Japan’s top officials have stepped up coordinated yen warnings, signalling rising intervention risk as authorities push back against rapid and one-sided FX moves. Summary Japan’s intervention rhetoric has intensified across senior officials Chief Cabinet Secretary Minoru Kihara flagged concern over one-sided FX moves Finance Minister Satsuki Katayama warned over the weekend she may engage markets […]
The value of overall bank lending was up 4.5 percent on year in January, the Bank of Japan said on Monday – coming in at 663.816 trillion yen. That was in line with expectations and up from the downwardly revised 4.3 percent increase in December (originally 4.4 percent). Excluding trusts, bank lending was up an
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MUFG Bank analysts Lin Li and Khang Sek Lee note the People’s Bank of China is keeping USDCNY fixings below 7.0000, allowing the Chinese Yuan to act as a stabilizing anchor for Asia FX. Analysts expect subdued CPI to sustain a dovish PBOC stance and see scope for a 10 bps policy rate cut and
Updating major FX. Its still early, just 0630 in Japan and 0530 in Hong Kong and Singapore. Pretty much just New Zealand and Australia active right now. Be wary of low liquidity thin trade until markets thicken up in the hours ahead. Takaichi’s super-majority win clears the way for fiscal expansion, lifting stocks but renewing
Takaichi’s landslide election win revives reflation trades, lifting stocks but renewing pressure on the yen as officials warn intervention remains firmly on the table. Yen is weaker in very early trade: As is usual for a Monday morning, market liquidity is very thin until it improves as more Asian centres come online … prices are
Sun: Japanese Average Cash Earnings, Japanese Snap Election Mon: Swiss Consumer Confidence (Jan), Mexican Inflation (Jan), US Consumer Inflation Expectations (Jan), Australian Household Spending (Dec) Tue: EIA STEO; Norwegian prelim. CPI (Jan), US NFIB (Jan), Weekly ADP, ECI (Q4), Export/Import Prices (Dec) Wed: BoC Minutes (Jan), OPEC MOMR; ECB Wage Tracker (post-meeting); Chinese Inflation (Jan),
We are through the biggest market cap names on earnings and it was dramatic, with 10% moves in some of the world’s biggest companies. Next week switches the focus back to some smaller companies but many with good insight on the real economy, which is tough to pin down right now. Monday The week starts
After days dominated by fears of an intensified tech rout and structural disruption from artificial intelligence, markets ended the week on a steadier footing. While volatility picked up meaningfully, Friday’s price action made clear that talk of an imminent trend reversal remains premature. Investors responded to midweek stress not by abandoning equities wholesale, but by
China gold reserves at the end of January 2026: 74.19 million troy ounces In December 2025: 74.15 million troy ounces China gold reserves value at the end of January 2026: $369.58 billion In December 2025: $319.45 billion Amid the surging run higher in prices to start the year, the value of China’s gold reserves have
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Colombia Consumer Price Index (YoY) meets forecasts (5.35%) in January Source link
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Markets: S&P 500 up 2.0% Russell 2000 up 3.8% US 10-year yields flat at 4.20% WTI crude up 19-cents to $63.48 Gold up $183 to $4953 Bitcoin up $6850 to $69,957 AUD leads, JPY lags What a week. There was no whimper at the end of it either as Friday’s trading was hugely volatile but
It is surprising to conclude a week that hasn’t been marked by any crazy geopolitical headline or regime-changing event, yet markets were no less volatile. After last week’s gigantic drop in Metals, a wave of anxiety took traders by surprise, who embarked on a deleveraging journey – As we’ve seen since October, the previously undefeated
Two weeks ago the world was abuzz with precious metals bullish talk. Gold had rallied that week to $4982 from $4629 in the third straight week of gains. It was a near-euphoric time for the gold bulls, nearly hitting the once-dreamlike level of $5000. If you were to ask the bulls then, if they would
The Bank of England is very close to cutting interest rates – the MPC decision was taken by a 5–4 vote with the policy rate at 3.75%, and the new forecasts show inflation falling below the 2% target as early as April, significantly increasing the likelihood of a cut, potentially as soon as March. The
