Financial News
- Bob Mason
September labor market report hints at cautious BoE approach as rising wages and vacancies complicate inflation outlook.
- Vladimir Zernov
Year-ahead inflation expectations declined from 2.7% to 2.6%.
- Eiko Sievert
Germany needs a stable and reform-oriented government to respond to the impact of US president-elect Donald Trump’s potential policy shifts that will impact Germany’s trade, fiscal and defence policies.
- Vladimir Zernov
Fed sees risks to both sides of its dual mandate.
- James Hyerczyk
Bank of England trims rates by 25bps, signaling a cautious easing approach as inflation slows but future tax hikes raise economic uncertainty.
- Bob Mason
Trump’s tariff threat casts shadow over Germany’s fragile recovery amid economic slowdown
- Vladimir Zernov
Gasoline inventories increased by 0.4 million barrels from the previous week.
- Dennis Shen
Donald Trump’s emphatic victory in the US presidential elections is a net negative for US risks over the medium run because it raises financial risk, although nearer-term implications for the economy are more mixed.
- James Hyerczyk
Trump’s election lead sends stocks, Bitcoin, and the dollar surging as investors bet on a pro-growth agenda. Discover market reactions and future forecasts.
- Vladimir Zernov
The services sector expanded for the 50th time in 53 months.
- James Hyerczyk
Taco Bell’s resilience boosts Yum, while KFC and Pizza Hut see declines. Learn how Yum, Restaurant Brands, and Marqeta face sector challenges.
- James Hyerczyk
Nvidia joins the Dow, replacing Intel in a major AI-driven shift as its market cap soars, reflecting tech’s dominance in the stock market.
- Bob Mason
Trump’s tariff plans could reignite US-China trade tensions, risking global economic disruption.
- Vladimir Zernov
The report showed that companies did not want to invest in capital and inventory amid political uncertainty.
- Dennis Shen
Questions remain over the UK autumn budget’s ability to meaningfully boost long-run economic growth. The easing of budgetary constraints and reduced monetary flexibility pose economic risks.
- James Hyerczyk
U.S. October jobs report shows only 12,000 new jobs, missing forecasts. Unemployment steady at 4.1%—what’s driving the labor market slowdown?
- Bob Mason
China’s Caixin PMI returns to expansion, signaling stronger demand but raising cost and employment concerns.
- James Hyerczyk
Apple, Amazon, and Intel earnings reveal key industry trends as growth in cloud, iPhone sales, and AI position these tech giants for 2024 competition.
- Vladimir Zernov
Natural gas prices test new lows as traders react to the EIA report.
- James Hyerczyk
Microsoft’s cloud growth boosts earnings, Meta outperforms but misses user targets, and Starbucks strategizes for recovery after sales drop.