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November 11, 2026
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Meta
Dhara Ranasinghe
BUSINESS
/
Markets
Nov 3, 2026
Global markets were already fragile. Big AI bets could break them.
So far, the multitrillion-dollar spending splurge on artificial intelligence has propelled stock markets to record highs.
BUSINESS
/
Markets
/
ANALYSIS
Sep 5, 2026
Yen’s changing fortunes might finally be spooking the bears
New tailwinds from capital repatriation, unwinding carry trades and U.S. political pressure are now giving short speculators cause to rethink their long-term game.
BUSINESS
/
Markets
Jan 19, 2026
Markets jolted, euro softens as Trump vows tariffs on Europe over Greenland
The U.S. president said he would impose an additional 10% import tariff from Feb. 1 on goods from several countries.
BUSINESS
/
Markets
Jan 5, 2026
Investors face more geopolitical whiplash from Trump’s Venezuela gamble
Market reaction was fairly muted with stocks rising, oil prices volatile and gold prices getting a lift as investors mostly shrugged off the Venezuela impact on Monday.
BUSINESS
/
Economy
Jun 27, 2025
No love for the dollar as markets fret about Fed independence
Respect for independent institutions such as central banks has long been viewed as a key attraction of major economies, helping anchor economic stability.
BUSINESS
/
Economy
/
ANALYSIS
Jun 20, 2025
Oil, war and tariffs tear up global markets’ central bank roadmap
Monetary policy uncertainty is one more headwind for markets to navigate against a backdrop of geopolitical and trade risks.
BUSINESS
/
Markets
Mar 6, 2025
Investors spy the dawn of a tectonic shift away from U.S. markets
For most of the last three years, investors had bet on “U.S. exceptionalism,” with the country ahead of others in economic growth, stock prices and AI.
BUSINESS
/
Economy
/
ANALYSIS
Feb 3, 2023
Markets to central bankers: We don’t believe you
Investors said that whatever central banks pledged now mattered less for markets already driven by a belief that inflation has peaked.
BUSINESS
/
ANALYSIS
Jul 14, 2022
The euro is at parity with the dollar. Its fate is now with energy markets.
The single currency has teetered on the brink of parity versus the greenback for days, finally breaching that level on Wednesday.
BUSINESS
/
Economy
/
ANALYSIS
Mar 2, 2022
Ukraine war unlikely to deter Fed and central bank peers from March rate hikes
Money markets suggest central banks will press on with raising interest rates, even as a war on Europe’s eastern flank complicates the picture for inflation and economic growth.
BUSINESS
/
ANALYSIS
Sep 28, 2021
Left or right, German election leaves investors braced for more spending
Prospects for increased German spending come as European Union budget rules are under review.
BUSINESS
/
Economy
/
ANALYSIS
Sep 21, 2021
Higher taxes are coming. For markets, that could be a good thing.
Global indebtedness sits at nearly $300 trillion, with $4.8 trillion added in the second quarter of 2021 alone.
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