Know What's Happening in Global Economy
Know What's Happening in Global Economy
Global GDP outlook to be cut as West Asia conflict fuels inflation
SBI Research warns that the global growth forecast, now about 3.2%, is likely to be revised lower amid intensifying West Asia tensions. The war has pushed crude oil prices above $100 per barrel and lifted metal prices, which could raise G20 inflation by roughly 1.2%.
The U.S. Department of Commerce issued final antidumping (AD) and countervailing duty (CVD) rates for Chinese active anode material (AAM). AD margins remain at 93.5% for major exporters and 102.72% for others, while CVD rates settle around 66.86% for most producers. The tariffs apply to raw AAM, battery cells and modules but exclude finished EVs and utility‑scale battery containers. A final affirmative ITC ruling would activate these duties, affecting domestic battery makers and importers.
The problem with "give tariffs time" as a plan is that they have been implemented in a way that won't stand up to courts, there is not a bipartisan consensus supporting them, and voters hate them now because they have...
PQ Media’s 2026 Global Advertising & Marketing Spending Forecast projects worldwide ad spend to climb 8.8% and total marketing spend to rise 9.8% this year. The new data have been incorporated into MediaPost’s composite forecast, lifting the average industry growth...
The World Bank reports that human capital—health, education and workplace learning—has declined in 86 of 129 low‑ and middle‑income countries between 2010 and 2025, threatening future earnings. Children born today could earn about 51 percent more over their lifetimes if their...
A Massive Global Wealth Transfer Is Coming Americans will consume less, the rest of the world more. Capital is flowing overseas. This isn’t a crisis, it’s a wealth transfer — and there are winners if you know where to look. PeterSchiff #Economy...
This is not about rhetoric. This is about influence that changes outcomes. This piece explores how Russia and China have shaped the thinking and incentives of Western political leaders in ways that matter strategically. If you want to understand why Western policy sometimes...
The bond market’s recent volatility, sparked by a strong jobs report, has calmed after this morning’s modest jobless‑claims data. Claims rose to 227,000, slightly above the 222,000 forecast but below the prior 232,000 level. With the CPI release looming, traders...
The least productive part of our economy keeps getting wealthier...If you have a larger balance sheet you've relatively benefitted because of continuous gov't support, while labor has been shoved in a locker. Whatever happened to the party of labor?? hmm🧐🧐 "About 30%...
How might the Fed/Treasury do that? One possibility is to cut short rates to steepen the yield curve, and deregulate the banks into buying the long end so that the Fed’s balance sheet can be “privatized.” If those QE assets...
Ghana’s cocoa regulator Cocobod owes farmers for tens of thousands of tons of beans as global cocoa prices have halved to about $4,000 per metric ton. The payment backlog forces smallholders like Joseph Dautey and Jacob Tetteh to skip meals,...
Things have been quiet on the rate side, with the 10-year yield trading at around 4 ¼ percent and expectations for a few more rate cuts (down to 3.1%) holding firm. We will likely soon have a lot more coordination between...
The Trump administration has temporarily shelved a suite of technology security measures targeting Chinese firms ahead of the April Trump‑Xi summit. The paused actions include a ban on China Telecom’s U.S. operations, restrictions on Chinese equipment in data centres, and...
Britain’s Thames Water announced that its creditors are reviewing an additional £823 million of funding, adding to the £1.43 billion already drawn from its super‑senior liquidity facility. In Nigeria, Dangote Petroleum’s refinery completed 72‑hour performance tests, confirming full‑capacity operation at 650,000 barrels...
On November 9 2026 the Bank of Canada published its quarterly Market Participants Survey, a systematic outreach to a broad cross‑section of financial‑market actors. The survey solicits expectations on key macro‑economic indicators such as inflation, growth, and exchange rates, as well as...
The Bank of Canada released a detailed Summary of Deliberations outlining the Governing Council’s discussion of the monetary‑policy decision announced two weeks earlier. The document highlights the Council’s assessment of inflation trends, labour‑market tightness, and the domestic growth outlook. It...
