The scale of the beat, four times the consensus forecast and following an even larger jump in May, is likely to reinforce the view that consumer demand remains ...
UBS's framing suggests markets may be underpricing the durability of the current earnings cycle relative to the geopolitical noise around Hormuz, given the bank...
The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here on this. Injects 46.5bn yuan via 7-day reverse repos in open ...
The modest bounce suggests the market is treating Monday's selloff as an overreaction to Trump's pause on strikes rather than confirmation of a genuine resoluti...
Tighter leverage limits or a higher minimum investment threshold would likely dampen trading volumes in single-stock leveraged ETFs tied to major semiconductor ...
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...
An unconfirmed attack near one of the world's most critical chokepoints is likely to trigger an immediate risk premium in oil markets, even before details are v...
The undershoot on both headline and monthly CPI is likely to be read as giving the Bank of Korea some breathing room, even as the vice finance minister's commen...
South Korea July CPI came in at +2.8% y/y, below the Reuters poll estimate of +3.0% and down from +3.2% in June, marking a three-month low. On a monthly basis, ...
The scale of the U.S. commercial growth, up 149% year over year, is likely to draw the most attention from investors, since it points to accelerating enterprise...
The rotation framing matters for positioning, since it implies investors are reallocating within the AI trade rather than abandoning it, which could limit furth...