Raghida Taleb
Economy
I cover macro with an emphasis on trade, funding conditions, and emerging-market stress. I pay attention to where the pressure concentrates—currencies, balance of payments, and the sectors that feel the cost of money first. My pieces are written to connect policy and markets back to lived outcomes: who absorbs the shock, how it travels through supply chains, and what that means for the next quarter—not the last headline.
Latest by Raghida Taleb
2026-09-05 UTC
The Unforgiving Arithmetic of Down Markets: Why Timing and Valuations Reassert Primacy
economy
2026-09-02 UTC
The Fed's Path: Market Reverts to Earlier Convictions
economy
2026-08-28 UTC
Japan's Yield Awakening: A Structural Shift for US Treasuries
economy
2026-08-27 UTC
The Inevitable Test: Navigating Future Fed Leadership Challenges
economy
2026-08-26 UTC
Nvidia's Growth Imperative: Sustaining a Premium Valuation
economy
2026-08-26 UTC
Housing Market's Persistent Drag: Sales Drop Signals Deeper Rate Impact
economy
2026-08-24 UTC
The Silent Compounding: US Debt, Underpriced Risk, and Fiscal Erosion
economy
2026-08-22 UTC
Bessent's Bond Market Divergence: What it Signals for Portfolio Construction
economy
2026-08-20 UTC
Fed Minutes: The Signal, The Noise, and Market Conviction
economy
2026-08-19 UTC
The Return of Bond Vigilance: A Test of Fiscal Resolve and Trusted Hands
economy
2026-08-17 UTC
The Nuance of Broadening Markets in a Precarious Economy
economy