Why Scott Bessent Is Stopping in Japan En Route to China
Bessent’s Japan detour highlights yen-sensitive positioning as markets eye a potential BOJ rate rise, JGB repricing, and U.S.-China tariff negotiations that could…
Bessent’s Japan detour highlights yen-sensitive positioning as markets eye a potential BOJ rate rise, JGB repricing, and U.S.-China tariff negotiations that could…
Rising oil prices jeopardize profitable Turkish lira carry trades as Turkey’s import bill swells, risking a rapid unwinding of long-lira bets.
Ramaphosa scandal roils South African markets, driving USD/ZAR to 18.35 and weighing on equities and bonds as leadership uncertainty mounts.
BoE's Greene signals rate hikes on hold pending Iran war outcome, keeping GBP/USD supported near 1.34 as markets reprice UK tightening timeline.
Asian currencies slid after crude oil jumped above $128 on Iran's threat to blockade the Strait of Hormuz, lifting the dollar and…
Bloomberg survey signals ECB to deliver two rate hikes in 2026 as Iran-driven inflation surge threatens price stability, boosting the euro and…
Iran war drives China's factory-gate inflation to the highest since 2022 as oil and commodity prices spike, rattling equities and currency markets.
Goldman Sachs sees AI deepening a K-shaped divide in Korea and Taiwan, forcing central banks toward rate hikes that could strengthen currencies…
ECB expected to deliver two 25bps rate hikes in 2026 after inflation overshoots, driving EUR/USD higher and lifting Eurozone bond yields.
Second impeachment vote against Philippine VP Duterte raises political uncertainty, pressuring the peso and Philippine stocks amid fears of governance gridlock.
Goldman Sachs says the yuan is 20% undervalued, boosting its USD/CNY target to 6.15 and fueling a broad rally across EM FX…
Yen intervention caps USD/JPY at 155; bears retreat as Japan’s currency diplomacy sparks the biggest yen rally in four months. Japanese authorities…