Markets

Iron Ore Falls to One-Year Low as Weak Chinese Steel Demand Meets Rising Supply

Singapore iron ore futures touched $93.65 a ton as soft Chinese demand and rising supply deepen surplus concerns. UBS sees prices averaging $95 in 202...

Aug 04, 2026 • 5 min read

Economy

U.S. Core GDP Growth Gets Support From AI Investment and Household Wealth

Core GDP is outpacing headline growth but remains below trend; AI investment and equity-linked household wealth are supporting demand.

Aug 01, 2026 • 5 min read

Banking

Bank of England Bars Thermal Coal Bonds From Key Lending Facility

From October, UK banks can’t pledge thermal coal bonds for Bank of England loans, sharpening the focus on coal exposure and transition risk.

Aug 01, 2026 • 5 min read

Economy

U.S. Consumer Sentiment Rebounds but Remains Below Pre-Trump Levels

Michigan and Conference Board measures have neared prewar levels, while sentiment remains well below earlier benchmarks; gas prices may be driving the...

Jul 31, 2026 • 5 min read

Economy

U.S. GDP Grew 1.5% in Q2 as Investment and Consumption Supported Activity

Second-quarter GDP growth remained below its long-run average. Strong investment and consumption were tempered by imported inputs and inventory drawdo...

Jul 31, 2026 • 5 min read

Banking

U.S. Consumption Growth Remains Strong in July’s Business-Cycle Indicators

U.S. consumption growth remains strong, while employment and production indicators offer a broader view of activity through July.

Jul 30, 2026 • 5 min read

Markets

Oil Rallies Above $90 as Iran Conflict Raises Inflation Stakes Ahead of Fed Decision

Brent topped $90 and WTI rose above $84 as renewed conflict and Red Sea shipping risks put oil driven inflation back in focus before the Fed decision.

Jul 29, 2026 • 5 min read

Economy

Money Velocity Has Shifted, Weakening Simple GDP and Inflation Readings

Money velocity isn’t constant or reliably mean-reverting; its link to growth and inflation appears to change across economic cycles.

Jul 29, 2026 • 5 min read

Economy

Worker Permit Losses Could Slow U.S. Employment Growth in Key Sectors

Potential losses of work permits among TPS recipients add pressure to labor supply in health care, social services and construction.

Jul 28, 2026 • 5 min read

Economy

China’s ADANES Plan Brings AI Into Nuclear Energy’s Full Life Cycle

China’s ADANES proposal would embed AI from reactor design through maintenance, while its safety case depends on transparency and engineering verifica...

Jul 25, 2026 • 5 min read

Economy

China’s Q2 GDP Growth Slows as BOFIT Estimates Put Expansion at 3.1%

Official Q2 growth eased to 4.3%, while BOFIT’s alternative estimate was 3.1%; weak household demand and investment weighed on activity.

Jul 24, 2026 • 5 min read

Banking

Gold’s $4,000 Rally Boosts Central Asia’s Exports and Exposes Economic Risks

Higher gold prices are lifting exports, reserves and mining incomes across Central Asia, while inflation and commodity dependence limit the gains.

Jul 24, 2026 • 5 min read

Banking

Brent Above $100 as Oil Export Disruptions Tighten Supply Risks

Low inventories and blocked shipping routes could intensify oil market pressure, while China’s reduced imports may have delayed the price response.

Jul 23, 2026 • 5 min read

Economy

AI Power Demand Fuels Record Energy IPO Fundraising in 2026

Energy startups raised $12.6 billion in IPOs in 2026’s first half, as investors bet on power demand from AI data centres.

Jul 21, 2026 • 5 min read

Economy

Michigan Consumer Sentiment Rebounded Before Gas Prices Rose Again

Michigan’s July survey showed a continued sentiment rebound, but responses predated higher gas prices; the final reading may be weaker, with inflation...

Jul 17, 2026 • 5 min read

Economy

China’s Q2 Growth Slows to 4.3% as Domestic Demand Weakens

China’s Q2 GDP missed forecasts despite strong exports, as weaker investment and retail activity weighed on growth.

Jul 17, 2026 • 5 min read

Banking

U.S. Industrial Production Tops Forecasts as Manufacturing Stalls

Industrial production rose 0.1% month over month, beating consensus, while manufacturing was flat. GDPNow trails other Q1 growth estimates.

Jul 17, 2026 • 5 min read

Economy

Producer Prices Outpace Core Consumer Inflation, Raising Margin Pressure

Core PPI has recently risen faster than core CPI excluding shelter, a potential squeeze on margins that import prices and labor costs complicate.

Jul 15, 2026 • 5 min read

Banking

Monthly GDP Falls in May, While Broader Measures Point to Q2 Growth

S&P Global’s volatile monthly GDP estimate declined in May, but its Q2 reading remains consistent with tracking estimates of 1.3% annualized growth.

Jul 15, 2026 • 5 min read

Banking

Rhine Drought Reduces Barge Capacity and Pushes Freight Rates Higher

Record-low July water levels on Germany’s Rhine are forcing barges to carry less, raising freight costs and putting fuel and chemical shipments under...

Jul 14, 2026 • 5 min read