On 31 August the White House published a fact sheet setting out the mechanics of what President Trump had announced three days earlier as a historic oil agreement with Caracas. Venezuela's interim aut...

On Tuesday afternoon in Tokyo, a number appeared on screens that has not been seen since Bill Clinton's first term. Japan's benchmark 10-year government bond yield hit 3% for the first time since Sept...

Kevin Warsh is about to deliver his first Jackson Hole keynote as Federal Reserve chair on this  Friday morning, three months into the job and into the most awkward set of circumstances a new chair ha...

Trade negotiators from the United States and Canada spent three days at the offices of the US Trade Representative in Washington in the third week of August. On the Thursday, Canada's lead negotiator ...

On Sunday evening, US Treasury Secretary Scott Bessent published an opinion piece in the Financial Times declaring that "at dawn begins an economic D-Day," which he described as the single greatest fi...

From the start of January to the middle of August, American companies sold a record $1.68 trillion of bonds, roughly 27 percent more than over the same stretch a year earlier. A large and fast-growing...

On 19 August the US Treasury issued a short press release that quietly cancelled a schedule it had published exactly two weeks earlier. The department said it was increasing, by at least double, the s...

Last night, the U.S. government entered a shutdown. Congress failed to pass funding before the deadline, triggering a lapse in appropriations that forces many federal agencies to halt nonessential ope...

Throughout history, global conflicts have emerged not as singular events but as the result of rising tensions, alliances, and accidents that spiraled out of control. When we look at the current global...

Artificial intelligence is on a trajectory to transform economies, industries, and societies at an unprecedented pace. But behind every breakthrough in machine learning, generative AI, and autonomous ...

Saudi Arabia has just signed a mutual defense pact with Pakistan. The agreement is simple but monumental: any attack on one country will be treated as an attack on both. For the Middle East and the wi...

The Federal Reserve finds itself at a critical juncture. Markets have been pricing in a 25 basis point cut for September, and expectations are running so high that anything other than this outcome wou...

Financial markets have always been a reflection of human psychology. Behind every chart, ticker, and economic report lies the constant interplay of fear and greed. While technology, regulation, and gl...

The markets were shaken yesterday when the Bureau of Labor Statistics (BLS) quietly revealed the largest job revision in over a decade. A total of 911,000 jobs that were previously reported as created...

The latest job report confirmed what markets have been sensing for months: the United States economy is losing steam. Payroll growth came in far below expectations, while previous reports were revised...

September has a reputation on Wall Street that makes many investors uneasy. The month is known as the weakest period of the year for the S&P 500, with historical data showing consistent underperforman...

For years, tariffs have been one of the most controversial tools in U.S. economic policy. They sit at the intersection of global trade, domestic politics, and constitutional law. At the heart of the d...

When investors think about commodities, the usual suspects come to mind. Oil, gold, copper, maybe lithium. Yet, there is an entire group of elements that are even more critical to modern life and glob...

Over the past several weeks, one of the most surprising developments in the market has not come from the tech sector or from the AI giants that have dominated headlines all year. Instead, it has been ...

Every August, global markets turn their eyes to Jackson Hole, Wyoming. The annual Federal Reserve gathering has become one of the most important events of the year for monetary policy watchers. While ...