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
2026-09-24 UTC
The Rate Overshoot: A Structural Reset Commences
economy
2026-09-18 UTC
The K-Shape Question: Navigating Divergent Economic Realities
economy
2026-09-17 UTC
AI's Decoupled Trajectory: Growth Persists Through Broader Headwinds
economy
2026-09-11 UTC
Headline Inflation's Jolt: The Trend's Fragile Reassurance
economy
2026-09-11 UTC
The Illusion of Cheap: Why Low P/E Can Signal Deeper Structural Risk
economy
2026-09-09 UTC
The Insecurity Economy: Social Media's Structural Leverage of Human Vulnerability
economy
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