Fed’s Waller: None of what drove pandemic inflation surge is in place now Just doesn’t see how tariffs would create persistent inflation Policy should look …
Japan Jibun Bank PMI Manufacturing (final ) for May 2025 49.4, confirming an 11th consecutive month of contraction for the sector preliminary 49.0 prior 48.7 …
Goldman Sachs oil price forecasts: Brent crude (2025 average): $60 per barrel WTI crude (2025 average): $56 per barrel Brent crude (2026 average): $56 per …
Speech by Governor Waller on the economic outlook, full text here: The Effects of Tariffs on the Three I’s: Inflation, Inflation Persistence, and Inflation Expectations …
Japan Capital Spending Q1 3025 +6.4% y/y expected +3.8%, prior –0.2% for the q/q +1.6% Capital Spending Ex Software +6.9% y/y expected +5.3%, prior +3.1% …
I posted this from the Nikkei earlier, a reminder as we await the opening of Japanese markets for the week. Bank of Japan info comes …
The preliminary for this was better, its here: Australian S&P Global Manufacturing PMI Flash reading for May 2025: 51.7 (prior 51.7) Comes in at 51.0 …