Economics

Market Sentiment Flips as AI Euphoria Collides with Valuation Anxiety and Tightening Policy Signals

The sudden shift from optimism to caution across U.S. financial markets reflects a deeper tension that has been building beneath the surface of the artificial intelligence boom. The dramatic intraday
Published on November 21, 2025
By Debdutta Ghosh

The Structural Drivers Behind the Insurance IPO Surge as Tariff Volatility Reshapes Wall Street Demand

This year has seen a remarkable revival in the insurance-sector initial public offering (IPO) market in the United States, driven not by booming growth stories but by investor demand for
Published on November 20, 2025
By Debdutta Ghosh

Western Powers Fast-Track Heavy Rare Earth Supply as Chinese Dominance Intensifies

The intensifying strategic contest over critical materials has reached a new inflection point, as Western nations scramble to fill a looming gap in heavy rare earth elements such as dysprosium
Published on November 19, 2025
By Debdutta Ghosh

Ukraine’s $44 Billion Climate Claim Against Russia Pivots on Emissions Accountability

Ukraine is preparing to lodge a landmark claim against Russia, demanding around US$44 billion in compensation for the climate-warming emissions produced by the war since Russia invaded in February 2022.
Published on November 19, 2025
By Debdutta Ghosh

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…
Published on November 19, 2025
By Iris Barker

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,
Published on November 17, 2025
By Debdutta Ghosh

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.
Published on November 17, 2025
By Iris Barker

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
Published on November 15, 2025
By Debdutta Ghosh

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
Published on November 15, 2025
By Debdutta Ghosh

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
Published on November 14, 2025
By Debdutta Ghosh

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,
Published on November 14, 2025
By Debdutta Ghosh

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
Published on November 14, 2025
By Debdutta Ghosh

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
Published on November 13, 2025
By Debdutta Ghosh

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
Published on November 13, 2025
By Debdutta Ghosh

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…
Published on November 13, 2025
By Iris Barker

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
Published on November 12, 2025
By Debdutta Ghosh

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
Published on November 12, 2025
By Debdutta Ghosh

Global Policy Drift Extends Fossil-Fuel Era as IEA Sees Oil and Gas Demand Rising Through 2050

The global appetite for oil and natural gas is projected to continue climbing into 2050, driven by rising demand in emerging economies, energy-security concerns, and infrastructure lock-ins — according to
Published on November 12, 2025
By Debdutta Ghosh

Trump’s Trade War Gambit Risks Eroding the Dollar’s Global Dominance

The U.S. dollar has long served as the bedrock of the international financial system—a currency that grants Washington unmatched power to borrow cheaply, exert global influence, and sustain its economy
Published on November 11, 2025
By Debdutta Ghosh

How Russia is finally entering the rare earths arena — albeit belatedly and with major hurdles

For years, Russia has sat on vast deposits of rare earth elements (REEs) and strategic rare-metals yet produced almost negligible volumes compared with global leaders. While other actors raced ahead
Published on November 11, 2025
By Debdutta Ghosh

U.S. Aluminium Premiums Surge to Historic Levels as Tariffs Tighten Global Supply Chains

The U.S. aluminium market is confronting an unprecedented cost surge. Premiums — the extra amount that buyers pay on the physical market above benchmark metal prices — have soared, reflecting
Published on November 11, 2025
By Debdutta Ghosh

Turkey’s Central Bank aims to slow inflation to 16% by the end of 2026

Turkey's Central Bank has updated its inflation forecast for the country, raising it to a range of 31-33% by the end of 2025, up from the earlier estimate of 25-29%,…
Published on November 10, 2025
By Iris Barker

Policy Shocks and Geopolitical Turbulence Top US Fed’s Financial-Stability Watchlist

The most recent survey conducted by the Federal Reserve (Fed) underscores a striking shift in the landscape of financial-stability concerns. Respondents are pointing to policy uncertainty — including debates around
Published on November 8, 2025
By Debdutta Ghosh

Widespread Anxiety, Income Divide, and Disruptions Drive U.S. Consumer Sentiment to Multi-Year Low

