 
			
		Japan’s markets unwind Abenomics “2” trades as Komeito exit fuels political uncertainty ConocoPhillips warn oil market sentiment may be too bearish as physical supply stays …
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		Japan’s markets unwind Abenomics “2” trades as Komeito exit fuels political uncertainty ConocoPhillips warn oil market sentiment may be too bearish as physical supply stays …
 
				
			I posted earlier on the impact of political developments in the yen: Yen is out performing in Asia time Adding/recapping: Market expectations for Japan to …
 
				
			ConocoPhillips CEO said physical oil markets are not showing signs of the oversupply many traders fear, suggesting a potential disconnect between market sentiment and actual …
 
				
			S&P: New Zealand ‘AA+/A-1+’ foreign currency and ‘AAA/a-1+’ local currency ratings affirmed New Zealand’s real GDP fell 1.1% over the 12 months to June 2025, …
 
				
			I noted earlier the hit the USD was taking from the strong CNY setting: The PBOC cracking 7.1 in its USD/CNY fix has sent the …
 
				
			China’s deflation pressures eased slightly in September, though price declines remain entrenched, leaving the economy on course for its longest deflationary stretch since market reforms …