Economic Growth
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Fed's Paulson Says Policy Credibility Needed for Economic Growth to Flourish
WSJ· 2026-03-27 16:36
Philadelphia Fed President Anna Paulson added in a speech Friday that the the conflict in the Middle East has created new risks to both inflation and growth. ...
Market Underpricing Energy Risk
Seeking Alpha· 2026-03-26 16:49
Since the advent of industrialization, securing the supply of cheap and abundant energy has been a primary concern of the global political and business establishment. Leaders rationally understood economic output, even in non-energy-intensive industries, can quickly evaporate without access to sufficient energy supplies.I am passionate about macroeconomics and financial markets. I focus on economic growth and inflation, and my view of those two variables drives my investment strategy.Analyst’s Disclosure: I ...
Trump Wanted A 'Golden Age,' The Iran War Is Delivering A Stagflation Trap
Yahoo Finance· 2026-03-26 15:01
President Donald Trump promised a Golden Age of low inflation and hot economic growth, but the first business survey since the Iran war broke out suggests he’s getting the opposite. The warnings came from the first business surveys printed since the war started on Feb. 28. The S&P Global Flash U.S. Composite Purchasing Managers’ Index (PMI) — a survey-based gauge of business activity across both the manufacturing and services sectors — fell to 51.4 in March. While the broader headline reading still poi ...
The market is reacting on a whim, expert says
Youtube· 2026-03-26 05:30
asset management chief investment strategist Joseph Tannius. He's got 1.4% trillion in assets under management. Between the US and Iran and the mixed messaging of we have a 15-point deal, they've got a five-point deal.We don't have an end to this war just yet. How do you read this market. >> Well, I I think we're we're all just inundated with headlines here.And unsurprisingly, the market's reacting just on a whim based on all of all of this news. you've got some encouraging news, some hopeful signs that per ...
From India to Italy, Trump’s Iran war is rippling through the world economy
The Economic Times· 2026-03-24 00:55
While President Now the effects are reaching industries that might’ve seemed insulated from the fallout, or too far away to feel it. And that’s unlikely to be reversed soon even as Trump signaled Monday that a potential cease fire was possible.ALSO READ: Iran denies talks with US after Trump postpones strikes on power gridIn Bengaluru, producers of the 6 billion rupee ($65 million) “Toxic: A Fairy Tale for Grown-ups” have delayed release from March to June for fear of missing out on cinema goers across the ...
X @Bloomberg
Bloomberg· 2026-03-23 12:24
Forecasters have warned that UK growth could halve this year as already-cautious consumers batten down the hatches and the Bank of England prepares for potential interest-rate hikes https://t.co/TgpobaohYW ...
Will closer alignment with the EU boost UK growth | FT #shorts
Financial Times· 2026-03-23 08:12
Will Rachel Reeves plan to boost UK growth by moving closer to the European Union really work. The short answer is no. Or at least not without paying into EU coffers and accepting free movement of people.But those are lines that this government still says it doesn't want to cross. Closer alignment with EU rules would cut border bureaucracy for UK exporters and encourage investment into the UK. The UK is looking for a reset with the EU, but it's based on so-called dynamic alignment in just two sectors, food ...
Top 10 Wide Moat Stocks to Buy for Long Term Growth
Insider Monkey· 2026-03-23 04:11
Core Insights - The article discusses the Top 10 Wide Moat Stocks to Buy for Long Term Growth, highlighting a shift in investment focus from US large-cap growth stocks to small and mid-cap equities, international stocks, and commodity producers as of 2025 [1][2] Economic Outlook - Fidelity anticipates a 15% increase in S&P 500 earnings by 2026, with economic expansion expected to manage price increases if oil price shocks are brief [2][3] - Edward Jones also projects a similar 15% growth in S&P 500 earnings for 2026, while international stocks are expected to grow by approximately 17% [3] Investment Strategy - The methodology for selecting the Top 10 Wide Moat Stocks involved analyzing various online rankings and wide-moat ETFs, focusing on companies with at least 10% revenue growth over the past five years [5] - Research indicates that mimicking the top stock picks of leading hedge funds can lead to market outperformance, with a reported return of 498.7% since May 2014 [6] Company Spotlight: Veeva Systems Inc. - Veeva Systems Inc. (NYSE:VEEV) is highlighted as a top wide moat stock, recently acquiring Ostro for approximately $100 million, which will operate as an independent unit [7] - The focus post-acquisition will be on integrating Ostro with Veeva Commercial Cloud applications to enhance customer engagement through seamless workflows [8] - Ostro is recognized as a leading brand engagement platform in life sciences, providing compliant AI-led chat experiences for patients and doctors [9]
X @The Economist
The Economist· 2026-03-21 06:20
In 2026 economic growth will be higher in Africa than in Asia, the IMF reckons, hitherto a rare occurrence. The continent is increasingly becoming a destination for investment, not charity https://t.co/UVYfBp3DUb ...
X @The Economist
The Economist· 2026-03-21 02:40
As China’s population ages, it will become more vulnerable, so the harm from grimy air will only rise. But cutting pollution too fast could have a negative impact on economic growth https://t.co/nHpuAbpgtx ...