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Global Economy
Global trade to drop 5% this year amid geopolitical headwinds
A US$2 trillion, or 8%, slump in merchandise trade is the main reason
December 11, 2023
Oil & Gas
How OPEC+ saw its hold on global oil markets fray despite extra production cuts
'The market seems little convinced about the petro-nations'
December 08, 2023
US Economy
A victory lap for the transitory inflation team
Let us hope the economics profession absorbs the right lessons
December 07, 2023
US Economy
El-Erian says Fed risks losing control of messaging on US rates
The Fed needs to recover its credibility on forward guidance with the markets
December 05, 2023
US Economy
US inflation broadly slows, erasing bets on more Fed rate hikes
'You would need to see a few more months of 0.2 before saying mission accomplished'
November 15, 2023
US Economy
Even Jerome Powell is having trouble reading this economy
'By the way, I’m not blessing any particular level of longer-term rates'
October 22, 2023
US Economy
Fed officials prepare to extend rate pause without saying hikes are done
It's too soon to declare victory
October 15, 2023
Global Economy
IMF warns of inflation's tenacity, weaker global growth in 2024
In most countries, IMF foresees inflation remaining above central bank targets until 2025.
October 10, 2023
US Economy
Fed officials head toward another pause after surge in yields
The Fed has finally recognized the fact that the rise in real rates is having an effect
October 10, 2023
US Economy
Americans have almost depleted excess savings, SF Fed study says
Excess US household savings peaked at US$2.1 trillion in March 2021
August 17, 2023