Economics

Tariffs Undermine Global Investment Momentum

Escalating trade barriers are at the heart of a worrying pullback in foreign direct investment (FDI) worldwide, as companies grapple with unpredictable tariff environments and reassess long‑term projects. After two
Published on June 19, 2025
By Debdutta Ghosh

U.S. Fed raises inflation forecast for 2025-2027

The U.S. Federal Reserve System (Fed) increased its inflation projection (PCE index) in the United States for 2025 to 3% from the 2.7% anticipated in March, for 2026 - from…
Published on June 18, 2025
By Iris Barker

UBS: Global wealth growth rises to 4.6% in 2024

Global household wealth increased by 4.6% in dollar values in 2024. This is mentioned in the yearly Global Wealth Report by the Swiss bank UBS.
Published on June 18, 2025
By Iris Barker

ECB Adopts Flexible Policy Stance to Address Persistent Downside Risks*

The European Central Bank (ECB) has reaffirmed its commitment to a meeting‑by‑meeting approach to monetary policy, prioritizing flexibility as it contends with a complex blend of geopolitical tensions, trade uncertainties,
Published on June 18, 2025
By Debdutta Ghosh

Recovering Stolen Cryptocurrency Triggers Significant Tax Liabilities

Digital assets have rapidly evolved from a niche investment class into mainstream financial instruments, attracting both enthusiastic investors and sophisticated cybercriminals. As decentralized finance platforms and centralized exchanges expand, they
Published on June 18, 2025
By Debdutta Ghosh

Everyday Millionaires Drive Global Wealth Expansion – Notes UBS report

Global wealth continues its steady ascent, but the real story emerging from recent data is the meteoric rise of the “everyday millionaire” segment—individuals with investible assets between $15 million and
Published on June 18, 2025
By Debdutta Ghosh

Rising Security Concerns Drive Shippers to Circumvent the Strait of Hormuz

Faced with renewed hostilities between Israel and Iran, major shipping lines are increasingly rerouting vessels away from the Strait of Hormuz, a critical maritime chokepoint that channels one‑fifth of the
Published on June 17, 2025
By Debdutta Ghosh

US–UK Trade Pact Poised to Transform Bilateral Economic Landscape

In a high-profile ceremony at the G7 summit, U.S. President Donald Trump and U.K. Prime Minister Keir Starmer formalized a preliminary trade agreement that promises to reshape key sectors of
Published on June 17, 2025
By Debdutta Ghosh

US and Canada Pursue Rapid Trade Deal: Feasibility Under Scrutiny

In a surprise announcement on Monday, Canadian Prime Minister Mark Carney and U.S. President Donald Trump declared their intention to finalize a new bilateral economic and security pact within 30
Published on June 17, 2025
By Debdutta Ghosh

Investors Flee Long‑Term US Treasuries Amid Fed Caution and Fiscal Strains

As the Federal Reserve prepares to maintain its benchmark interest rate in the 4.25%–4.50% range this week, bond investors are pulling back from long‑dated U.S. Treasuries, signaling a shift in
Published on June 16, 2025
By Debdutta Ghosh

Stagnant Incomes, Structural Uncertainty and Caution: Why Chinese Consumers Are Holding Back

China’s consumer economy, once the engine of its transition toward domestic consumption-led growth, is faltering as households across the country grow increasingly hesitant to spend. Despite economic reopening, government reassurances,
Published on June 16, 2025
By Debdutta Ghosh

Why Trend-Following Hedge Funds Are Falling Behind Agile Macro Rivals in Volatile Markets

The hedge fund landscape in 2025 is witnessing a pronounced performance divergence. Systematic trend-following funds—once stalwarts of steady, algorithm-driven gains—are struggling to keep pace in a market environment dominated by
Published on June 16, 2025
By Debdutta Ghosh

The U.S. budget deficit decreases by 9% in May

According to the Treasury Department, the budget deficit for the U.S. in May reached $316.004 billion, a 9% decrease compared to the same month the previous year.
Published on June 16, 2025
By Iris Barker

India and the U.S. toughen stances in negotiations on trade agreement

Representatives from India and the U.S. at this week's trade discussions in New Delhi have started to show a negotiating approach that is less willing to compromise, Bloomberg reported Thursday,…
Published on June 12, 2025
By Iris Barker

Overcapacity, Weak Demand and Competitive Pressures result in Price War in China

Chinese automakers have increasingly resorted to aggressive price cuts to combat sluggish demand and excess inventory. Major domestic brands offer rebates and financing incentives, triggering rivals to match or exceed
Published on June 11, 2025
By Debdutta Ghosh

Why UK Pay Growth Is Slowing: Economic Pressures, Costs and Labour Shifts

Pay growth in the UK has eased significantly as wider economic headwinds prompt firms to restrain wage commitments. After a period of above-average increases driven by high inflation and labour
Published on June 11, 2025
By Debdutta Ghosh

