Energy Transition and Its Macro Impact
The world is undergoing a historic energy transition. The move from fossil fuels to renewable energy sources is reshaping...
Inflation
Hottest CPI inflation report: What does this mean for FED rate cut?
The Fed’s worst nightmare just got worse: CPI inflation just officially JUMPED +0.5% in one month, the largest increase...
Do tariffs raise inflation?
Usually. But the bigger problem is that tariffs harm economic growth and innovation… Tariffs, which are taxes imposed on...
What’s the relationship between inflation and interest rates? Explained
Inflation and interest rates are two closely interconnected pillars of economics. They directly influence financial markets, consumer behavior, and...
Lower rates AND lower inflation? Is it possible? Here’s the math
Lower rates AND lower inflation? President Trump just “demanded” that rates are CUT and said lower oil prices would...
Why could recent stock market crash actually create great buying opportunity
After December’s red-hot jobs report reignited inflation fears – and suggested that the Federal Reserve may not cut rates...
Labor Market Resilience Shakes Stock Market
The U.S. stock market ended the week on a sour note as stronger-than-expected labor market data dashed hopes of...
Want to know what Trump will do as president? Look at the market
Donald Trump reelection has sparked a significant rally in the U.S. stock market, driven by investor enthusiasm for potential...
Inflation Surprise Dampens Rate Cut Hopes
Amid heightened expectations, recent US inflation data came in hotter than anticipated, challenging hopes for aggressive rate cuts by...
European Stocks Slip as Higher Yields Pressure Rate-Sensitive Sectors
European stock markets opened the week with slight declines as the initial optimism surrounding last Friday’s strong U.S. jobs...