Global Fragmentation Will Weaken The Dollar’s Dominance, El-Erian Cautions
New trade and payment systems are reshaping the world’s financial order.
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The Holiday Shopping Season Will Test A Lopsided Economy
Soon consumers will confront a holiday shopping season darkened by lingering inflation, tariffs, and diminished job prospects.
Good Inflation News Gives Some Relief — But The Fed’s Flying Blind From Here
Inflation came in better than expected in Sept. Welcome downside surprise that gives policymakers more breathing room as they weigh another rate cut.
AI Is Keeping The US Economy Out Of A Recession
The US economy has defied calls for a slowdown for two years — dodging a recession. The reason why? Artificial Intelligence.
Wall Street Credit Worries Intensify After Dimon's 'Cockroach' Warning
Wall Street's credit worries are intensifying after a warning from JPMorgan Chase (JPM) CEO Jamie Dimon about cockroaches in the US economy.
The Big Dollar Short Is Becoming A Pain Trade For Investors
Betting against the dollar has been the dominant trade this year in the $9.6 trillion-a-day foreign-exchange market. That wager is starting to stumble
Goldman’s Kostin Says S&P 500 Firms To Beat Low Earnings Bar
US companies are set to enjoy a better-than-expected earnings season as a robust economy and a solid outlook for AI have left estimates too low.
