Japan’s December wage data showed improving nominal pay but another fall in real wages, keeping pressure on the BoJ to move cautiously after its December …
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Bloomberg have a piece up that is getting some attention. Warsh Call for Fed-Treasury Accord Stirs Debate in $30 Trillion Bond Market (gated) I’ve summarised. …
Oil lower. The big news of course is from Japan: Yen weaker early trade. Japan markets brace for renewed Takaichi trade after landslide win Weak …
The big news is this: Yen weaker early trade. Japan markets brace for renewed Takaichi trade after landslide win Weak yen update: Japan election landslide …
After holding rates last week and stressing caution at his press conference, Bailey’s Sunday AlUla speech reinforced a data-dependent stance, with AI a long-run theme …
Unconfirmed resignation talk has put Monday in focus, with Starmer’s response to the Mandelson fallout now the key driver for near-term GBP and gilt risk. …
Updating major FX. Its still early, just 0630 in Japan and 0530 in Hong Kong and Singapore. Pretty much just New Zealand and Australia active …