At a glance: Japan household spending rose 2.9% y/y in November Far above expectations for a decline Monthly spending jumped 6.2% m/m BOJ recently lifted …
Just a post noting this data release. Japanese Household Spending +6.2% m/m expected +2.7%, prior -3.5% I’ll be back with detail in a separate post. …
At a glance: Musk says China will dominate AI compute via power scale Electricity, not chips, seen as key AI bottleneck China cites infrastructure and …
At a glance: Goldman survey shows 59% bearish on crude Most negative sentiment since April 2025 Oil seen as preferred short by record number Supply …
Summary: HSBC sees gold hitting $5,000/oz in H1 2026 on geopolitical and debt risks Bank cuts 2026 average forecast slightly to $4,587/oz Warns of deeper …
US posts smallest trade deficit since 2009 Atlanta Fed Q4 GDPNow 5.4% vs 2.7% prior New York Fed survey sees rising one-year consumer inflation expectations, …
Summary: Trump says he has ordered $200 bn in MBS purchases to lower mortgage rates Plan aims to compress mortgage spreads and reduce monthly payments …