By Priya Raman
Economist by training. Covers central banks, inflation, jobs data and the policy decisions that shape the cycle.
Galp's Moeve Downstream Merger Delayed to H2, Berenberg Holds Rating
Berenberg lifted its 2026 earnings forecast for Galp Energia but maintained a hold rating as the planned downstream merger with Spain's Moev
US Dollar Holds Steady as Traders Await Jobless Claims, Retail Sales, and Fed Speech
The greenback was mixed against major peers as traders positioned for a flurry of US economic data. Weekly jobless claims, June retail sales
TotalEnergies Warns of Sharply Lower LNG Earnings Despite Higher Q2 Profits on Iran War Oil Boost
TotalEnergies expects higher Q2 profits as Iran war tensions boost crude and refining margins. However, the company warns LNG trading earnin
UK Economy Edges Up 0.1% in May as Services Offset Factory and Construction Slumps
Britain's economy grew just 0.1% in May, with services expanding 0.3% while industrial production and construction both fell. The data point
TotalEnergies Q2 Preview: Refining Margins Rise, LNG Trading Slumps
TotalEnergies says its refining margins are improving, with a key marker at $13.5 a barrel, while its Integrated LNG unit faces a meaningful
Bank of Korea Hikes Rate to 2.75% After 3.5-Year Pause as Inflation Hits 3.2%
The Bank of Korea raised its seven-day repo rate by 25 basis points to 2.75%, ending a 3.5-year pause. June inflation at 3.2% and hawkish gu
June Retail Sales Expected to Rise 0.2% Headline, But Core Demand Seen Stronger at 0.5%
US retail sales likely edged up 0.2% in June, but cheaper gasoline dragged the headline lower. The core control group is expected to rise 0.
Fed's Beige Book Shows Steady Growth and Easing Price Pressures Across US
The Fed's latest Beige Book shows the US economy growing at a slight to moderate pace in most regions, with price pressures steady or easing
Energy Stocks Dip as Iran-Houthi Threat Looms Over Red Sea Oil Route
Energy stocks slipped as geopolitical risks in the Red Sea intensified. Reuters reported Iran may encourage Yemen's Houthis to threaten the
NY Fed's Williams: Inflation to Cool to 3.25% by Year-End as Energy Prices Ease
New York Fed President John Williams says inflation should cool to about 3.25% by year-end as energy prices settle. He also sees shelter cos
China's Q2 GDP Growth Slows to 4.3%, Weakest in Three Years, as Domestic Woes Persist
China's economy grew just 4.3% in the second quarter, its weakest pace in three years and below the government's target range. AI-fueled exp
BofA Warns Oilfield Services Face Tricky Quarter as Middle East Disruptions Loom
Bank of America Securities warns that oilfield-services companies face a tricky earnings season, with Middle East disruptions and oil-price