Macro & Policy

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The latest news

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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U.S. President Donald Trump (L) views an honor guard with Japanese Prime Minister Sanae Takaichi (R) during a welcoming ceremony at Akasaka Palace on October 28, 2025 in Tokyo, Japan. Trump is on a visit to Asia that takes in the ASEAN summit in Malaysia, followed by a trip to Japan and South Korea ahead of the APEC meetings

Tokyo Accords Reshape the U.S.–Japan Industrial Alliance

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US President Donald Trump boards Air Force One prior to departure from Joint Base Andrews in Maryland, October 5, 2025

The Pacific Realignment: Trump’s Strategic Wager in Asia

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Sanae Takaichi, president of the ruling Liberal Democratic Party, walks after casting a vote in an election to choose Japan's next prime minister during a House of Representatives plenary session

Nikkei Record High as Japan’s Political Shift Attracts Global Capital

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Women wearing traditional Chinese costumes pose for photographs as they visit the surroundings of the Forbidden City in Beijing during China's National Day Golden Week holiday

Trump’s 100% China Tariff Threat and Shutdown Rewire Trade

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The New York Stock Exchange (NYSE) in New York, US

The New American Calculus: Inside the Divergent Core of Growth

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AT&T logo representing AT&T Q2 earnings, fiber broadband expansion, wireless convergence and the EchoStar spectrum acquisition.

AT&T's Fiber Strategy Delivers a Convincing Quarter

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Netflix logo representing Netflix Q2 earnings, Netflix guidance, streaming business and quarterly financial results.

Netflix's Quarter Was Fine. Wall Street Wasn't Convinced.

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TSMC semiconductor manufacturing facility during Q2 earnings, showing the exterior of the company's advanced AI chip fabrication plant.

TSMC's Blowout Quarter Confirms the AI Boom Has Room to Run

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