Key takeaways:US President Donald Trump’s push for aggressive interest rate cuts could trigger a surge in inflation, weaken the dollar and destabilize long-term bond markets.Even without rate cuts, trade policy and fiscal expansion are likely to push prices higher.Bitcoin stands to benefit either way — whether as an inflation hedge in a rapid-cut environment, or as a slow-burn store of value as US macro credibility quietly erodes.The US economy may be growing on paper, but the underlying stress is increasingly difficult to ignore — a tension now in sharp focus at the Federal Reserve’s Jackson Hole symposium. The US dollar…
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What does it take to thrive in finance over three decades of disruption and reinvention? For Kam Shing Kwang, CFA — CEO, Hong Kong, and Chairwoman for North Asia at J.P. Morgan — the answer is adaptability. In a conversation with CFA Society Hong Kong’s Alvin Ho, CFA, the J.P. Morgan executive reflects on her journey and shares hard-won lessons for succeeding in a fast-changing industry. This post highlights some of the key talking points. Her story begins with a pragmatic choice: accounting. But Kam Shing soon realized her aspirations lay elsewhere. Conversations with portfolio managers revealed a new possibility:…
The Reserve Bank of New Zealand is set to lower the key interest rate to 3% on Wednesday.The focus will be on the RBNZ’s OCR projection and Governor Hawkesby’s comments.The New Zealand Dollar braces for intense volatility on the RBNZ policy announcements. The Reserve Bank of New Zealand (RBNZ) is widely expected to lower the Official Cash Rate (OCR) from 3.25% to 3% when the board members conclude the August monetary policy meeting on Wednesday.The decision will be announced at 02:00 GMT, accompanied by the Monetary Policy Statement (MPS). RBNZ Governor Christian Hawkesby’s press conference will follow at 03:00 GMT.The New…
Supported by growing permanent magnet demand, the rare earths market started 2025 on an uptrend. Concerns about supply chain stability quickly began to impact the sector as US-China trade tensions increased early in the year. Throughout Q1, tariff uncertainty and concerns about tighter Chinese controls were on the rise. As the year unfolded, supply chain growth became a key focus for the US, boosting US-focused stocks. In early April, China flexed its grip on the rare earths market with Announcement 18, a sweeping export control measure from the Ministry of Commerce and General Administration of Customs. The policy, which the…
(Bloomberg) — S&P Global Ratings said revenues from Donald Trump’s tariffs will help soften the blow to the US’s fiscal health from the president’s tax cuts, enabling it to maintain its current credit grade. While Trump’s trade war has roiled markets, unnerved foreign governments and provoked criticism from leading economists, S&P affirmed its AA+ rating for the US — a score it’s given since 2011, when it first downgraded the world’s largest economy from AAA. Most Read from Bloomberg This is in part because it reckons money flowing from the levies will offset the impact on the US’s budget position…
The Financial Conduct Authority (FCA) confirmed on Tuesday in a joint statement with economic secretary to the Treasury, Emma Reynolds, that its Private Intermittent Securities and Capital Exchange System (Pisces) will launch later this year. Pisces is a new trading platform where shares in private companies can be traded. The FCA said will “open the door to more opportunities for investors, facilitating their access to growth companies.” Private companies will be able tap into a broader range of investors and asset managers with exits offered for shareholders to sell up. Companies can set the floor and ceiling of share prices,…
raw material and mineral rare earth news Source link
raw material and mineral rare earth news Source link
LOS ANGELES, Aug. 19, 2025 /PRNewswire/ — As lawmakers take up Cap-and-Trade for extension to 2045, they should reject any lobbyist pressure to include Carbon Capture and Storage (CCS) in Cap-and-Trade, the state’s central greenhouse gas reduction program that caps emissions and mandates companies trade pollution allowances, Consumer Watchdog told legislative leaders today. “Some regulators turned oil lobbyists shaped the Cap-and-Trade program from within CARB, feathering their nests for future work for regulated companies,” Consumer Watchdog wrote in a letter to Senate President pro Tem Mike McGuire and Assembly Speaker Robert Rivas. “Among their clients are oil giants peddling false climate…
The diversity of trees on shade-grown coffee farms makes them a haven for biodiversity. Credit: Roshan Patel, Smithsonian’s National Zoo and Conservation Biology Institute. A new global analysis reveals a critical oversight in sustainable coffee and carbon-capture initiatives. These programs incentivize the planting of new trees yet fail to reward the preservation of mature shade trees in existing agroforestry farms, despite their far greater carbon storage potential. According to new research from the Smithsonian’s National Zoo and Conservation Biology Institute (NZCBI) and Smithsonian Tropical Research Institute (STRI), published today in the journal Communications Earth & Environment, more than twice as…