Economics
46 briefs filed under Economics.
- 01Economics
The Neocloud Test: CoreWeave's Bond Yields and the Anthropic IPO Question
CoreWeave's bonds, sold in June at 9.675%, now yield about 15% on roughly $50 billion of debt. A report that Anthropic's IPO valuation may be cut is separate…
- 02Economics
China at 4.5%: Export Strength Against a Property Slump
China's economy grew 4.5% in the third quarter, led by exports and high-tech manufacturing, while property investment fell 20.6% and retail sales of consumer…
- 03Economics
GENIUS Act Rulemaking: How Stablecoin Regulation Is Taking Shape
Treasury's proposed GENIUS Act rule would require a license to issue payment stablecoins in the US from January 18, 2027, and bar unlicensed stablecoin sales…
- 04Economics
Basel III at Three Quarters: Where the Global Bank Capital Rulebook Stands
Three quarters of the Basel Committee's 27 jurisdictions have published full Basel III rules, but only 47% have completed implementation, and market risk…
- 05Economics
Europe's Gas Problem Returns: Underfilled Storage and the Highest Prices Since 2023
EU gas storage stood near 73% on October 7, about 16 to 17 points below the 90% seasonal norm. TTF futures near EUR 80 to 84 per MWh are the highest since…
- 06Economics
Gasoline Inflation: How an Energy Shock Hides Inside a 3.7% CPI
US consumer prices rose 3.7% in the year to September, but core inflation was 2.6%. Gasoline, up 9.1% in the month, accounted for over half of the monthly…
- 07Economics
Emerging Markets After the Hawkish Fed: Outflows, Carry and the Debt Squeeze
Foreign investors pulled $26.3 billion from emerging-market stocks and bonds in September after the Fed's first hike since 2023. Global public debt is about…
- 08Economics
Gold Above $4,000 With 5% Yields: Reading the Central-Bank Bid
China's central bank added about 740,000 ounces of gold in September, its 23rd straight month, even as gold fell more than 6%. Official buyers and…
- 09Economics
What a 10% Tariff Does to Consumer Prices: The New Pass-Through Estimates
One NBER study puts tariff pass-through to consumer prices at about 26% of the tariff increase; a Fed note finds pass-through effectively complete. The two use…
- 10Economics
Dalio's Bubble Warning Meets Record Highs: Reading the AI Trade
Ray Dalio calls AI a 'classic bubble' fueled by debt and higher rates, while US indexes sit at record highs. The 10-year term premium, now at a multi-year…
- 11Economics
The WTO's Upgrade: AI Hardware Is Carrying Global Trade
The WTO raised its 2026 goods-trade forecast to 3.9%. AI-related goods are only 14.8% of trade but supplied 47% of its growth in the first half, so the upgrade…
- 12Economics
When the Long End Defies the Fed: The Term Premium Returns
The 10-year Treasury term premium stood at 1.07% on October 9, the highest in over a decade on some measures. The long end may be setting its own price instead…
- 13Economics
The Fed Hikes Into a Stalling Labor Market
The Fed raised rates to 3.75% to 4% on September 16 on a 12-0 vote. Two weeks later, payrolls grew by only 29,000 and July and August were revised down by…
- 14Economics
Cobalt, Copper and Lithium: Critical-Metal Prices and the DRC Export Squeeze
The IEA says cobalt prices rose about 130% after the DRC's export quota, and lithium more than doubled, while lithium investment fell around 40%. High prices…
- 15Economics
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…
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