JPMorgan warns tariffs could shave GDP, lift inflation to post-war highs in scale JP Morgan says US tariffs are likely to deliver a meaningful hit …
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JPMorgan warns tariffs could shave GDP, lift inflation to post-war highs in scale JP Morgan says US tariffs are likely to deliver a meaningful hit …
MUFG says political, Fed uncertainty keeping risk premium in USD; carry trades gain MUFG says the US dollar is holding onto a higher risk premium …
UK housing market slows on tax and rate uncertainty — RICS Britain’s housing market lost momentum in July, with price growth slowing to its weakest …
Most Japanese firms back US tariff deal, but earnings impact split — Reuters survey. A Reuters corporate survey found three-quarters of Japanese companies view the …
Morgan Stanley sees Powell using Jackson Hole to temper bets on a 50bp September Fed cut. There are some thoughts he’ll push back on a …
BlackRock’s Rick Rieder is said to be one of the candidates Trump is considering as new Fed chair. After the US CPI report this week …
Citibank sees Brent crude swinging between $60 and $90 depending on geopolitical and demand drivers. Analysts at Citibank said on Wednesday that Brent crude oil …
Hong Kong Monetary Authority bought 3.38bn HKD to prop up the currency. The HKD has been running along weaker end of its trading band (ie …
GS macro economics research: Expect the Fed to deliver three 25bp rate cuts this year in September, October, and December Expect the Fed to deliver …