Deutsche Bank strategist Henry Allen warns that despite the Fed, ECB and BOJ raising rates in tandem, markets may still be underpricing the terminal rate. Persistent energy-driven inflation and surprisingly...
A personal finance question about visiting a partner in Mexico is really a window into cross-border mobility, currency dynamics, and consumer travel spending. The dollar-peso rate, airline economics, and rate-sensitive...
US diesel prices hit a record $6.505 per gallon as a Ukrainian strike on Moscow's refinery compounds Middle East supply disruptions. The surge is feeding inflation, pressuring transport and agriculture...
US-China economic and trade consultations begin tonight, with tariff schedules, semiconductor export controls, AI compute supply chains and biopharma market access on the agenda. A constructive outcome would lift AI...
The Qatar Investment Authority is negotiating a $20 billion partnership with JPMorgan, comprising a $15 billion public equity mandate and $5 billion for U.S. middle-market private investments. The deal signals...
Chicago Fed President Austan Goolsbee warns that restoring price stability will be a bumpy process, requiring demand suppression and evidence that supply shocks are easing. The comments signal a higher-for-longer...
Week 40 is a confirmation week for markets after the Fed's first hike in over three years. August PCE, China industrial profits, official PMIs, and September nonfarm payrolls will decide...
World leaders gather in New York for the UN General Assembly against a fragile geopolitical backdrop dominated by the Ukraine and Middle East conflicts, trade tensions, and climate finance. Markets...
The European Central Bank has launched Pontes, linking its payment systems to blockchain-based markets so banks can settle on-chain trades in central-bank euros instead of stablecoins. Deutsche Bank, Santander and...
The Trump-Xi summit will focus on trade, critical minerals, and AI, with significant implications for stocks, bonds, crypto, commodities, and currencies. A constructive outcome could ease tariff and supply chain...
Greenland-linked equities are surging amid geopolitical resource interest, while AI capital expenditure commitments continue to underpin tech valuations. The dual themes signal a market increasingly focused on strategic assets —...
Oil held above WTI $100 on logistics risk, gold rebounded post-Fed as falling crude eased inflation fears, and copper recovered on Chinese demand. Grains diverged, gas stayed supply-bound. For crypto,...
China's ChiNext Index rose nearly 1% as biotech and real estate stocks rallied on a new five-year pharmaceutical plan and expanded housing provident fund rules. Innovative drug makers and CROs...
The Fed's first rate hike in three years is a policy recalibration, not a new tightening cycle, Morgan Stanley argues. The real question is how Chair Warsh plans to achieve...
Global shipping costs have surged 201%, nearing the 2021 crisis peak, with oil tanker rates hitting record highs due to geopolitical tensions. This adds renewed inflation pressure, impacting stocks, bonds,...
Oil surged and 10-year Treasury yields hit 5%, yet the S&P 500 held firm. Strategists say the market's 'wall of worry' reflects healthy skepticism rather than a topping signal —...
Gold prices have broken a key downtrend despite a hawkish Fed, puzzling analysts. Deutsche Bank identifies reserve management institutions as the mystery buyer, with oil prices and geopolitics now more...
Flash PMIs, jobless claims, oil inventories, Costco earnings and US-China talks converge in one week, testing how high rates and energy costs are hitting the real economy. The outcome will...
AI has become the dominant correlated exposure across equities, credit, private markets, and infrastructure, undermining the diversification logic pensions and sovereign funds rely on. Goldman Sachs estimates AI infrastructure firms...
Houthi-related conflict is escalating as the US and Iran trade military threats, while Iran's president heads to the UN General Assembly and Trump signals openness to contact. For crypto, the...
Subscribe to get important Web3 & AI updates from the TREE NEWS desk by email — free.
