This Week's Chart, Next Week's Markets
The market outlook for the coming week centers on four key data releases: Japan’s final Q4‑2024 GDP estimate on Sunday, the Baden‑Wurttemberg state election in Germany on Monday, U.S. February CPI on Wednesday, and the Core PCE price index for January on Friday. Each event carries implications for monetary‑policy expectations, from potential yen‑related rate moves to Fed‑rate‑cut timing. Meanwhile, lingering Middle‑East tensions keep the Strait of Hormuz in focus, adding a geopolitical overlay to price action.
This Week's Chart, Next Week's Markets
The Economist’s language analysis shows State of the Union speeches have increasingly dwelled on past achievements, a trend echoed by President Trump’s nostalgic rhetoric. Investors are left questioning the outlook for a country that spends more time reminiscing than forecasting....
Markets Don't Care About the Middle East
The episode explains why global financial markets largely ignore Middle‑East geopolitical turmoil, despite oil price spikes of about 10% this year. It argues that diversified oil production outside the region and modest growth forecasts mean investors see limited macro‑economic impact...