The data post is here: Tokyo February headline CPI +2.9% y/y (2.7% expected) I pointed out there that: All three of the measures have come …
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All three of the measures have come in above expected, and all of them above (or equal to in the case of the headline) the …
Morgan Stanley expects a firmer reading in February’s core personal consumption expenditures (PCE) price index, forecasting a monthly gain of 0.35%. The bank attributes the …
Barclays says there is a fall ahead =for the yuan, that markets have not yet ‘priced in’ higher tariffs. see fundamental reasons for the yuan …
Federal Reserve Bank of Richmond President Barkin: My instinct on auto tariffs is that the top line number will not be the increase that is …
Mexico’s peso has shown resilience in early 2025, gaining about 3.2% against the U.S. dollar, but Wells Fargo expects it could weaken ahead. The currency …
JPMorgan estimates the S&P 500’s fair value at around 5400, implying the index is about 6% overvalued. However, the bank views this premium as modest …