Latest posts.

The US Supreme court may have struck down Trump's tariffs, but don't expect them to go away.

From running too tight to cutting too early, the Reserve Bank of Australia keeps making the same monetary mistake.

Japan's ruling party won a supermajority promising massive stimulus and tax cuts, but the yen's slide to near all-time lows suggests markets are sceptical the debt math works.

Monetary policy, not productivity, determines inflation.

Gold had its worst day since 1983. Silver fell 30%. Every outlet blamed Trump's Fed pick. But the data tell a different story.

Mark Carney's Davos speech signalled a new path for Canada. Trump's response is vindicating it.

Or did it never go away?

Easier said than done.

China's real GDP grew 4.5% in Q4, its slowest pace in three years. But the details are worse than the headline.