gold
Gold has officially entered uncharted territory, with prices surging by an astounding 40% this year to touch unprecedented highs of nearly $3,690 to $3,698 per ounce in September 2025. This historic rally, following a substantial 27% increase in 2024, marks gold's steepest ascent since 1979, signaling
Inflation
The United States economy finds itself at a critical juncture, grappling with persistent inflationary pressures while the Federal Reserve navigates a delicate path toward potential interest rate adjustments. Recent data on both producer and consumer prices reveal an inflation landscape that, while showing some moderation, remains stubbornly above the central
ECB
Frankfurt, Germany – September 2025 – In a move largely anticipated by markets, the European Central Bank (ECB) opted in September 2025 to keep its key interest rates unchanged, maintaining a "steady hand" on monetary policy. This decision marks a significant divergence from the Federal Reserve (Fed) across the Atlantic,
Inflation
The global economy is grappling with a significant shift in the landscape of consumer price inflation. While initial surges in inflation were largely attributed to supply chain disruptions and elevated energy costs impacting goods, the narrative has fundamentally changed. Today, the sticky, persistent nature of inflation is predominantly a services-led
central banks
In a pivotal moment for the global economy, the world's leading central banks are charting increasingly divergent monetary policy courses, setting the stage for significant shifts in currency markets, international investment flows, and broader economic stability. The Federal Reserve (Fed) stands poised on the brink of an anticipated
central banks
Central banks worldwide find themselves locked in a precarious balancing act, attempting to thread the needle between taming persistent inflationary pressures and fostering sustainable economic growth. This intricate challenge has defined monetary policy in 2025, as institutions like the European Central Bank (ECB), the Federal Reserve (Fed), and the Bank
Inflation
The battle against inflation continues to define the economic narrative, as the Federal Reserve grapples with persistent price pressures that remain stubbornly above its long-term 2% target. A critical divide exists in how this inflation is measured – through the widely cited Consumer Price Index (CPI) and the Federal Reserve'
Fed rate cuts
The financial markets are once again fixated on the Federal Reserve, as discussions turn to potential interest rate cuts in an environment that, for all intents and purposes, is not yet officially in a recession. This delicate balancing act by the central bank represents a proactive measure to sustain economic
10-year Treasury yield
The U.S. financial markets are currently at a critical juncture, with the stability of the 10-year Treasury yield hovering steadfastly around the 4% mark. This apparent calm in long-term borrowing costs is proving to be a crucial linchpin for the effectiveness of the Federal Reserve's (Fed) anticipated
Federal Reserve
Financial markets are currently on edge, grappling with the looming possibility of a significant shock: an unexpected decision by the Federal Reserve to forgo a widely anticipated interest rate cut in September 2025. This deviation from market consensus, which largely projects a 25-basis-point reduction, could trigger a sharp negative reaction
FOMC
The Federal Open Market Committee (FOMC), the monetary policymaking body of the U.S. central bank, is grappling with unprecedented internal divisions over the timing and necessity of interest rate cuts. This growing schism, marked by notable dissents among its governors, introduces a significant layer of uncertainty into the financial
Fed rate cuts
As the financial markets brace for an imminent interest rate cut by the Federal Reserve in September 2025, leading investment banks Goldman Sachs and J.P. Morgan are already looking further afield, forecasting a more extensive easing cycle well into 2026. Their collective outlook suggests that the anticipated September reduction