All news stories

US factory new orders fall; Canada launches sovereign wealth fund; Moody's upgrades China's outlook; China data improves; German mood sours; UST 10yr at 4.34%; gold eases but oil higher; AU$1 = 70.9 USc

Toby Walsh explains why the world’s banks are so worried about Anthropic’s latest AI model

Lenny Mendonca & Martin Neil Baily see looming worker displacement from the march if AI as a greater challenge that systemic financial concerns

Eyes on Asian oil refinery outlooks; Trump backs down over Powell claims; US mood at record low; China FDI low; Russian oil becomes attractive; UST 10yr at 4.31%; gold eases but oil firms; AU$1 = 71.5 USc

Gene Frieda identifies the market signals that would imply a move from fear of inflation to fear of recession

Trump drops case against Powell; Hormuz still shut, but ...; US sentiment dire; Canadian retail rises; China FDI stays very weak; Russia cuts policy rate; UST 10yr at 4.31%; gold up but oil eases; AU$1 = 71.5 USc

US data improves, but tech layoffs rise fast; Canada PPI zooms; India expands faster; Taiwan still starring; Australia PMI's improve; bulk freight rates zoom; UST 10yr at 4.33%; gold down but oil rises further; AU$1 = 71.3 USc

Persian Gulf standoff turns childish; US petrol stocks drop; eyes on Tesla results; EU consumer sentiment dives; BHP back selling to China but in yuan; UST 10yr at 4.31%; gold and oil prices rise; AU$1 = 70.6 USc

Alex Wang and Angela Huyue Zhang warn that Anthropic's Mythos model will make every country more vulnerable to economic disruption