Today’s FX winner is Japanese Finance Minister Katayama, She’s sent the yen higher.
Japan’s Finance Minister Katayama has been verbally intervening today: Not once, but twice:Japan’s Financ ...
ICYMI – Reports that Iran proposes partial Hormuz reopening for ships via Oman waters
Iran has proposed allowing ships safe passage via the Omani side of Hormuz as part of US talks, signalling potential ...
Fox says its confirmed that Iran used Chinese satellite to target US bases
Summary:Reports (FT, echoed by Reuters/Fox) say Iran used a Chinese satellite to monitor US bases.
The IRGC all ...
Japan’s Katayama says closely watching FX as oil volatility hits yen
Japan’s Katayama said authorities are closely watching FX and in dialogue with the US, warning oil-driven volatility ...
Mixed China data highlight fragile recovery outlook: retail sales sad, industrial beat
China industrial output beat forecasts in March, but retail sales missed and property investment stayed weak, highlig ...
China March new home prices -3.4% y/y (February -3.2%)
Poor data re the property sector from China once again. China’s stats people say:In March 2026, home prices in ...
China Q1 GDP beats forecasts but Iran war risks loom
China Q1 GDP rose 5.0% y/y (exp 4.8%), beating forecasts, but officials warned the external outlook is becoming more ...
Australia jobs resilience, unemployment rate steady, keeps RBA focused on inflation risks
Australia employment rose 17.9k in March (exp 20k) with unemployment steady at 4.3%, underscoring labour market resil ...
Australian March 2026 unemployment rate 4.3% (expected 4.3%, prior 4.3%)
Australian March 2026 jobs data. I’ll have more to come on this separately, details and implications.Preview he ...
PBOC sets USD/ CNY reference rate for today at 6.8616 (vs. estimate at 6.8190)
PBOC injects 500mn yuan via 7-day reverse repos at 1.4$, unchanged.
This article was written by Eamonn Sheridan a ...
Iran hardliners rise after war, raising risks to Hormuz and peace prospects
Iran’s leadership has hardened after the war, with hardliners gaining control and reducing prospects for peace, while ...
ICYMI – China to issue 15.5bn yuan offshore bonds, largest sale since October 2023
China will issue 15.5bn yuan ($2.3bn) in offshore bonds in Hong Kong on April 22, marking its largest CNH sale since ...