The People's Bank of China left its loan prime rates unchanged on Thursday, holding the one-year rate at its current level and the five-year rate, the benchmark...
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The disproportion between the size of Wednesday's move and the size of the underlying policy change is the key signal for positioning. A genuinely technical liq...
Coming up today:Analysts say that a surprise China LPR cut cannot be ruled out this week0115 GMT / 2115 US Eastern time---The People’s Bank of China is due to s...
The scale of the beat, both on exports and the narrower than expected trade deficit, adds to the case that Japan's growth momentum is broadening beyond domestic...
Japanese trade data for July 2026. Imports +27.8% y/yexpected +26.5%, prior +25.4%Exports +23.2% y/yexpected +19.9%, prior +19.3%Trade Balance -634.5bn JPYexpec...
UBS's framing suggests the path of least resistance for equities remains higher into year-end, provided the current run of limited near-term catalysts holds thr...
This is a significant escalation in rhetoric even by the standards of the past several weeks, and oil prices are the asset most directly exposed to it. A threat...
Questions over the Fed chairman's contact with the White House add a fresh layer of uncertainty to a rates outlook that is already unsettled following the hawki...
This is the angle likely to dominate rates trading in the sessions ahead, since it reframes the entire buyback story from a one-off liquidity fix into a potenti...
The Wall Street Journal's (gated) reporting adds important texture to how markets should read the buyback move, framing it less as a routine liquidity operation...
Deutsche Bank's framing raises the stakes for the dollar well beyond a single day's price action, positioning the buyback announcement as part of a broader poli...
The Treasury's decision to more than double its long-dated bond buybacks is the standout policy move of the week, and markets treated it that way. An 8 to 9 bas...