Macroeconomics
The Fed's Pivot Dilemma: Why Rate Cuts Are Harder Than They Look
The Federal Reserve faces a delicate balancing act as inflation cools but labor markets remain stubbornly tight. We examine the data behind the decision.
Macroeconomics
Central bank policy, inflation, GDP, employment, and global economic trends.
2 articles
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Macroeconomics
Emerging Markets in 2025: The Dollar Dependency Problem
A stronger dollar has historically been a headwind for emerging markets. With the Fed on hold, which EM economies are best positioned for the year ahead?