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28 articles

France OAT-Bund spread hits 113 basis points, widest since 2012
EconomyEurope

France OAT-Bund spread hits 113 basis points, widest since 2012

France's 10-year yield premium over German Bunds hit 113 basis points on 24 September, the widest since 2012, with debt seen at 119.3 percent of GDP in 2026.

US-China Trade Truce Extended to January 10 as Bessent Announces Two-Month Postponement
EconomyGlobal

US-China Trade Truce Extended to January 10 as Bessent Announces Two-Month Postponement

US-China trade truce extended to January 10, 2027. Bessent announces two-month postponement as Xi arrives in Washington.

US Threatens to Ground All Iranian Airlines Worldwide With Secondary Sanctions From September 23
EconomyGlobal

US Threatens to Ground All Iranian Airlines Worldwide With Secondary Sanctions From September 23

Bessent warns foreign airports, fuel suppliers and ticketing companies face dollar-system exclusion if they keep servicing Iranian airlines.

Merz Faces Political Crisis as AfD Sweeps State Elections and CDU Suffers Historic Collapse
EconomyEurope

Merz Faces Political Crisis as AfD Sweeps State Elections and CDU Suffers Historic Collapse

CDU crashes below 5% in Mecklenburg-Vorpommern, its worst state election result ever, as AfD sweeps east and Merz faces calls to resign.

Italy's employed reach a record 24.37 million, but the European gap persists
EconomyItaly

Italy's employed reach a record 24.37 million, but the European gap persists

Italy's employment hits a record 24.37 million in July with a 63.2% rate and 5.8% unemployment, yet the OECD sees real wages falling 0.9% this year.

Turkey Revokes Operating License of Iran's Bank Mellat After 44 Years
EconomyGlobal

Turkey Revokes Operating License of Iran's Bank Mellat After 44 Years

Turkey's regulator has revoked Bank Mellat's license, ending 44 years of Iranian banking. The BDDK cited depositor protection and financial system stability.

India inflation climbs to 4.82 percent in August, third month above RBI target
EconomyAsia-Pacific

India inflation climbs to 4.82 percent in August, third month above RBI target

Retail inflation in India rose to 4.82 percent in August, the third month above the RBI target, as food prices climbed and core inflation firmed to 4.2 percent.

Milan's Data Centers to Consume 6 Terawatt-Hours by 2030, the Power of Two Million Households
EconomyItaly

Milan's Data Centers to Consume 6 Terawatt-Hours by 2030, the Power of Two Million Households

By 2030 Milan's data centers could use 6 terawatt-hours a year, the electricity of more than two million households. Water and cumulative impacts still lack a plan.

China August Exports Jump 25 Percent Year on Year as Trade Surplus Hits 119 Billion Dollars
EconomyAsia-Pacific

China August Exports Jump 25 Percent Year on Year as Trade Surplus Hits 119 Billion Dollars

China exports rose 25 percent year on year in August, with the trade surplus widening to 119.1 billion dollars as imports climbed 28.2 percent.

US Payrolls Surge by 162,000 in August, Nearly Triple Expectations; Unemployment Holds at 4.1%
EconomyUnited States

US Payrolls Surge by 162,000 in August, Nearly Triple Expectations; Unemployment Holds at 4.1%

US employers added 162,000 jobs in August, nearly triple forecasts, with unemployment steady at 4.1% and wages in line: a blowout labor market report.

IKEA Cuts Prices Across Europe: 1.2 Billion Euros to Fight the Cost-of-Living Squeeze
CompaniesEurope

IKEA Cuts Prices Across Europe: 1.2 Billion Euros to Fight the Cost-of-Living Squeeze

IKEA is spending 1.2 billion euros to lower prices across Europe from September 1. Italy sees 22% average cuts, Kallax up to -29%. The strategy explained.

The Suez Canal: the 193-kilometre corridor that sets the pace of global trade
EconomyGlobal

The Suez Canal: the 193-kilometre corridor that sets the pace of global trade

12% of world trade flows through 193 km of desert: from record revenue to collapse, and the 2026 recovery between tankers and piracy.

India GDP Growth Hits 7.8 Percent in Q1 FY27, Beating RBI Forecast Amid Iran War Risks
EconomyAsia-Pacific

India GDP Growth Hits 7.8 Percent in Q1 FY27, Beating RBI Forecast Amid Iran War Risks

India's economy expanded 7.8 percent year-on-year in April-June 2026, surpassing the RBI's 7 percent projection and reinforcing its position as the fastest-growing major economy.

US Saving Rate at 3%: Parallels to 2007 and Consumer Resilience
EconomyUnited States

US Saving Rate at 3%: Parallels to 2007 and Consumer Resilience

US saving rate at 3% in July 2026 matches 2007 pre-crisis levels. We compare the trajectory and debt structure to assess today's consumer resilience.

China Manufacturing PMI Edges Up to 49.8 in August, Beating Consensus
EconomyAsia-Pacific

China Manufacturing PMI Edges Up to 49.8 in August, Beating Consensus

China's official manufacturing PMI rose to 49.8 in August, beating the 49.4 consensus as new orders returned to expansion and export demand firmed.

US Consumers Have Outspent Their Incomes for 24 Straight Months, and the Bill Is Coming Due
EconomyUnited States

US Consumers Have Outspent Their Incomes for 24 Straight Months, and the Bill Is Coming Due

For 24 straight months US real spending has outpaced real disposable income: savings at 2.7%, cards at $1.26T. What it means for the Fed, Bitcoin, risk-on.

Rhine Group: Draghi and Collison launch think tank to reboot European competitiveness
EconomyEurope

Rhine Group: Draghi and Collison launch think tank to reboot European competitiveness

Draghi and Collison launch the Rhine Group, a think tank to turn the 170 proposals of the competitiveness report into concrete European reforms.

Wolfe Forecasts Stronger US August Payrolls, but Inflation Holds the Key for the Fed
EconomyUnited States

Wolfe Forecasts Stronger US August Payrolls, but Inflation Holds the Key for the Fed

Wolfe Research sees 65,000 US jobs added in August, above the 55,000 consensus, arguing the September Fed decision will hinge most on inflation.

US Labor Market May Be Weaker Than Official Data Shows: Nearly 25% of Workers 'Functionally Unemployed'
EconomyUnited States

US Labor Market May Be Weaker Than Official Data Shows: Nearly 25% of Workers 'Functionally Unemployed'

LISEP's 'functionally unemployed' rate hit 24.9% in July, a fourth straight gain as participation fell: the labor market looks softer than the 4.1% official.

Walmart Q2 FY2027 Earnings: Sales Beat Estimates but U.S. Growth Hits Six-Year Low
CompaniesUnited States

Walmart Q2 FY2027 Earnings: Sales Beat Estimates but U.S. Growth Hits Six-Year Low

Walmart Q2 results top estimates on revenue and EPS, but U.S. comparable sales grow just 2.6% — the slowest pace in six years — sending shares down about 9%.

28 articles — Page 1 of 2

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