Australia Budget Sets Up Tug-of-War With RBA on Inflation Fight
Australian fiscal expansion stokes inflation and sets up a policy clash with the RBA, weighing on the Australian dollar and bonds.
Australian fiscal expansion stokes inflation and sets up a policy clash with the RBA, weighing on the Australian dollar and bonds.
Goldman Sachs turns bullish on the dollar, citing an energy shock that will keep U.S. interest rates elevated and widen yield differentials…
Brazilian meat blocked from EU markets after failed safety audits, rattling JBS and BRF shares and redirecting trade flows to US and…
Brazil's exclusion from the Europe meat suppliers list stokes trade tension, threatening Brazilian meat exports and putting immediate pressure on the real,…
Starmer's vow to remain as UK prime minister despite ministers stepping down triggers sterling sell-off and gilt volatility, shaking UK assets.
JPMorgan CEO Jamie Dimon flags 'stupid' US-Europe trade problems, signaling potential policy risks for transatlantic markets.
Poland's fiscal watchdog challenges official inflation forecasts, citing Iran war-driven energy and food price surges that threaten zloty stability and bond markets.
Brazil inflation accelerates to 5.4%, near the 5.5% target ceiling, fueling bets on BCB tightening, lifting the real and hammering local stocks…
Hungary targets 2030 to meet euro criteria, potentially lifting the forint and reducing risk premia on Hungarian bonds and stocks.
British pound sinks sharply as political turmoil deepens with a no-confidence motion against PM Starmer, lifting gilt yields and weighing on domestic…
BOJ flags June rate hike possibility amid rising inflation, driving yen strength and weighing on Japanese equities and bonds.
Philippine peso tumbles and stocks slide as political turmoil over a senator's arrest in an ICC-linked case and the Duterte impeachment chaos…