#dWP-VW.THINKTANK I Q4/2025

China is considering cutting interest rates on as much as $5.3 trillion of mortgages in two steps to lower borrowing costs for millions of families while mitigating the profit squeeze on its banking system.

Federal Reserve Bank of Atlanta President Raphael Bostic said the central bank’s two mandates — stable prices and maximum employment — are now in balance for the first time since 2021, though he added he is “not quite prepared” to declare victory over inflation.

US job openings fell in July to the lowest since the start of 2021 and layoffs rose, consistent with other signs of slowing demand for workers.

Republican nominee Donald Trump and running mate JD Vance are campaigning on a grab bag of tax cut proposals that could collectively cost as much as $10.5 trillion over a decade, a massive sum that would exceed the combined budgets of every domestic federal agency.

Volvo Car AB abandoned a target to sell only fully electric cars by the end of this decade, the latest manufacturer to walk back its EV ambitions due to waning demand.

Stocks posted their worst day since the Aug. 5 market meltdown, with the S&P 500 falling more than 2%, as growth and monetary anxieties combined to torch risky assets much as they did a month earlier.

Stocks in Asia were poised for losses after US benchmarks posted their worst day since the Aug. 5 market meltdown, with concerns about growth and monetary policy combining to torch risky assets.

Volkswagen AG defended plans to consider unprecedented factory closures in Germany, saying flagging car sales have left the company with about two plants too many.

Catch up: Nvidia shares plunge; Ukraine reshuffles its government

China’s services activity expanded less than expected, a private survey showed, adding to worries over the economy’s health.

Libya’s state oil firm declared force majeure on key field El-Feel amid a widening shutdown of production triggered by a power struggle in the OPEC member.

Bank of Japan Governor Kazuo Ueda reiterated Tuesday that the central bank will continue to raise interest rates if the economy and prices perform as expected by the BOJ, a comment that supported further gains in the yen.

Arif Husain says he was early in sounding the alarm on Japan’s rising interest rates last year, which he described as the “San Andreas fault of finance.”

Hong Kong’s prime shopping districts once commanded the highest rents in the world. Now they’re hollowing out as Chinese consumers disappear.

Losing ground in the race to produce electric vehicles, German and French carmakers are heading toward a disruptive wave of factory closures

Die Schwierigkeiten in der Industrie machen sich weiterhin auf dem Arbeitsmarkt bemerkbar. Ende August waren rund 352.200 Personen ohne Job. Im Vergleich zum Vorjahresmonat waren das fast zehn Prozent mehr Arbeitslose und Schulungsteilnehmende, hieß es am Montag vom Arbeitsmarktservice (AMS) und dem Arbeitsministerium.

Tabubruch bei Volkswagen: Der Autokonzern schließt nicht mehr aus, dass Standorte in Deutschland komplett wegfallen. Die vereinbarte Job-Garantie bis 2029 will VW aufkündigen. Der Betriebsrat kündigt Widerstand an.

Employment gauges in a fresh batch of regional Federal Reserve bank surveys are emblematic of the risks to the US job market prompting the central bank’s turn toward interest-rate reductions.

China's factory activity likely shrank for a fourth month in August, a Reuters poll showed on Friday, reinforcing the need for officials to direct more stimulus towards households and less to building projects.

The Federal Reserve’s preferred measure of underlying US inflation rose at a mild pace and household spending picked up in July, reinforcing policymakers’ plan to start cutting interest rates next month.

China is considering allowing homeowners to refinance as much as $5.4 trillion of mortgages to lower borrowing costs for millions of families and boost consumption.

It began badly. But four weeks on from the worst volatility blowup since the pandemic, August will go down as another grand gesture of confidence by Wall Street in its ability to suss out the future.

Oil extended gains after Libya declared force majeure at a key oilfield amid widening shutdowns that have wiped out close to a million barrels from daily global supplies.

China’s factory activity contracted for a fourth straight month in August, the latest sign the world’s No. 2 economy may struggle to meet this year’s economic growth target.

Die KIM-Verordnung als Bremse für Kredite hält Franz Gasselsberger für einen Mythos. Gewinne zu erwirtschaften sei nichts Unehrenhaftes, sagt er