The big news is this: Yen weaker early trade. Japan markets brace for renewed Takaichi trade after landslide win Weak yen update: Japan election landslide …
After holding rates last week and stressing caution at his press conference, Bailey’s Sunday AlUla speech reinforced a data-dependent stance, with AI a long-run theme …
Unconfirmed resignation talk has put Monday in focus, with Starmer’s response to the Mandelson fallout now the key driver for near-term GBP and gilt risk. …
Updating major FX. Its still early, just 0630 in Japan and 0530 in Hong Kong and Singapore. Pretty much just New Zealand and Australia active …
Takaichi’s landslide election win revives reflation trades, lifting stocks but renewing pressure on the yen as officials warn intervention remains firmly on the table. Yen …