JPY Weekly Global Markets Research Foreign Exchange - Global The highest policy rate in three decades, but JPY weakness continues Key events next week: MOF's intervention risk, Ueda's speech, Tokyo CPI. The highest policy rate since 1995 At its December Monetary Policy Meeting, the BOJ hiked its policy rate by 25bp to 0.75%. As a result, the BOJ's policy rate is now at the highest level since August 1995 ( Fig. 1 ). While this hike was widely expected by the market (including Nomura), JGBs were sold across ...

Joe, always good to see you. Thanks so much for joining me. >> Thank you.Very good to be with you, Jennifer. Happy holidays. >> Happy holidays to you.And what a way to kick off the holidays with such a stellar third quarter GDP number up 4.3% a full percentage point above expectations and driven by consumer spending up three and a half% though a large chunk of that from healthcare spending. Though we also saw trade really add to this number as well. Joe, can we see this level of growth sustained into next y ...

Central bankers might be eager to pounce on weakness in corners of America’s labour market. They should be wary of repeating past mistakes https://t.co/AsK3Eppg8l ...

U.S. stock futures rose on Tuesday after Monday’s higher close. Futures of major benchmark indices advanced.On Tuesday, investors await a wave of economic data, including delayed reports on third-quarter GDP and durable goods, alongside updates on industrial production and December’s consumer confidence.Meanwhile, in the truncated week, trading will be closed on Thursday following an abbreviated session on Wednesday, with equity markets closing at 1:00 p.m. ET and bond markets at 2:00 p.m. ET. Meanwhile, th ...

Group 1 - Emerging markets (EM) are expected to perform well next year due to the U.S. Federal Reserve's continued rate cuts and pressure on the U.S. dollar [1] - Stubborn inflation may lead policymakers to maintain tighter monetary conditions for a longer period, which could favor certain sectors [1] Group 2 - The analyst has extensive experience in investment research, covering publicly listed securities primarily in the tech sector [1] - The analyst's investment journey began with mutual funds and evolved to individual stocks and ETFs, emphasizing a focus on capital preservation strategies [1]

Inflation Overview - Singapore's inflation in November remained steady at 1.2%, missing estimates of 1.3%, as higher service prices were offset by a decline in electricity costs [1] - Core inflation also came in at 1.2%, compared to expectations of 1.3% [1] Economic Performance - Non-oil exports surged 11.6% year on year in November, exceeding estimates of a 7% rise [2] - Singapore's economy grew at 4.2% in the third quarter, beating expectations of 4% expansion [2] GDP Forecast - The ministry of trade and industry upgraded the full-year GDP forecast to "around 4%" and projected 1%-3% growth for 2026, a significant revision from earlier warnings of potential zero growth [3] - The trade ministry noted that the global environment has proven more resilient than anticipated, with strong manufacturing and export demand in the third quarter [3] Monetary Policy - The Monetary Authority of Singapore (MAS) has maintained its monetary policy steady for the last two meetings after easing it in January and April due to global economic threats [4]

December 22, 2025 12:59 PM GMT Federal Reserve Monitor | North America Fed speak: The policy rate should head lower. The question is when and by how much Fed speakers last week generally agreed that the funds rate will move lower. Governors Waller and Miran made clear cases for near-term rate cuts while Presidents Bostic and Goolsbee saw a need to ensure inflation was on a path to 2%. President Williams had a preference to wait for clearer data. Key Takeaways | M Fed speak: The policy rate | Chief US Econom ...

Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about why so many people got altcoins wrong this cycle and discuss how we used monetary policy to avoid falling for the alt season narrative. A lot of people sort of viewed my analysis as anti-crypto and whatnot for years, but all I was trying to do was be objective as to why altcoins would spend so many years bleeding to Bitcoin. If you guys like the content, make sure you subscribe to the channel, give the video a thu ...

Coming to the economy. Investors are watching for signals from policymakers heading into a key year for the Federal Reserve, with a new chair expected to be announced soon. Cleveland Fed President Beth Hammack among those, preferring to hold rates higher for longer.Well, our next guest is taking the other side, voting for a 50 basis point cut at the Fed's last meeting. Joining us now is Federal Reserve Governor Stephen Myron. Very good morning to you, Stephen.Thank you so much for joining us. Good morning. ...

Gold (GC=F) and silver (SI=F) have been two of the biggest winners in financial markets this year, as momentum in the precious metals trade pushed prices to all-time highs with just a handful of days left in 2025. Gold's year-to-date rally topped 70% on Monday, with the price of an ounce of gold hitting a record $4,450 during a year that has seen the yellow metal hit 50 all-time highs. The price of silver has had an even stronger 2025, more than doubling since January and reaching as high as $68.50 an ou ...