Macro & Policy

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Donald Trump arriving in Beijing representing Trump Beijing summit, U.S.-China trade talks, semiconductor export controls, and bilateral economic relations

Trump Brings Wall Street and Silicon Valley to Beijing Summit

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Traders on the New York Stock Exchange representing the April jobs report, U.S. labor market, Federal Reserve expectations, and nonfarm payroll growth

April Jobs Report Beats Forecasts but Signals Slower Growth

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Jerome Powell, Chair of the Federal Reserve, speaking at a public event, as the Fed rate decision April 2026 keeps US interest rates unchanged, reflecting inflation risks, energy prices and the evolving Federal Reserve policy outlook

Fed Holds Rates as Inflation and Middle East Risks Cloud Path

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Powell DOJ probe dropped as Federal Reserve independence debate, Jerome Powell investigation, Fed chair probe, Warsh confirmation and Fed leadership transition highlight DOJ Federal Reserve case, central bank independence and policy independence

Federal Reserve Independence Survives Its Most Serious Test

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Kevin Warsh testifies at his Fed hearing before the Senate Banking Committee, outlining an inflation-focused approach and defending Fed independence

Kevin Warsh Faces Senate Test on Fed Independence

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Jerome Powell Federal Reserve chair as Powell Fed policy signals patience amid oil inflation near $115 and rising private credit risks

Jerome Powell Holds Fire as Oil Shock Tests the Fed's Nerve

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New York Stock Exchange as US markets outlook shifts amid energy shock, private credit stress and tech liability in Q1 2026

US Markets Hit by Energy Shock, Credit Stress and Tech Liability

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US Japan relations as Donald Trump meets Sanae Takaichi at the White House summit strengthening US Japan alliance, investment and Indo-Pacific security cooperation

Japan and America Recalibrate Their Most Consequential Alliance

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Markets News

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TSMC logo representing TSMC Q3 earnings, record profit, AI-driven semiconductor demand, 2nm production growth, strong gross margin and fourth-quarter guidance

TSMC Q3 Profit Soars 69% as AI Demand Absorbs 2nm Costs

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Interior of a Morgan Stanley office representing Morgan Stanley Q3 earnings, record wealth management revenue, surging equity trading, softer underwriting and fixed income performance

Morgan Stanley Q3: Traders and Wealth Carry a Firm Beat

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BlackRock logo on an office wall representing BlackRock Q3 earnings, record assets under management, rising profit, private markets growth and stronger fee revenue

BlackRock Q3 Profit Jumps as Assets Hit $15.5 Trillion

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