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Kenneth Rogoff

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Situations

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AI-driven market highs persist amid concentration and risk

276 clusters · 854 sources · last updated

Latest: S&P 500 earnings projected to rise 30% driven by AI leaders

The AI-driven market rally has reached historic milestones, with the S&P 500 and Nasdaq achieving record highs. While strong corporate earnings provide a fundamental buffer—with S&P 500 companies reporting a roughly 50 p

[ACTIVE] [BUSINESS] [US] [IR] [JP]

Fed officials signal caution amid shifting economic data

157 clusters · 1434 sources · last updated

Latest: Federal Reserve faces critical interest rate decision amid economic uncertainty

The Federal Reserve raised its benchmark interest rate by 25 basis points to a target range of 3.75%–4.00% in mid-September 2026. Chair Kevin Warsh stated the unanimous decision was intended to support a “more timely ret

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US debt surpasses $40T; rising interest costs spark crisis

75 clusters · 408 sources · last updated

Latest: US federal deficit reaches $2 trillion

By late 2026, the U.S. national debt has surpassed $40 trillion, reaching approximately $40.4 trillion in October after a rapid increase of nearly $400 billion over two months. The debt first crossed the $40 trillion mil

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