Summary: Takaichi and Ueda meet for first time since election win, amid rate-hike speculation. Previous November meeting preceded December hike to 0.75%. Yen has rebounded …
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Westpac says global growth rotation may weigh on the dollar. Summary: Westpac sees dollar drifting lower, with risks skewed to the downside. US growth expected …
Beijing deploys state-linked investors to moderate AI-driven stock speculation. ps. Chinese markets are closed this week: Lunar New Year 2026: Mainland China markets are scheduled …
Japan junior coalition partner leader urges tax relief while defending BOJ independence. Summary: Junior coalition leader backs swift food tax suspension, targeting fiscal 2026 rollout. …
Singapore exports grow solidly but miss forecasts as electronics outpace other sectors. Summary: January NODX rose 9.3% y/y, below expectations of 12.1%. Electronics led gains, …
Japan ekes out Q4 growth, but momentum remains weak despite easing tariff drag. Summary Q4 GDP barely positive, rising 0.1% q/q and 0.2% annualised, well …
GDP growth fell well short of estimates. Preview is here I’ll have more to come on this separately, details and analysis. This article was written …