Topics

Fed decisions and minutes, what officials say, and the market odds of the next move in US interest rates.

ECB decisions and minutes, euro-area inflation and what the bank is likely to do next.

Consumer and producer prices: what drives them, what the latest figures say and what they mean for interest rates.

Jobs, growth, trade and the data releases that move the Fed, from payrolls to jobless claims.

Growth, the Budget, mortgages and banks, and the politics behind them.

The euro-area economy, the euro, and the politics that move European markets.

China's economy, trade and technology, and how they reach markets elsewhere.

The rupee, the Reserve Bank of India's rate decisions and India's markets.

Treasury and government bond yields, the yield curve and credit spreads: what they say about the cost of money.

Deficits, interest bills and budgets, and what they cost taxpayers and bond markets.

Mortgage rates in the US and the UK, and the bond yields behind them.

Brent and WTI, OPEC+ and the IEA, and the supply the war has taken off the market.

Diesel, petrol and heating oil, from the refinery to the pump, and the stock releases meant to bring them down.

The war, the Strait of Hormuz and what they do to oil, shipping and prices.

The war, sanctions, energy and the talks, and what they cost.

Tariffs, trade deficits, trade deals and the forecasts for world trade.

Elections, governments and protests, and what markets make of them.

The S&P 500 and the world indices: sell-offs, records and what drives them.

Quarterly results and forecasts, and how the shares took them.

Takeovers, mergers, IPOs and listings: who is buying, what they pay and how it is funded.

Bank results, fines, taxes and regulation.

AI models and labs, what they cost and who pays, and what AI does to jobs, power use and markets.

Nvidia, TSMC, ASML, Samsung and Micron: the chipmakers, the shortage and their shares.

Apple, Microsoft, Alphabet, Meta, Amazon and SpaceX: results, strategy and the fights they pick.