economy
Warsh's Jackson Hole Speech Put Rate Hikes Back at the Centre of Markets
Fed Chair Kevin Warsh's 2026 Jackson Hole speech reinforced the 2% inflation goal and raised market expectations for tighter policy.
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Economy
Macro coverage aimed at equity investors: policy rates, inflation prints and growth data, always carried through to the discount rate and the multiple.
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economy
US Corporate Profits Jumped in Q2 Even as GDP Growth Slowed
US corporate profits from current production reached $4.827 trillion in Q2 2026 while real GDP grew at a 1.5% annualised rate.
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economy
AI Could Lift European Productivity, but Power Grids May Become the Bottleneck
IMF analysis puts Europe's potential five-year productivity gain from AI at around 1%, while energy infrastructure, regulation and uneven adoption could determine how much of that upside is realised.
economy
China Warns AI Could Deepen Its Overcapacity Problem as Consumption Lags
A People's Bank of China monetary-policy committee member says wider AI deployment could amplify the country's existing imbalance between strong production and weak domestic demand.
economy
Retail Earnings Are Not Proving a K-Shaped Economy. They Are Showing Something More Useful
Oscar Hayatt examines Walmart, Home Depot, Target, Dollar General, Best Buy and Costco to explain what 2026 retail earnings really say about the US consumer economy.
economy
Fed Holds at 3.50–3.75%: Inside Chair Warsh's Divided Committee and the Road to September
The Fed held rates in a divided 9-3 vote in July. What the dissents reveal about the path to September's meeting — and what markets are pricing in.
economy
Tariffs Are Back: What the New US Levies on 60 Trading Partners Mean for Global Investors
The White House has rolled out new tariffs of 10-12.5% on 60 trading partners. What it means for global equities, currencies and inflation expectations.
economy
Jackson Hole 2026 Preview: Why This Year's Symposium May Be the Quietest in Years
The annual Jackson Hole symposium is days away. Why Fed Chair Kevin Warsh may deliberately avoid the kind of signal-setting speech his predecessors were known for.
economy
The Fed Has Stopped Being the Main Story. That Is the Risk.
Interest rates, inflation and equity valuations: why the Federal Reserve's path still sets the discount rate under record US stock prices.
economy
US Manufacturing Slows but Stays in Expansion for a Sixth Month
US manufacturing activity slowed in June but remained in expansion, while factory input prices stayed elevated despite easing from May.