Despite the largest supply disruption in history triggered by conflict around Iran, global markets have stabilized faster than expected, easing fears of prolonged economic fallout.
New York Fed President John Williams highlighted artificial intelligence–induced demand as his primary inflation concern, emphasizing potential Fed rate increases if inflation proves persistent.
China’s producer prices surged at the fastest annual pace since 2022, reflecting rising industrial costs, while consumer inflation remained subdued due to weak domestic spending.
Two ex-White House economic advisers warn the AI stock bubble keeps expanding, spotlighting key AI stocks Nvidia, SpaceX, and Micron amid divergent market responses.
European markets fell sharply as escalating tensions between the U.S. and Spain and Middle East uncertainties drove oil prices higher, raising inflation worries and stalling expectations for rate cuts.
The Federal Reserve kept interest rates steady and indicated that borrowing costs will remain elevated, sidelining rate cuts amid persistent inflation risks and economic uncertainty.
Analysts anticipate the Federal Reserve could purchase equity ETFs to prevent a market downturn, boosting liquidity that might also benefit cryptocurrencies amid growing political pressure.
Federal Reserve officials identified strong demand for AI technology and related infrastructure as a key factor driving inflation, complicating interest rate decisions.
Federal Reserve minutes reveal inflation pressures from AI demand and geopolitical tensions, keeping the door open for interest rate hikes despite a recent pause.
The IMF lowered its global economic growth forecast to 3% for 2026, citing the Iran conflict and surging oil prices despite productivity gains from AI investments.
Recent Federal Reserve minutes reveal sharp divisions among policymakers regarding the future of U.S. inflation and the appropriate course for monetary policy.
China’s passenger vehicle market faces a sharp decline, pushing automakers to rely heavily on exports, sparking a significant shift in global auto trade dynamics.