25 articles
Federal Reserve Chair Jerome Powell's term ends May 2026 as Congress passes $1.1 trillion in tax cuts that push Social Security insolvency to 2032, seven years ahead of schedule. The fiscal expansion contrasts sharply with restrictive monetary policies in Nigeria and Israel, while South Africa and Greece navigate separate debt pressures.
The US Federal Reserve has signalled an indefinite pause on interest rate cuts, marking a turning point after the aggressive easing cycle of late 2024. With policymakers converging on the view that rates are near neutral, global markets, emerging economies, and central banks from Frankfurt to Tokyo must recalibrate. The repricing of Fed expectations carries consequences far beyond American borders.
Institutional investors are driving a global reallocation of capital as AI-driven productivity gains move from theory to measurable earnings. The shift is rotating money away from first-generation semiconductor winners toward companies owning the operational AI layer — with implications for corporate strategy from New York to Tokyo, Frankfurt to Singapore. Monetary policy uncertainty, particularly in the United States, adds a consequential overlay for international investors navigating this tran
A structural split between surging corporate profits and stagnant real wages — first mapped in the U.S. — is now a defining feature of advanced economies worldwide. Bank of America's analysis warns that the widening K-shaped recovery poses systemic risks not just to American equity valuations, but to the consumer-driven growth models underpinning markets from Frankfurt to Tokyo. The divergence is forcing investors globally to rethink how broad-based any economic recovery truly is.
In economies from Argentina to Nigeria to Vietnam, where local currencies erode faster than wages can adjust, Tether's USDT stablecoin is quietly becoming the de facto dollar for millions who have never held a bank account. With $20 billion in recent redemptions processed without breaking its peg, Tether is making a credibility argument that goes beyond crypto — it is positioning itself as monetary infrastructure for the Global South. The company's pivot toward law enforcement cooperation and Tr