Plus gold miners and job report revisions
Also in today’s newsletter, Tim Walz at the Democratic National Convention and Big Read on Big Agriculture
Without seeking to influence the election, the Fed chair must remind the public of some basic economic truths
The Democratic candidate makes a welcome attack on Donald Trump’s reckless trade plans
July meeting minutes show ‘vast majority’ of policymakers thought move to lower borrowing costs was ‘appropriate’
Also in this newsletter: China launches anti-dumping probe into European dairy products, BlackRock’s support for ESG shareholder proposals plummets, and investors flock to gold
At Jackson Hole, rate-setters should reflect on how to manage the cutting cycle
Beijing escalates trade dispute after Brussels unveils additional levies on vehicles
Britain risks an emerging regulatory gap with the EU on supplier due diligence
Also in today’s newsletter, police make arrests over protests in Chicago, and CrowdStrike president hits out at rivals
Washington’s support for a minerals train connecting the DRC to the Atlantic illustrates its desire to compete with China
The Federal Reserve has brought down inflation but must now steer the economy away from recession
Official says Hanoi needs to boost labour force and power supply to draw semiconductor and AI industries
The Singaporean model could serve as a valuable template for many countries
Industry groups and companies call on Ottawa to help avert potentially disruptive stoppage
Move aims to give councils and housing associations more certainty over cash flows
The US economy needs a comprehensive vision, not misguided populist policies
Brussels plans additional levy for electric vehicles made at the US carmaker’s Chinese factories
Inflationary pressures are beginning to wane but not all central banks have taken action yet. See how this affects you
Low inflation gives monetary policymakers more room to boost ailing economy after 25bp cut to 3.5%
Chartbook: shameless plagiarism edition
Ahead of Jackson Hole, August’s financial turmoil and feverish response now look a little silly
Also in today’s newsletter, regulators set to intervene in 7-Eleven takeover bid, and Blinken reports Gaza deal progress
Fiscal R* and fiscal-monetary tensions
The fixation with balanced budgets over everything else will be overcome
