Economics: Research Guide

Easing underlying US inflation and strong bank earnings boost equities

Alan Taylor says stalling UK economy raises risks that five or six reductions will be needed

Data drives gilts rally on hopes of rate cuts and provides some relief for chancellor Rachel Reeves

Move aims to support cash-strapped government while protecting against political instability

Central bank cites need to boost economy despite rupiah losing ground to strong dollar

Also in today’s newsletter, South Korea’s impeached president is arrested and powerful Wall Street dealmaker joins OpenAI board

Energy minister calls trade tensions a ‘distraction’ from China’s rising economic and military power

Europe’s largest economy contracted by 0.2% in 2024

Also in this newsletter: How Brussels wants to retrain car industry workers

Chinese demand for steel and iron ore has finally peaked. The industry hopes the energy transition will spark a new boom, but it will be shaped by geopolitical competition

Currency’s decline and its implications for inflation add to doubts about health of world’s fastest-growing major economy

MSCI’s broad index has dropped more than 10% since reaching a two-and-half-year high in October

Wall Street bank’s chief expects deregulation under Trump to spur business investment but urges caution

Report finds Beijing is discriminating against bloc’s manufacturers in same field

Can categorising rate-setters help us to predict the future of the economy?

Plus CPI jitters, and measuring liquidity

After years of anaemic growth in largest market, sector expects promised deregulation to encourage tech spending

With Germany’s economy stalling, tentative growth in Portugal, Italy, Greece and Spain is some good news for the Eurozone. Will it last?

S&P finds ramp-up of exports could add $1.3tn to American economy in next five years with capacity expected to double

Investors are still not pricing in enough risks from fallout of US-China tensions

Libertarian leader slows peso’s devaluation in attempt to stamp out inflation

US semiconductor industry warns move will aid competitors while EU has also protested against the new rules

President Claudia Sheinbaum unveils plan to boost domestic manufacturing and cut imports

Also in today’s newsletter, China is building new mobile piers, and Air India chief hails carrier’s turnaround

Adventures in kitchen-sink bond market indicators

Some executives forecast it will take ‘until the end of the decade’ before supply chain issues are worked out

Greenland gambit suggests the country is now a threat to as much as a guarantor of security

Philip Lane points to dangers of borrowing costs that remain ‘too high for too long’

Rise in exports expected to increase tensions with US and other trade partners

And replies on stablecoins