Author: Admin
Be prepared for plenty of closures on Monday.
Week Ahead:Highlights include Potential US CPI and Retail Sales data, start of earnings season, China inflation and trade, UK GDP earnings season, China inflation and trade, UK GDP UK GDP MON: US Columbus Day, Canadian Thanksgiving, Japanese Holiday (Sports Day), OPEC MOMR, Chinese Trade Balance (Oct) TUE: RBA Minutes (Sep), IEA OMR, UK Unemployment/Wages (Aug), German ZEW (Oct), US NFIB (Sep) WED: Chinese CPI/PPI (Sep), EZ Industrial Production (Aug), US CPI (Sep), NY Fed Manufacturing (Oct) THU: Australian Employment (Sep), UK GDP (Aug), EZ Trade Balance (Aug), US Weekly Claims, Philly Fed (Oct), PPI (Sep), Retail Sales (Sep) FRI: EZ…
The S&P 500’s record concentration to a handful of stocks at a time of relatively high valuations makes a case for broadening investment portfolios.
US President Donald Trump hit markets with a fresh tariff threat on Friday, continuing his lashout at China over their decision to impose even stricter export licensing requirements on foreign entities trying to move critical rare earths minerals out of China.Donald Trump declared via social media post that he will be imposing a new 100% tariff on all exports bound for the US from China, as Trump’s bespoke playbook of hammering his own constituents to punish foreign nations continues to play out.How the Trump administration will achieve a new import tariff remains to be solved by other people within the…
Morgan Stanley will rely on its automated monitoring processes to make sure clients are not overly exposed to crypto.
Is the Bank of Japan Truly Independent? In Japan in the mean time… One key theme in 2025 has been a weaker USDJPY, driven by diverging monetary policy paths. While the Bank of Japan (BoJ) has been preparing to raise interest rates, other major central banks, most notably the U.S. Federal Reserve (Fed) are shifting toward rate cuts. USDJPY Daily Chart However, recent political developments in Japan are reshaping market expectations. The soon-to-be Prime Minister Sanae Takaichi, a proponent of Abenomics, has signaled a potentially more cautious stance on monetary tightening. According to a Newsquawk.com report: Advisor…
Private credit is less risky than private equity. And be aware of the No. 1 rule for choosing a private-equity fund.
USD/CAD moves little after reaching a six-month high of 1.4033 in the previous session, trading around 1.4020 during the Asian hours on Friday. The pair gained around 0.5% on Thursday as the commodity-linked Canadian Dollar (CAD) faced challenges amid lower crude Oil prices.Lower Oil prices put downward pressure on the CAD as Canada is the largest Oil exporter to the United States (US). West Texas Intermediate (WTI) Oil price is trading around $61.20 per barrel at the time of writing. Oil prices came under pressure as geopolitical risk premiums declined following the recent agreement between Israel and Hamas on the…
“I read that the Social Security Disability Insurance Trust Fund is good until 2099.”
NEWSQUAWK PREVIEW: Japanese LDP Leadership Election, 4th October 2025 Tokyo Japanese LDP Leadership Election BACKGROUND The LDP will elect its new president on 4th October following the resignation of PM Ishiba on 7th September. The winner will almost certainly become Japanʼs next PM, with the Diet vote slated for mid-October. The contest comes at a moment of weakness for the party: the LDP-Komeito coalition no longer holds a majority in either chamber of the Diet, after losing the upper house in July 2025 and already being short in the lower house since 2024, leaving the new leader judged…