Sentiment among American households has plunged to its lowest level in more than three and a half years, driven by mounting worries over personal finances, labor-market prospects, government dysfunction, and
Published on November 8, 2025
By Debdutta Ghosh

U.S. Tariffs Drag Japan Toward First Economic Contraction in Six Quarters as Export Engine Falters

Japan’s economy appears headed for its first contraction in a year and a half as the impact of new U.S. tariffs ripples through its export-dependent industries. A Reuters poll of
Published on November 7, 2025
By Debdutta Ghosh

Trump Concedes Americans Bear Tariff Costs While Upholding Policy’s Strategic Value

President Donald Trump for the first time acknowledged that U.S. consumers are “paying something” for the tariffs his administration has imposed, even as he maintained that the overall impact of
Published on November 7, 2025
By Debdutta Ghosh

Tariffs Bite Deep as U.S. Demand Collapse Triggers China’s Sharpest Export Slump Since February

China’s export engine hit an unexpected wall in October, marking its steepest monthly decline since February and underscoring how exposed the country remains to the U.S. market despite years of
Published on November 7, 2025
By Debdutta Ghosh

Norway’s sovereign wealth fund suspends the sale of shares in “unethical” companies following US outrage

The Norwegian parliament has decided to pause the "ethical" process of selling shares in the country's sovereign wealth fund, according to Bloomberg. This decision will allow the fund to keep…
Published on November 6, 2025
By Iris Barker

Bloomberg: Chinese companies are refusing to purchase Russian oil

Chinese oil refineries are declining to buy oil from Russia after the US and other nations imposed sanctions on Russian oil firms, according to Bloomberg, referencing traders.
Published on November 3, 2025
By Iris Barker

Lagarde: The ECB is in a good position regarding monetary policy

The European Central Bank (ECB) is still in a strong position to maintain its current approach to monetary policy, said ECB President Christine Lagarde after the October meeting. She made…
Published on October 31, 2025
By Iris Barker

China Deepens Economic Rebalancing as Push for Consumption Takes Center Stage

China is signaling a decisive shift in its economic direction as policymakers prepare to anchor the next phase of growth around domestic consumption rather than investment and exports. After decades
Published on October 30, 2025
By Debdutta Ghosh

Trump’s Nuclear Testing Push Rekindles Cold War Anxiety and Political Turmoil in Washington

President Donald Trump’s surprise directive for the U.S. military to “start testing our Nuclear Weapons” has unleashed a storm of fear, confusion, and geopolitical concern across Washington and allied capitals.
Published on October 30, 2025
By Debdutta Ghosh

Global Central Banks Embrace Cautious Pause on Rate Cuts as Risks Loom

Major central banks around the world are increasingly signalling a cautious stance towards further interest‐rate cuts, even as economic growth softens and inflation edges lower. The pivot by the Federal
Published on October 30, 2025
By Debdutta Ghosh

Japan’s Energy Calculus: PM Takaichi Rebukes U.S. Request to Shun Russian LNG Imports

Japan’s new Prime Minister Sanae Takaichi firmly resisted U.S. pressure to halt imports of Russian liquefied natural gas (LNG) during her first high-level meeting with President Donald Trump in Tokyo.
Published on October 30, 2025
By Debdutta Ghosh

U.S. Cuts China Tariffs Following Landmark Xi-Trump Summit: Unpacking the Motives and Mechanics

In a significant turn of events in the fraught U.S.–China economic relationship, President Donald Trump announced a reduction in tariffs on Chinese imports after a face-to-face meeting with Chinese President
Published on October 30, 2025
By Debdutta Ghosh

US Fed’s Reluctant Rate Cut Marks Turning Point as Powell Signals End of 2025 Easing Cycle

The Federal Reserve lowered its benchmark interest rate by a quarter-point for the second consecutive meeting, but Chair Jerome Powell emphatically signalled that further reductions this year are far from
Published on October 30, 2025
By Debdutta Ghosh

How the Trump Family Turned Political Power into a Global Crypto Empire

A Reuters investigation reveals how the Trump family has built a vast, globe-spanning network of cryptocurrency ventures, transforming their business empire into one of the most lucrative and politically sensitive
Published on October 29, 2025
By Debdutta Ghosh

