Australia data show resilient spending but rising inflation and softer labour demand. Summary: Household spending +0.3% m/m in Feb, ahead of expectations Annual spending growth steady at 4.6% Services spending strong, goods…
Middle East supply shock drives broad commodity surge, pushing ANZ index near record highs. Summary: Commodity prices surged in March amid Middle East conflict ANZ index rose 4.1% m/m, near record highs…
Japanese Household Spending February 2026 Japan’s households reduced spending for a third straight month -1.7% y/y vs. expected -0.7%, prior -1% +1.5% m/m vs. expected 2.6%, prior -2.5% —- Also … Summary:…
Summary: Services PMI falls to 46.3, back into contraction after 26 months Composite PMI fell to 46.6 in March, down from 52.4 in February Sharp drop from 52.8, weakest since November 2023…
Major US stock indices close today with gains to start the new trading week Trump Press Conference: The entire country can be taken out in one night Netanyahu urged Trump in a…
Summary: Israel prepares expanded strike list targeting Iranian energy and infrastructure Plans contingent on U.S. approval, with Trump decision seen as pivotal Israeli officials sceptical diplomacy will succeed Ceasefire demands include full…
A low-key sort of session ahead for incoming data. None of this is likely to move markets too much upon release. Asia will be holding its breath ahead of the latest Trump…
Axios reporter Barak Ravid said Trump on and Netanyahu held a call on Sunday night: Israeli prime minister Netanyahu urged Trump in a call on Sunday not to go for a ceasefire…
As the Pres. starts the press conference: 2 year yield 3.852% 10 year yield 4.332% S&P up 14.25 points or 0.21% Nasdaq up 47 points or 0.23% Dow +61 points Crude oil…
Trump has extended the deadline to strike Iran’s infrastructure three times and now he says the Tuesday at 8 pm ET deadline is the final one. I’m not sure that statement carries…
IRNA reports that Iran has relayed its rejection of a ceasefire plan. The message from Tehran has been consistent, they want a permanent end to the war with security guarantees and compensation,…
Business activity index 53.9 vs 59.9 prior Employment 45.2 vs 51.8 prior New orders 60.6 vs 58.6 prior– two year high Prices paid 70.7 vs 63.0 prior — highest in three-and-a-half years…
