EM equities potentially offer compelling upside opportunities relative to DM equities benefitting from several secular ...

An inflationary gap can occur due to increased consumer spending. Learn how it’s calculated and what affects it.

Discover how governments and institutions generate revenue through fiscal capacity, affecting policy and services, with ...

The Federal Reserve's current monetary-policy ⁠setting ⁠threatens U.S. economic growth ⁠that otherwise is being "underwritten" by a range of Trump ​administration policies including tax cuts, Fed ...

The Reserve Bank of India's (RBI) latest Monetary Policy Committee (MPC) decision reflects confidence in the country's growth-inflation dynamics, with stable economic momentum and a gradual ...

A hearing with Treasury Secretary Scott Bessent turned chaotic Wednesday as Democratic lawmakers clashed with him over fiscal ...

Fiscal policy refers to the government’s choices about spending and taxation. Those choices ripple through the stock market, the bond market, and the overall level of confidence among investors. When ...

Something is amiss with Japanese government bonds (JGBs). On January 20th the country’s longest-dated debt sold off sharply. The yield on 30-year bonds rose by a quarter of a percentage point, the ...

China approaches the 2025 Central Economic Work Conference (CEWC) with an economy showing mixed signals. Headline growth reached 5.3% in the first half of the year, supported by stronger-than-expected ...

While we’re often picking up the pieces of that aftermath, few of us actually know or understand how central banks and monetary policy actually work. Having this knowledge helps you prepare for these ...

China’s Finance Minister Lan Fo’an pledged to implement a stronger and proactive fiscal policy over the next five years in an effort to support the country’s economic growth, state media Xinhua News ...

Inflation may be down to the Federal Reserve’s target, if we subtract the effect of tariffs. Perhaps, then, the Fed can bring down interest rates more. That’s an implication of research at Harvard ...