Key Takeaways The Federal Reserve is maintaining its benchmark rate at 4.25%–4.50% in 2025 amid persistent inflation and growing labour market concerns. Chair Powell has signalled that interest rate cuts...
Key Takeaways Ukrainian drone strikes in 2025 have disrupted 17% of Russia’s oil refining capacity, significantly affecting global and domestic fuel dynamics. Russia faces difficult choices between crude oil exports...
Key Takeaways The dismissal of Federal Reserve Governor Lisa Cook by the US president has triggered a constitutional and legal confrontation, questioning the limits of presidential authority over an independent...
Key Takeaways India-US relations are under strain due to mounting trade tensions, including proposed tariffs and retaliatory measures. Key sectors such as IT services, pharmaceuticals, and defence are particularly exposed...
Key Takeaways The US stock market’s valuation metrics have surpassed those seen during the Dot-Com Bubble and the 1929 Great Depression peak. While historical market cap-to-GDP ratios were around 88%...
Key Takeaways Federal Reserve Governor Lisa Cook refuses attempts by President Trump to remove her, citing legal limitations on presidential authority over Fed appointees. The dispute has revived concerns over...
Key Takeaways Recent threats by former President Trump against ABC and NBC have reignited regulatory concerns over broadcast licensing, with potential implications for stock valuations of parent companies Disney and...
Key Takeaways The Kremlin’s resistance to Ukraine security guarantees following the Trump-Putin summit has reignited geopolitical tension, with implications for investor sentiment across commodity and defence markets. Energy markets remain...
Key Takeaways Rising bond yields ahead of inflation data have increased market volatility, with equities under pressure due to shifting expectations for monetary policy. Historical correlations suggest modest yield changes...
Key Takeaways The removal of Federal Reserve Governor Lisa Cook has intensified debate over the central bank’s independence, introducing heightened policy and market uncertainty. Cook’s dismissal, rooted in allegations of...
