EUROPEAN SESSIONIn the European session, the main highlight is the Eurozone Flash CPI report. The headline CPI Y/Y is expected at 2.9% vs 2.8% prior, while the ...
What is Situational Awareness, and who is Leopold Aschenbrenner?Before it became the name of a multibillion-dollar investment fund, Situational Awareness was a ...
There is arguably just one to take note of on the day, as highlighted in bold below.That being for EUR/USD at the 1.1500 level. The expiries there are huge but ...
July Nationwide house prices +0.1% vs +0.1% m/m expectedPrior 0.0%July Nationwide house prices +1.8% vs +1.9% y/y expectedPrior +2.2%UK house price growth remai...
What a wild week it has been for South Korea's stock market. At one point on Wednesday, the losses stacked on top of the declines in the past six weeks to erase...
In terms of 'risk on' sentiment,the S&P 500 and Nasdaq are showing new life after testing key moving averagesand getting a boost from Amazon earnings, up ov...
In a surprising turn of events, Japan decided to intervene in the market overnight before the BOJ meeting today. USD/JPY stumbled somewhat in European morning t...
BOJ leaves rates unchanged as expected. Vote was 8-1China July manufacturing PMI 49.2 vs 50.0 expectedAustralia Q2 PPI +3.6% vs +3.0% priorJapan June prelim ind...
Takata dissentedReal GDP for fiscal 2026 to +0.6% vs +0.5% priorBOJ says risks to prices are skewed to the upsideThe Bank of Japan left its short-term rate targ...
I wouldn't expect any drama from the Bank of Japan given that they hiked at the previous meeting. The market is pricing in nearly no chance of a move today but ...
Prior was 50.3Non-manufacturing 49.0 vs 50.2 priorThat's a disappointing release but not a big miss. There are some big moves in Chinese stocks today in the rob...
Prior was +3.0%PPI q/q vs +0.4% priorWe already got CPI and the RBA decision this week so this is an afterthought and not a market mover. Notably, this is much ...