Hello, subscribers! Please feel free to share your personal thoughts in the comments, and don't forget to like and subscribe! Key Points - U.S. election concluded with Trump’s victory - Anticipated dollar strength due to Trump’s policies on corporate tax cuts, regulatory easing, and tariff implementation - Japan’s Chief Cabinet Secretary Yoshimasa Hayashi stated...
Hello, subscribers! Great to see you all. Please share your personal opinions in the comments, and don’t forget to like and subscribe! Key Points - U.S. presidential election has begun, and early counts show Trump with a slight lead. - The dollar rose on perceptions that Vice President Harris held a narrow advantage in the final moments. - Forecasts from The Hill...
Hello, subscribers! Please share your personal opinions in the comments. Don't forget to boost and subscribe! Key Points - October 31: The Bank of Japan decided to keep interest rates unchanged. Governor Ueda mentioned that real interest rates are currently very low and added that they will raise policy rates as economic and price outlooks improve. - Iowa Polls:...
Hello, subscribers! Great to see you all here. Please share your personal opinions in the comments, and don’t forget to like and subscribe. Key Points - U.S. employment data shock: Nonfarm payrolls increased by only 12,000 in October. - The weak U.S. employment data is attributed to the effects of a hurricane and the Boeing strike. - The market anticipates it...
Hello, subscribers! It's great to see you all. Please feel free to share your personal opinions in the comments. Don't forget to like and subscribe. Key Points - Preliminary German CPI rose by 2.0% year-on-year, exceeding expectations and the previous month's figure. - U.S. Q3 GDP grew by an annualized 2.8% quarter-on-quarter, falling short of market...
Please feel free to share your personal opinions in the comments, and don’t forget to like and subscribe. Key Points - Weakening yen as Japan’s ruling LDP suffers a defeat in the general election. - Betting markets currently place former President Trump’s chances of winning the upcoming election at 60%. - According to The Hill and election site DDHQ, Trump has a...
Please feel free to share your personal opinions in the comments. Don't forget to like and subscribe. Key Points - Japan's ruling Liberal Democratic Party and its coalition partner Komeito failed to secure a majority in the general election, making it unlikely for the BoJ's policy normalization. - U.S. Treasury’s recent 2-year and 5-year bond auctions saw weak...
Hello to all our subscribers! Please share your personal opinions in the comments, and don’t forget to like and subscribe. Key Points - Trump’s election victory prospects, USD, and U.S. Treasury yields are on the rise. - Deutsche Bank notes that the market is only partially factoring in a Trump victory, suggesting that if the “Trump trade” accelerates, dollar...
Hello to all subscribers! Please share your personal opinions in the comments. Don't forget to like and subscribe! Key Points - The Bank of Canada lowered its benchmark interest rate by 50 basis points from 4.25% to 3.75%. - In a U.S. 20-year Treasury auction of $13 billion, the yield was set at 4.590%, 5.51 basis points higher than the previous auction, marking...
Hello, dear subscribers! Please feel free to share your personal opinions in the comments. Don't forget to like and subscribe! Key Points - The People's Bank of China lowered both the 1-year and 5-year loan prime rates by 25 basis points each, interpreted as a move toward an accommodative monetary policy to stimulate the economy. - ECB policymaker and Portuguese...
Hello to all subscribers! Please share your personal opinions in the comments. Don’t forget to like and subscribe. Summary of Major Issues - Mimura, Japan’s Vice Minister of Finance, commented, "The yen’s movements are somewhat one-sided and rapid. Japanese authorities are closely monitoring foreign exchange movements, including speculative moves by foreign...
Hello, subscribers! Please feel free to share your personal opinions in the comments. Don’t forget to like and subscribe! As expected by the market, the ECB implemented a 25bp rate cut last week. While the Eurozone’s September consumer price index recorded 1.7%, the manufacturing PMI declined, which is being interpreted as the ECB shifting its focus from...
Please feel free to share your personal opinions in the comments. Don’t forget to like and subscribe! Key Points: - Eurozone's final September CPI shows a 1.7% increase, slowing from the previous month. - ECB cuts its three key interest rates by 25bps each during its monetary policy meeting. - Bank of England is expected to cut rates by 25bps. - U.S. Federal...
Hello to all subscribers! Please feel free to share your personal opinions in the comments. Don't forget to like and subscribe! Key Points - UK September CPI falls short of expectations at 1.7%, raising hopes for a BOE rate cut by the end of the year - Rising Trump risks contribute to dollar strength - Expectation for a 25bp rate cut by the ECB in October -...
Hello, subscribers! Great to see you all. Please feel free to share your personal opinions in the comments. Don’t forget to hit the like and subscribe buttons! Last week, concerns about inflation due to the U.S. September Consumer Price Index (CPI) eased as the September Producer Price Index (PPI) came out, strengthening expectations for a rate cut within the...
Hello, dear subscribers! Please feel free to share your personal opinions in the comments. Don’t forget to like and subscribe! Last week, the U.S. Producer Price Index (PPI) for September was released, coming in below expectations. The September PPI remained flat at 0.0% month-on-month, while the core PPI rose by 0.1%, falling short of the 0.2% forecasted by the...
Hello, subscribers! Great to see you all. Please feel free to share your personal opinions in the comments. Don’t forget to like and subscribe! Yesterday, the U.S. released the September Consumer Price Index (CPI) and initial jobless claims. The September CPI showed a slowdown to 2.4%, compared to 2.5% in the previous month, but it exceeded the market’s...
Hello, subscribers! Please feel free to share your personal opinions in the comments. Don’t forget to hit the boost and subscribe buttons. In the September FOMC minutes, we confirmed that there were a few members who did not agree with the 50bp rate cut by the Fed. These members expressed concerns that a rapid rate cut could trigger the reemergence of inflation...