Monday’s trade tensions have been gradually waning, last week’s DeepSeek shocker is also digested among global tech investors. Earnings continue to flow in, on the other hand, and reinforce the narrative – or the fear Read more…
In focus today Today, the key US data release is the January Jobs Report. Due to seasonal adjustments, we expect nonfarm payrolls growth to slow down to +150k (prior: +256k), with average hourly earnings rising Read more…
Daily Pivots: (S1) 150.83; (P) 151.86; (R1) 152.48; More… USD/JPY is now pressing 38.2% retracement of 139.57 to 158.86 at 151.49 as fall from 158.86 extended. Strong bounce from current level will keep this decline Read more…
The forex market was relatively subdued during Asian session, with one clear exception: Japanese Yen continues to outperform. Fresh data from Japan showed a 2.7% yoy increase in household spending, not only marking the first Read more…
Today’s US Non-Farm Payroll report is the focal point for market participants, with consensus estimates pointing to 169k new jobs in January and an unemployment rate holding steady at 4.1%. Average hourly earnings growth is Read more…
Nada Choueiri, deputy director of IMF’s Asia-Pacific Department and mission chief for Japan, stated that IMF remains “supportive” of BoJ’s current monetary policy course. She emphasized that rate hikes should be implemented in a gradual Read more…
Speaking at a conference in Mexico City, BoC Governor Tiff Macklem raised concerns over the economic uncertainty stemming from U.S. President Donald Trump’s tariff threats. He noted that “threats of new tariffs are already affecting Read more…
Dallas Fed President Lorie Logan suggested at a BIS conference overnight that interest rates may remain on hold for “quite some time,” even if inflation continues to move closer to the 2% target. She emphasized Read more…
Market reaction to US tariff news has been intense, and volatile. It pays to keep your head in the face of such volatility, but some of the repricing could be helpful. If you think your Read more…
Key insights from the week that was. In Australia, updates on the consumer were constructive overall. Nominal retail sales lifted 1.4% during Q4 and prices were up 0.4%. Retail sales volumes therefore managed a gain Read more…