Talk of de-escalation may dominate diplomatic headlines, but the oil market is telling a more cautious story. If peace were firmly taking hold in the Middle East, crude benchmarks would…
In a dramatic shift in international policy at the World Economic Forum in Davos on January 21, 2026, U.S. President Donald Trump announced that he is withdrawing planned tariff actions…
Crude oil futures settled near US $58.84 per barrel on the session, marking a modest rebound from intra-day lows. According to one source, U.S. crude rose to about US $58.84…
JPMorgan Desk Note Circulates A fresh note circulating from JPMorgan’s trading desk is stirring conversations across global markets today, warning that the latest surge across risk assets may be less…
1. China: Inflation & Activity Data China remains the wildcard for global markets and FX flows, particularly given its role in commodity demand and trade linkages (especially for Australia). Recent…
Jamie Dimon, CEO of JPMorgan Chase — widely viewed as America’s largest bank and a bell-wether for the financial sector — issued a broad, and arguably chilling, warning about the state of…
In a dramatic turn in U.S. trade policy, the White House has announced that the sweeping pharmaceutical import tariffs recently unveiled will not fully apply to countries that already have…
On September 17, 2025, the U.S. Federal Reserve cut its benchmark interest rate by 25 basis points (i.e. 0.25 percentage point), lowering the federal funds rate target range to 4.00%–4.25%. …
As of August 2025, new Consumer Price Index (CPI) and related economic data point toward a growing imprint of tariffs on inflation — beyond the immediate goods that face duties.…
A Direct Challenge to Institutional Autonomy Since returning to office in January 2025, President Donald Trump has embarked on an extraordinary campaign to diminish the Federal Reserve’s longstanding independence. His…