Inflation Took a Licking. Why’s It Still Ticking? (11.12.2024)
It’s stubbornly settling above the desired 2.0%, which won’t stop a Fed cut next week but should put the Trump team on notice.
#dieWIRTSCHAFTSPRAXIS-VW.THINKTANK I STATUS.QUO Q2/2025
ECB Interest Rates: Fourth Cut to Buoy Eurozone’s Waning Economy (12.12.2024)
The European Central Bank is set to cut interest rates for the fourth time this year, loosening constraints on the region’s struggling economy as inflation nears 2%.
US to Increase Tariffs on China’s Wafers, Polysilicon From 2025 (12.12.2024)
The US will raise import tariffs on Chinese solar wafers, polysilicon and some tungsten products from the beginning of next year, following a four-year review by the Biden administration.
Donald Trump Invites China’s Xi Jinping to Inauguration, CBS Says (12.12.2024)
US President-elect Donald Trump has invited Chinese President Xi Jinping to attend his inauguration next month, CBS reported, citing multiple sources.
Donald Trump Pledges Fast Permits for Anyone Investing $1 Billion in US (10.12.2024)
President-elect Donald Trump said his administration would help expedite permits for any person or company that invested at least $1 billion in the US.
Xi Readies Bargaining Chips for US Trade War After Biden Curbs (11.12.2024)
China got a head start on a looming trade war with the US by showcasing a new range of tools it’s prepared to use if Donald Trump makes good on his threat to punish the world’s second-biggest economy with tariffs.
EU's Biggest Trade Threat Is Itself, Not Trump's Tariffs (11.12.2024)
A tit-for-tat trade war would hurt both Europe and the US, but internal barriers to trade and the efficient allocation of capital leave Europe ill-prepared.
China to Map Out Stimulus Plan as Central Economic Work Conference Kicks Off (10.12.2024)
China is set to begin its annual economic work meeting on Wednesday to map out policies for next year, with top leaders hinting at more forceful stimulus amid the threat of a potential trade war with the US.
EU Backs Russian Sanctions Package With Concession to Slovakia (11.12.2024)
The European Union gave preliminary backing to a 15th package of sanctions against Russia that includes an extension of an exemption for Slovakia to trade petroleum products derived from Russian oil through early June.
Inflation Anxiety Just Got a Reality Check (11.12.2024)
Expectations around price pressures and monetary policy have swung wildly over the past year. The numbers tell an optimistic story.
Northvolt Bankruptcy, Plant Delays in Europe Tighten BYD, CATL Grip on EVs (10.12.2024)
Northvolt’s cash crunch and local factories getting canceled undermine the region’s push to reduce reliance on Asia.
US CPI Report November 2024: Live Data on Inflation, Consumer Price Index News (11.12.2024)
Bloomberg New Economy: China Heads Down Japan’s Troubled Macro-Policy Path (13.04.2024)
The argument that China is following in Japan’s three-decade old footsteps down the path to stagnation has many problems with it. For one, today’s China still has a whole lot more urbanization and development catch-up potential than its smaller neighbor did in the early 1990s.
China's Industry Still Needs the Developed World I BLOOMBERG I 11.12.2024
‘Animal Spirits’ May Face a Cold Reality in a Trump Economy (07.12.2024)
Can pure business-owner optimism translate into economic acceleration? Next year may offer the ultimate test of that proposition in America, as Donald Trump and his aides take the reins for a second time.
‘Animal Spirits’ May Face a Cold Reality in a Trump Economy (07.12.2024)
Can pure business-owner optimism translate into economic acceleration? Next year may offer the ultimate test of that proposition in America, as Donald Trump and his aides take the reins for a second time.
Global Economy Won’t Feel Much Pain From Trump Agenda in 2025 (10.12.2024)
Promised overhaul of conventional wisdom on trade, debt and security won’t happen overnight.
Global Economy Won’t Feel Much Pain From Trump Agenda in 2025 (10.12.2024)
Promised overhaul of conventional wisdom on trade, debt and security won’t happen overnight.
ECB Officials to Lock Horns Over How Much Cuts Can Boost Economy (10.12.2024)
European Central Bank officials agree that lower interest rates are needed to buoy the region’s shaky economy. How much they can actually help, though, is hotly contested.
Fiscal Debt Binge Is World’s Biggest Stability Threat, BIS Says (10.12.2024)
Government borrowing habits pose the biggest danger to world economic stability and recent shifts in market sentiment should serve as a warning, the Bank for International Settlements said.
China Economists Ramp Up Expectations for Rate Cuts, Spending (10.12.2024)
China may raise its budget deficit to the highest in three decades and make the deepest interest-rate cuts since 2015 following the boldest stimulus signals from its top leaders in years, according to economists.
Trump Policy Report I National Institute of Economic and Social Research I BLOMMBERG I 10.12.2024
If President-elect Donald Trump follows through on his policy program, it will trigger a US recession, according to the London-based think tank National Institute of Economic and Social Research.
“In a worst case scenario, where immigrant expulsions are massive, tariff increases hit straight away and retaliation is swift and effective, GDP could contract by two to three percentage points,” NIESR said in a release this month. That compares with a trend growth estimate of about 2%.
Even modest migrant expulsions would push up wage costs and inflation, according to the analysis by NIESR fellow Paul Mortimer-Lee. Sustained deportations would mean a persistent hit to growth, unlike tariffs’ one-off shock, NIESR said. The report also cautioned that undermining Fed independence could see inflation above 7% by 2027.
Xi warnt vor Folgen von Handelskrieg mit USA (10.12.2024)
China Targets Nvidia (NVDA) For Potential Breaches of Anti-Monopoly Law (09.12.2024)
China has opened a probe into Nvidia Corp. over suspicions that the US chipmaker broke anti-monopoly laws around a landmark 2020 deal, taking aim at the AI heavyweight as Washington ramps up sanctions.
Bericht: China fährt nahe Taiwan Dutzende Kriegsschiffe auf (09.12.2024)
EU’s Teresa Ribera Pledges Vigilance on China’s Clean-Tech Tactics (05.12.2024)
The European Union should guard against Chinese attempts to dominate the bloc’s clean-tech market and make sure its exports aren’t destroying local rivals, the EU’s new competition chief warned.
Warum eine stärkere EZB-Zinssenkung nicht vom Radar verschwindet (09.12.2024)
Marktteilnehmer und Ökonomen können sich nicht ganz von der Vorstellung lösen, dass die Europäische Zentralbank in den kommenden Monaten eine größere Zinssenkung vornehmen wird.
China Consumer Inflation Slows Despite Stimulus to Support Economy (09.12.2024)
China’s consumer inflation unexpectedly decelerated in November while factory deflation eased, painting a mixed picture of the effects of recent stimulus efforts on the economy ahead of key policy meetings this week.
China Signals Bolder Stimulus for Next Year as Trump Returns (09.12.2024)
China’s top leaders signaled bolder economic support next year using their most direct language on stimulus in years, as Beijing braces for a trade war when Donald Trump takes office.
Trump Is on Collision Course With EU Over Big Tech Crackdown (09.12.2024)
The European Union’s multiyear clampdown on some of the largest American companies is set to force President-elect Donald Trump to decide which bothers him more: Europe or Big Tech.