Author: Admin
ING’s Chief Economist for Greater China, Lynn Song, notes that China’s CPI inflation eased to 1.0% year-on-year after Lunar New Year, while PPI turned positive for the first time since 2022. The report highlights rising energy and transportation fuel costs, suggesting further upside for inflation and a gradual shift away from entrenched deflationary expectations in China.Energy-driven price pressures support reflation”The substantive price drops are in line with China’s typical seasonality around the Lunar New Year holiday. More importantly for the months ahead, we are starting to see the impact of higher energy prices in the data. The subcategory for transportation…
“Right now, we only see our kids (ages 5 and 2) awake for about 90 minutes a day.”
Month-End Rebalancing Monthly Report At the end of each month, global financial markets are influenced by a powerful but often overlooked force: institutional portfolio rebalancing. Major players such as pension funds, insurance companies, and asset managers adjust their portfolios to maintain target allocations across regions and asset classes. While this process is routine, it can have a meaningful impact on the foreign exchange (FX) market, particularly in major currency pairs. What Is Month-End Portfolio Rebalancing? Institutional investors typically hold diversified portfolios across equities, bonds, and sometimes commodities on a global scale. Over time, differences in market performance cause these…
Here’s what a handful of investing professionals say about the market’s rapid recovery — and the fragile Middle East truce.
Israeli Prime Minister Benjamin Netanyahu said on Friday that he has issued an instruction to start direct negotiations with Lebanon “as soon as possible”, the Washington Post reported on Friday. However, Netanyahu insisted that Israel’s attacks across the country targeting Hezbollah would continue.“In light of Lebanon’s repeated requests to open direct negotiations with Israel, I instructed the Cabinet yesterday to initiate direct talks with Lebanon as soon as possible,” Netanyahu posted on X, adding: “Israel appreciates the call made today by the Prime Minister of Lebanon to demilitarize Beirut.” He said the talks would focus on disarming Hezbollah and “the formalization…
Wall Street expects earnings to reach a four-year high. That’s too conservative, according to Deutsche Bank.
Highlights include Trump’s Iran deadline, US CPI, PCE, ISM Services PMI, FOMC Minutes, RBNZ and OPEC+ Iran International Crisis MON: Holiday: Easter Monday, Canadian Services/Composite PMI (Mar), US ISM Services (Mar), Australian Services/Composite PMI Final (Mar), Japanese Household Spending (Feb) TUE: EIA STEO (Apr), EZ/UK Services/Composite PMI Final (Mar), US ADP Employment Change Weekly, US Durable Goods Orders (Feb), US RCM/TIPP Economic Optimism Index (Apr), US Consumer Inflation Expectations (Mar) WED: FOMC Minutes (Mar), RBNZ Policy Announcement (Apr), RBI Policy Announcement (Apr), Australian NAB Business Confidence (Mar), Japanese Economy Watchers Survey (Mar), German Factory Orders (Feb), UK Halifax House…
“Our income — Social Security, his VA disability and three pensions — covers all expenses.”
Rabobank economists Mauricio Une and Renan Alves note that the Dollar (USD) closed last week at 5.1573, with the Brazilian Real (BRL) appreciating 1.6% over the week, ranking among the top emerging-market performers. Despite a still-wide interest-rate differential and a softer Dollar globally, they maintain a forecast for USD/BRL at 5.55 by end-2026, highlighting persistent geopolitical and fiscal uncertainties.Real strength seen as temporary”The dollar closed last week at 5.1573, implying a 1.6% appreciation of the real against the US dollar over the week (the third-best weekly performance across a basket of 24 emerging-market currencies). Even so, despite the still-wide interest-rate…
U.S. stock futures jumped and oil prices fell on Tuesday evening, after President Donald Trump announced a two-week-long cease-fire deal with Iran that would delay a planned American bombing assault on the country and make more time for negotiations between the two sides.