First sighting of Trump II tariff revenue surge
The US government on April 22 received USD 11.7 billion from customer duties in a single day, the first time we can observe a substantial increase in import duties revenue resulted from the new of tariff from the second Trump administration.
BoE thinks this leading indicator can tell us how high UK goods inflation will...
One of the leading indicators Bank of England (BoE) uses to predict the future direction of goods inflation is the manufacturing producer price index (PPI) growth rate. The close relation, however, has broken down in the past year.
US goods trade deficit hits all-time high in 2025—What does it mean for Q4...
US trade deficit continues to widen in December after hitting recent year low in October. The total import was USD 70.3 billion higher than export in the last month of 2025, according to the US Census Bureau.
Bank of Canada turns more ‘two-handed’ as ‘Stag’ vs ‘flation’ risks roughly balanced following...
The Bank of Canada on Wednesday held its policy interest rate unchanged at 2.25%, which is exactly what the market expected. The focus is now on the central bank's assessment of the Iran War's impact on the economy.
The Most Important Question Jay Powell Need to Answer – Where is the Saturated...
The most important question for the 30th Jan Fed meeting balance sheet policy, because it is also most underrated by the market.
US Trade Deficit Stabilizes as Post-Tariff ‘Front-Loading’ Fades
US trade deficit rebounded to USD 56.8 billion in November after recording a USD 29.2 billion shortfall, the smallest monthly since 2009, in the previous month, the US Census Bureau reported Thursday.
This is why the Fed can afford to look through the Iran War energy...
The vacancy-to-unemployed ratio currently stands at 0.91 — meaning there are fewer open jobs than unemployed workers. At the peak of post-COVID labor market tightness, that ratio exceeded 2. This structural difference is the strongest argument the Fed has for looking through the Iran War energy shock.
