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Economics

46 briefs filed under Economics.

Showing 31–45 of 46 posts

  1. 31Economics

    A Weak Consumer and an AI Capex Boom: Reading the Revised Q1 GDP

    A downward revision of first quarter GDP to 1.6 percent reveals a growing disconnect between headline growth and a tightening consumer reality, characterized…

    Syed Arshad HussainMay 29, 20264 min read
  2. 32Economics

    Fertilizer, Food and Hormuz: How a Strait Closure Reaches the Grocery Bill

    Rising fertilizer costs driven by potential disruptions in the Strait of Hormuz are creating a direct pathway to higher global food prices. Recent FAO data…

    Syed Arshad HussainMay 23, 20264 min read
  3. 33Economics

    Warsh Takes the Fed: A Chair Confirmed Into a 3.8 Percent Inflation Rate

    The United States Senate confirmed Kevin Warsh as Federal Reserve chair on May 13, 2026, in a 54-45 vote. This confirmation follows a period of legislative…

    Syed Arshad HussainMay 17, 20265 min read
  4. 34Economics

    The IMF Cuts Its Forecast: A War-Shaped World Economy at 3.1 Percent

    The IMF has downgraded its 2026 global growth forecast to 3.1 percent, signaling increased economic caution due to geopolitical tensions and the potential for…

    Syed Arshad HussainApr 17, 20265 min read
  5. 35Economics

    Ras Laffan: What Losing 17 Percent of Qatar's LNG Capacity Means for Buyers

    The missile strikes on 18 March 2026 that damaged 17 percent of Qatar's LNG capacity have triggered force majeure declarations, threatening a 12.8 million ton…

    Syed Arshad HussainMar 30, 20265 min read
  6. 36Economics

    The Largest Emergency Oil Release in History Meets a Closed Strait

    The International Energy Agency's decision to release 400 million barrels of oil, the largest in its history, seeks to mitigate supply disruptions caused by…

    Syed Arshad HussainMar 15, 20266 min read
  7. 37Economics

    China Sets Its Lowest Growth Target in Decades: Inside the 15th Five-Year Plan

    The National People's Congress has set a GDP growth target of 4.5 to 5 percent for 2026, marking a transition toward a moderate growth regime within the 15th…

    Syed Arshad HussainMar 13, 20266 min read
  8. 38Economics

    Who Gets the Money Back? The Fight Over Roughly $170 Billion in IEEPA Tariff Refunds

    The Supreme Court's February 20, 2026, ruling that IEEPA does not authorize presidential tariffs has led the Court of International Trade to order…

    Syed Arshad HussainMar 11, 20266 min read
  9. 39Economics

    Learning Resources v. Trump: The Supreme Court Ends IEEPA Tariffs

    The Supreme Court's decision in Learning Resources v. Trump limits presidential authority by ruling that IEEPA does not empower the President to impose…

    Syed Arshad HussainFeb 25, 20264 min read
  10. 40Economics

    Bitcoin's February Drawdown: Reading the ETF Outflows

    As Bitcoin ETFs record their fourth consecutive month of net outflows in February 2026, institutional capital is visibly rotating. While Bitcoin's assets under…

    Syed Arshad HussainFeb 23, 20265 min read
  11. 41Economics

    Smaller Than Reported: The 2025 Payroll Revision and a January Rebound

    The January 2026 jobs report shows a modest increase of 130,000 jobs, but massive downward revisions to 2025 employment data suggest that the previous year's…

    Syed Arshad HussainFeb 15, 20265 min read
  12. 42Economics

    Takaichi's Landslide and the Bond Market: Japan's Fiscal Test

    The LDP's substantial victory in the lower house has triggered a rally in Japanese equities and a simultaneous rise in government bond yields, reflecting…

    Syed Arshad HussainFeb 12, 20265 min read
  13. 43Economics

    India Gets an 18 Percent Tariff, and Washington Gets a Promise on Russian Oil

    The reduction of US tariffs on Indian goods from 50% to 18% is coupled with a commitment from India to halt Russian oil purchases and increase procurement from…

    Syed Arshad HussainFeb 4, 20265 min read
  14. 44Economics

    Gold at $5,600, Then a 10 Percent Reversal: Reading the January Metals Blow-Off

    The rapid appreciation of gold and silver in late January 2026 led to an abrupt reversal on January 30, a correction analysts describe as a natural response to…

    Syed Arshad HussainFeb 2, 20264 min read
  15. 45Economics

    India and the EU Close the Biggest Trade Deal Either Has Signed

    The trade agreement announced on 27 January 2026 between India and the European Union covers 144 EU sectors and 102 Indian sectors, aiming to significantly…

    Syed Arshad HussainJan 30, 20264 min read