Warsh faces turbulent Fed transition as inflation, politics and oil shock collide. Japan weighs cutting inflation-linked bond buybacks as demand rises ICYMI: Fitch sees Brent at $120 if Hormuz closure persists in…
Bearish for UK bonds (higher yields) and negative for growth outlook; supports inflation expectations and hawkish BoE repricing, with spillover risk to global fixed income markets. Summary: UK PM Starmer convenes emergency…
Fitch outlook cut puts New Zealand’s fiscal path under scrutiny and lifts yields. Summary: Fitch revises New Zealand outlook to Negative, affirms AA+ rating Concerns centre on delayed fiscal consolidation and rising…
The USD is a little higher in early indications. Pretty soon wholesale market participants will be getting active and machines will be switched on. Until then, like I said above, its thin…
Here is the latest from Trump: We are getting very close to meeting our objectives as we consider winding down our great Military efforts in the Middle East with respect to the…
Trump says reopening Hormuz “a simple military manoeuver” with “so little risk” US made detailed preparations for potential ground troops in Iran – report US assessment: Iran could keep Hormuz shut for…
At a certain point, the Strait will open itself I think Israel will be ready to end the war when the US wants it to end I don’t want to do a…
At a certain point, the Strait will open itself I think Israel will be ready to end the war when the US wants it to end I don’t want to do a…
Comments from Netanyahu: Iran has no capacity to enrich uranium or make ballistic missiles following 20 days of war Iran has few ballistic missiles left It’s too soon to tell if Iranians…
Pentagon officials have made detailed preparations for deploying US ground forces into Iran, according to a CBS report. The report says Trump is deliberating whether to position ground forces in the region.…
CNN is out with a report highlighting the difficulty of reopening the Strait of Hormuz: US officials are furiously trying to avert a potential months-long closure of the Strait of Hormuz, privately…
A Bloomberg report citing an Iranian official says that Iran is sticking to its hardline position on the Strait of Hormuz and unwilling to discuss opening it while it’s under attack. The…
