Why China's Population Decline Is Irreversible

FOMC Minutes Signal Fed Saw "Dual Sided" Risks From Iran War Since the last FOMC meeting (March 18th), a lot has happened (war, more war, and now less war), and rate-change expectations hawkishly surged, then dovishly normalized today... And given the last 24 hours, perhaps this information is more useful now, as we return to macro-fundamentals from geopolitical chaos running markets. The minutes, released three weeks after the meeting, underscore the Fed's dilemma as it seeks to fill its congressional mandates of low inflation and maximum employment. Fed officials wrestled with starkly differing...

Car-Shopping Websites Report Uptick In EV Interest Following Gasoline Price Shock March brought the biggest fuel price shock Americans have experienced on record, or at least according to AAA data going back to the early 2000s. A fuel price shock changes consumer behavior, especially for low-income households, by forcing folks to drive less, combine trips, cancel discretionary travel, or shift to carpooling and public transit. For those who have the financial flexibility to do so, a fuel price shock may push some consumers toward smaller cars, hybrids, and EVs and away from...

"We Have All The Cards": Trump Cancels Witkoff-Kushner Trip To Pakistan For Iran Talks Summary In a sharp reversal, Trump has personally canceled the Witkoff-Kushner trip to Pakistan Iran denies that FM Abbas Araghchi's trip to Pakistan will include new talks with US, rejecting reports that Trump is sent his negotiating team to restart negotiations. 24/7 shuttle diplomacy (via Al Jazeera): There’' been shuttle diplomacy, and as one diplomat said, it's been relentless diplomacy that has been put forward by Pakistan from all sides. Iran's military says finger on the trigger: "greater power & readiness than...