U.S. Senate Moves to Repeal Brazil Tariffs, Signaling Shift in Trade Power Dynamics

The U.S. Senate on Tuesday passed a resolution by a 52-48 vote aimed at terminating the 50 percent tariffs imposed on Brazilian imports under a national-emergency declaration issued by President
Published on October 29, 2025
By Debdutta Ghosh

Investors Look to Market History for Clues as Trump-Xi Trade Talks Approach

Global markets are once again bracing for a familiar spectacle — high-stakes negotiations between Washington and Beijing that could alter the course of world trade. As President Donald Trump and
Published on October 28, 2025
By Debdutta Ghosh

New Zealand Insurer Became the Invisible Engine Keeping Sanctioned Oil Moving

In the shadowed logistics of global oil trade, paperwork and policies often matter more than pipelines and pumping stations. When sanctions sought to choke off Iranian and Russian energy revenues,
Published on October 28, 2025
By Debdutta Ghosh

EU Pushes Back Against National Barriers Stalling Banking Consolidation Across Europe

Europe’s top financial official has delivered a sharp warning about the growing barriers that prevent the continent’s banks from merging and achieving global scale. EU Commissioner for Financial Services Maria
Published on October 25, 2025
By Debdutta Ghosh

U.S.–China Aim to Halt a Trade War Spiral and Reset the Stage for Trump–Xi Dialogue

In Kuala Lumpur, top economic officials from the United States and China embarked on high-stakes negotiations as both powers seek to avert an all-out trade war and steer the upcoming
Published on October 25, 2025
By Debdutta Ghosh

India Gears Up for Crude Disruption as Reliance Cuts Back on Russian Oil

India’s largest private refiner, Reliance Industries Ltd. (RIL), is reportedly preparing to cut purchases of Russian crude oil in light of new U.S. sanctions on Russia’s major oil producers. RIL
Published on October 25, 2025
By Debdutta Ghosh

Olive Groves Under Fire: How West Bank Harvest and Settler Attacks Collide

Each October, across the occupied West Bank, the olive harvest signals more than a seasonal agricultural routine—it carries deep cultural, economic and social significance for Palestinian communities. This year, as
Published on October 24, 2025
By Debdutta Ghosh

Investors Reach into Dot-Com Era Playbook to Manage AI Bubble Dangers

As artificial-intelligence stocks skyrocket and valuations across tech sectors swell, many professional investors are dusting off tactics used during the late-1990s dot-com boom to steer clear of potential busts. While
Published on October 24, 2025
By Debdutta Ghosh

Trump Aims Big in Asia: Why the China Trade Deal with Xi Takes Centre Stage

President Donald Trump’s upcoming five-day diplomatic swing through Asia is being positioned not merely as ceremonial but as a high-stakes maneuver in his broader economic agenda. The journey—spanning Malaysia, Japan
Published on October 24, 2025
By Debdutta Ghosh

U.S. Ends Trade Talks with Canada After Controversial Reagan-tariff Ad**

In a sudden escalation of tensions between Washington and Ottawa, the U.S. administration announced a complete halt to trade negotiations with Canada, citing a television advertisement produced by the Canadian
Published on October 24, 2025
By Debdutta Ghosh

Gold suffers its sharpest drop in four years after breaking records

The immediate delivery spot price of gold dropped 4.4% on October 21, hitting a low of $4,165.57 per ounce, as per trading data.
Published on October 21, 2025
By Iris Barker

Secondhand Luxury Hits Stratosphere While Authentication Becomes the New Gold Standard

The market for secondhand luxury goods has entered a phase of acceleration, transforming into one of the most dynamic sectors within fashion and luxury. At the heart of this shift
Published on October 19, 2025
By Debdutta Ghosh

Global Film Industry Holds Its Ground as Tariff Threats Expose Limits of U.S. Protectionism

The global film industry has pressed on with production, financing and location planning despite renewed threats from U.S. leadership to impose sweeping tariffs on films made outside the United States.
Published on October 19, 2025
By Debdutta Ghosh