The key takeaway for positioning is that Japan's firepower is not the constraint, capacity is described as ample, so the real variable is timing and trigger rat...

The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here.more to come This article was written by Eamonn Sheridan at i...

The miss against forecast should not be read as genuine disinflation. At 7.2%, Japanese producer price growth remains near multi-year highs, and the shortfall a...

This second batch of comments tempers the more settled tone from Kent's earlier remarks on rate transmission and neutral rate estimates. Explicitly aligning wit...

Kent's remarks read as a central bank comfortable with where policy currently sits rather than signalling further tightening is imminent, with the acknowledgmen...

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 close...

Just the data in this post.Japanese PPI July 2026:+7.2% y/y vs. expected +7.4% and prior + 7.1%+0.1% m/mvs. expected +0.6% and prior +0.4%I'll have more to come...

The move underlines how the 52.5% tariff on Chinese-built vehicles is now driving concrete reshoring decisions rather than just squeezing margins on existing im...

Daiwa's framing supports the broader post-CPI consensus that the Fed stays on hold in September, but the note's real value is in the underlying detail rather th...

The story adds another data point to the broader trend of AI platforms striking commercial deals with publishers rather than relying solely on scraped or traine...

UBS's call is constructive on both the cyclical and structural drivers of gold, tying the metal's outlook directly to its Fed rate path view: a hold through 202...

The split between Westpac and ASB matters more than the headline forecast itself, since it signals genuine uncertainty over how sticky the oil-driven inflation ...