Stock markets steady after Fed signals rates on hold until autumn
Equities held gains as investors recalibrated expectations following the central bank's latest meeting minutes.
Major employers are tying promotion and bonus eligibility to in-office attendance, reshaping urban property demand.
Higher pump prices are strengthening the case for electric vehicles in cities with better charging access.
Falling electrolyser prices and new subsidy structures are making clean hydrogen viable for steel and shipping.
Container lines are rerouting through longer paths as port congestion and conflict risks reshape logistics.
Investment-grade companies issued more than $800bn in bonds as corporate treasurers accelerated financing plans ahead of expected central bank policy shifts.
Buyout firms that sat on the sidelines through 2025 are moving quickly on mid-market acquisitions as lending conditions ease and sellers adjust their price expectations.
The world's biggest luxury groups are cutting wholesale orders and trimming store expansion plans after Chinese consumer confidence fell to its lowest level since 2020.
The five largest listed oil companies have collectively reduced the book value of their fossil fuel reserves, signalling a structural shift in how the sector prices long-dated extraction projects.
A confidential IMF survey reviewed by this publication shows sixteen central banks have reduced their US Treasury holdings by a combined $380bn over the past eighteen months.
The retail giant's in-house delivery network reached profitability in Q1, a milestone that analysts say signals the end of Amazon's reliance on FedEx and UPS for last-mile fulfilment.
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State-backed investors from the Gulf and Asia have committed more than $120bn to roads, ports and data centres in the first half of 2026, drawn by long-duration returns in a lower-rate environment.
Leading semiconductor manufacturers say orders for data-centre chips have softened sharply since March, raising fears of a repeat of the 2023 inventory correction that wiped billions from sector valuations.
Non-bank lenders have filled the gap left by stricter bank capital rules, with direct lending funds now commanding higher fees and tighter covenants than any point since 2010.
Container spot rates on Asia-Europe lanes have surged back toward pandemic-era highs as vessels continue taking the longer Cape of Good Hope route, adding two weeks to transit times.
Major pension managers are moving allocations away from government debt and into direct lending funds, chasing higher yields as rate expectations stabilise.
The alliance voted to raise production by 400,000 barrels per day after Brent crude briefly topped $95, drawing criticism from members who had pushed for restraint.
The company's fastest-growing major market is now producing iPhone Pro models domestically, helping Apple cut its dependence on Chinese supply chains.
Economy
April's CPI reading came in at 2.3%, below all major forecasts, prompting traders to price in two Federal Reserve cuts before year-end.
Economy
The bank now projects world GDP growth of 3.1% for 2026, up from 2.8%, driven by better-than-expected output from India, Vietnam and Indonesia.
Energy
European and voluntary market carbon prices have climbed sharply as corporations face regulatory deadlines and investors bet on tighter supply caps from 2027.
Retail
Online retail sales are growing at their slowest annual pace since 2015 as consumers return to physical stores and tighten household budgets.
Finance
Office and logistics valuations ticked up 0.4% in April, the first positive monthly reading since the rate-hiking cycle began, as investors return to the sector.