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The US Fed hiked its policy rate by 25 bps yesterday to 3.75-4%, as expected, and 16 of 18 FOMC members expect an additional hike in 2026 (two rate decisions remain: October 28 and December 9). Anticipating stubborn inflation, eight … Continue reading →

The world is grappling with energy-driven inflation expectations reinforced by tariff wars. In response, the European Central Bank (ECB) hiked the deposit rate by 25 basis points to 2.5%–its second increase in 2026. The ECB expects inflation to average 3% … Continue reading →

Walmart just reported its weakest US sales growth in six years, and it could be an early warning that the American consumer is finally starting to crack. Walmart same-store sales grew only 2.6% year-over-year, while Albertsons reported declining comparable sales. … Continue reading →