Is The Canary Suffocating?
FedEx's shares plummeted by 12% after the company reported disappointing results and outlook, leading to a series of price-target reductions by Wall Street analysts, which contributed to a late-day sell-off in the broader market.
Go Deeper (2 min read)It Is Hard To Avoid China
American companies, under significant pressure to minimize their reliance on China, are progressively shifting towards alternative manufacturing hubs such as Vietnam, Indonesia, and Mexico.
Go Deeper (3 min read)Eurozone Inflation Cools
In November, inflation in the eurozone decreased more significantly than anticipated, nearing the European Central Bank's target.
Go Deeper (2 min read)Profits-Led Inflation
Last year's inflation surge was largely driven by exceptional corporate profits, but a notable shift is now occurring as consumers resist, leading to a rapid easing of this pressure.
Go Deeper (2 min read)Deflation Is Coming Back
Following a notable surge in inflation, Americans are now witnessing a phenomenon absent for the past three years: deflation.
Go Deeper (2 min read)More from Markets
Optimism and Uncertainty
There are multiple factors contributing to the recent surge in economic activity. Firstly, the combination of milder inflation and persistent wage growth is stretching the purchasing power of individuals.
Go Deeper (4 min read)
Further Rates Increases?
The September inflation report exceeded the expectations of most economists. However, it may not be strong enough to deter the Federal Reserve from its gradual move towards the sidelines.
Go Deeper (3 min read)
Hot Chinese Waters
The second-largest global economy, China, currently faces a deflating property bubble, local governments struggling with debt payments, and a banking system exposed to these issues.
Go Deeper (3 min read)
China's Gradual Recovery
Official figures indicate that China's retail sales contracted by 0.2% in 2022, a stark contrast to the 8% growth recorded in 2019.
Go Deeper (3 min read)
Where Are Rates Going?
The threat of a bond selloff looms large, casting doubt on hopes for a soft economic landing. The surge in long-term interest rates, reaching levels not seen in 16 years, raises concerns, especially as the exact triggers behind this move remain unclear.
Go Deeper (4 min read)
Households Are Not Cooling Down
By now, consumers were expected to reduce their spending for several reasons. Interest rates have risen, inflation remains high, pandemic-related savings have dwindled, and the labor market is showing signs of cooling.
Go Deeper (3 min read)
