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 …
Bitcoin and Ethereum (above US$4700) are still rising. There is no fresh news, but the propsect of Fed rate cuts is helping along almost everything …
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 …