If there is a continued easing in the US labour market, then what Chairman Powell said at this central bankers meeting in Europe a couple of days ago would hold true, that the Fed is headed towards easing and the consensus seems to be thinking that it might happen by September, says Arvind Sanger.
Inflation to stay sticky, Jahangir Aziz rules out Fed rate cuts in 2026
Global markets face complex risks from geopolitical tensions and fragmented oil prices. Economist Jahangir Aziz highlights that Brent crude is not the sole indicator. He