The Intelligence: Fed reckoning

From impasse in Iran to still-unresolved conflicts in Gaza and Lebanon, a trend is clear: President Donald Trump’s scant, early plans for peace do not actually forge a path to it. Our correspondent says that in the driverless-car future, it will often be Chinese AI behind the whe ...  Show more

A dive into the data reveals that, despite dire past predictions, the prevalence of dementia is actually waning. We take a look at Pix, a beloved Brazilian digital-payments system, and why it so bothers President Donald Trump. And we attend one of the concerts that reveals how th ...  Show more

America’s central bank left rates untouched, to widespread market delight. Why is this economic cycle confounding expectations so much, and how to bring it to a gentle end? We look at the modern fortunes of Vodafone, a once-mighty telecoms firm that is slimming down to get health ...  Show more

The Bank of Japan has ended its grand experiment in unconventional monetary policy—how did it work, and what happens now that it has concluded? Ahead of Florida’s presidential primary our correspondent pays a visit, examining the state’s hard swing to the right (10:17). And the n ...  Show more

Central banks in Europe and the US left borrowing costs untouched this week. But the latter went a step further and unexpectedly promised cuts. In this Viewsroom podcast, Breakingviews columnists explain how ratesetters, who were slow to tackle inflation, could be laggards again. ...  Show more

Inflation has slowed in the US, the UK, and the EU. Will this mean interest rate cuts next year? Markets seem to think so, but comments from central bankers this week may temper that enthusiasm. Also, we go long the antitrust suit against Google, and long the UK’s campaign aga ...