ASEAN ministers warn Middle East war threatens energy security and regional growth
ASEAN economic ministers warn Middle East war threatens regional energy security and growth. Strait of Hormuz carries ...
May meeting, RBA set for third straight hike as Hormuz closure drives inflation surge
Reuters poll: RBA to hike 25bps to 4.35% on May 5, say 30 of 33 economists. Over a third now see rates at 4.60%+ by y ...
Japan manufacturing PMI hits 4-year high but Middle East stockpiling masks fragile demand
Japan April manufacturing PMI 55.1 vs 51.6 in March, best since January 2022. Output fastest since Feb 2014 but drive ...
Japan head intervention official won’t comment on FX or oil futures intervention
Japan top currency diplomat Mimura:No comment on FX interventionWon’t comment on crude oil futuresIn close contact wi ...
Tokyo CPI misses forecast sharply, giving BoJ room to hold despite June hike signals
This is a yen-negative, JGB-positive print in the near term. The magnitude of the miss on core-core, coming in at 1.9 ...
Gold could nearly double, $8K, as emerging market central banks ditch the USD for bullion
The $8,000 price target is conceptual rather than a formal forecast, but the structural argument underpinning it is d ...
Japan: Tokyo area April CPI headline 1.5% y/y (expected 1.7%, prior 1.4%)
more to come Tokyo CPI, April 2026:Headline is 1.5% y/yexpected 1.6%, prior 1.4%Core CPI (ex Food) 1.5% y/y, slowest ...
Australian factory input costs hit four-year high as Middle East supply disruption bites
Australia April manufacturing PMI 51.3 vs 49.8 in March, but headline flatters. Input costs fastest in 4 years, suppl ...
S&P 500 considers fast-track entry rules as SpaceX, OpenAI and Anthropic eye IPOs
S&P Dow Jones Indices launches review of megacap eligibility rules, potentially halving the listing period to 6 m ...
NZ consumer confidence hits three-year low as Middle East oil shock bites
ANZ-Roy Morgan NZ Consumer Confidence fell 11pts to 80.3 in April, a three-year low, down 20pts in two months. Inflat ...
ECB June hike near-certain as Middle East energy shock forces policymakers’ hand
Analysts see ECB hiking in June as Middle East energy shock closes the window for looking through inflation. Two hike ...
Deutsche Bank sees ECB leaving door open to hike in June as inflation expectations surge
ECB holds rates as expected; June hike fully priced by markets. Deutsche Bank flags upside inflation risk and downsid ...