2025-05-22Niranjan Ghatule
UK inflation unexpectedly rose to 3.5% in April 2025, surpassing forecasts and disrupting the recent trend of slowing prices. This article explores the key drivers behind the surge, the impact on households and monetary policy, and the challenges facing the Bank of England.
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2025-05-21Niranjan Ghatule
This article explores the recent US 20-year bond auction that triggered a spike in yields due to weak demand. It explains how rising deficits, inflation expectations, and the Federal Reserve's "higher for longer" stance are impacting markets, and why former President Trump continues to pressure Fed Chair Powell for rate cuts amidst growing economic uncertainty.
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2025-05-21Niranjan Ghatule
China's real estate sector faces its worst downturn in history, with home prices falling for nearly four years, property investment plummeting, and new construction activity sharply declining in 2025—surpassing the impact of the 2008 crisis.
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2025-05-21Ravi Mehta
Elon Musk, known for his bold political statements and massive donations, is stepping away from political spending to concentrate on his business ventures like Tesla and SpaceX. After contributing over $250 million to Donald Trump’s campaign, Musk now signals a strategic retreat from politics, sparking major conversations about his future influence.
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2025-05-21Niranjan Ghatule
Japan, the largest holder of U.S. debt, is facing a financial crisis likened to Greece’s. With surging yields and collapsing demand for its bonds, Japan may soon sell U.S. Treasuries to stabilize its economy.
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2025-05-21Ravi Mehta
Institutional investors have slashed their US equity allocations to the lowest levels since 2023, with a historic drop in sentiment over the past five months. This article explores the sharp underweight positioning, comparisons to past downturns, and the growing shift toward Eurozone equities.
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2025-05-21Niranjan Ghatule
The US bond yields have dipped once again, pulling the dollar index lower and signaling continued weakness in the US currency. This trend has sparked global interest, especially in emerging markets. A recent report by Bank of America suggests that a major bull run is beginning in these markets, marking a potential turning point after years of stagnation.
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2025-05-21Niranjan Ghatule
This article covers the growing international backlash against Israel's military offensive in Gaza. It details recent actions by the UK, EU, France, and Canada, including threats of sanctions and suspension of trade talks. The EU has begun reviewing its trade agreement with Israel, while the UK imposed new sanctions and strongly condemned Israeli cabinet statements as extremist.
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2025-05-20Niranjan Ghatule
Description:
On May 20, 2025, the leaders of the United Kingdom, France, and Canada issued a joint statement condemning Israel’s escalating military actions in Gaza and the West Bank.
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