Growth

Core inflation data: Why 3.4% matters now

Headline US PCE deflator growth hit 0.4% M/M, marking the first outcome above 4% since April 2023 according to KBC Bank.

Jul 27, 2026 Sofia Mendes 11 min read

Fed Rate Hikes: Why UBS Calls Market Bets Wrong

UBS sees market pricing for two rate hikes as too aggressive, citing a 0.8% inflation drop forecast and a constructive $5,200 gold target.

Jul 14, 2026 Sofia Mendes 13 min read

New Zealand GDP: Why 0.8% Growth Masks Slowdown

NZ GDP grew 0.8% in Q1 2026, missing Westpac's 1.0% forecast. Discover how seasonal recalculations mask a genuine economic slowdown for traders.

Jul 9, 2026 Sofia Mendes 12 min read

Nonfarm Payrolls: Why 172K Jobs Breaks the Fed's Plan

May's 172K job surge shatters the 85K forecast. Learn the specific employment thresholds that trigger Fed policy shifts and dollar volatility.

Jul 1, 2026 Vikram Nair 13 min read

Flash PMI Data: Why 35% Recession Odds Clash With Growth

Goldman sees 2.8% growth while J.P. Morgan flags 35% recession risk. I break down what this Flash PMI split means for your EM trades.

Jun 23, 2026 Vikram Nair 15 min read

USD/JPY Surge: Why Japan's 0.5% Growth Fails

USD/JPY targets 161.95 as the Strait of Hormuz stays closed. With Japan's growth slashed to 0.5%, intervention lacks real liquidity to stop the trend.

Jun 22, 2026 Aisha Rahman 14 min read