Indian stocks are on track for their worst start to a year in a decade, piling pressure on Prime Minister Narendra Modi’s administration to deliver fresh catalysts for economic growth in the upcoming budget https://t.co/O2690NzQ9M ...

U.S. Federal Reserve Chair Jerome Powell speaks as he holds a press conference following a two-day meeting of the Federal Open Market Committee (FOMC), at the U.S. Federal Reserve in Washington, D.C., U.S., Dec. 10, 2025. Kevin Lamarque | ReutersDespite the expected arrival of a new Trump-appointed Federal Reserve chair in coming months, respondents to the CNBC survey are only forecasting modest changes to the funds rate over the next two years.The results, which mirror pricing in Fed Funds futures market, ...

Chile’s central bank will likely keep its benchmark interest rate unchanged as economic growth prospects improve https://t.co/gtLH6pbHRk ...

India has failed to emulate the tried-and-tested East Asian model of growth. Instead it has muddled through with a miscellany of economic models https://t.co/ktmuIwAhtB ...

Opinion: It can be easy to lapse into the view that the rise of liberal democracy over the past two centuries was an inevitable and natural part of humanity’s forward march — a one-way journey to a better way of doing things. But this is not the case,' the FT's chief data reposter, John Burn-Murdoch writes.⁠ ⁠ In a striking pattern most recently highlighted by US political economist Matthew Burgess, the advance of liberal democracy through the developed world has tended to track economic growth. This is not ...

For state planners who count on hard-driving migrants to help fuel China’s economy, there is a new and not entirely welcome trend: people are settling down https://t.co/QRmLKcYiQY ...

UK ministers should focus their investment splurge on energy and digital infrastructure rather than road and rail in order to get the biggest boost to economic growth, according to new research https://t.co/NNomCjICeA ...

Economic Impact of Winter Storm Fern - Winter Storm Fern is projected to cause a temporary decline in U.S. economic growth, with Bank of America estimating a 0.5–1.5 percentage point drag on Q1 2026 GDP, similar to the impact of Winter Storm Viola in 2021 [1] - The storm's disruption is seen as a delay in economic activity rather than a permanent demand destruction, which is crucial for investors to understand [1] Consumer Spending and Resilience - Bank of America's card data indicates that consumer spending rose by 3.3% year over year in mid-January, showing strength in groceries and lodging, suggesting that the storm interrupted ongoing activity rather than revealing underlying demand weakness [3] - Consumer Staples ETFs, such as the Consumer Staples Select Sector SPDR Fund (NYSE:XLP), are expected to perform well during uncertain periods due to their focus on essential goods [3][4] Travel and Cyclical Sectors - The travel and cyclical sectors are facing immediate challenges, with over 13,000 flights canceled and 70% of the U.S. population under winter weather alerts, impacting ETFs related to travel and discretionary spending [5] - Historical data shows that similar disruptions in 2021 were followed by significant rebounds in these sectors as mobility recovered [5][6] Potential for Q2 Growth - The first quarter's economic data is expected to be noisy due to seasonal effects, and Winter Storm Fern may exaggerate Q1 weakness while masking potential upside risks for Q2 growth [8] - Bank of America suggests that there is as much potential for Q2 GDP growth as there is downside for Q1, indicating a timing reshuffle rather than a structural slowdown [8] ETF Investment Considerations - Investors in ETFs should be cautious not to confuse weather-driven volatility with a structural slowdown, as growth may rebound in the spring, benefiting cyclical and mobility-linked ETFs [9] - Consumer Discretionary Sector ETFs, such as iShares US Consumer Discretionary ETF (NYSE:IYC), are positioned to bounce back strongly if consumer pullback is temporary, driven by pent-up demand [7]

The Fed has lost control of the US economy.High growth, low inflation.The market is now forcing the central bank's hand. https://t.co/5cKqb531IR ...

How can a stronger 🇪🇺 #SingleMarket support financial stability and growth?Insights from last week's @EBA_News-@ESM_Press-#ESMA event made clear: collaboration is key. 🤝📽️ Watch the video highlights 👇 https://t.co/BH9oQMnaV9 ...