Global Markets
50 briefs tagged Global Markets, across every topic.
- 16World Affairs
After the Washington Summit: What Trump and Xi Actually Agreed
Trump and Xi extended their trade truce by about two months at a September 24 to 25 summit, with narrow exemptions for agriculture and medical devices. Taiwan…
- 17Economics
Three Central Banks, One Direction: The Fed, ECB and Bank of Japan Tighten Together
The Fed, the ECB and the Bank of Japan raised rates in September 2026 while the Bank of England held on a 6-3 vote. The Middle East energy shock is the common…
- 18Economics
A Trillion-Dollar Bet: What the BIS Sees in AI Capital Spending
BIS chief Pablo Hernandez de Cos warned that more than $1 trillion of AI spending by five tech firms, increasingly debt-funded and opaque, could turn a boom…
- 19Economics
Euro Area Inflation Reaches 2.9 Percent in July: Energy Up, Core Steady
Headline inflation in the Eurozone held at 2.9 percent in July, as a significant surge in energy prices offset a continued decline in core inflation rates…
- 20Economics
The Euro Area Beats the Energy Shock: A 0.4 Percent Second Quarter
The Eurozone's 0.4 percent GDP growth in the second quarter of 2026 suggests a resilience to energy market disruptions caused by the US-Iran conflict, despite…
- 21Economics
A Divided Bank of England Holds at 3.75 Percent
The Bank of England's decision to maintain the Bank Rate at 3.75 percent in July 2026 reflects a committee split between addressing declining inflation and…
- 22Economics
Four Hyperscalers, $725 Billion: What the Q2 Capex Guidance Says
The coordinated increase in capital expenditure among major hyperscalers suggests a shift toward massive infrastructure deployment, driven by rising component…
- 23Economics
How Sovereign Wealth Funds Are Splitting Into Two Different Bets on AI
Sovereign funds managing over $15 trillion have taken incompatible bets on the AI buildout — Gulf states buying the infrastructure outright, Norway hedging…
- 24Economics
Private Credit's Redemption Test: Gates, Software Loans and Contained Defaults
Redemptions at S&P-rated Business Development Companies (BDCs) exceeded inflows in Q2 2026, as structural liquidity concerns and maturing software sector debt…
- 25Economics
Three Dissents for a Hike: The Fed Holds in July
The July 2026 FOMC decision revealed a significant internal rift, with three members voting for a rate hike despite a 9-3 decision to hold the federal funds…
- 26Economics
The AI Boom Just Met Its First Real Interest-Rate Test
A record $161.5 billion convertible-bond boom is quietly financing the AI buildout on the assumption that capital stays cheap. The Fed's July rate hold, forced…
- 27Economics
Section 122 Expires and Section 301 Takes Over: The Tariff Wall Rebuilt on New Legal Ground
Section 122 tariffs expired on July 24, 2026, making way for new Section 301 duties that utilize a compliance-based rate structure for 60 economies.
- 28Economics
Warsh's First Meeting: A Hold, and Dots That Lean Toward a Hike
While the June 17 FOMC meeting resulted in a unanimous decision to hold interest rates, rising dot plot projections and upwardly revised inflation forecasts…
- 29Economics
The ECB Hikes for the First Time Since 2023
On June 17, 2026, the European Central Bank raised interest rates to combat rising inflation, a move driven by surging energy costs and geopolitical tension in…
- 30Economics
Jet Fuel Doubles: The Airline Industry's Profit Forecast Is Cut Nearly in Half
IATA's 2026 profit forecast for the airline industry has been reduced to $23 billion as soaring jet fuel costs, driven by geopolitical conflict in the Gulf…
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