This is just a post with the data. I'll have more, analysis and implications posted separately. Note that the 1.5%…
Continua a leggereDaly signals steady Fed stance, sees inflation easing and AI shaping the next phase of policy debate. Summary: San …
Continua a leggereThe FOMC minutes stated that Jerome Powell was selected to serve as Chair for 2026, with the appointment lasting until …
Continua a leggereSummary: JPMorgan says renewed FX hedging by foreign investors could add fresh pressure on the US dollar Stronger…
Continua a leggereJapan’s manufacturers rebounded in February to +13, but services sentiment eased to +25, highlighting an uneven recover…
Continua a leggereGoldman upgrades Japan to overweight and lifts its TOPIX target to 4,300, arguing political stability under Takaichi an…
Continua a leggereRBA minutes show the February rate hike was driven by stronger-than-expected data, persistent broad-based inflation and…
Continua a leggere