Analysis

Israel said on Tuesday that halting Hezbollah’s attacks in the country’s north to allow thousands of residents to go back to their homes is now an official war goal, as it considers a wider military operation in Lebanon that could ignite an all-out conflict, according to the AP News. 

US markets are leaning firmly into bets of a 50 bps cut from the Fed.

TradingKey -  On Tuesday night, the U.S. presidential debate took place, during which Trump and Harris discussed tariffs, immigration, abortion rights, and the Gaza conflict.

Investing.com-- The Chinese government is likely to roll out more, albeit incremental stimulus measures in the coming months, Citi analysts said in a note, especially amid signs that economic support from exports may have peaked. 

TradingKey - Since Vice President Kamala Harris took over from Biden in the 2024 U.S. presidential election, the political landscape has shifted dramatically.

TradingKey - This week, investors will focus on the U.S. August CPI. Following last week's disappointing non-farm payroll report, a continued decline in CPI could pave the way for a Fed rate cut in September.

As 2025 approaches, Capital Economics analysts said in a note this week that they expect a modest recovery for most major global economies following a challenging second half of 2024.

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Investing.com -- China's economic growth is unlikely to show any sign of revival anytime soon, BofA suggests as it downgraded its growth outlook on the world's second-largest economy, on worries Beijing isn't willing to step up monetary policy easing. 

Citi's commodity strategists highlighted the significant role of Iron ore fines 62% Fe CFR Futures in the Australian economy, emphasizing its contribution to profits and government revenues.

Friday’s August employment report will be the main focus in the holiday-shortened week ahead as markets prepare for the Federal Reserve to begin cutting rates later this month.

TradingKey - Polling data from 270toWin shows Harris slightly leading Trump in popular support. However, the Republican Party retains a significant advantage in Electoral College votes, making swing states critical for the election outcome.

Investing.com-- Morgan Stanley (NYSE:MS) analysts said Asia is more exposed to a U.S. recession than past instances, with a corresponding slowdown in China

Investing.com -- The 'Sahm Rule' recession threshold was breached in the wake of the July jobs report, but Morgan Stanley (NYSE:MS) believes this doomsday

According to a recent analysis by Piper Sandler, the economic landscape in 2024 bears striking similarities to the recessionary periods of 1970 and 2001, w

Investing.com -- Fears that companies could default on thier bond repayments, or credit risk, rather than potential Federal Reserve policy action, is now t

Investing.com -- Investors will be looking at key inflation data on Wednesday for fresh clues on the potential size of an expected September rate cut by th

JPMorgan (NYSE:JPM) analysts have raised concerns that the current equity market is increasingly a "two-sided debate," with risks stemming from potential g

Investing.com -- The U.S. Treasury on Monday cut its estimate for federal borrowing for the third quarter amid a higher-than-expected cash balance.

A second Donald Trump presidency is likely to drive up inflation, research organization EPI Action said, arguing that tax cuts and tighter immigration poli