Chinese Data Showed a Mixed, Rather Unconvincing Picture
Markets Triggered by Fed chair Powell ruling out a hike, then reinforced by sub-consensus payrolls […]
Cliff Notes: Short-Term Risks and Long-Term Opportunity
Key insights from the week that was. On Budget 2024-25, our bulletin and conversation with […]
USD/JPY Steady as Japanese Economy Contracts
The Japanese yen climbed as much as 0.85% earlier on Thursday but has pared most […]
Dollar Selloff Continues as Risk-On Sentiment Drives US Stocks to New Highs
Dollar faced broad sell-offs overnight and continued to weaken in Asian session. Investors breathed a […]
Will Today’s CPI Echo the PPI Print?
In focus today In the US, the focus will be on April CPI. We forecast […]
A Steeper JGB Yield Curve May Kickstart Another Bullish Leg in Nikkei 225
Nikkei 225 has undergone a 4-week corrective decline of 10.6% since its 41,088 all-time high […]
IMF recommends gradual approach for future BoJ rate hikes
IMF projects Japan’s economic growth to continue, with a noticeable increase in consumption anticipated later […]
EV Trade Spat Flares Up Amid US Tariff Hike
In focus today Today will be quiet on the data front, with no major releases […]
Morning Report
Key themes: A sharp fall US consumer confidence added to evidence that the US economy is […]
Week Ahead – US Inflation Numbers to Shake Fed Rate Cut Bets
Fed rate-cut speculators rest hopes on US inflation data After dovish BoE, pound traders turn […]
Japan’s Q1 GDP contracts -0.5% qoq, weak consumption and capital spending
Japan’s GDP contracted by -0.5% qoq in Q1, slightly worse than the expected -0.4% qoq […]