The Bank of Canada’s Governing Council released a detailed summary of its monetary‑policy deliberations for the decision announced two weeks ago. The Council kept the policy interest rate steady at 4.75%, citing modest progress toward its 2% inflation target. Officials...
On December 9, 2026 the Bank of Canada will release its next overnight rate target, one of eight scheduled policy announcements each year. The press release will outline the economic factors shaping the decision, including inflation trends, labour market conditions, and global...
Deloitte and USC’s Peter Arkley Institute released its fifth‑year analysis of S&P 500 risk‑factor disclosures, finding that average page counts rose to 14.3 and risk‑factor totals to 32. Despite SEC reforms aimed at trimming disclosures, 56% of firms added pages and 37%...
I'm super excited for my new paper with @ATabarrok and Mark Whitmeyer: "Chaos and Misallocation under Price Controls" During the 1973-74 gasoline crisis, the U.S. had about a 9 percent national shortfall. But that was far from evenly spread out. Over...
Post-Trump assault on Greenland, the EU parliament delivers a big win for the digital euro as it wins 420-158 backing in EU Parliament straw poll The digital euro couldn't have better timing as the EU looks to the digital euro...
India's Statistics Ministry has finally updated the consumer price index (CPI) base year, moving it from 2012 to 2024 using the 2023‑24 Household Consumption Expenditure Survey. The revision expands the index from six to twelve COICOP‑aligned divisions and introduces All‑India...
The episode dissects the impact of January's surprisingly strong jobs report, which undermined expectations of a weakening labor market and pushed anticipated Federal Reserve rate cuts further into the future. It also examines a new Congressional Budget Office outlook that...
Europe is split on its future relationship with the United States under President Trump. Eastern European NATO members such as Romania and Lithuania argue for tighter security cooperation and participation in the critical‑minerals ministerial, citing Russian aggression. In contrast, France,...
In this episode the host explores Jonathan D. T. Ward’s book *China’s Vision of Victory* and its implications for the mining sector, especially critical minerals like lithium, rare earths, and copper. Ward argues that the Chinese Communist Party’s long‑term goal...
Singapore’s 2026 Budget, delivered by Prime Minister Lawrence Wong, projects growth slowing to 2‑4% and introduces a suite of measures to keep the city‑state competitive. For employers, the budget raises the minimum qualifying salary for new Employment Passes to $6,000...
Air Canada announced a firm order for eight Airbus A350‑1000 wide‑body jets, citing the aircraft’s 9,000‑nautical‑mile range and 25% lower fuel burn as key efficiency drivers. The purchase enables new nonstop routes to Southeast Asia, India and Australia. It arrives...
The article probes the feasibility of a shared BRICS currency aimed at challenging the US dollar’s global dominance. While mainstream economists have long dismissed the concept, the bloc is actively seeking new settlement rails to lessen dollar dependence. Structural hurdles—including...
In a February 2026 speech, ECB Executive Board member Piero Cipollone warned that Europe’s monetary sovereignty is threatened by growing dependencies on foreign payment systems and digital assets. He argued that control over the euro, both in cash and digital...
The United States has intensified its embargo on Cuba, cutting oil shipments and tightening sanctions under President Trump and Senator Rubio. The fuel shortage has reduced electricity to three‑to‑six hours a day and halted public transport, forcing Cubans onto bicycles...
Complexity scientist Doyne Farmer proposes a $100 million global economic simulator that models every firm individually, starting with the energy sector’s 30,000 companies and 160,000 assets. By replacing perfect‑rationality and equilibrium assumptions with simple, adaptive agents, the model promises forecasts that...
The state accessed funds held in the Gold and Foreign Exchange Contingency Reserve Account (GFECRA). When Treasury spent the funds, liquidity surged through the banking system, forcing the SARB to manage (“sterilize”) the excess cash, so short-term rates didn’t fall below...
Access to safe water remains a critical bottleneck in Sub‑Saharan Africa, with roughly one‑third of the population—and nearly half in rural areas—still lacking basic services. The African Union’s 2026 Year of Assuring Sustainable Water Availability and Safe Sanitation Systems, backed...
