The slate of July economic data:July retail sales +0.6% vs +1.5% y/y expectedPrior +1.0%July industrial output +4.5% vs +4.8% y/y expectedPrior +5.3%July fixed-...
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The week ahead will not feature any major economic data releases in the US. That unless you want to count the Philly Fed manufacturing index and the weekly jobl...
There is perhaps just one to take note of on the day, as highlighted in bold below.That being for USD/JPY at the 159.00 level. But as mentioned before with expi...
In case you missed it earlier:China delays July economic data release to late afternoon slotThe key figures will be forindustrial output, retail sales, fixed-as...
The dollar is trading down as we get into the new week, continuing the drop from Friday.Even as oil prices continue to keep in the $80s and Treasury yields are ...
China's delayed July data looms as markets eye demand and PBOC's yuan stanceBloomberg says dark trade oil shuttles are the reason Iran war hasn't spiked oil pri...
The unusual afternoon timing already flagged for Monday's release means Chinese risk pricing will be concentrated later in the Asian session than usual, leaving...
The clandestine shuttle trade helps explain why Brent has held broadly in an $80 to $90 range through August rather than testing the $150 levels once feared at ...
The scale of off-balance-sheet AI commitments adds a layer of hidden leverage that traditional valuation metrics may be understating, a risk factor equity inves...
The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here on this.PBOC injected CNY 565.5bn via overnight reverse repos...
The yen's modest advance despite a clear GDP miss underscores how currency direction is currently being driven more by shifting Fed expectations than by domesti...
The July print, though a touch below the Reuters poll median, extends a run of exceptionally strong export growth that has already prompted a sharp upgrade to S...