US ethane export forecast downgraded by 24% due to trade war with China

US ethane exports for 2025 are projected to be 24% lower than the previously estimated 410,000 bpd, and the 2026 forecast has been reduced by 51% to 310,000 bpd, according…
Published on June 11, 2025
By Iris Barker

Trump promises to pull the National Guard out of California once the situation becomes better

President Donald Trump said that US National Guard units will depart from California once the situation in the state stabilizes, writes The Guardian.
Published on June 11, 2025
By Iris Barker

Coal India resumes coal mining at previously closed mines, opens new ones

Coal India, the largest state-owned coal producer globally, will reopen 32 mines that were previously shut down and initiate five new projects this year, according to P.M. Prasad, the company’s…
Published on June 10, 2025
By Iris Barker

Profits of companies from the DAX index will grow faster than those from the S&P 500 in 2026

Analysts forecast that the earnings of major German firms will increase more rapidly than those of US firms next year, driven by the stimulus efforts of the German government.
Published on June 9, 2025
By Iris Barker

U.S. and China Gear Up for Critical Trade Talks in London: Key Stakes and Outlook

The United States and China will reconvene in London on Monday, June 9, for high-stakes economic talks aimed at extending a 90-day tariff truce and tackling deeper structural disputes that
Published on June 6, 2025
By Debdutta Ghosh

Lagarde: ECB nears end of rate-cutting cycle

The European Central Bank is approaching the conclusion of its monetary easing phase after yet another rate reduction, announced ECB president Christine Lagarde at a press conference after the June…
Published on June 6, 2025
By Iris Barker

Beijing’s Stranglehold: How China Controls the Global Auto Industry Supply Chain

In recent months, automakers around the world have faced an unsettling reality: the global automotive supply chain runs through Beijing. From the rare earth magnets that power electric vehicle (EV)
Published on June 5, 2025
By Debdutta Ghosh

Trump Halts Entry of Harvard’s International Students, Raising Far-Reaching Academic and Diplomatic Concerns

In a move that has sent shockwaves through higher education and diplomatic circles, the White House on Wednesday issued a proclamation suspending for an initial six months the entry into
Published on June 5, 2025
By Debdutta Ghosh

GIA to stop grading man-made diamonds by natural diamond standards in 2025

The Gemological Institute of America (GIA), the biggest certification lab, announced that in 2025 it will cease grading lab-grown diamonds using the standards applied to natural diamonds.
Published on June 4, 2025
By Iris Barker

Eurozone consumer lending hits highest since 2023

In April, the total amount of consumer loans issued in the eurozone rose by 1.9% compared to the same period last year, reaching €6.99 trillion, states the European Central Bank.
Published on June 1, 2025
By Iris Barker

IDC downgrades forecast for global smartphone shipments growth in 2025 to 0.6% from 2.3%

International Data Corporation (IDC) has revised down its prediction for the growth of global smartphone shipments in 2025 to 0.6%, a decrease from the February estimate of 2.3%.
Published on June 1, 2025
By Iris Barker

US Households Trim Purchases as Uncertainty and Costs Rise

U.S. consumers are pulling back on spending despite historically low unemployment and steady wage gains, driven by a mix of economic uncertainty, rising living costs, and concerns over future price
Published on May 31, 2025
By Debdutta Ghosh

Front‐Loaded Demand Sparks Global Economy’s “Sugar Rush” Amid Trade Turmoil

Despite escalating trade tensions and headline‐grabbing tariff threats, the global economy is experiencing a burst of activity often described as a “sugar rush”—a brief, calorie-rich boost from advance purchases and
Published on May 31, 2025
By Debdutta Ghosh

Trump’s Planned 50% Metal Tariffs Poised to Ripple Through U.S. Economy

Fresh off a rally in Pennsylvania, where he lauded a major steel investment deal, President Donald Trump announced plans to double existing tariffs on imported steel and aluminum from 25%
Published on May 31, 2025
By Debdutta Ghosh

Court Curbs Trump’s Tariff Arsenal, Shaking Trade Strategy

A landmark decision by the U.S. Court of International Trade has thrown President Donald Trump’s signature tariff program into disarray, ruling that his broad-based levies imposed under emergency economic powers
Published on May 29, 2025
By Debdutta Ghosh

Berlin Unveils 10% Digital Services Tax to Rebalance Tech Giants’ Contributions

Germany’s newly formed coalition government has announced plans to introduce a 10% levy on the digital revenues of major online platforms operating within its borders, a move aimed squarely at
Published on May 29, 2025
By Debdutta Ghosh

EU and UAE begin talks on free trade agreement

The European Commission (EC) announced on Wednesday that the European Union and the United Arab Emirates (UAE) have officially begun discussions on a bilateral free trade agreement.
Published on May 29, 2025
By Iris Barker

U.S. Banks Embrace Crypto Ambitions but Navigate a Maze of Compliance and Risk

Major U.S. banks are edging into the cryptocurrency arena, driven by a mix of client demand, revenue diversification, and the promise of blockchain-powered efficiencies. While regulators have offered cautious encouragement,
Published on May 28, 2025
By Debdutta Ghosh

