Markets Price Higher Probability of ECB Rate Cut in April
In focus today US December Private Consumption Expenditures (PCE) data will be released today. Strong […]
Japan’s Tokyo CPI slows sharply to 1.6%, raises questions on BoJ’s negative rates exit
Japan’s Tokyo CPI core (ex-food) slowed significantly from 2.1% yoy to 1.6% yoy in January, […]
Risk Sentiment Revives on Strong US GDP, Euro Holds Its Ground Against Dollar Post-ECB
Commodity currencies bounce in early US session, spurred by unexpectedly robust US GDP data that […]
Japan downgrades export outlook, raises concerns over earthquake impacts
In the new Monthly Economic Report, the Japanese Government continues to observe that the economy […]
Our Bias Remains for a stronger USD
Markets Core bonds drifted south yesterday in the run-up to this week’s big events, starting […]
Trump Wins New Hampshire
In focus today Today, we will get January PMIs for both the euro area and […]
NZD/JPY: JPY Crosses Under Downside Pressure after BoJ’s Hawkish Guidance
Japanese Government Bond (JGB) yields on the upmove ex-post BoJ. Positive yield premium shrinkage (JGB […]
Japan’s exports exceed JPY 1T in 2023, US reclaims top export destination
Japan’s exports rose 9.8% yoy to JPY 9648B in December, marking the biggest increase in […]
Japan’s PMI shows modest growth, manufacturing still in contraction
Japan’s PMI Manufacturing rose fractionally from 47.9 to 48.0 in January, below expectation of 48.2. […]
BoJ’s minutes emphasize importance of discussions on exiting negative rates
The minutes from BoJ’s meeting on December 18-19 highlighted a focus on strategic discussions regarding […]