Japan trade balance

Marking Time Ahead of U.S. Data and Xi/Putin Meeting

September 15, 2022

There’s been little financial market reaction from data released overnight. Investors are looking ahead to a slew of U.S. releases later today, including retail sales, import prices, industrial production, the Empire State and Philly Fed monthly manufacturing surveys, and weekly jobless insurance claims. Markets will also be keeping an eye on face-to-face talks later today […] More

Slackening Demand and Confidence But Persistently Red-Hot Inflation as Several Central Banks Unveil Latest Policy Decisions

July 21, 2022

The dollar was already lower when the European Central Bank announced a more aggressive rate hike than implied in previous forward guidance. That move pushed the dollar down further such that it currently shows net overnight drops of 0.9% against the euro and 0.6% against the DXY weighted index. By comparison, the dollar is little […] More

Slew of U.S. Executive Orders and Central Bank Policy Reviews

January 21, 2021

President Biden’s inaugural address yesterday called for national unity to face down the many severe challenges now juxtaposed. 17 executive orders followed to reverse several polices of the Trump era. Contrary to warnings, inauguration day was free of domestic violence. U.S. stocks experienced their greatest advance on a presidential inauguration day since 1985, when Reagan […] More