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Research · Commentary · Inflation Releases TO Take Centre Stage AS Central Bank 4d0fxx
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FX Daily: US holiday offers Japan intervention window
ing-think·Articles FX Daily: US holiday offers Japan intervention window 07:48 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The dollar has retained its post-Fed gains, keeping USD/JPY well bid. Today’s US holiday may offer attractive liquidity condi
Rates Spark: Hawkish sentiment helps the long end stay anchored
ing-think·Articles Rates Spark: Hawkish sentiment helps the long end stay anchored 07:35 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Despite lower oil prices, markets are holding onto the prevailing hawkish narrative, limiting the downside risks
The Commodities Feed: Oil declines as Strait of Hormuz begins to normalise
ing-think·Articles The Commodities Feed: Oil declines as Strait of Hormuz begins to normalise 07:18 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices are on track for a sharp weekly decline, as shipping flows through the Strait of Hor
Why we don’t think the Fed will hike rates
ing-think·Opinions Opinion by James Knightley Why we don’t think the Fed will hike rates 07:05 Rates United States A more hawkish-than-anticipated FOMC meeting fuelled market expectations of a Fed rate hike. But the inflation backdrop should improve markedly over the next 12 months, and th
Asia week ahead: Tokyo CPI and effects of easing geopolitical risks in focus
ing-think·Articles Asia week ahead: Tokyo CPI and effects of easing geopolitical risks in focus 07:02 Asia week ahead China Japan Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Tokyo inflation is the data highlight of the week. But the main event will be gaugi
Global Commodities: Seeing the Invisible
jpm-at-any-rate·Despite the signed Memorandum of Understanding and eased prices, tightness persists across commodities most affected by the closure of the Strait of Hormuz. In this episode, we highlight the state of natural gas and aluminum markets, as well as discuss the ‘invisible’ parts of ou
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