Wall Street’s favourite macro assumption that inflation will cool “enough” to let the Federal Reserve cut rates on a predictable timetable faces a real stress test in the…
The oversupply in the oil market at the beginning of the year is likely to have been sharply lower than previously expected. The International Energy Agency (IEA) has revised…
Wall Street’s favourite macro assumption that inflation will cool “enough” to let the Federal Reserve cut rates on a predictable timetable faces a real stress test in the…
The People’s Bank of China (PBoC) responded to increasing demand for the US dollar by adjusting its cross-border macroprudential parameter. The central bank’s decision to raise the parameter…
The AI investment cycle is slowly entering a new phase where excitement around models and demos is now defined by balance sheets and capex plans. And the amounts…