A wave of African central banks is set to cut interest rates at their final meetings of the year as inflation cools — a shift that could revive growth across the continent https://t.co/NaD8bPtd0j ...

The threats to growth from America’s tariffs are almost too many to count. Yet they could still throw plenty more sand in the gears of the world economy in the coming year https://t.co/Rbxa3k4GID ...

If the government truly wants to revive growth, it will need to tackle the barriers to private-sector investment. Until that happens, British firms will never reach their potential https://t.co/ygnerKdUzv ...

India’s states are wildly diverse. If the country is to grow as fast as policymakers hope, each one will have to play to its own strengths https://t.co/6pHvSIbkZ1 ...

EU officials may cut growth forecasts for 2026 in an assessment of damage to the region’s economy, a year after Trump won back the White House https://t.co/MPZSE2VuOC ...

Human capital affects economic growth and can help to develop an economy by expanding the knowledge and skills of its people. Learn more about how it works. https://t.co/Y4UIOoH3MA ...

It's been a difficult week. We planned this morning show with the narrative in the market right now that this is about the Fed and what they will or won't do in December. But actually over the course of the week, it wasn't about that at all.It was about valuations in an air bubble or not in a bubble. What's the real driving force right now that's top of mind for the people you speak to. You know, the debate has absolutely intensified when we talk about are we in an air bubble.And there's really there's two ...

Market Analysis & Fed's Role - The Fed lowers rates hoping to spur more lending, which they hope will get more economic growth [2] - The financial sector currently shows no significant hiccup prohibiting lending or slowing GDP growth; financial conditions are remarkably easy [3] - Pre-shutdown GDP was tracking around 35%-4% [4] - Current market volatility may stem from the realization that the Fed's rate cuts were potentially unnecessary [4] Investment Opportunities - High participation in options and levered ETFs, along with low stock prices, indicates significant risk-taking, presenting potential opportunities [5] - Opportunities exist outside the speculative sphere, such as basic dividends and quality stocks outside the tech sector [5][6] - Non-US quality stocks, especially in Europe and Asia ex-China, offer faster growth and cheaper valuations [6][8] - Increasing non-US exposure, particularly in quality large-cap stocks in Europe and Asia ex-China, is advisable [8] Portfolio Strategy - Diversifying portfolios is crucial, especially taking profits from gains in areas like AI and reallocating [9][10] - The firm was never invested in crypto [9] - Investors should "play with the house's money" by taking some gains off the table and diversifying [10]

How fast should India grow? Narendra Modi, the prime minister, wants it to gain “rich-country” status by 2047. Two states are often held up as exemplars https://t.co/Y4eaPmh9j0 ...

Economic Policy - Governments must allow continual turnover of companies and jobs for a growing economy [1] - Governments should be equally determined to allow the continual turnover of companies and jobs that a growing economy requires if they are determined to prevent downturns [1]