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As expected, the Fed holds for now
A pause does not hold back the inflation story
Anthropic’s highly anticipated IPO may be the test of investor confidence
Lula’s fourth term will be priced on what Brasília trades away
Can agentic commerce generate returns to justify committed capital?
France’s social contract meets a reluctant bond market
Housing and household confidence are weakening, but the broader economy holds
Fears of contagion hit European bond markets
The promise of limitless intelligence meets the limits of power and balance sheets
September’s data offer the Fed little of the evidence Chair Warsh said was missing
Broadening price pressures challenge a policy plateau
