Section
Economy
China retail sales fall 0.6% as demand gap widens
China retail sales fell 0.6 per cent in May, the first drop since late 2022, as property and investment data weakened.
BOJ raises rates to 1% as yen carry trades face test
BOJ raises rates to 1% for the first time since 1995, putting yen carry trades and Japan's bond-buying path under fresh pressure.
Student loan forgiveness 2026: rules borrowers need
Student loan forgiveness 2026 still exists through PSLF, IBR and other routes, but July 1 repayment changes narrow the choices.
BOE rate hikes gain support as Iran war strains unity
BOE rate hikes are back in view as inflation expectations rise and officials debate whether Iran-war price pressure needs another move.
Kevin Warsh Fed meeting: 4.2% inflation test for markets
Kevin Warsh’s first Fed meeting gives markets a test of his rate signals as 4.2 per cent inflation keeps hike bets alive.
India fiscal deficit may hit 4.8% on Iran war costs
India fiscal deficit may widen to 4.8% of GDP as Iran-war energy subsidies test New Delhi's post-Covid budget discipline.
US inflation hits 4.2% as energy costs surge in May
US inflation hit 4.2% in May, the fastest pace in three years, as higher energy costs complicated the Fed's rate path near term.
ECB rate hike 2026: first rise since 2023 on inflation
ECB rate hike 2026 lifted the deposit rate to 2.25 per cent as energy costs pushed inflation forecasts higher.
BOJ Ueda absence clouds June rate decision as yen stays near 160
BOJ Ueda absence shifts June rate messaging to deputies as markets price a 25-basis-point hike and watch the yen near 160.5.
The petrochemical bottleneck making electronics inflation sticky
The Jubail petrochemical shutdown knocked out ~70% of the world's high-purity PPE resin, sending PCB prices up 40% in a month. The Iran supply shock has reached electronics.
ECB rate hike 2026: Iran oil shock redraws stocks
ECB rate hike 2026 expectations are forcing traders to price two moves, higher oil and a harder split across European stocks.
Fed rate hike odds hit 52% as Trump pressures Warsh
Fed rate hike odds jumped to 52% after strong jobs data as Trump pressured Kevin Warsh before his first FOMC meeting.
India RBI holds rate at 5.25% as rupee defense widens
India RBI holds rate at 5.25% while rupee measures seek $30bn-$50bn of inflows as oil pressure lifts inflation and growth risks.
Logistics costs hit four-year high as Fed faces supply shock
Logistics costs are back at a four-year high, reviving supply-driven inflation risks that make the Fed’s rate call harder.
Student loan changes 2026: July 1 repayment reset
Student loan changes 2026 start July 1, moving SAVE borrowers toward RAP or standard repayment and narrowing future loan limits.
Fed rate hike odds rise after Logan inflation warning
Fed rate hike odds rose after Lorie Logan warned sticky inflation could force the central bank to tighten again in 2026.
Fed rate hike risk returns as Hammack warns on inflation
Fed rate hike risk is back after Beth Hammack said inflation may force tighter policy, complicating the June hold case.
BOJ rate hike odds rise as Ueda flags inflation risk
BOJ rate hike odds climbed after Kazuo Ueda said Japan may need more tightening, putting yen and global bond trades on alert.
Warsh Fed hires signal policy-shop shift for rates
Warsh Fed hires, including a Project 2025 author, show how the new chair may reshape policy work as inflation keeps rate cuts distant.
Brazil tariff 2026: Trump proposes 25% levy on goods
Brazil tariff 2026 proposal would add a 25% levy on many imports, reviving trade-war risk for inflation and supply chains.
Brazil tariff 2026: Trump proposes 25% duty on goods
Brazil tariff 2026 risk widened after Trump proposed a 25% duty on many imports, setting July deadlines for comments and hearings.
RBI gold sales show how war pressure reaches reserves
RBI gold sales may show how India is trading bullion for liquid FX assets as war-driven oil shocks and capital outflows hit reserves.
Fed independence in focus as Powell warns on credibility
Fed independence is back in focus after Jerome Powell warned political removals would damage credibility and market trust.
China industrial profits jump 24.7%, fastest since 2023
China industrial profits rose 24.7 per cent in April, complicating the bearish macro trade as AI demand offset weak demand.
Grocery inflation 2026: El Niño, Iran hit food costs
Grocery inflation 2026 is shifting from energy shock to supermarket squeeze as food-at-home prices rise 2.9 per cent.
