Gold Prices Slide as Hawkish Fed and Strong Dollar Weigh on Bullion 
Russia Stocks End Flat as MOEX Index Hits New 52-Week Low; Gold Falls and Oil Mixed 
Australia Eases Capital Gains Tax Reforms to Support Small Businesses and Startups 
Trump Says No Hormuz Strait Tolls During 60-Day Iran Ceasefire 
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Fed Chair Kevin Warsh Signals Policy Overhaul as Hawkish Rate Outlook Rattles Markets 
Yen Near 40-Year Lows Despite BOJ Rate Hike, Markets Brace for Possible Intervention 
US Stock Futures Jump on Reports of Preliminary US-Iran Peace Deal Despite Fed’s Hawkish Outlook 
Asian Currencies Steady as Dollar Holds Firm Ahead of Fed Decision and US-Iran Deal Details 
Asian Stocks Surge as Oil Prices Fall and Strong US Dollar Weighs on Markets 
Trump Questions USMCA Renewal as Trade Talks Continue 
Trump and Iran Sign Framework Peace Deal in France Amid Ongoing Middle East Tensions 
German Auto Suppliers Turn Bearish as Investment and Jobs Shift Overseas 
Asian Stocks Rally as Japan and South Korea Reach Record Highs on US-Iran Peace Deal 
US Stock Futures Slip After Wall Street Rally Fueled by US-Iran Deal and Chipmaker Surge 
Dollar Surges After Fed Holds Rates Steady, Signals Potential Tightening Ahead 
Gold Prices Rebound on U.S.-Iran Peace Deal Optimism Despite Fed Rate Hike Signals 
The U.S. economy continues to outperform expectations, showing remarkable resilience under President Donald Trump’s renewed administration. According to Neil Shearing, Group Chief Economist at Capital Economics, the U.S. expanded by an estimated 0.9% quarter on quarter—nearly 4% annualized—in Q3 2025. In stark contrast, eurozone growth lagged at a mere 0.1–0.2% over the same period.
Earlier forecasts predicted that Trump’s trade barriers, tighter immigration policies, and policy volatility would hinder U.S. growth, while Europe was expected to rebound through fiscal expansion in Germany. However, Shearing notes that optimism about Europe’s recovery was misplaced, with Berlin’s fiscal stimulus delayed until late 2026 and much of its spending offset by rising pension and healthcare costs.
Europe’s stagnation is now seen as structural rather than cyclical. Germany’s industrial base continues to contract following the energy crisis triggered by the war in Ukraine, and China’s transition from a key export market to a direct competitor has deepened challenges. France, meanwhile, faces fiscal tightening pressures, further restricting regional flexibility.
Despite ongoing trade tensions, tariffs, and even a government shutdown, the U.S. economy has maintained momentum. Headline inflation holds steady around 3%, while productivity in the non-financial corporate sector has surged roughly 3.5% year on year. This improvement is fueled by a sharp rise in investment—technology hardware spending is up nearly 20% and software investment by 10%.
Shearing attributes this productivity boom to artificial intelligence (AI) adoption and digital transformation, which are giving the U.S. a unique competitive edge. Capital Economics projects business investment to grow 4.7% in 2026 and 5.2% in 2027, reinforcing America’s lead in tech-driven growth.
As Europe remains sluggish, the U.S. stands as a global outlier—its innovation, AI readiness, and productivity gains continuing to power economic expansion despite policy headwinds.
