Wsj fed 'whisperer' on the december minutes' "uncharacteristically blunt words of warning"

The Federal Open Market Committee (FOMC) December meeting minutes were published Wednesday afternoon US time:

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January 5, 2023, 2:42 am

More on china's priority for the recovery and expansion of domestic consumption

I've been posting on stimulus efforts coming out of China, most recently these:

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January 5, 2023, 2:20 am

Chinese stockmarkets open strong

Both mainland and Hong Kong stocks are opening strongly.

Plenty of stimulus coming from China, this the latest:

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  January 5, 2023, 1:41 am

Pboc is expected to set the usd/cny reference rate at 6.8955 – reuters estimate

PBOC CNY reference rate is due around 0115 GMT.

I posted this yesterday for the yuan traders:

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  January 5, 2023, 12:44 am

Pboc wants to boost domestic demand, expand consumption

Justin had the breaking item yesterday:

• lbank/pb...

  January 4, 2023, 11:50 pm

Fomc responses incoming (spoiler: plenty more tightening to come from the federal reserve)

ICYMI, the FOMC minutes and one Federal Reserve speaker on Wednesday:

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  January 4, 2023, 11:13 pm

Forexlive americas fx news wrap: manufacturing and fed minutes raise questions

• ISM manufacturing PMI for December 4...

  January 4, 2023, 9:16 pm

More on china measures to prop up 'too big too fail' property developers

I had news on this earlier in the session:

lbank/pboc...

January 4, 2023, 4:59 am

Forexlive asia-pacific fx news wrap: improved sentiment props up aud & other fx

• lbank/chinas-yuan-not-far-from-a-4-month-high-policy-s...

  January 4, 2023, 3:54 am

Federal reserve federal open market committee (fomc) december minutes due wednesday

Coming up later today from the US is a barrage of data and also, and of much focus, the minutes of the Federal Open Market Committee (FOMC) Decembe...

January 4, 2023, 1:58 am

Weekly s&p500 technical analysis

After the Fed delivered a lbank/fomc-dot-...

January 3, 2023, 9:32 am

Snb total sight deposits w.e. 30 december chf 539.2 bn vs chf 542.7 bn prior

• Domestic sight deposits CHF 491.9 bn vs CHF 506.4 bn prior

A slight drop in overall sight depo...

January 3, 2023, 9:07 am

Usd/jpy jumps back above 131 as asia 2023 trade gets underway

Trade is still illiquid, with much of Asia not yet fully underway, but USD/JPY has jumped higher:

Apart from what has already been posted the...

January 2, 2023, 11:21 pm

Usd/jpy threatens the december low with boj set to boost inflation forecasts

It's a holiday-like day in the foreign exchange market as much of the world takes an extra day off to celebrate the new year.

The focus for ...

January 2, 2023, 1:20 pm

Goldman sachs on bank of japan fx intervention in the yen

A snippet from Goldman Sachs on how intervention is conducted in the yen. I'm posting it in case you are interested given the Bank of Japan interve...

December 29, 2022, 1:10 am

Blackrock 2023 outlook - lower equity prices first, turn positive once damage priced in

Blackrock, the world's largest money manager, from their "2023 Global Outlook".

It builds on views expressed here:

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  December 29, 2022, 12:45 am

Usd/jpy higher after the boj summary of the december policy 'tweak' meeting

The December meeting Summary of Opinions is here, giving more insight into the decision to widen the tolerance band on JGB YCC:

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  December 28, 2022, 12:28 am

What's behind the rise in sovereign yields today

Klass arrive just after Christmas but it wasn't with good news.

Yesterday some ...

December 27, 2022, 2:08 pm

Boj kuroda said widening of ycc jgb band was “definitely not a step towards an exit”

Bank of Japan Governor Kuroda spoke on Monday in lbank/ban...

December 26, 2022, 9:17 pm

Reminder - most of asia is on holiday today, forex liquidity is extremely thin

ICYMI,...

December 25, 2022, 8:31 pm