Decoupling Today
At the heart of this tectonic shift is the rise of China, a civilization-state that has transformed itself into a peer competitor of the United States in just a few decades.
Go Deeper (4 min read)The Consumer Rules the World
The United States retains a powerful edge in the global economy for one simple reason: it consumes.
Go Deeper (5 min read)Tariffs, Tariffs, Tariffs
The trade war between the U.S. and China has reached new heights, with President Trump implementing a sweeping set of tariffs that now total 104% on Chinese goods.
Go Deeper (3 min read)Do Stocks Drive The Economy?
The recent stock market correction is more than just a reaction to economic uncertainties—it could actively contribute to an economic slowdown.
Go Deeper (3 min read)The Trump Reset
President Donald Trump is shaking up global markets with an aggressive tariff strategy, a move that some analysts believe is part of a calculated effort to engineer an economic slowdown.
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Europe Can Only Blame Itself
Large corporations and national governments are increasing pressure on the European Union to roll back elements of its ambitious sustainability agenda.
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Day One (+ Benchmark's Take)
President-elect Donald Trump is preparing to issue a series of executive orders immediately after his inauguration, leveraging executive authority to prioritize key policies related to immigration, energy, and government reform
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A Strong Labour Market
The U.S. labor market continues to show signs of strength, offering relief to households and businesses but raising concerns within financial markets as the Fed might be forced to significantly reduce the pace of its rate reductions.
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Rates Reductions Can Wait
A Federal Reserve official highlighted that the decision to lower interest rates last month was considered a “close call” due to notable shifts in the economic outlook compared to four months ago when rate cuts began.
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The Federal Reserve’s New Phase
Investors were rattled on Wednesday after Federal Reserve Chair Jerome Powell suggested a pause in rate cuts and hinted that the total number of reductions might be less than expected.
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U.S. Money Managers Win Big
The global asset management industry is undergoing a profound shift as US-based financial giants dominate the UK and European markets.
Go Deeper (3 min read)
