Summary: Yuan rose 4.5% in 2025, its best year since 2020 Former SAFE official says gains lack fundamental backing Strength driven by weaker dollar demand, not inflows Falling REER does not imply undervaluation Disinflation and output gap argue against stronger yuan Yuan’s rebound lacks fundamental backing despite 2025 gains, former FX regulator warns. Info via […]
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The GBP/USD pair attracts some buyers near a technically significant 200-day Simple Moving Average (SMA) and recovers slightly from a nearly three-week low, touched during the Asian session on Monday. Spot prices, for now, seem to have snapped a four-day losing streak and currently trade around the 1.3435 region, up 0.20% for the day. Despite
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Summary: Trump to receive formal briefing on Iran response options Measures include sanctions, cyber tools and possible strikes Pentagon has not repositioned forces yet Starlink internet access under consideration Risk of regional escalation remains high Wall Street Journal with the report, link. The United States is stepping up contingency planning for possible action against Iran,
Adam had the news on Friday: More on this, summary: LDP lawmakers expect possible Lower House dissolution in late January Snap election could be held as early as February Takaichi citing inflation relief and economic impact as priorities Ruling bloc holds slim Lower House majority, Upper House minority Election logistics already being quietly prepared Speculation
As is usual for a Monday morning, market liquidity is very thin until it improves as more Asian centres come online … prices are liable to swing around, so take care out there. EUR/USD 1.1635 USD/JPY 158.09 GBP/USD 1.3398 USD/CHF 0.8011 USD/CAD 1.3911 AUD/USD 0.6681 NZD/USD 0.5731 Not too much movement from Later Friday levels.
Summary: Daily Mail reports Trump has ordered US special forces to prepare invasion plans for Greenland. Senior US military leaders are resisting the plan, calling it illegal and lacking congressional backing. Advisers led by Stephen Miller are said to be pushing the idea after the Venezuela operation. British diplomats see a possible political motive ahead
Mon: Japanese Holiday (Coming of Age Day); M2 & New Yuan Loans (Dec) Tue: EIA STEO; US NFIB (Dec), CPI (Dec) Wed: NBP Policy Announcement; US PPI (Nov; Oct-cancelled), US Retail Sales (Nov) Thu: UK GDP Estimate (Nov), EZ Trade (Nov), US Export/Import Prices (Dec; Nov-cancelled), NY Fed Mfg survey (Jan), Weekly Claims (w/e 3rd
The first full week of 2026 delivered a barrage of geopolitical shocks that would normally be expected to rattle global markets. Instead, investors largely looked through the noise, producing a market outcome that appears counterintuitive at first glance. The most dramatic development came from Latin America, where the US carried out a direct military intervention
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Summary: Trump calls for 10% credit-card APR cap for one year, effective Jan 20, 2026. No enforcement detail: unclear if voluntary or government-mandated. Part of a populist “affordability” burst this week (incl. MBS buying idea and ban on institutional home buyers). Big gap to current pricing: Fed data shows 22.30% (Nov 2025) on the key
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Elior Manier Market Analyst Elior brings over seven years of experience in financial markets to our analyst team. Since 2018, he has actively engaged in observing, charting, and trading, driven by his passion for mastering market dynamics. With a profound understanding of the geopolitical and macroeconomic forces that shape market movements, Elior focuses on analysing