A Dutch court upheld the suspension of Nexperia’s former CEO Zhang Xuezheng and ordered a six‑month governance investigation, signaling a setback for Chinese parent Wingtech. The ruling keeps a court‑appointed temporary director in place and maintains share control by a...
First, you lose in a matter of weeks 50%% to 99% - depending on which shitcoin you were duped to invest in - and then they don’t even allow you to withdraw the remaining crumbs of your investments. Standard operating...
The episode examines escalating geopolitical risks to Europe’s energy security, focusing on rising US‑Iran tensions, Russia’s renewed attacks on Ukrainian energy assets, and shifting US interest in Greenland. Experts from Eurasia Group, Aurora Energy Research, and Montel analyze how these...
LNG demand in Europe is so strong that it's taking a shipment *FROM CHINA* ⚠️ An LNG tanker reloaded a shipment at a Chinese terminal and is heading to Europe (China is the world’s largest LNG Buyer) Europe's LNG imports have surged...
Wealth isn’t worth anything unless it can be converted into money to spend. And when there’s a lot of wealth relative to the amount of hard money available — like we’re seeing today — bubbles are created. @nikhilkamathcio https://t.co/iBiRkkv7Ok
President Donald Trump called the newly concluded India‑US trade deal historic, highlighting its potential to expand American energy exports, especially coal. The interim agreement slashes U.S. duties on Indian goods to a uniform 18% across textiles, apparel, chemicals and more,...
I managed the largest gold fund in USA. Here's the truth: Stocks have "babies" (earnings). Gold has NO babies. 🍼 Gold's at historic extreme vs. oil/soybeans. You're crazy if you think gold's gonna outperform inflation - @BergMilton https://t.co/bNqmCOVYCt https://t.co/7NJ9NoBZCx
Since the start of 2025: S&P 500 +19.5% European stocks +45.3% Emerging markets +50.8% Asian stocks +55.9% https://t.co/lrZrKKIC4x
Anthony Pompliano, CEO of Professional Capital Management, argued on “Making Money” that the Federal Reserve should aggressively cut interest rates following the latest jobs report. He noted that the labor market remains solid but still offers room for monetary easing...
Something big is going on with the Dollar. In the past decade, strong data have pushed the Dollar up, but that isn't what happened yesterday. We're going back to the regime that prevailed before, whereby strong data push the Dollar...
Today's GDP figures show a much needed pickup in real GDP per capita - 2025 was the first year this measure grew for three years. In April, energy bill reductions from the 2025 Budget will come into effect, tackling inflation...
Consolidation Featured after Yesterday's Big FX Moves: The general tone in the foreign exchange market is one of consolidation after yesterday’s stronger than expected January jobs data injected volatility into dollar trading. The news stream is light… https://t.co/TEyGQAuZOx https://t.co/b9kn9ngrdN
Makhlouf says next ECB move could be interest-rate cut or hike https://t.co/A8bEIJQ2pB via @livfletcher_ https://t.co/Wq9tyTki8q
Perhaps the trade this year isn't so much "sell America," but rather something like: "spend a lot more money everywhere else" - at least so far this year. For example, Asian stocks have made their best start over US equities...
Is Dedollarisation driving bond yields lower or is social media pushing the wrong story? A deep dive into dollar strength, Fed policy, gold, and global trade dynamics. Full breakdown inside 👉️ : https://t.co/qdYNFtTIhV https://t.co/rMDnvdP14u
Noelle is _always_ worth reading, but today is especially good Stablecoins and the new Gresham’s Law https://t.co/OPJ4BdgNVj "So, the US ended up with a system of good money, bad payments." https://t.co/B0xMfEdzHl
Posted this thread two years ago on the enigmatic relationship between inflation and productivity, and more relevant now than ever—
🚂If President Trump is serious about increasing coal exports dramatically, and if he is serious about US energy dominance, he will build oil pipelines and prohibit rail transportation of oil. This will provide the US coal industry with the help...
