Economy
Porsche’s Decline: From Volkswagen’s Crown Jewel to Growing Burden
Volkswagen's luxury brand Porsche has become a significant issue for CEO Oliver Blume's restructuring plans at the company. Just a few years after a...
Trump’s Iran Opening Sinks Oil: What Markets Are Pricing In Before He Meets Xi
TODAY'S NUMBERS
$100.65 (Brent crude, -3.1%) · $4,355 (gold, per oz.) · 3.75%-4.00% (Fed funds rate)
Oil is pricing in Iranian de-escalation while gold barely moves —...
Can AI Optimism Offset the Market Shock From Rising Oil Prices?
Global stocks recovered on Monday as stronger evidence of artificial intelligence demand boosted technology shares, while a retreat in oil prices eased some of...
Oil Shock Could Trigger a New Metals Crunch as EV Sales Accelerate
The oil shock caused by the Iran war is giving the electric vehicle market a new boost as higher gasoline and diesel prices encourage...
From Tariff War to Trade Truce: How Trump and Xi Pulled Back From Escalation
The United States and China are moving toward another high level meeting after months of tariff escalation, retaliation and negotiations that pushed the world's...
Germany’s Bond Market Isn’t Pricing This Crisis At All
Ten-year Bund yields hit their highest level since 2011 the week the AfD won 43.8% of the vote in Saxony-Anhalt — the worst state...
Why the Fed’s Hike Won’t Bring Gulf Money Back to Wall Street
TODAY'S NUMBERS:
3.75%–4.00% (Fed's new rate, first hike since 2023) · 100.07 (Dollar Index) · $127.08bn (Korea's 2026 portfolio outflow). The dollar's rebound is being...
Europe Reopens the Frozen-Assets Fight: Who Wins If Russia’s €210 Billion Finally Moves?
TODAY'S NUMBERS
$4,307 (gold, a record) · 4.99% (US 10-year Treasury yield, a 19-year high) · $104.59 (Brent crude, down for a second day). Record...
The Fed’s First Hike in Three Years: Why the Dollar and Gold Are Rising Together
TODAY'S NUMBERS: 5.00% (US 10-year Treasury yield, first close above that level since 2023) · 99.5 (Dollar Index, its highest in weeks) · $4,300...
Could Trump’s $5,000 checks complicate Warsh’s Fed strategy?
President Donald Trump’s proposal to give Americans $5,000 payments is raising questions about how the plan could affect U.S. monetary policy, particularly as Federal...