Macroeconomic data, trends, and policy developments.
Coverage of key economic indicators, central bank policy decisions, inflation trends, labor data, and growth signals. This category focuses on the macroeconomic forces that shape markets, interest rates, and long-term capital allocation.
7,192 total articles
Australia's property market is undergoing a significant transformation as the Labor government's plan to eliminate negative gearing and the capital gains tax discount takes effect. The policy shift, designed to improve affordability for first-home buyers, has already led to a sharp decline in auction clearance rates and dampened investor participat…
The Five Eyes intelligence alliance has issued a stark warning regarding the rapid advancement of frontier artificial intelligence models, stating that these technologies are poised to significantly enhance offensive hacking capabilities. The alliance emphasized that the timeline for this transformation is measured in months rather than years, nece…
The U.S. Senate has moved forward with a comprehensive bipartisan housing bill aimed at addressing a chronic shortage of affordable single-family homes. The legislation, known as the 21st Century ROAD to Housing Act, introduces caps on institutional investors, streamlines permitting processes, and expands financing options. This move comes as voter…
Global equity markets delivered a mixed performance on Monday as investors navigated a complex landscape of geopolitical developments and macroeconomic data. Optimism surrounding Middle East peace talks provided support for Asian and European markets, while Wall Street faced headwinds from technology sector volatility and interest rate concerns. Co…
Venezuela's central bank reported that oil export revenue increased to $5.49 billion in the first quarter of 2026, a 21.5% rise from the same period in 2025. Non-oil export receipts also climbed to $2.27 billion, up 15.5% year-on-year. The central bank cited growth in crude production and exports after Washington eased sanctions and noted expansion…
Economists polled by Citi have lowered their expectations for Mexico's headline inflation in 2026 and for 2027, while leaving core inflation forecasts and the projected policy rate intact. The survey also recorded a small downward revision to 2026 GDP growth and a slight improvement in the projected peso exchange rate for 2026.
The Lincoln Memorial Reflecting Pool on the National Mall will be drained again for repair work only weeks after a $14.7 million refurbishment. A permit has been issued to DC Water to empty the 2,000-foot (609-meter) rectangular pool, while the contractor says identified areas will be repaired under warranty. President Donald Trump has tied the dam…
European Central Bank President Christine Lagarde urged world leaders to address what she described as currency-related imbalances centered on the Chinese renminbi, citing International Monetary Fund analysis that points to a 15-16% undervaluation. She linked the currency issue to broader global mismatches flagged by G7 leaders and dismissed the id…
Kevin Warsh has signaled a return to a Greenspan-style playbook: limited forward guidance, reliance on market signals, and a narrower view of the Fed’s role. That approach helped produce the so-called Great Moderation under Alan Greenspan but also left blind spots on housing-market excesses that contributed to the 2007-2009 crisis. Warsh is trimmin…
Canada unveiled a federal strategy to accelerate nuclear power adoption, setting objectives to have two new reactors under construction by 2035 and five further projects planned or in development by 2040. The plan targets up to 10 new large-scale reactors overall, aims to streamline approvals for future projects and stops short of providing new fun…
U.S. Treasury yields rose on Monday, led by the 2-year note which reached a 16-month high, as markets adjusted to signs the Federal Reserve may raise interest rates later this year. Shorter-dated yields, which closely track expectations for Fed policy, moved higher after the central bank dropped forward guidance and signaled readiness to tighten if…
U.S. Secretary of State Marco Rubio will travel to the United Arab Emirates, Kuwait and Bahrain from Tuesday through Thursday for talks with Gulf Arab partners about the preliminary memorandum of understanding between Washington and Tehran. The trip, announced by State Department spokesperson Tommy Pigott, includes a meeting with the Gulf Cooperati…
Indian National Security Adviser Ajit Doval held talks with Chinese Foreign Minister Wang Yi on Monday at a BRICS national security advisers meeting in New Delhi. India's foreign ministry described the exchange as "constructive and forward-looking," and said both sides reviewed recent developments and noted progress toward gradual normalization aft…
Argentina's government has approved up to $5 billion in financing from international entities with backing from multilateral credit organizations. The decree, published in the official gazette and signed by President Javier Milei, Economy Minister Luis Caputo and Cabinet Chief Manuel Adorni, permits dollar-denominated loans with partial multilatera…
A decree published in the official gazette authorizes Argentina to secure up to $5 billion from international entities supported by multilateral credit organizations. The financing, signed by the president and senior cabinet ministers, is structured as dollar-denominated loans with partial guarantees and includes provisions on jurisdiction and prot…
Deutsche Bank analyst Henry Allen says a hawkish Federal Reserve, pre-priced expectations for a temporary conflict, richly valued equities after a rapid rally, and still-reduced tanker traffic through the Strait of Hormuz help explain why risk assets barely rallied after an interim U.S.-Iran agreement despite lower oil prices.
European Central Bank President Christine Lagarde told a European Parliament committee that the recent inflation shock in the euro area calls for policy action but does not yet show signs of destabilising second-round effects or unanchored inflation expectations. The ECB raised interest rates earlier this month after inflation climbed above 3%, and…
Andy Burnham declined to say whether he would call a general election, telling a BBC journalist on Monday that such a decision would require several steps and that he must first become leader of the Labour Party. He made the remarks on arrival in London from Manchester. Burnham is the sole confirmed entrant in the Labour leadership contest and is v…
European Central Bank President Christine Lagarde told a European Parliament committee on June 22 that the euro zone is facing an inflation shock large enough to require policy attention but not yet severe enough to push long-term inflation expectations off target or to trigger harmful second-round effects. The bank raised rates earlier this month …
Statistics Canada reported that consumer price inflation increased to 3.2% year-over-year in May, above economist expectations of 3.0% and higher than April's 2.8% gain. While higher gasoline prices tied to disruptions in the Middle East and the closure of the Strait of Hormuz were a major contributor, CPI excluding gasoline also ticked up to 2.2%,…
Goldman Sachs projects that an acceleration in electric vehicle adoption triggered by a Hormuz-related oil supply shock could lower global oil demand by as much as 0.32 million barrels per day by late 2027. The bank notes that global EV car sales penetration rose 3.4 percentage points to 26.1% last month, its second-highest reading ever, and presen…
Canada’s annual consumer price index rose to 3.2% in May, the highest reading in 29 months, driven largely by a sharp year-over-year increase in gasoline and elevated food and transportation costs. Excluding gasoline, the CPI still climbed to 2.2%. Core inflation measures were unchanged in May, while monthly inflation posted its largest rise in 15 …
Andy Burnham, the popular mayor of Greater Manchester, has positioned himself as Labour’s leading contender to succeed Keir Starmer after a recent parliamentary victory and Starmer’s announcement of his resignation. Burnham’s appeal rests on his regional record, his stance on decentralisation and state intervention, and a promise to reconnect Labou…
Offshore Norway said it will implement a lockout of Safe union members beginning June 27 in response to an ongoing wage dispute that prompted strike action on June 15. The lockout targets 1,272 Safe members out of roughly 1,770 workers covered by the wage agreement, with exemptions for safety-critical subsea emergency preparedness. The dispute, whi…
A survey of senior U.S. biotechnology leaders finds China has overtaken the United States in the number of clinical drug trials but still trails on several innovation metrics. Respondents said China leads in clinical development and supply chain capabilities, while the U.S. maintains advantages in technology transfer, financing, commercialization a…
