A clean 25bp hike with unchanged forward guidance would be the least market-moving outcome and is broadly what consensus expects. The risk events sit on either ...
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more to come-Earlier:China house prices May 2026 -3.5% y/y (prior -3.5%) This article was written by Eamonn Sheridan at investinglive.com....
more to comeI posted this yesterday on strenuous efforts from China:Chinese municipalities ramp housing subsidies, provident fund rules to stabilise property Th...
Brent at $83 and WTI at $80 both remain well above pre-war levels, and the path back is constrained by inventory, insurance and messaging. The key market signal...
The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here. more to come This article was written by Eamonn Sheridan at ...
The relative calm in JGBs ahead of the decision reflects a market that has already done its pricing work. A hike to 1% is not the story; Deputy Governor Uchida'...
The talks reflect a structural shift in Pentagon procurement strategy rather than a near-term catalyst for either stock. Lockheed's supply-chain bottlenecks are...
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...
The analyst consensus is constructive on risk assets but explicitly not euphoric. Oil majors are flagged as likely to give back gains as the war premium unwinds...
The Iran peace framework has effectively superseded this week's central bank calendar as the dominant market driver, with oil price direction doing more work on...
Small wiggle only for the NZD on this. May 2026 Food Price Inflation +1.0% m/mprior 0%for the y/y +3.2% This article was written by Eamonn Sheridan at investing...
The trade is essentially a reversal of the war premium across asset classes: long bonds, short dollar, long Asian equities and currencies against a backdrop of ...