Let's get right into it. Headline annual inflation is expected to move up to 3.3% (previously 2.9%) while core annual inflation is expected at 2.5% (previouly 2...
Bessent is in North Carolina for the G20 finance leaders' gathering but he has met BOJ governor Ueda and Japan finance minister Suzuki on the sidelines already....
Preview: Westpac sees RBNZ hiking OCR to 2.75% tomorrow, data dependent from thereMOF official: Katayama, Bessent talks covered FX intervention, fiscal policyJa...
Westpac's central call is for a straightforward, consensus 25bp hike with little new signal, which should limit the scope for a sharp market reaction unless the...
The unnamed MOF official's line that the BOJ will guide policy based on the economy "rather than based on what the U.S. tells it to do" is a notably firmer stat...
This exchange builds directly on Bessent's own comments from the same G20 gathering, in which he said he believes Japan will act to strengthen the yen and that ...
This print beats the roughly 51.0 consensus flagged ahead of the release and lands the day after the NBS official PMI also improved, giving AUD traders confirma...
RatingDog Manufacturing PMI Just the data this post.I'll have more to come on this separately, details and implications.Background:China Caixin PMI preview: pri...
TD's framing effectively separates two forces that are usually treated as moving together, dollar weakness and gold strength, and argues they've decoupled for n...
The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here on this.more to come This article was written by Eamonn Sheri...
UBS's core message is one of expectation management, the Venezuela deal grabs headlines but Hormuz remains the variable actually setting the marginal price of o...