Japan’s inflation is surprisingly strong, increasing the possibility that the Bank of Japan will raise its interest rate by the end of the year, according to one of the country’s leading inflation experts. https://t.co/kRu39frXmH ...

Poland’s move to cut interest rates this month could be a start of a cycle likely to be continued with two more 25 basis point cuts later this year if data allows, according to policymaker Ludwik Kotecki https://t.co/3jEsPee6Nr ...

July 3, 2025 02:31 PM GMT G10 FX Strategy | Global Our Latest Views Morgan Stanley's top G10 FX strategy views including key fundamental catalysts and technical levels to watch. Key Takeaways USD View: Bearish | Skew: Bearish The USD sell-off should continue as technical forces from FX hedging and momentum play an increasing role. Stickier inflation reducing pricing for 2025 Fed cuts is unlikely to be USD-positive if joined by weak growth. EUR View: Bullish | Skew: Bullish EUR/USD's uptrend should continue ...

July 3, 2025 06:19 PM GMT US Rates Strategy | North America An Opportunity to Buy the Supply and Add to Steepeners The nonfarm payroll report, carried by state and local government education-related jobs, and the low unemployment rate suggest a dynamic aligned with our economist's view for lower US potential growth and a lower equilibrium rate leading to more Fed cuts. Stay long and in curve steepeners. Key Takeaways Please add me to your distribution list. M Idea Morgan Stanley & Co. LLC Matthew Hornbach S ...

3 July 2025 | 8:18PM BST Global Rates Trader Short Runway to Rally Our economists' revised Fed baseline, which implies both earlier cuts and a lower terminal rate, points to a lower range for US yields across the curve. We now expect 10y US yields at 4.20% at end-2025 vs 4.50% previously, with a modestly steeper curve the likely result. We continue to think that a larger sustained rally would likely require a weaker growth outlook than our forecasts suggest, but ongoing data uncertainty makes it hard to rul ...

Goldman Sachs has lowered its forecasts for US Treasury yields, pointing to the increased likelihood that the Fed will cut interest rates sooner than previously expected https://t.co/MarU6yQGEn ...

Asia Pacific Equity Research 30 June 2025 J P M O R G A N Mid-Year Prospects Consumer Discretionary This report forms part of J.P. Morgan Australia Mid-Year Prospects series as we take stock at the mid-point of 2025 and set out our Top Picks and Least Preferred stocks for the remainder of the year. Top Pick –Harvey Norman (HVN AU, OW) Leverage to housing cycle an earnings tailwind. Harvey Norman offers late- cycle exposure to housing, driven by a category mix which is highly leveraged to housing activity, s ...

Joining us now to discuss what's next for the Fed is Loretta Mester, former president of the Cleveland Fed and currently adjunct professor of finance at the University of Pennsylvania. Loretta, it's great to have you back on the show. Welcome.Let's start right there because you called this jobs report solid. What were your takeaways. No, I think I mean given the expectations that it was going to be a very weak report, it actually came in better than most analysts expected.And I think that's good for the eco ...

The so-called big beautiful bill facing a final house approval vote in the coming hours. Joining us now is Treasury Secretary Scott Bessant. Mr.. Secretary, thank you so much for joining us. We're we're going on more than six hours now where Minority Leader Jeff is speaking. What What are you hearing.What's your expectation for when and whether this could pass. Uh, well, it's going it's going to going to pass and my expectation is that we'll get a vote around 130 today. Got it.You have said that this isn't ...

Key Takeaways ORC offers a 20.3% dividend yield and has increased payouts three times over five years. Improving loan demand and lower rates may drive stronger returns for ORC's RMBS portfolio. Earnings for 2025 are projected to rise 394.4%, but shares trade at a P/S far above industry average.Orchid Island Capital, Inc. (ORC) has a record of paying out regular dividends, currently yielding a staggering 20.3% compared with the industry average of 12.4%. The company has increased its dividend three times o ...