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Trump’s Tariff Gamble: Inflation Risks Linger Beneath Consumer Optimism

Trump’s Tariff Gamble: Inflation Risks Linger Beneath Consumer Optimism

Consumer inflation expectations are cooling—but the tariff storm may just be warming up.

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When High Rates Stop Talking: Rethinking Monetary Signals in a Fractured Market

When High Rates Stop Talking: Rethinking Monetary Signals in a Fractured Market

For decades, central bankers believed in the signaling power of interest rates. Raise rates to cool inflation.

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Middle East Tensions and the Shifting Dynamics of Oil Prices

Middle East Tensions and the Shifting Dynamics of Oil Prices

Despite recent geopolitical escalations in the Middle East—most notably the Israel-Iran conflict and subsequent U.S. airstrikes on Iranian nuclear facilities—Brent crude oil prices have demonstrated remarkable resilience.

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Fed Holds Steady as Trade Tensions Cloud Inflation Outlook

Fed Holds Steady as Trade Tensions Cloud Inflation Outlook

Fed Holds Steady as Trade Tensions Cloud Inflation Outlook

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Soft Landing, No Landing, or Recession? Scenarios That Matter for Deal Pipelines

Soft Landing, No Landing, or Recession? Scenarios That Matter for Deal Pipelines

As we move deeper into 2025, dealmakers face one of the most uncertain macroeconomic backdrops in recent memory.

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Tariffs Reshape Global Metals Markets, Driving Price Volatility and Production Shifts

Tariffs Reshape Global Metals Markets, Driving Price Volatility and Production Shifts

Aluminum tariffs are back, and the market’s reacting fast. What price spikes, supply gaps, and production forecasts mean for PE investors.

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The US Trade Deficit: Structural Roots Beyond China

The US Trade Deficit: Structural Roots Beyond China

In recent years, especially during the presidency of Donald Trump, the United States’ trade deficit—particularly with China—has been at the center of political discourse.

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Moody’s Downgrades U.S. Credit Rating Over Fiscal Risk and Inflation

Moody’s Downgrades U.S. Credit Rating Over Fiscal Risk and Inflation

Moody’s cuts U.S. credit rating to Aa1, citing growing deficits, political gridlock, and inflation risk. What it means for capital markets and global stability.

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A 90-days Nash Equilibrium between US and China in Trade Tariffs

A 90-days Nash Equilibrium between US and China in Trade Tariffs

A 90-day US-China tariff pause signals strategic restraint, not resolution. What game theory reveals—and what private equity should prepare for next.

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US-UK 2025 Trade Deal: More Optics Than Economic Impact

US-UK 2025 Trade Deal: More Optics Than Economic Impact

The 2025 US-UK trade deal offers political theater but limited economic substance. Here’s what changed, what didn’t, and what matters for global investors.

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2025 U.S. Growth Forecast Slows to 1.2% as Policy Shocks Hit Confidence

2025 U.S. Growth Forecast Slows to 1.2% as Policy Shocks Hit Confidence

U.S. GDP is projected to slow to 1.2% in 2025. Learn what’s behind the drag: tariffs, cooling investment, and fragile consumption.

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How the Fed Signals Markets Through Interest Rates

How the Fed Signals Markets Through Interest Rates

The Fed’s rate moves are more than policy—they’re signals. Learn how markets and investment banks decode these cues in a high-stakes monetary game.