Macro & Policy

Page 3

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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The statue of U.S. President Abraham Lincoln in Washington, DC

Government Shutdown Disrupts Tech Operations and Approvals

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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

NVIDIA CEO Jensen Huang during NVIDIA’s fiscal Q1 2027 earnings period as Blackwell systems, AI factories, accelerated computing, and data-centre revenue drive record growth.

NVIDIA Posts $81.6 Billion Quarter as AI Infrastructure Scales

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Klarna branding displayed at the New York Stock Exchange during the company’s IPO as investors react to Klarna quarterly earnings and Klarna 1 billion Q1 revenue growth milestone in fintech and digital payments markets

Klarna Posts $1B Quarter as Fintech Maturity Gains Pace

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Cisco branding displayed during Cisco earnings 2026 as AI infrastructure orders, networking demand, enterprise AI upgrades, and hyperscale AI infrastructure spending accelerate globally.

Cisco Raises AI Outlook to $9 Billion After Record Run

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