The main issue that market players are struggling to grasp right now is the relative uncertainty with regards to the duration of the US-Iran conflict. That mainly affects the energy security in…
China five-year plan calls for more proactive fiscal policy China to continue ‘moderately loose’ monetary policy Iran denies that messages were sent to the US about negotiations China floats some tax changes…
It’s only been a little over three trading days but markets are evidently fearful of inflation pressures returning to major economies. Even if not fully reflected in central bank pricing, in which…
Will enhance the coordination of fiscal and monetary policy To optimise the structure of fiscal expenditure Will keep liquidity ample, improve sustainability of government finances To keep exchange rate basically stable, enhance…
This was out a few hours ago but it’s important context in why oil prices are back near the post-war highs. Previously on Wednesday, a report said that Iran had reached out…
Chinese stocks are up more than 1% today after the National People’s Congress revealed growth targets and some government priorities but now we’re getting some details. Chinese consumer stocks are laggards so…
I can’t remember a time when the national stock market of a large, developed country traded like this. The Kospi rose 12% at the open today and is still up 11.4%. That’s…
Well, this is moving faster than anyone expected. A federal trade court judge just told the Trump administration to start cutting checks — ordering refunds on the massive pile of tariffs the…
The China National People’s Congress kicks off today and the five-year growth targets and plan are out, with Reuters obtaining a copy. 2026 GDP target set at 4.5% to 5% CPI target…
We are going to get a bounce in Asian stock markets today but the question is: How high. Nikkei futures are trading at 56,310 versus the close yesterday of 54,245 in the…
The Asia-Pacific economic calendar has only one highlight today and that’s the Australian January trade balance in goods report. The consensus is a surplus of A$3.9 billion, in a solid improvement from…
The price of crude oil has moved higher and moves back above $76. Iran’s strikes will intensify and expand in coming days Thousands of Iraqi Kurds have launched a ground offensive in…
