1+ day, 13+ hour ago   (279+ words) DBS Group Research expects Taiwan’s central bank to keep its policy rate unchanged on September 17, before raising it to 2.125% in December. Analysts Taimur Baig and Chang Wei Liang highlight subdued August CPI, but anticipate a somewhat hawkish tone as the…...

2+ day, 8+ hour ago   (146+ words) The USD/JPY pair struggles to capitalize on the previous day's recovery momentum and edges lower during the Asian session on Friday. Spot prices currently trade below mid-154.00s, though the downside seems limited as traders might opt to wait for the…...

2+ day, 14+ hour ago   (1637+ words) In this week’s Money Metals Midweek Memo, host Mike Maharrey examined what he calls the debasement trade. It is the growing preference for tangible assets such as gold and silver as protection against the declining purchasing power of fiat currencies....

2+ day, 18+ hour ago   (290+ words) "Copper prices reverse on tariff headlines." "News that the White House has yet to decide on copper tariffs has catalyzed a sharp drop in the red metal on the day." "This makes sense given the rally has been overwhelmingly driven…...

2+ day, 19+ hour ago   (362+ words) TD Securities economists Eli Nir and Oscar Munoz raise their August core PCE forecast after stronger PCE-relevant components in the August PPI report. They now expect core PCE at 0.24% m/m and 3.3% y/y, with headline PCE at 0.33% m/m…...

2+ day, 19+ hour ago   (356+ words) EUR/USD has been selling off slightly after the ECB decision to raise interest rates today. This, however, might have more to do with the jump in oil prices and worsening terms of trade, with Brent rising above $105/bbl today…...

2+ day, 23+ hour ago   (753+ words) The US500 broke above 7,625 on August 4, clearing a resistance level that had prevented price from moving higher following the strong recovery from 6,358 in late March. The market tested 7,625 at least three times, with sellers defending the level on each occasion until…...

3+ day, 1+ hour ago   (456+ words) Societe Generale’s Kenneth Broux expects a second 25bp ECB depo rate hike, stressing that wage dynamics and updated staff forecasts will determine how far tightening goes. The bank notes higher Oil and natural gas prices, warns of stagflation risks if energy…...

3+ day, 1+ hour ago   (329+ words) Risk appetite remains subdued on Thursday as Oil prices climb to the feared $100 area, pushing global yields higher and threatening to tip the global economy into recession, as hostilities between the US and Iran escalate and hopes of a negotiated…...

3+ day, 2+ hour ago   (412+ words) "Meanwhile in Europe, investors also priced in a more hawkish path for the ECB, with an additional +9.0bps of hikes priced in by the June 2027 meeting, meaning that 86bps of further hikes are now priced by then." "Looking forward, European rates will…...