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...
RBA Kent speech:Additional Monetary Policy Tools: Reflections and a New FrameworkIn brief on Kent's speech, its not really addressing current high inflation. Wh...
The one-third of surveyed institutions planning to add gold represents a demand signal with genuine price implications: central banks and sovereign wealth funds...
The sectoral split in China's profit data has direct commodity read-throughs: upstream outperformance in non-ferrous metals and electronics materials reflects s...
The immediate read-through for emerging market FX is a reminder that managed pegs under reserve stress are a slow-motion event until they are not. Bolivia's par...
Oil has jumped a little on the weekend news:Iran, US trade strikes. Gulf ceasefire unravels over weekend. Will probably ravel soon.The escalation has since unwo...
Data due from Japan today. Not likely to move the yen too much, it remains weak. Earlier:Weekend - Hawkish ECB board member calls for further rate hikes despite...
Mon: Japanese Retail Sales (May), Spanish HICP Flash (Jun), Retail Sales (May), EZ Consumer Confidence Final (Jun), US Dallas Fed Manufacturing Index (Jun)Tue: ...
Schnabel's remarks confirm the ECB is not treating the Hormuz ceasefire as an inflation off-ramp. Her explicit warning that the strait will reopen only graduall...
A confirmed mutual stand-down and the announcement of Tuesday's Doha talks will offer short-term relief to oil markets, but the underlying architecture remains ...
The renewed exchange of strikes between the US and Iran resurrects the supply disruption premium that had begun unwinding as vessels moved through Hormuz over t...
Early forex rates are relatively calm despite renewed hostilities in the Gulf:As is usual for a Monday morning, market liquidity is very thin until it improves ...