Money & Markets
Inflation, rates, central banks, currencies, bonds, liquidity, fiscal policy, and the market signals behind public narratives.
159 articles
Structural Divergence in Global Creditor Nations
A significant shift occurred in global capital markets: Germany surpassed Japan as the world’s largest net creditor nation.
16 Dec 2025
2008... But Bigger
The grand European project, born from the ashes of war, was built on a promise of shared prosperity and cradle-to-grave security.
09 Oct 2025
Debt Crisis 2.0.
The stability framework designed to protect the Eurozone is facing a challenge it was never truly built for: a crisis of fiscal credibility within its core.
25 Sept 2025
Potential Dissent at the Federal Reserve
This week’s Federal Reserve meeting may bring a rare event not seen since 1993: multiple governors dissenting from the chair’s policy direction.
30 Jul 2025
World Defies Turbulence
Despite a historic surge in tariffs this year, the global economy has demonstrated an unexpected strength, confounding predictions of a sharp slowdown.
23 Jul 2025
Caution Leads The Way
A restrained and measured approach has continued to be taken by the Federal Reserve, with policy left unchanged as inflation remains slightly above the 2% target and the effects of tariffs introduce further complexity.
25 Jun 2025
The Land Of No Data
For years, researchers, economists, and investors relied on a broad array of Chinese economic data to gauge the health of the world’s second-largest economy.
06 May 2025
The Consumer Rules the World
The United States retains a powerful edge in the global economy for one simple reason: it consumes.
10 Apr 2025
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.
18 Mar 2025
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.
11 Mar 2025
Inflation Is A Top Issue
Record-high prices have continued to pose challenges for the Trump administration.
05 Mar 2025
The Economy Is Still Strong
Despite a stable economy, public sentiment continues to trend downward. According to recent data, consumer confidence witnessed a significant drop in February, marking the largest decline since 2021.
27 Feb 2025
Powell Is Prudent
Federal Reserve Chair Jerome Powell emphasized a patient approach to interest rate adjustments during his testimony before Congress.
12 Feb 2025
Day One (+ Gorgorus'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
20 Jan 2025
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.
14 Jan 2025
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.
10 Jan 2025
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.
19 Dec 2024
China's Very Slow Recovery
China’s consumer price growth slowed in November, reflecting weak domestic demand despite Beijing’s push to revive spending.
11 Dec 2024
The Fed Is Patient
Federal Reserve Chair Jerome Powell emphasized on Thursday that the current strength in the U.S. economy allows the central bank to adopt a measured approach to interest rate cuts.
18 Nov 2024