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Europe’s Factories Face a Cost Shock as Fragile Industrial Recovery Meets Energy Volatility
Eurozone manufacturing is showing signs of life, but higher input prices, supply-chain disruption and weak German output threaten to stall the rebound. Europe’s industrial economy is entering a difficult phase: factory activity is improving on paper, but the recovery is…
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Europe’s Markets Slide as Inflation Fears Return to the Eurozone
Rising energy prices, higher bond yields and renewed geopolitical uncertainty are forcing investors to reconsider whether Europe’s inflation crisis is truly over European markets came under renewed pressure on Friday as a fresh inflation shock revived concerns that the eurozone…
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The Powell Era: Navigating a Pandemic, Taming Inflation, and Defending Fed Independence
From emergency lender of last resort to political lightning rod, Jerome Powell’s eight-year tenure reshaped the central bank’s mission and tested its autonomy against an unprecedented assault from the White House. Over eight turbulent years, Jerome Powell’s chairmanship of the…
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G7 Bond Markets Flash Warning as Borrowing Costs Hit Two-Decade High
Rising long-term government yields are tightening fiscal space across advanced economies, raising fresh concerns over debt sustainability, inflation, and political pressure. Long-term government borrowing costs across the Group of Seven economies are climbing back to levels that many investors and…
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Oil Market Recovery at Risk as Hormuz Disruption Threatens to Stretch Into 2027
Saudi Aramco’s warning over prolonged export disruption has intensified fears that the energy shock could keep inflation elevated and slow the global economy. The global economy is facing a renewed energy-market threat after Saudi Aramco warned that disruption to oil…
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China’s Factory-Price Surge Signals a New Risk for the Global Economy
A sharp rise in producer inflation, driven by energy and raw-material costs, is raising fears that global supply chains could transmit higher prices just as central banks hesitate to cut rates. China’s long period of factory-gate deflation appears to be…
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Europe Bets on Defence Spending as a New Engine of Growth
Poland’s €43.7 billion EU loan signals a shift in Europe’s economic strategy, where security, industry and public investment are becoming increasingly intertwined. Europe’s economic debate is moving beyond inflation and interest rates. A new priority is emerging at the center…
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Energy Shock Tests the Resilience of the Global Economy
The IMF warns that prolonged disruption in the Gulf could slow growth, revive inflation and force central banks into a harder policy choice The global economy is facing a renewed stress test as energy disruption linked to the Middle East…
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Trade Court Strikes Down Trump’s Section 122 Global Tariffs
Federal judges rule the president lacked legal authority to impose a sweeping 10% levy, though the administration may pivot to different trade restrictions later this year. A federal trade court ruled on Thursday that President Trump exceeded his authority by…
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Global Economy Faces a New Inflation Shock
The IMF warns that energy disruption and geopolitical instability could slow growth and keep prices higher for longer The global economy is entering a more fragile phase as geopolitical instability, higher energy costs and renewed inflation pressure threaten to weaken…
