 (CET1) capital adequacy ratio at 11.2% of risk-weighted...

Tariff Shock Exposes Structural Fragilities as Japan’s Economy Contracts for First Time in Six Quarters

Japan’s economy shrank in the July–September quarter, ending six consecutive quarters of growth and revealing how vulnerable the country remains to shifts in global trade conditions. The annualised 1.8% fall, translating to a 0.4% quarterly contraction, came at a moment when the export-driven...

Bloomberg: Berlin underestimates Germany's growing dependence on China

German officials and business leaders are not giving enough focus to the increasing reliance of the German economy on China, which could lead to serious consequences, according to Bloomberg. The report highlights that major German exporters, including those in the automotive and chemical sectors,...

Fed “Hawks” Hold the Line as Traders Back Off December Rate Cut

In recent weeks, a chorus of more hawkish voices has emerged within the Federal Reserve (Fed), signalling a clear reluctance to follow through with another rate reduction at the upcoming December 9-10 meeting. Regional bank presidents such as Jeffrey Schmid (Kansas City), Lorie Logan (Dallas) and...

Trump Reverses Course on Tariffs to Curb Grocery Inflation and Appease Consumer Pressure

In a decisive pivot, President Donald Trump announced the rollback of import tariffs on more than 200 food-and-beverage items—including staples such as beef, coffee, bananas, oranges and tomato products—as part of a broader effort to ease consumer inflation and respond to mounting political...

Expanded US–South Korea Pact Showcases Strategic Investment Push Centered on American Shipbuilding

The United States and South Korea have unveiled comprehensive details of a far-reaching economic and security agreement centred on an unprecedented wave of South Korean investment into American industrial sectors, most notably shipbuilding. The deal includes a $150 billion commitment to support US...

China Leverages Royal Diplomacy to Reinforce Its Image as a Stable and Reliable Global Partner

China’s leadership has used a succession of recent royal visits to amplify its preferred narrative of stability, trustworthiness and long-term partnership at a moment when it seeks to counterbalance perceptions of geopolitical tension and economic uncertainty. The arrivals of Thailand’s King Maha...

China’s Growth Engine Stalls as Weak Output and Soft Spending Expose Deep Structural Faultliness

China’s latest economic indicators reveal a broader loss of momentum that is both sharper and more complex than earlier slowdowns. The October data, which showed factory output rising only 4.9 percent and retail sales expanding 2.9 percent, represent the weakest growth levels in over a year....

Emerging Economies Strengthen Trade Resilience as Global Tariff Pressures Intensify

Major emerging economies are increasingly demonstrating an ability to withstand heightened U.S. tariff pressures, supported by a deliberate restructuring of trade networks, deeper regional connectivity and the gradual diversification of export dependencies. A new wave of economic...

Luxury Sector Faces Holiday Demand Test Amid Deeper Rebound Pressures

In what could prove a defining stretch for the luxury goods sector, major fashion houses are navigating a tense holiday season that may determine whether the recent uptick in sentiment can translate into a durable recovery. While stocks of companies such as LVMH and Kering have surged, the...
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