The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fixing that …
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At a glance: Goldman stays modestly pro-risk for 2026, but expects lower returns than recent years Tailwinds shift: less monetary impulse, more fiscal/regulatory support AI …
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 …