In case you missed it:US Treasury is increasing the size of liquidity support buyback operations for longer-dated securitiesThat was the big announcement that h...
SK Hynix swap costs, which spiked to 1000bp in June, now said to halveRun on banks feared as concern rises over government seizing deposits to fund warAustralia...
This is a domestic financial stability story for Russia rather than one with a direct read-through for Western asset prices, but it carries meaningful signal va...
The unemployment rate's move to 4.5% is a genuine miss against 4.4% forecasts and takes the jobless rate to its highest level since late 2021, a signal likely t...
Australian June 2026 jobs report, just the numbers here on this post.I'll have more to come on this separately, details an implication etc. This article was wri...
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...
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...
A soft jobs print would reinforce the Reserve Bank of Australia's view that the labour market is gradually cooling, supporting the case for a pause or a slower ...
Australian jobs data and People's Bank of China rate setting are due today.I'll have a preview of the jobs data posted separately soon.As for the PBoC, they mig...
FOMC Minutes: Many participants assessed higher rates would likely be necessary if inflation did not fallUS Treasury auctions off $18 billion of 20-year bonds a...
High yield: 5.204%WI level at the time of the auction 5.199%Tail 0.5 bps Bid-to-cover ratio 2.53X Direct (domestic buyers) 24.59%Indirect (international buyers)...