Headlines: The hawkish repricing in interest rates expectations continues as US-Iran war escalates Gold plunges to new lows as US-Iran war escalates and the Fed considers a rate hike Silver drops by…
Prior 5.2% Employment change 84k vs -4k expected Prior 52k Average weekly earnings +3.9% vs +3.9% 3m/y expected Prior +4.2% Average weekly earnings (ex bonus) +3.8% vs +4.0% 3m/y expected Prior +4.2%;…
Barclays flags strongest stock buy signal in a year as sentiment resets Fed set to hold as Deutsche Bank flags geopolitics clouding outlook China approves Nvidia H200 AI chip sales as licences…
The FT reports on the matter, noting that US president Trump has given his word that the US would insure commercial vessels seeking passage through the Strait of Hormuz. And the US…
Preview – Bank of England to hold rates as Middle East conflict lifts inflation risks The Bank of Japan held its short-term policy rate at 0.75%, as widely expected Trump warns of…
I’ll have details and analysis posted separately. Mixed report this one, big number of jobs added, unemployment rate jumps, more job seekers in the market, full time jobs collapse. This article was…
New Zealand Q4 GDP misses expectations, momentum faded into year-end Summary: Q4 GDP undershoots expectations on both quarterly and annual measures Growth slows sharply from prior quarter, signalling fading momentum Production-based GDP…
New Zealand Q4 GDP misses expectations, momentum faded into year-end Summary: Q4 GDP undershoots expectations on both quarterly and annual measures Growth slows sharply from prior quarter, signalling fading momentum Production-based GDP…
KAN reports that Israel flags U.S. military buildup toward possible Hormuz intervention Summary: Israel sees signs of a U.S. military buildup near the Strait of Hormuz U.S. warship Tripoli reportedly en route…
Wall Street Journal: Trump wants no more strikes on Iranian energy sites after Israel’s Wednesday attack on a vital Iranian gas field But Trump could once again be open to targeting more…
US major indices closed sharply lower with the Dow and Russell 2000 falling -1.6% Qatar says Ras Laffan Industrial City has sustained “extensive damage” The USD is moving higher as the Fed…
Qatari Interior Ministry: The security threat level is high, and everyone must adhere to staying in homes and safe places Foreign ministry: Iran targeting it is “irresponsible approach” Ras Laffan attack is…
