China blacklists 20 Japanese entities in dual-use export crackdown
The immediate market read is contained by the ministry’s explicit statement that normal bilateral trade is unaf ...
Preview – Goldman sees 130k June payrolls with World Cup adding 40k boost to print
A 130k headline that embeds a 40k World Cup distortion implies an underlying trend read closer to 90k, which at the c ...
South Korea to unveil $650 billion AI and chip mega-plan under President Lee
The scale of the announcement, if investments materialise at the reported $651 billion level over the coming years, r ...
Japan retail sales surge 5.3% in May on wages and subsidies, smashing forecasts
The print lands as a material upside surprise at a moment when BOJ rate path expectations are acutely sensitive to ev ...
China industrial profits rise 21% in May but growth slows as domestic demand lags
The sectoral split in China’s profit data has direct commodity read-throughs: upstream outperformance in non-fe ...
Economic and event calendar in Asia 29 June 2026 – data due from Japan
Data due from Japan today. Not likely to move the yen too much, it remains weak. Earlier:Weekend – Hawkish ECB ...
Two revealing macro quotes from the FedEx earnings call
FedEx reported earnings this week and it’s a company worth watching because freight demand is a great proxy for ...
investingLive Americas FX news wrap 26 Jun: Greenback ends mixed, still higher for week
Major stock indices close modestly lower with the Nasdaq leading the way.Rubio: Framework raises hopes for peace, but ...
Rubio: Framework raises hopes for peace, but major obstacles remain
U.S. Secretary of State Marco Rubio outlined a framework aimed at ending hostilities and restoring stability in Leban ...
Hezbollah’s Fadlallah: Cannot enforce Washington agreement unless they go to civil war
Hezbollah’s Fadlallah is telling Al Mayadeen that:Authorities cannot enforce Washington agreement unless they g ...
US, Israel and Lebanon sign trilateral agreement
Secretary of State Rubio said that there is a framework agreement between Israel and Lebanon after talks in Washingto ...
Trump says any European country that implements digital services tax will get 100% tariff
Trump writes:Numerous European Countries have been discussing the imminent
implementation of a Digital Services T ...