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WALLER: US labor market stable and close to the Fed's maximum-employment objective.
2026-07-14
WALLER: US labor market stable and close to the Fed's maximum-employment objective.
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2026-07-13
OPEC monthly report leaves U.S. GDP growth forecast at 2.2% for 2026 and 2.0% for 2027.
OPEC monthly report leaves U.S. GDP growth forecast at 2.2% for 2026 and 2.0% for 2027.
2026-07-14
CITIC Securities says renewed U.S.-Iran tensions reflect fundamental flaws in the U.S.-Iran memorandum of understanding that make implementation difficult. The current stalemate carries a risk of becoming prolonged, characterized by failure to form a
CITIC Securities says renewed U.S.-Iran tensions reflect fundamental flaws in the U.S.-Iran memorandum of understanding that make implementation difficult. The current stalemate carries a risk of becoming prolonged, characterized by failure to form a stable agreement, episodic fighting and intermittent disruptions to transit through the Strait of Hormuz. Markets typically expect this year’s U.S. midterm elections to restrain the Trump administration’s use of force, but CITIC notes that if the probability of Republicans losing the Senate remains low, political pressure on issues such as Supreme Court appointments, impeachment probes and election disputes will be limited — so markets may be overestimating the midterms’ constraining effect.
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