Markets, trade, monetary policy, labor, and economic data.
As U.S.-China decoupling accelerates, supply chain managers are quietly redrawing the map of global commerce—and discovering that resilience costs more than anyone calculated.
Institutional investors now own 7% of single-family rentals in major cities. For millennials and Gen Z, homeownership rates have collapsed to levels unseen since the 1940s.
An analysis of 52 restructuring cases shows Chinese lenders have stalled relief efforts for an average of 31 months — triple the IMF benchmark.
In Geneva's quiet corridors, a workforce that once seemed immune to automation is discovering what displacement really means — and what it reveals about the jobs that come next.
For the first time in decades, the world's four major central banks are pulling in radically different directions. The consequences for emerging markets are already severe.
A single electronics plant in Monterrey reveals how supply chain nationalism is reshaping global manufacturing — and who actually pays the price.
A corner of finance that barely existed a decade ago now rivals the entire US junk bond market. Regulators are only beginning to understand what they cannot see.
A new analysis of IMF fiscal data reveals that more than half of all low-income countries now dedicate more of their budgets to servicing foreign debt than to educating their children.
A researcher's midnight discovery in the Amazon basin revealed what the carbon offset industry didn't want known: most forest credits aren't saving forests at all.
Carbon Tracker's latest analysis reveals nearly half of global oil and gas assets may never recoup their investment. The energy transition is no longer a forecast — it's a balance sheet problem.
Institutional investors now own 3 million single-family homes in the US alone. For a generation shut out of ownership, the American Dream has a new landlord.
With inflation stuck above 4% and unemployment rising to 4.8%, the Fed faces its most difficult policy trap since the 1970s.
After two years of aggressive monetary tightening, the Fed pivots toward easing as consumer prices stabilize and labor market cooling raises recession concerns.
March economic data reveals manufacturing in decline, consumer spending slowing, and unemployment claims rising — forcing the Fed to pivot from inflation fighting to recession prevention.
Fed officials project no rate cuts until late 2026 as core inflation remains above 3%, putting mortgage holders and small businesses under sustained pressure.
Six months of aggressive tariffs have produced the sharpest drop in U.S. consumer confidence since 2009 and are now threatening to tip the economy into recession — just as the Fed runs out of room to respond.
Jerome Powell faces the most structurally complex inflation problem in four decades: prices rising not from excess demand, but from trade policy. Rate hikes that worked in 2022 are the wrong instrument for 2026 — and he knows it.