Analysis

A BIS model says transformative AI could lift growth to 5.5%, but weaker consumer demand may instead push it below 2%.

Elsy kanana · Oct 19, 01:30

BIS transaction data shows offshore dollar demand quickly reaches domestic currency markets despite capital controls and trading restrictions.

Sharron Kendi · Oct 19, 01:00

The Federal Reserve now tracks private credit separately, showing $1.5 trillion in loans to U.S. businesses and a rapidly expanding nonbank market.

Elsy kanana · Oct 19, 00:30

Federal Reserve research shows why government bonds fell with stocks during March’s risk-off episode as inflation weakened their hedge.

Elsy kanana · Oct 18, 14:30

Mastercard reports third-quarter results October 29. Cross-border volume, value-added services and customer incentives are the key investor tests.

Sharron Kendi · Oct 18, 14:00

Federal Reserve research says interbank fed funds trades can reveal liquidity pressures that aggregate reserve totals may miss.

Elsy kanana · Oct 18, 13:30

Amazon reports third-quarter results on October 29. Investors will watch AWS growth, retail margins, AI spending and sales guidance.

Sharron Kendi · Oct 18, 13:00

The U.S. third-quarter GDP advance estimate arrives October 29. Markets will focus on private demand, inflation and the risk of later revisions.

Sharron Kendi · Oct 18, 12:00

Apple reports fiscal Q4 results on November 2. Investors will watch iPhone demand, Services growth, China revenue and gross margin.

Elsy kanana · Oct 18, 11:30

Microsoft reports fiscal Q1 results on October 28. Azure growth, AI infrastructure spending, cloud margins and guidance lead the watchlist.

Elsy kanana · Oct 18, 10:30