Daily Management Review
Economics

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...

ECB officials see no need to change rates in the absence of inflation risks

The European Central Bank is not expected to adjust its main interest rate unless the Eurozone economy experiences another major disruption, according to ECB Executive Board member Isabel Schnabel, who spoke at the BNP Paribas conference in London. In October, the regulator maintained the deposit...

Climate-Driven Variability and Stock-Pressure Curb Global Wine Output as Vineyards Grapple with Stress

Global wine production is showing a modest rebound in 2025, yet the broader narrative is one of structural constraint — driven largely by a string of climate shocks, evolving consumption patterns and strategic stock-adjustments. According to the International Organisation of Vine and Wine (OIV),...

China’s Feed-Sector Weakness and Grain Stockpiles Weaken U.S. Soybean Outlook as Trade Normalization Alters Global Flows

China’s ambition to revive large-scale soybean imports from the United States after its trade truce with Washington is facing a formidable obstacle: a deep and growing glut of soybeans that is substantially weakening Beijing’s appetite for new purchases. While U.S. policymakers and grain traders...
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