Expectations are growing for Malaysia’s central bank to cut interest rates at its policy meeting on July 9, which is also the deadline for countries to reach trade deals with the US to avert swingeing tariffs. https://t.co/GGfjaodhWh ...

Dollar weakness continues to dominate our G10 FX views with US-RoW rate and growth convergence, as well as increased FX hedging, remaining in play. USD View: Bearish | Skew: Bearish The DXY should continue trading lower as US growth and rates converge to those of the rest of the world, and increased FX hedging adds risk premium to the USD. EUR View: Bullish | Skew: Bullish July 2, 2025 07:50 AM GMT Global Macro Strategy | Global G10 FX Chart Pack Top charts we are watching for each G10 currency with economi ...

Let's bring in the aforementioned pioneer of the bond vigilante term, Ed Yardeni, the president of Yardeni Research. Ed, this is an environment where it's surfacing again, that term bond vigilantes, but they don't seem to be nearly as effective of vigilanteism as the original bond vigilantes that helped you coin the phrase. Correct. Correct.Well, you know this they were most active in the 1980s and then in the 1990s inflation came down and the administration back then the Clinton administration recognized t ...

Welcome back to Power Launch. As Kelly alluded to, Treasury yields are rising as investors digest weaker data for the jobs market and weigh the impact of President Trump's tax and spending package working its way through Congress. And now the next key report will be tomorrow's big granddaddy of them all, the big jobs number. Our Rick Santelli has the bond report with all of those factors at play and the big non-farm payrolls tomorrow.Rick. Yes, Dom. What an interesting day and for a variety of reasons.As yo ...

Speaking of the weak dollar, my next guest has three names that should benefit from that. Or maybe it's the whole market as we were just discussing. Michael Caneritz is here.He's the chief investment strategist at Piper Sandler. It's great to see you. You too.What What is the the sort of top level effect of a dollar being down 10%. I mean, is it supportive for stocks. What happens if it continues. What happens if it doesn't.I I think it's positive. I mean, at least that's what I've we've observed through mo ...

RT CoinDesk Podcast Network (@CoinDeskPodcast)📊 US M2 money supply hits a record $21.94 trillion in May, its fastest growth in nearly three years. Will this fuel inflation and keep Fed rates high?.@jennsanasie brings you "Chart of the Day," presented by @cryptocom. 🔗👇 https://t.co/t9lVKsVUT3 ...

🇺🇸 NEW: Treasury Secretary Scott Bessent says the Fed could cut interest rates by September, or sooner, if Trump’s tariffs continue showing little inflation impact. https://t.co/KbvReZ3Cqh ...

and vice chairman Marty Chavez joins us. He's also of course former CFO at Goldman Sachs. Marty, long time no speed.Great to see you. It's been a while. It's wonderful to see you.Well, I first question I just have to ask on this trade framework that's been announced with Vietnam and if if the outcome is 20% tariff and uh 40% of its pass through trade with with Vietnam, is that a good outcome for the economy and for markets in in your eyes because it's not higher or is it fairly high. Well, well, um, as you ...

Fed chair Jay Powell said yesterday that President Trump's tariffs had lifted inflation forecasts and were keeping rates on hold. Joining us now for more on the Fed and the US economy, David Malpass, former World Bank president and now distinguished fellow of international finance and inaugural fellow of global business and infrastructure at Purdue's Business School. David, great to have you with us. Hi Melissa, good to be on. Um, where do you think rates would be had it not been for the tariffs? Would we b ...

New Zealand house prices rose for the first time in three months, adding to signs of a modest recovery as interest rates fall https://t.co/29Gp9aSolU ...