USD/JPY moves above 143.00

The only news of note has been the rate cut from the US Federal Open Market Committee (FOMC) on Wednesday: Just waking up? Here’s the short summary of Wednesday’s FOMC…

Read More »

“Overlooked green shoots” for China – improving growth seen ahead

In summary from analysts at Invesco Asia Trust on their outlook for China. Say that factors leading to ingrained pessimism on the economy include: faltering demand in the property market…

Read More »

Barclays forecast the next Bank of Japan rate hike in January 2025 (prior April 2025)

I posted earlier on the view from Nomura, looking for a December 2024 rate hike from the Bank of Japan, even if inflation doesn;t rise! Nomura say around 150 is…

Read More »

US Abraham Lincoln Carrier Strike Group accelerating towards Middle East

US Defense Secretary Austin spoke to his Israeli counterpart Gallant in a call Austin said he has ordered the USS Abraham Lincoln carrier strike group to accelerate its transit to…

Read More »

Bank of Japan Governor Ueda says some challenges are uniquely difficult for the Bank

Bank of Japan Governor Ueda We have made progress in moving away from zero and lifting inflation expectations, but we must now re-anchor them, this time at the 2% target…

Read More »

RBA meeting next week – preview – Cash rate to remain unchanged

The Reserve Bank of Australia meet on May 6 and 7. They are almost unanimously (1 of the 37 economists polled expects a hike) expected to leave the cash rate…

Read More »

Barclays says expect a hawkish Fed and Powell at this week’s FOMC meeting

The Federal Open Market Committee (FOMC) meet this week, statement and presser is due on Wednesday (timings etc here): It’s a huge week ahead – the FOMC is the highlight…

Read More »

More from BOJ’s Ueda – wanted to move before trend inflation hit 2%

Bank of Japan Governor Ueda: Trend inflation yet to reach 2%, so need to support economy’s momentum toward hitting 2% by maintaining accommodative monetary conditions Want to scrutinise whether trend…

Read More »

Australian monthly CPI (February) 3.4% y/y (vs. 3.5% expected)

A better result, matching January and lower than the estimate. 3.4% y/y in February expected 3.5%, prior 3.4% – The ‘core’ Trimmed Mean reading is 3.9% y/y, up from 3.8%…

Read More »

Federal Reserve Vice Chair for Supervision Barr speaking Tuesday

1405 GMT / 0905 US Eastern time: Federal Reserve Vice Chair for Supervision Michael Barr speaks virtually on “Counterfeit Credit Risk” before the Conference on Counterparty Credit Risk Management This…

Read More »