The former member believes that the Bank of Japan should seize the opportunity to raise interest rates and boost the yen in the meantime. Click to view...
A report released by Bernstein on Wednesday revealed that it believes a "perfect storm" of political and regulatory forces is creating ideal conditions for U.S. stablecoin legislation this year. The analysts added that possible legislation in the US could prompt major Financial Institutions Groups to evaluate how to integrate stablecoin issuance or settlement into their business models. In addition, regulators are expected to step up scrutiny of past'debanking 'practices, further integrating sta...
According to a Reuters poll, 57 out of 99 economists think the Fed will cut interest rates one or two more times this year (56 out of 102 in the January survey). 67 out of 101 economists surveyed think the Fed will cut rates at least once by the end of June (nearly 60 percent in the January survey expected a rate cut by the end of March). Twenty-seven out of 46 economists said inflation risks from tariffs have risen recently, 17 said no change and 2 said a drop. (Jin Ten)
Summers believes that Trump's tariff policy goes against economic logic and will result in higher prices for producers and consumers...
JPMorgan sees little impact on bond markets from the $1,000bn loss of equity market value triggered by DeepSeek on Monday, although fears of a broad rise in volatility could have a negative impact on credit spreads. Despite the falls in equities, spreads on high-rated bonds widened by an average of 1 basis point and the CDX investment-grade bond index widened by 0.7 basis point. JPMorgan credit strategists such as Eric Beinstein and Nathaniel Rosenbaum wrote in a note that "this is a logical out...
Trump will no doubt think that dealing with Putin is now much more difficult than previously thought. Click to view...
Investment banks believe that the increase in U.S. crude oil production will be a sustainable demand, but Trump's executive order is actually following the trend.
Goldman Sachs: It no longer believes that gold prices will reach $3,000 an ounce by the end of this year, delaying that forecast until mid-2026.
Although the market is not optimistic that the European Central Bank will cut interest rates significantly tonight, they generally predict that the central bank will become more dovish in the future.
Bowman, a Federal Reserve governor, said he sees greater risks to the price stability mandate, even though labor market conditions could deteriorate.
Fed Governor Bowman sees greater risks to the price stability mandate, although labor market conditions could deteriorate. The economy is strong, the labor market is near full employment, and inflation is high. Nonfarm payrolls in October are expected to grow at recent averages after accounting for hurricanes, Boeing strikes, and a low response rate to the survey.
The "terror data" exceeded expectations, the Federal Reserve Collins said it did not see an urgent need to cut interest rates, Netanyahu's private house was attacked again, Ukraine worked hard to ensure a diplomatic end to the Russian-Ukrainian conflict next year... What major events have happened around the world since last Friday?
Mr. Waller, the Fed governor, said he still saw no need for a US digital currency and that it was too early to assess the impact of new technologies on frictions in the payment system, but that the private sector was well placed to explore these developments. The Fed's role, which includes supporting innovation while managing risks to financial stability, aims to promote the efficiency and security of payment systems that benefit households, businesses and the economy as a whole.
JPMorgan Chase said in a report released Thursday that it believes bitcoin will continue to benefit from a Republican victory in the US Presidential Election. The report said a Trump victory would have repercussions similar to those of 2016 in the next eight weeks or so. While bitcoin has surged and gold prices have fallen as a result of Trump's victory, Trump's policies could support both in 2025. As traders try to hedge against currency depreciation and geopolitical resistance, Huang...
The Bank of Japan's September meeting notes that members agreed to continue raising interest rates if economic and price forecasts are in line with expectations.