French and German CPI

Financial Markets Continuing to Take Tense Middle East Situation in Stride — What We Worry?

July 10, 2026

The dollar dipped marginally overnight. Its most significant declines are drops of 0.3% against the yen and kiwi. The yen continues to get support from feared forex intervention, and Finance Minister Katayama is promoting plans to foster greater demand for JGBs. The Japanese 10-year government bond yield sank 13 basis points in Friday’s session. Among […] More

A Disturbing U.S. Data Reality Check

April 30, 2025

The last business day of April typically delivered a ton of data releases, but what stood out most was how abruptly U.S. economic activity slowed last quarter. In the wake of the Covid shock of 2020, U.S. GDP had expanded 6.1% in 2021, 2.5% in 2022, 2.9% in 2023 and 2.8% last year including 2.7% […] More

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