The 'Goldilocks' era is over. Explore the profound economic paradigm shift from 2000-2025, driven by debt, deglobalization, and the AI race. Discover why low interest rates and stable growth are relics of the past....
Inflation
6 Articles
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Challenging the 'soft landing' narrative, this analysis explores why global central bank tightening, US fiscal dominance, and institutional fragility could force the Fed to hike rates in 2026, leading to market volatility....
The Federal Reserve is shifting from Quantitative Tightening to Reserve Management Purchases. This marks a profound redefinition of financial rules, impacting liquidity, asset prices, and the future of investing....
Explore the unprecedented US economic policy experiment of 2025-2026, combining massive fiscal expansion with trade protectionism. Discover how this dual strategy, amidst Fed's efforts to control inflation, risks debt spirals, persistent inflation, and global instability....
2025年11月13日，星期四，美国市场遭遇了广泛的抛售。在经历了创纪录的43天政府关门后，美国政府的重新运作本应是积极信号，但市场却做出了经典的“买预期，卖事实”反应 1。投资者似乎早已消化了政府重开的预期 1，转而将焦点投向了此次长期停摆所带来的严重负面后果。...
US CPI YoY growth at 3.02% in September 2025, significantly down from 2022 peak but still above Fed's 2% target. Historical experience shows inflation rebounding before reaching target often signals greater turbulence ahead. This article provides deep analysis of inflation data, comparing with hist...