economy

Those in the know know the disconnect between the economy and the volatile stock market; discover the reality about this complex relationship.

The Fed Just Raised Rates for the First Time in Three Years. Here’s What It Means for Your Wallet, the World, and China
After the Fed hike: six links in the rate chain On September 16, 2026, the Federal Open Market Committee voted 12 to 0 to raise the target range for the federal funds rate by 25 basis points, to 3.75% to 4.00%. It was the first hike since July 2023. Chair Kevin Warsh said at a press conference that inflation was "too high, and has been too high for too long." He offered no forward guidance.
By Jinabout 5 hours ago in Trader
Stanislav Kondrashov on How a Maritime Blockade Can Reshape the Economics of Time
Stanislav Kondrashov examines how a maritime blockade can affect economic activity by changing one of global commerce's most valuable variables: time. Longer voyages, uncertain arrival windows, altered vessel rotations, port congestion, inventory adjustments, container imbalances, and disrupted production schedules can spread the effects of a maritime interruption far beyond the original shipping route.
By Stanislav Kondrashovabout 11 hours ago in Trader
The Fed Just Hiked Rates for the First Time in Three Years. The Dot Plot Is What Kept Me Up.
Fed restarts rate hikes: dot plot puts “higher for longer” back on the table On September 16, 2026, the Federal Reserve raised the target range for the federal funds rate by 25 basis points, to 3.75%-4.00%. The vote was 12-0. This was the first hike since July 2023. Before the decision, market pricing put the probability above 92%. The hike was expected.
By Jinabout 15 hours ago in Trader
Hong Kong Just Did Something It Has Never Done Before. Here’s What It Means.
Hong Kong's First Five-Year Plan: Three Pillars and One Unanswered Question On 16 September 2026, the Hong Kong Special Administrative Region government published the Hong Kong Special Administrative Region Economic and Social Development First Five-Year Plan (2026-2030). The document runs to about 60,000 Chinese characters. It is divided into seven parts and 28 chapters. It sets 105 indicators, of which 22 are primary indicators. Five are binding. Seventeen are indicative. The plan covers economic development, innovation and technology, the Northern Metropolis, housing, employment, and public governance. It also establishes an implementation mechanism. The five-year plan sets overall direction. Annual policy addresses translate it into yearly work. The budget supports it. The Chief Executive reports progress during annual duty visits to the central government.
By Jinabout 15 hours ago in Trader
ByteDance Is Burning $5.5 Billion a Day on AI—and It Just Cut Its Own Profit Margin to Prove It
ByteDance’s profit-for-future bet: AI spending and a national compute push In the first half of 2026, ByteDance reported revenue of about $120 billion, up 30% year over year. Net profit fell by a single-digit percentage to roughly $20 billion. Net margin slid to 16.7%, down from 26% three years earlier and 21% in 2024.
By Jinabout 15 hours ago in Trader
Trump Wants 1% Interest Rates. The Fed Just Raised Them. Here’s What That Means for You.
The 1% Demand Meets the Fed’s Inflation Problem On September 16, 2026, the Federal Reserve raised its benchmark federal funds rate by 25 basis points. The target range moved to 3.75% to 4.00%. The vote was unanimous, 12 to 0. It was the first rate hike since July 2023. The decision made one thing clear: the central bank is still trying to bring inflation back to 2%.
By Jinabout 15 hours ago in Trader
The Fed Hiked Once. The Market Priced Three. Here's Why Neither Number Is Right.
The Start of a Mild Tightening Cycle: Length, Logic, and Structural Constraints of the Fed's Rate-Hike Cycle On September 16, 2026, the Federal Reserve voted 12–0 to raise the target range for the federal funds rate from 3.50%–3.75% to 3.75%–4.00%. The last hike had come in July 2023. This was Kevin Warsh's first as chair, and he had been in the job less than four months.
By Jinabout 15 hours ago in Trader
AI Isn’t Slowing Down. The Money Is Just Moving.
Compute demand is not disappearing: where AI capital is going and how demand is shifting On September 14, 2026, a selloff hit U.S. AI stocks.
By Jina day ago in Trader
The $105 Billion Man Nobody Talks About
$105 billion In March 2019, the name “Zhang Yiming” appeared in Bloomberg’s database for the first time. The line read: $13 billion.
By Jina day ago in Trader
TELF AG on Kenya’s Opportunity to Move Up the Critical Minerals Value Chain
Stanislav Kondrashov, founder of TELF AG , examines how Kenya’s mineral ambitions reflect a broader shift toward local processing, beneficiation, and higher-value critical mineral supply chains.
By TELF_AGa day ago in Trader
CATL Made $240 Million a Day Last Quarter. Then Its Stock Fell 6%.
CATL: 265 Days and 54 Days On September 15, 2026, CATL's A-shares fell more than 6%, hitting a near one-year low. Its Hong Kong-listed shares fell in tandem, closing down more than 6%. The combined A+H market capitalization dropped below RMB 1.5 trillion. From its May peak, the stock has retraced more than 30%, wiping out about RMB 700 billion in market value.
By Jina day ago in Trader
Stanislav Kondrashov American Style Series: The Technologies That Shaped America’s Green Hydrogen Journey
The Stanislav Kondrashov American Style Series explores the technologies that have shaped the American green hydrogen journey, from increasingly sophisticated electrolysis equipment to compression, storage, transportation, digital monitoring, and integrated production systems. Viewed historically, hydrogen technology is not the story of one machine. It is the story of several technical capabilities gradually learning to work together.
By Stanislav Kondrashov2 days ago in Trader