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Global · May 13, 2026 · 1 min read
US inflation rose more than expected in April, reinforcing concerns that the recent energy shock is feeding back into consumer prices and…
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China · May 13, 2026 · 2 min read
Goldman Sachs has raised its outlook for the Chinese yuan, arguing that the currency remains more than 20 percent undervalued against the…
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China · May 13, 2026 · 2 min read
China's low-cost AI strategy is becoming a serious competitive challenge for Silicon Valley. The race is no longer only about who has…
Read more →
China · May 13, 2026 · 2 min read
President Donald Trump's expected visit to Beijing marks the first visit by a US president to China since November 2017, placing the…
Read more →
China · May 13, 2026 · 2 min read
China's exports accelerated sharply in April 2026, highlighting how AI-related demand, semiconductors, electronics, and EVs are supporting external trade momentum despite persistent…
Read more →
Gold fell sharply to its lowest level in more than a week as rising US inflation concerns pushed Treasury yields and the dollar higher, overpowering safe haven demand from the Middle East conflict. Key insights: Spot gold dropped by around 3 percent at one point to nearly USD 4,510.99 per ounce, while June gold futures…
The Iran war is disrupting one of the market’s usual relationships: oil and the US dollar are rising together. Normally, a stronger dollar weighs on oil because crude is priced in dollars and becomes more expensive for buyers using other currencies. But after roughly 11 weeks of Middle East conflict and disruption to a vital…
Kevin Warsh’s confirmation as Federal Reserve Chair marks one of the most politically sensitive leadership changes at the US central bank in years. The Senate confirmed Warsh by a narrow 54 to 45 vote, reported as the smallest confirmation margin for a Fed Chair in US history. Only one Democrat supported the nomination, highlighting the…
President Trump’s Beijing summit with President Xi Jinping is no longer only about trade. It is becoming a wider negotiation over energy security, technology controls, rare earths, Taiwan, agriculture, aviation, and the future structure of US China economic relations. Key insights: A White House official said Trump and Xi held an intensive meeting and agreed…
US inflation rose more than expected in April, reinforcing concerns that the recent energy shock is feeding back into consumer prices and complicating the Federal Reserve’s policy outlook. Headline CPI increased 3.8 percent year-on-year in April, up from 3.3 percent in March and above expectations of 3.7 percent. On a seasonally adjusted monthly basis, CPI…
Goldman Sachs has raised its outlook for the Chinese yuan, arguing that the currency remains more than 20 percent undervalued against the US dollar despite its recent appreciation. The bank now expects USD/CNY to reach 6.80 in three months, 6.70 in six months, and 6.50 within one year, revised stronger from previous forecasts of 6.85,…
China’s low-cost AI strategy is becoming a serious competitive challenge for Silicon Valley. The race is no longer only about who has the most advanced model. It is increasingly about who can deliver useful, scalable and affordable AI to the widest market. The economics are striking. DeepSeek V3.2 pricing is listed at $0.287 per 1…
President Donald Trump’s expected visit to Beijing marks the first visit by a US president to China since November 2017, placing the world’s two largest economies back in market focus. The summit comes amid rising trade, technology, and geopolitical tensions, with key files including tariffs, semiconductor restrictions, artificial intelligence, rare earths, Taiwan, Middle East risks,…
China’s exports accelerated sharply in April 2026, highlighting how AI-related demand, semiconductors, electronics, and EVs are supporting external trade momentum despite persistent global uncertainty. April exports rose to USD 359.4 billion, up 14.1 percent year-on-year, equivalent to nearly USD 500 million per hour. Imports also rose 25.3 percent, while the trade surplus reached about USD…