Business
Why the dollar may have much further to fall
Domestic instability undermines the dollar's appeal as a safe haven, suggesting it may face significant further declines.
Can emerging markets’ stellar run continue?
Emerging markets’ momentum is driven by diverse factors beyond anti-US sentiment, raising questions about the sustainability of their stellar run.
America and India strike a long-awaited trade truce
The US and India reached a long-anticipated trade accord, but questions remain regarding its durability.
AI is not the only threat menacing big tech
The article questions whether Meta and Google’s ad revenue is truly recession-proof, suggesting AI isn't the only threat to Big Tech.
Has America hit “peak tariff”?
The article suggests the U.S. may have reached "peak tariff," implying that future government revenue from tariffs could decline.
What will Kevin Warsh’s Federal Reserve look like?
Trump’s Fed pick Kevin Warsh, once a strict inflation hawk, has softened his stance. His future approach may prioritize broader economic stability over rigid price control.
The fate of Japan’s $6trn foreign portfolio rattles global markets
Japan’s $6 trillion foreign portfolio poses a massive risk to global markets if liquidated. Such a move would trigger extensive ripple effects, shaking financial stability worldwide.
Why is the yen still so weak?
Despite rising Japanese government bond yields, the yen remains weak, failing to find market support.
Our Big Mac index carries an Asian warning
The Big Mac Index suggests caution across Asia, indicating that several currencies, not just Japan's, appear undervalued.
Just how debased is the dollar?
Contrary to fears, the dollar has lost far less value than expected. Its resilience remains significantly stronger than many anticipated.
The West and Ukraine are capsizing Russia’s shadow fleet
Western sanctions and Ukrainian strikes are dismantling Russia’s shadow fleet, simultaneously crippling the Kremlin’s oil export revenues.
What is driving gold’s relentless rally?
Gold’s relentless rally attracts new investors, driven by powerful underlying forces fueling its unstoppable surge.
Why AI won’t wipe out white-collar jobs
AI won’t eliminate white-collar jobs; it will expand their scope and raise their value.
Can America’s bond market keep defying the vigilantes?
Trump’s Greenland rhetoric tests the U.S. bond market. Can it withstand these provocations?
An audacious new book about a “precocious” country
The book challenges the notion of a singular “Indian growth model,” offering a bold new examination of the nation’s complex economic landscape.
National job stereotypes need updating
Wealthy nations are experiencing a dramatic reversal in unemployment rates, necessitating an update to outdated national employment stereotypes.
The ascent of India’s economy
India’s economic rise stems from favorable conditions, steadfast reforms, and a significant boost from Donald Trump.
American decay versus American dynamism
U.S. financial dominance remains secure unless corporate vigor declines. The nation's global market preeminence is only threatened by a waning of American corporate strength.
Japan’s bond-market tremble reflects a fiscal-monetary clash
Japan’s bond market volatility highlights tension between the government’s loose fiscal stance and the Bank of Japan’s planned interest rate hikes.
Denmark braces for Donald Trump’s Greenland tariffs
Denmark prepares for Trump’s Greenland tariffs, facing increased vulnerability despite its financial sector’s capacity to manage the situation.