Macro & Policy

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The Federal Reserve signals a cautious policy reset as inflation remains above target and economic growth stays resilient

Fed Pauses Rate Cuts as Inflation Persists and Growth Holds Firm

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Larry Fink Put Davos Back at the Center of Global Power

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Mark Carney addresses the media at a press conference in Beijing on January 16, 2026.

Carney Concludes Beijing Visit with EV and Canola Agreements

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Federal Reserve Chairman Jerome Powell, as DOJ criminal probe into Jerome Powell’s testimony escalates political pressure on the Fed, testing central bank independence and market trust.

DOJ Probe of Powell Threatens Federal Reserve Independence

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Jerome Powell, chairman of the US Federal Reserve, during a news conference following a Federal Open Market Committee (FOMC) meeting in Washington, DC, US, on Wednesday, Dec. 10, 2025. Federal Reserve officials delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026.

Fed Signals Slower Easing as Growth Caps 2026 Rate-Cut Outlook

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Jensen Huang, NVIDIA founder and CEO at a press conference during the APEC CEO summit prior to trump administration approving Nvidia H200 exports to China under a 25% Treasury surcharge, reshaping US export controls and AI chip competition.

Trump Reopens Nvidia H200 Exports to China with Revenue Share

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New York Stock Exchange (NYSE) site. Markets price in a December Fed rate cut after soft inflation data and accelerating tech earnings driven by AI and cloud growth.

Fed Rate Cut Odds Jump as Inflation Cools and Earnings Surge

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Xi Jinping and Emmanuel Macron meet in Beijing to discuss trade relations and market access.

Xi Jinping Offers France Greater Market Access Amid Trade Deficit

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The New York Stock Exchange (NYSE) in New York asTechnology stocks plunge as semiconductors fall nearly 5% amid AI-investment doubts, mixed labor data, and rising volatility across U.S. equity markets.

When Markets Reassess AI: Tech Stocks Face a Valuation Reset

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US President Donald Trump and Mohammed bin Salman, during the US-Saudi Investment Forum at the Kennedy Center in Washington

Silicon and Sovereignty: Inside Saudi Arabia's Technology Pivot

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US President Donald Trump (L) and China's President Xi Jinping shake hands as they arrive for talks at the Gimhae Air Base, located next to the Gimhae International Airport in Busan on October 30, 2025

Trump and Xi Strike Busan Trade Deal, U.S.–China Tensions Ease

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US Federal Reserve Chair Jerome Powell speaks during a press conference at the end of a Monetary Policy Committee meeting in Washington, DC, The Fed lowers rates by 25 bps to 3.75–4%, halts balance sheet runoff, and signals vigilance on labor softness and inflation risks.

Federal Reserve Moves Cautiously With 25 Basis Point Rate Cut

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Morgan Stanley earnings strong Q1 results MS earnings record revenue $20.6B Morgan Stanley profit wealth management growth trading revenue performance

Morgan Stanley Posts Record Quarter With $20.6B Revenue

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Bank of America Q1 2026 earnings Bank of America profit 2026 BAC earnings report net income $8.6B wealth management growth capital markets revenue

Bank of America Posts $8.6B Profit in Strong Q1 2026

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ASML AI lithography demand EUV systems semiconductor equipment AI chip manufacturing demand ASML 2026 outlook EUV lithography growth semiconductor equipment orders

ASML Raises 2026 Outlook as AI Lifts Lithography Demand

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