If Morgan Stanley’s read proves correct, traders hoping for explicit signals on a September move or the year end rate path may come away disappointed, reducing the odds of a sharp directional…
The yen’s slide back toward 160 per dollar, despite last month’s coordinated intervention, keeps currency markets alert to any signal that Tokyo and Washington could act again. Katayama’s comment that the joint…
The infrastructure push signals a more coordinated push to translate policy support into actual project starts, with the focus on compute, power grid and telecom integration pointing to continued state backing for…
With markets already pricing a 94% chance of a hike, the September decision itself carries limited surprise potential, shifting focus to how the RBNZ frames the path beyond it. BNZ’s own inflation…
The framing of continued dollar-system access as contingent on Iran sanctions compliance raises the stakes for any G20 member with residual Iranian trade ties, adding a fresh layer of geopolitical risk premium…
The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here on this. PBOC injected 333bn yuan through overnight reverse repos and injects 20bn yuan via…
The estimates point to a market still meaningfully undersupplied relative to pre-war norms, even as flows continue to recover from their March trough. The suggestion that Hormuz transits are approaching the upper…
I’ve summarized below into an easy to read format, but the link is here if you want more. — Earlier: Recap: Fed officials flag inflation risks in run-up to Warsh’s Jackson Hole…
The stronger than expected reading reinforces the case for a BOJ rate hike as soon as its September 17-18 meeting, with the core-core gauge the central bank watches most closely now sitting…
The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fixing that remains one of the most closely watched…
The improvement adds to a broader run of data pointing to a firming UK growth backdrop, with businesses citing stronger customer demand and greater confidence in their own trading outlook as key…
Japan Tokyo CPI August 2026, y/y: Headline CPI 1.9% expected 1.9%, prior 2% Core CPI (excludes fresh food) 1.8% expected 1.7%, prior 1.9% CPI Ex Food and Energy (core-core and the closest…
