Macroeconomic data, trends, and policy developments.
Coverage of key economic indicators, central bank policy decisions, inflation trends, labor data, and growth signals. This category focuses on the macroeconomic forces that shape markets, interest rates, and long-term capital allocation.
2,622 total articles
Swiss industry association Swissmem said U.S. President Donald Trump’s decision to raise a temporary global import tariff to 15% from 10% has worsened market disorder and is curbing investment. The move complicates talks between Bern and Washington to formalise a November agreement that cut U.S. duties on Swiss exports to 15%, and may translate int…
The Hungarian central bank will meet this week, with Erste flagging a possible resumption of monetary easing while maintaining a baseline view of unchanged rates in February. Regional statistics due this week include Hungary's unemployment and producer prices, Croatia's fourth-quarter 2025 GDP and detailed inflation and labor figures, and Serbia's …
Investors return to a market environment dominated by uncertainty over new U.S. tariffs, looming quarterly reports from Nvidia and Dell, and fraught U.S.-Iran diplomacy. The White House announced temporary global levies after a Supreme Court setback to emergency tariffs, while U.S. Customs said it would stop collecting the struck-down duties. Nvidi…
U.S. equity futures opened lower as investors absorbed a Supreme Court decision that blocked President Donald Trump’s emergency tariff authority and his subsequent announcement to apply a 15% global tariff for a limited period. The ruling has reignited uncertainty about the scope of executive trade powers, the potential for refunds to affected impo…
Nvidia's quarterly report is the focal point for markets this week, arriving amid fresh U.S. Supreme Court tariff fallout, looming central bank succession questions in Europe and a series of inflation and political tests across major economies. Investors will be weighing AI-driven revenue expectations against broader macro and geopolitical risks th…
U.S. Customs and Border Protection announced it will stop collecting tariffs imposed under the International Emergency Economic Powers Act (IEEPA) beginning at midnight eastern time on February 24. The move follows a U.S. Supreme Court decision finding that the president exceeded authority when using the IEEPA to impose certain trade duties. Custom…
A U.S. Supreme Court decision invalidated the bulk of tariff measures imposed last year, prompting the administration to announce a short-term global tariff and reviving the policy uncertainty that many businesses had begun to factor out of planning. The ruling and the administration's response have left the effective tariff landscape in flux, forc…
The Supreme Court's rejection of President Trump's tariff regime has added fresh uncertainty to U.S. trade policy, the federal budget and financial markets. With no ruling on refunds, a potential shortfall of roughly $170 billion looms, while estimates show tariffs have already generated more than $175 billion in revenue. Rapidly introduced replace…
A series of abrupt developments in U.S. tariff policy - including a Supreme Court rejection of an emergency tariff authority, a broad presidential tariff proclamation raised from 10% to 15%, and a raft of exemption listings - has rattled markets and left exporters, importers and trading partners scrambling. The changes have prompted legal action ov…
The U.S. dollar softened as the Supreme Court ruled that a broad set of tariffs imposed by the administration exceeded presidential authority. Currencies including the euro, sterling and the Swiss franc strengthened, while uncertainty over refunds, potential litigation and geopolitical risks kept investors cautious.
Indonesia recorded a 54.6 trillion rupiah budget shortfall in January, equivalent to 0.21% of GDP, as a 20.5% rise in revenues was outpaced by a 25.7% increase in spending, the finance ministry said on Monday. Investors have been monitoring the government's fiscal stance after early-2026 market volatility linked to concerns over fiscal health, cent…
China's Ministry of Commerce said it is conducting a comprehensive assessment of the U.S. Supreme Court decision that found former President Donald Trump exceeded his authority in imposing broad trade tariffs via a 2025 national emergency declaration. The ministry urged the United States to cancel unilateral tariffs, warned it will closely monitor …
China's commerce ministry said it is carrying out a 'full assessment' of a U.S. Supreme Court decision that struck down a number of tariffs used in recent trade actions. The ministry urged the United States to lift unilateral tariff measures and warned it was monitoring alternative steps by Washington to keep trade barriers in place. The announceme…
Former Bank of Japan board member Makoto Sakurai said the BOJ could raise interest rates as early as March if the yen resumes its slide ahead of a U.S.-Japan summit expected to take place around the central bank's next policy meeting. Sakurai highlighted currency intervention limits, the potential inflationary impact of a weaker yen, and the role o…
The European Commission has called on the United States to clarify its trade stance after a recent Supreme Court ruling affected the legal footing of U.S. tariff policy. The Commission said "a deal is a deal," urging Washington to respect prior trade arrangements while both sides evaluate the ruling's consequences. The comment follows a U.S. propos…
U.S. Trade Representative Jamieson Greer told CBS's Face the Nation that none of the United States' trading partners have indicated they will pull out of previously negotiated tariff arrangements following a Supreme Court decision that invalidated a large portion of President Trump's tariff program. Greer said he has been speaking with counterparts…
Switzerland’s top trade official says Washington may keep tariffs in place by shifting legal grounds, meaning Swiss exporters could face persistent duties. A negotiated framework cuts Swiss tariffs to 15% and includes a pledge of up to $200 billion in Swiss investment in the United States by 2028, with talks to be completed by the end of March.
The U.S. Supreme Court's decision to strike down tariffs imposed under the International Emergency Economic Powers Act (IEEPA) has prompted a vigorous debate among investors. Proponents see the ruling as a rollback of a significant portion of the administration's import-tax toolkit, with possible upside for inflation dynamics and market sentiment. …
The chair of the European Parliament’s trade committee will ask MEPs to pause work on ratifying the Turnberry Agreement with the United States, citing mounting uncertainty after new U.S. temporary tariffs and a shift in the global rate following a U.S. Supreme Court decision. The move reflects concern that recent tariff changes could alter the nego…
The U.S. Supreme Court struck down a large portion of tariffs imposed under the International Emergency Economic Powers Act (IEEPA), limiting the president's ability to levy broad, immediate duties. The administration responded within hours by imposing a temporary universal tariff and opening fresh trade investigations, and then increased the rate …
German Finance Minister Lars Klingbeil told Frankfurter Allgemeine Zeitung that Berlin sees no reason to abandon its opposition to joint European borrowing, backing Chancellor Friedrich Merz. While he emphasized a preference for faster, more efficient EU spending over expanding collective debt, Klingbeil acknowledged emerging support from figures s…
India has postponed a planned trade delegation to Washington, citing uncertainty after a recent U.S. Supreme Court decision on tariffs and subsequent U.S. tariff actions. The delegation had been due to finalise an interim pact that would reduce punitive U.S. tariffs and include large bilateral purchases by India. New dates for the visit have not be…
A recent U.S. Supreme Court decision that curtailed the White House's emergency tariff authority has shifted negotiating leverage toward Beijing ahead of a March 31 summit in China. The ruling eliminates previously imposed second-term levies — which reached as high as 145% on certain goods — reducing U.S. tariffs to a 15% global baseline that expir…
The Australian government says it will review responses after the U.S. administration raised a baseline global import tariff to 15% following a brief proposal of 10% the day before. Trade Minister Don Farrell called the decision "unjustified" as exporters face immediate uncertainty; the initial 10% is set to take effect at 12:01 a.m. EST on Februar…
Chancellor Friedrich Merz has ruled out any additional loosening of Germany's constitutionally protected borrowing cap - known as the "debt brake" - before the next federal election in 2029. Merz defended the decision as fiscally responsible, reiterating that the government has already taken on sufficient debt during the current legislative term af…
