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Charts of the week – foreign workers in japan, equities’ waning appeal and disinflation
This week’s charts begin by visualising the steady increase in foreign workers hosted by historically immigration-averse Japan. Read Full Story at s...
July 2, 2023, 11:44 pm
Stocks rally as pce report cools and on a weakening consumer, apple eyes $3 trillion market cap
Dollar weakens as inflation cools Apple reaches historic $3 trillion market cap Fed rate hike bets eye a peak at 5.410% US stocks are rallying after t...
June 30, 2023, 2:15 pm
What's at stake for stock and bond investors in second half of 2023
There's a lot riding for stock and bond investors in the second half of the year, with the biggest question centered around whether the idea of “imm...
June 30, 2023, 1:24 pm
Euro breaking news: german cpi breaks disinflationary trend, euro dips
Inflation during the month of June proved too hot, halting progress to the developing disinflationary trend. Euro eases......
June 29, 2023, 12:32 pm
Chart of the day: no fear of japanese inflation
This is the chart of the day in global macro:Core Japanese CPI rose to 4.2% y/y in today's report, which is the highest since 1981.Normally, you would...
June 23, 2023, 2:35 pm
Boc minutes: agreed to assess need for further hikes based on data
Ahead of June 7 hike, the BOC debated hiking vs holding and signalling a July hikeGoverning Council felt enough data had accumulated to convince them ...
June 21, 2023, 5:34 pm
Usdcad technical analysis - key level in focus
The Fed last week paused its tightening cycle leaving interest rates at 5.00-5.25%. The FOMC wants to see more economic data before deciding on anothe...
June 20, 2023, 8:59 am
What would an ai-based bank of canada do?
CIBC is the Canadian Imperial Bank of Commerce based out of Toronto, Ontario.Economists at the bank have asked What would an AI-based central bank do?...
June 19, 2023, 2:29 am
Usdjpy technical analysis
The Federal Reserve yesterday surprised the market by maintaining interest rates at 5.00-5.25% but revising the projected terminal rate in the Dot Plo...
June 15, 2023, 11:12 am
Gold technical analysis
The Federal Reserve surprised the market by maintaining interest rates at 5.00-5.25% but raising the projected terminal rate in the Dot Plot by 50 bas...
June 15, 2023, 10:05 am
Russell 2000 technical analysis
The Federal Reserve surprised the market by maintaining interest rates at 5.00-5.25%, but with a slightly more hawkish stance, as they raised the proj...
June 15, 2023, 7:24 am
S&p 500 technical analysis
The Fed delivered a bit more hawkish pause than expected keeping interest rates unchanged at 5.00-5.25% but adding 50 bps to the projected terminal ra...
June 15, 2023, 6:50 am
Powell q&a: it seemed to make obvious sense to use to moderate pace of hikes
Powell explained that it seemed like a 'natural' evolution of policy to switch to a slower pace of hiking as they reach the final destination. However...
June 14, 2023, 6:43 pm
Us ppi confirm disinflationary trends
US producer prices fell stronger than expected, potentially reinforcing the dovish argument at the Fed. For May, PPI declined by 0.3% m/m, more than t...
June 14, 2023, 4:56 pm
Gold edges up amid mild usd weakness
Gold either needs investors to become nervous about corporate earnings, disinflation trends to improve,...
June 13, 2023, 7:29 pm
Mbb: worse than long-duration bonds on rate-reversal speculation
The matter of negative convexity of mortgage-backed securities remains the key consideration as far as betting on a potential rate reversal goes. We a...
June 12, 2023, 3:45 pm
Nomura cites a "strong signal" for a cut to mlf rate this week and the lpr next week
Last week China commercial banks cut rates:More Chinese banks cut ratesIndustrial and Commercial Bank of China cuts yuan deposit ratesNomura looking f...
June 12, 2023, 1:32 am
Jasper’s market squawk 02-06-2023
Markets Lift on US Disinflationary Signs US macro data continued to show weakness outside of job numbers, supporting the notion of a “skipped” rat...
June 2, 2023, 8:26 am
Stocks waver as traders pare back expectations for fed rate hikes
disinflation Trends might be back as prices paid plunged 9 points in the ISM manufacturing report ADP R...
June 1, 2023, 3:25 pm
Stocks waver as traders pare back expectations for fed rate hikes
disinflation Trends might be back as prices paid plunged 9 points in the ISM manufacturing report ADP R...
June 1, 2023, 3:20 pm
