The upward move comes amid a broader market environment where investors are carefully weighing macroeconomic signals, sector-specific dynamics, and company-level catalysts. With trading volume reaching 40.69M shares, the level of market participation suggests this is more than a temporary fluctuation and may reflect a …
The upward move comes amid a broader market environment where investors are carefully weighing macroeconomic signals, sector-specific dynamics, and company-level catalysts. With trading volume reaching 5.83M shares, the level of market participation suggests this is more than a temporary fluctuation and may reflect a …
Key Highlights:Both central banks paused, but from opposite directionsJapan is normalising upward; the US is paused mid-cut-cycleThis asymmetry, not the pause itself, is what is moving the yenThe IMF projects two more BOJ rate hikes in 2026 and one in 2027, which would meaningfully …
Key HighlightsThe Fed held rates at 3.5%–3.75% for a second consecutive meeting, signalling deep uncertainty over the Iran conflict's economic implications.Market expectations have repriced from two cuts anticipated before the conflict to, at best, one in late 2026.The FOMC revised its 2026 core PCE …
A supply shock without modern precedent
HighlightsThe Trump administration is weighing deployment of thousands more troops to the Middle East as the conflict enters its third week.Over 7,800 US strikes have been carried out since the war began on February 28, 2026, America's largest military operation since Iraq in 2003.Iran's …
A Central Bank Facing Reduced Policy Visibility
Key HighlightsThe US Producer Price Index (PPI) jumped 0.7% in February, more than double the forecast of 0.3% and the largest monthly gain since July 2025Annual PPI rose 3.4%, the fastest pace in a year, up from 2.9% in JanuaryThe US-Israeli war with Iran …
Holding Steady Is Not the Same as Standing Still
How Trump's Plan to Oust Powell Ended Up Keeping Him in Power Longer