Brussels Demands Corporate U.S. Spending Data to Strengthen Trade Argument

Brussels has quietly instructed Europe’s leading corporations to disclose detailed information on their planned and ongoing investments in the United States, a move timed to coincide with an accelerated push
Published on May 27, 2025
By Debdutta Ghosh

Citi improves short-term forecast for gold to $3100-3500 per ounce

According to a forecast by analysts at Citigroup Inc., the gold price could stabilize between $3100 and $3500 per troy ounce in the near term because of rising trade tensions…
Published on May 27, 2025
By Iris Barker

Trump’s 50% EU Tariff Threat Triggers Broad Economic and Political Ripples

President Donald Trump’s sudden declaration of a 50% tariff on all goods imported from the European Union—a stance he announced via social media—has quickly reverberated across both sides of the
Published on May 24, 2025
By Debdutta Ghosh

UK Economic Momentum Picks Up Amid Consumer Resilience, But Risks Endure

Retail figures released this week have offered a welcome reprieve to policymakers and businesses alike, suggesting that Britain’s economy may be gathering positive momentum after a sluggish start to 2025.
Published on May 24, 2025
By Debdutta Ghosh

JP Morgan Warns Stimulative Tax Overhaul Will Support Growth but Deepen Deficit Woes

JP Morgan economists caution that the sweeping U.S. tax and spending package recently passed by the House, while providing a near-term boost to economic activity, is poised to exacerbate the
Published on May 22, 2025
By Debdutta Ghosh

ECB’s Guindos: The regulator is close to achieving inflation target

Luis de Guindos, the Deputy President of the European Central Bank (ECB), stated that the Eurozone is nearing its inflation target due to reduced energy costs and the stronger euro.
Published on May 21, 2025
By Iris Barker

US Importers Scramble to Secure Bonded Warehouses Amid Tariff Turmoil

U.S. importers are in a race against time to convert traditional storage facilities into bonded warehouses as mounting tariff uncertainty and cash‐flow pressures threaten to disrupt supply chains. With duties
Published on May 21, 2025
By Debdutta Ghosh

Japan’s Exports Falter as Global Demand Weakens and Yuan Strengthens

Japan’s exports decelerated sharply in April, extending a trend of sluggish overseas shipments that has clouded prospects for its modest economic recovery. While discussions have largely centered on U.S. tariffs,
Published on May 21, 2025
By Debdutta Ghosh

EU Ban on Brazilian Poultry Exports: Causes and Wider Implications

When Brazil confirmed its first outbreak of Highly Pathogenic Avian Influenza (HPAI) on a commercial poultry farm in Rio Grande do Sul in mid-May 2025, it immediately triggered a cascade
Published on May 20, 2025
By Debdutta Ghosh

China Trims Key Lending Rates to Spur Sluggish Growth

China’s central bank announced on May 20, 2025, a modest reduction in its benchmark lending rates, marking the first cut since last October. The People’s Bank of China (PBOC) lowered the
Published on May 20, 2025
By Debdutta Ghosh

G7 Finance Chiefs Prioritize Non-Tariff Unity with U.S. to Tackle Global Economic Challenges

G7 finance leaders are convening in the Canadian Rockies this week with a renewed emphasis on building consensus with the United States over non-tariff issues—a strategy driven by concerns that
Published on May 19, 2025
By Debdutta Ghosh

Investors Voice Growing Alarm Over U.S. Fiscal Trajectory

Moody’s Investor Service’s decision on May 16, 2025, to downgrade the U.S. sovereign credit rating from “Aaa” to “Aa1” has amplified worries among bond market participants about the sustainability of America’s fiscal
Published on May 18, 2025
By Debdutta Ghosh

Global Plastics Supply Chain Disrupted as China Imposes Steep Anti‑Dumping Duties

On May 18, 2025, China’s Ministry of Commerce announced anti‑dumping duties of up to 74.9 percent on imports of polyoxymethylene (POM) copolymers from the United States, the European Union, Japan, and Taiwan. The
Published on May 18, 2025
By Debdutta Ghosh

Moody’s Strips U.S. of Final Triple‑A amid Deepening Deficits and Political Gridlock

In a move that underscores mounting concerns over America’s fiscal trajectory, Moody’s Investors Service on Friday downgraded the United States’ sovereign credit rating from its century‑old pinnacle of Aaa to
Published on May 17, 2025
By Debdutta Ghosh

90-Day U.S. Tariff Truce Staves Off Mass Layoff Threat in China

Chinese factories, battered by sky‑high import duties, are breathing a tentative sigh of relief after the United States agreed to suspend its steepest China‑targeted tariffs for 90 days. Announced on
Published on May 16, 2025
By Debdutta Ghosh

JPMorgan head expects recession in the U.S.

According to JPMorgan Chase CEO Jamie Dimon, a recession in the US economy remains a possibility even after the recent decrease in reciprocal import tariffs with China.
Published on May 15, 2025
By Iris Barker