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Fed Holds Steady as Trade Tensions Cloud Inflation Outlook

Fed Holds Steady as Trade Tensions Cloud Inflation Outlook

The Federal Reserve is holding its position on interest rates steady through the summer, with no rate cuts expected before September.

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Soft Landing, No Landing, or Recession? Scenarios That Matter for Deal Pipelines

Soft Landing, No Landing, or Recession? Scenarios That Matter for Deal Pipelines

As we move deeper into 2025, dealmakers face one of the most uncertain macroeconomic backdrops in recent memory.

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Tariffs Reshape Global Metals Markets, Driving Price Volatility and Production Shifts

Tariffs Reshape Global Metals Markets, Driving Price Volatility and Production Shifts

In recent years, tariffs have become a powerful tool in shaping the dynamics of the global metals market, with wide-reaching effects on production, prices, and trade patterns.

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The US Trade Deficit: Structural Roots Beyond China

The US Trade Deficit: Structural Roots Beyond China

In recent years, especially during the presidency of Donald Trump, the United States’ trade deficit—particularly with China—has been at the center of political discourse

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Moody's Downgrades U.S. Credit Rating Amid Rising Fiscal Concerns

Moody's Downgrades U.S. Credit Rating Amid Rising Fiscal Concerns

In a significant blow to U.S. fiscal credibility, Moody`s Ratings has downgraded the United States’ long-term credit rating, citing a growing deficit, political instability, and weakening governance. This move follows earlier warnings from Fitch and S&P, and reinforces mounting concerns over America’s fiscal trajectory.

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A 90-days Nash Equilibrium between US and China in Trade Tariffs

A 90-days Nash Equilibrium between US and China in Trade Tariffs

In December 2024, the world’s two largest economies—locked in a high-stakes tariff war for over two years—quietly stepped back from the edge.

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The US-UK "Trade Deal"—Optics Over Substance

The US-UK "Trade Deal"—Optics Over Substance

After weeks of negotiation, the US and UK unveiled what’s being branded as a “historic” trade agreement.

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Economic Pulse Check: 2025 Set for Tepid Growth Amid Policy Shocks

Economic Pulse Check: 2025 Set for Tepid Growth Amid Policy Shocks

The U.S. economy is poised for a marked slowdown in 2025, with GDP growth expected to decelerate to just 1.2%—a sharp drop from 2.8% in 2024, according to Oxford Economics.

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Signaling Games in Monetary Policy: How the Fed, Markets, and Investment Banks Strategize Around Interest Rates

Signaling Games in Monetary Policy: How the Fed, Markets, and Investment Banks Strategize Around Interest Rates

Monetary policy is more than just interest rate decisions, it's a high-stakes signaling game.