Bond market dumps Warsh trade as oil price jump stokes inflation fears, driving US10Y yields higher and weighing on stocks.
Shiseido mulls plant-based alternatives to slash costs as crude oil rallies 40% in 2026 and cosmetic supply chains buckle under port strikes…
BOJ flags June rate hike possibility amid rising inflation, driving yen strength and weighing on Japanese equities and bonds.
Warsh Fed nomination advances in Senate, lifting USD and yields on hawkish policy bets while pressuring equities and gold.
Goldman Sachs Japan revenue hits 15-year high as foreign banks dominate, driven by strong equity trading and M&A fees, lifting GS stock…
US asks to maintain Trump tariff collections after court loss, escalating trade policy uncertainty and weighing on equities while boosting bonds and…
Goldman and Bank of America delay Fed rate-cut forecasts as robust inflation and jobs data force a hawkish repricing that lifts the…
Morgan Stanley’s ‘spicier’ CPI warning raises the stakes for inflation week, threatening a yield-driven selloff in stocks and bonds while boosting the…
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…
Asian currencies slid after crude oil jumped above $128 on Iran's threat to blockade the Strait of Hormuz, lifting the dollar and…
Morgan Stanley flags a potential oil supply shock as the Strait of Hormuz faces elevated geopolitical risk, sending crude prices higher.
Yen intervention caps USD/JPY at 155; bears retreat as Japan’s currency diplomacy sparks the biggest yen rally in four months. Japanese authorities…