From the BoJ we get the minutes of the January meeting. We had the ‘Summary’ from this back at the beginning of February: signalled moderate economic momentum and stickier inflation trends, endorsing…
Washington initiated outreach with Iran but nothing reached a level of negotiations – CNN US-led group waiting for response from Iran for peace talks on Thursday – report US Richmond Fed composite…
Axios has turned into something of a White House propaganda machine in this war but this report is more cautious. It says that the US and a group of regional mediators are…
There are increasing reports of a US military build up of potential ground forces heading towards Iran. Trump’s 5-day truce is looking like a ruse to shore up defenses among Gulf allies…
The US treasury sold $69 billion of 2 year notes at a high yield of 3.936% WI level at the time of the auction 3.918% Tail 1.8 basis points vs 6 month…
The U.S. Treasury will auction off 2-year notes at the top of the hour. The auction is the 1st of 3 coupon auctions this week. Tomorrow the treasury will auction off of…
CNN International’s Frederik Pleitgen — the CNN journalist was recently inside Iran — is out with a report and I’ll quote it verbatim: There has been outreach between the United States and…
CNN International’s Frederik Pleitgen — the CNN journalist was recently inside Iran — is out with a report and I’ll quote it verbatim: There has been outreach between the United States and…
There is non-stop talk of insider trading in markets, including a viral report about how volumes in stock and oil futures surged minutes before Trump’s post about talks with Iran. At around…
Prior was -10 Services +9 vs -8 prior Manufacturing shipments -2 vs -13 prior This is a nice bounce and the zero reading on the headline is the best since February 2025.…
Services reading the lowest since April 2025 Prior was 51.2 Manufacturing 52.4 vs 51.3expected Prior manufacturing was 52.2 Composite 51.4 vs 52.3 prior Employment fell for the first time in over a…
Ready to act against inflationary pressures stemming from developments in the Middle East to deliver price stability over the medium term Task of mon pol is to provide clarity on the pursuit…
