Monetary policy
The Fed Chair: Committed to Discipline, Not a Decision
Warsh explains his approach to policy discipline and forward guidance, while markets reassess the outlook for interest rates.
74 research article
Economic data
US Payrolls Revised Down: A Statistical Error or a Weaker Labour Market?
What the preliminary payroll benchmark revision measures, why revisions occur, and why a historical adjustment does not settle the current jobs outlook.
AI & business
NVIDIA Revenue Rises 106%: Growth May Be Its Own Biggest Enemy
Strong AI-driven revenue growth sits alongside memory-cost pressure, inflation risks and sensitivity to interest rates.
Economic data
Core PCE at 3.3%: Will the Fed Raise Rates in September?
Sticky inflation, stalled real spending and shifting futures prices complicate the September policy outlook, ahead of statistical revisions.
Energy & precious metals
Global Oil’s Plan B: Who Pays for Bypassing Hormuz?
Break down the freight, insurance and time costs of detours, and trace how those costs reach cargo owners and consumers.
Energy & precious metals
Beyond Hormuz: Global Oil’s Plan B
Alternative pipelines can preserve deliveries, but detour costs, other chokepoints and capacity gaps remain.
Energy & precious metals
Gold’s Roller Coaster: Who Is Buying?
Gold prices have swung sharply, while central-bank purchases and reserve diversification remain central to the discussion.
Bonds & credit
Can the US Military Rescue US Treasuries?
A historical look at safe-haven flows, wartime interest-rate controls, inflation and fiscal pressures on Treasury yields.
Currencies & global markets
Could Japan Face Another Thirty Lost Years?
Japan’s divergent markets raise questions about the wage-inflation cycle, exchange-rate trade-offs and the fiscal cost of higher rates.
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