Confidence among Swiss consumers increased marginally at the start of the year, survey results from the State Secretariat for Economic Affairs, or SECO, showed Monday. The consumer confidence index rose to -30 in January from -31 in December. The expected score was -33.0. In the corresponding month last year, the reading was also -30. Among […]
Investor morale in the Eurozone improved sharply in February, with the Sentix Investor Confidence Index rising to 4.2 from -1.8 in January. This marked the third consecutive monthly increase and the highest reading since July 2025. According to Sentix, the latest data suggest that the Eurozone economy may be emerging from its downturn. “The recession
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Key takeaways Sharp drop, failed rebound: USD/JPY broke below 157.50 and slid 3% to a three-month low at 152.09 before rebounding, but the recovery toward 157 has now stalled, suggesting the bounce is losing steam. Politics didn’t weaken the yen as expected: Despite PM Takaichi’s landslide election win and scope for expansionary policies, the anticipated
Japan dominated the Asian session as markets reacted to Prime Minister Sanae Takaichi’s decisive election victory over the weekend. The scale of the win, which delivered a supermajority in parliament, triggered a powerful relief rally in domestic equities and set the tone for the broader region. Nikkei surged to a fresh record above 57,000 before
Amid all the volatility in markets, precious metals continue to be among those being closely watched still. Both gold and silver are showing lively signs of a better recovery to start the new week, trading higher so far today. But after a setback last week, it’s best to be reminded that we’re still caught in
USD/INR depreciates as the Indian Rupee (INR) finds support from the United States (US)–India interim trade framework. New Delhi and Washington on Friday unveiled an interim framework aimed at lowering tariffs, reshaping energy ties, and deepening economic cooperation. The announcement follows a breakthrough in prolonged negotiations earlier last week and helped lift the Rupee to
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US market rebound and rotation trends United States (US) equity markets rebounded strongly on Friday, capping a highly volatile week that saw significant risk reduction across various asset classes, including precious metals, cryptocurrency, and tech stocks. Despite the turbulence, the week’s defining trend – rotation from tech into cyclical stocks, initially sparked by a stronger-than-expected
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
