BoJ and RBA decisions dominate 2025’s early trends. Wage growth, inflation, and China’s stimulus measures drive Forex markets. Read key insights here.
The Bank of Japan is expected to raise its short-term interest rate to 0.5% this Friday, barring significant market disruptions as U.S. President-elect Donald Trump takes office. This move would mark the first
Also in today’s newsletter, Bank of Japan looks to raise rates, and Musk’s gripe about the US-China tech relationship
The Kobeissi Letter indicated that China recorded lower interest rates for the first time in 30 years than Japan. The report also highlighted that China’s economy is currently described as a “deflationary spiral,
Global markets await BoJ decision and Trump’s policies. USD/JPY and AUD/USD trends hinge on central bank moves and macroeconomic shifts.
While it’s early days, US-China relations are off to a better-than-feared start after Trump returned to the White House. The US president said he is considering a 10% levy in retaliation for the flow of fentanyl from the country,
Asian stocks followed their US peers higher on expectations President Donald Trump’s administration will lift restrictions on businesses and energy production, boosting the outlook for Corporate America.
Out of 19 economists, 18 agreed on prospects of a rate hike, with most pointing to a recent change in tone of the BOJ leadership as driving their expectations.
Robin Brooks has had a storied career - former chief currency strategist at Goldman Sachs, former chief economist at the Institute of International Finance, and something of a cult icon in Brazil where he has been positive about the real's prospects.
The domestic equity benchmarks witnessed a sharp decline on Tuesday, with the Nifty closing below the 24,050 mark. Investor sentiment was dampened by concerns over the potential consequences of a second Trump term,
Asian stock markets finished mixed and higher Tuesday, on media reports of possible good relations between China and US leadership, and after new US President Donald Trump's inaugural message did not overtly mention higher global trade tariffs.
A World Bank report last week highlighted that risks to the regional outlook remain tilted to the downside, primarily due to global policy shifts and trade policies in particular. It projected growth for East Asia and Pacific to decelerate to 4.6% in 2025 and to 4.1% in 2026, from 4.9% in 2024.