News
Lower oil prices strengthen the case for yen and peso relief
2+ day, 1+ hour ago (485+ words) The sharp fall in crude oil is reshaping the case for two currencies that had been under pressure for different reasons: the Japanese yen and the Chilean peso. The common link is not simply cheaper energy. It is the way…...
Warsh faces early Fed test as inflation gauges send mixed signals
6+ day, 11+ hour ago (498+ words) Kevin Warsh's first Federal Reserve policy meeting as chair is arriving with an unusually sensitive question for markets: not only whether inflation is too high, but which inflation gauge policymakers should trust most. Warsh made clear during his April confirmation…...
Wholesale inflation puts US companies in a pricing bind
1+ week, 13+ hour ago (472+ words) US inflation pressure is no longer just a consumer-facing story. The latest wholesale price data suggest the more immediate strain may be moving through company supply chains, where firms must decide whether to pass higher costs on to customers or…...
Bo C steady rate decision puts focus on Canada's labour market
1+ week, 11+ hour ago (463+ words) The Bank of Canada left its Overnight rate at 2. 25%, a decision that was widely expected. But the significance of the meeting was less about the hold itself than the conditions attached to it. Governor Tiff Macklem kept the central bank's…...
US CPI leaves Fed focus on sticky core inflation despite gasoline relief
1+ week, 21+ hour ago (512+ words) The May US CPI report gave investors two different inflation stories at once: a firm headline number driven by gasoline, and a more contained core reading that still does not look soft enough to change the rate debate decisively. Headline…...
Strong US jobs data puts real rates back at the center of market risk
1+ week, 3+ day ago (506+ words) The latest US jobs report did more than trigger a selloff. It forced investors to reconsider the logic that had been supporting risk assets: strong growth without meaningfully higher real interest rates. That assumption looked less secure after Friday's market…...
Wall Street selloff deepens as investors rethink Fed rate path
1+ week, 4+ day ago (511+ words) Friday's market selloff was not confined to one corner of Wall Street. Stocks, bonds, bitcoin and gold all fell after stronger-than-expected jobs data forced investors to rethink the path of Federal Reserve policy and reassess stretched positions in AI-linked shares....
Canada's weak GDP print masks a more complicated growth signal
2+ week, 5+ day ago (304+ words) Two consecutive quarters of real GDP contraction may satisfy a common technical marker for recession. The issue is whether that label captures what is happening across households, labor markets and investment. On that test, the signal is mixed. Household consumption…...
Fed officials push back against easing bets as Warsh era begins
3+ week, 6+ day ago (337+ words) The Federal Reserve's communication strategy is moving back to the center of global markets, as investors test whether a leadership transition will weaken or reinforce the central bank's inflation-fighting stance. The immediate issue is not only where rates go next,…...
Wall Street advisers rethink portfolio strategy after inflation rebound
1+ mon, 2+ hour ago (182+ words) Stocks, TIPS and commodities gain attention as inflation accelerates...