July 4, 2025 02:14 PM GMT G10 FX Strategy | Japan M Idea JPY: Watching Upcoming Risk Events The strong headline US NFP print coupled with a lower unemployment rate have made it difficult for the market to price in a lower US terminal rate. However, the next risk event - the deadline of the 90-day suspension of reciprocal tariffs on July 9 - could potentially become the catalyst for USD/JPY to break through the low-end of the recent range. Maintain short USD/ JPY position. Key Takeaways Morgan Stanley MUFG S ...

Here in the center of Thran is the former US embassy where American diplomats were held hostage. And the walls are covered with anti-American murals and propaganda. But inside the old US embassy compound, there's now a cafe.Hi, good afternoon. How are you. Could I have an Americano, please.Yes. Do you do them iced. Ice Americano or Americano.How about It's hot today. Iced Americano. Ice American.Yes. Who would have thought that you could have gotten an Americano in the former US embassy in Thran. The world ...

June 30, 2025 04:02 AM GMT Thematic Alpha | North America US Consumer Pulse Survey: Consumer Sentiment Stabilizes Amid Tariff Uncertainty M Consumer sentiment toward the economy and household finances has stabilized as concern over tariffs holds at March levels. Inflation remains consumers' primary concern though worry over the political environment and geopolitics is rising. This report provides a full breakdown of data from our 66th survey of ~2,000 consumers in the U.S., which ran June 19th - 23rd, to ga ...

July 2, 2025 05:49 AM GMT Global in the Flow 1H25 Recap Performance – Dollar depreciates, equities rebound, credit is resilient Although it was a volatile first half, equity markets recovered the losses after April 2. The S&P 500 returned 6.2%, MSCI Europe returned 23.7% and KOSPI led, returning 40.9%. Technology led global equity sectors while consumer staples lagged. Rates performance in DM markets was mixed. However, credit was resilient. US and EUR HY total returns were 4.6% and 2.7%, respectively. The ...

[Music] [Applause] I don't know about you, but I find it quite hard to be hopeful for the future. It's one that just promises the repetition of past mistakes. As Kai mentioned, my education and research into human rights and resistance movements revealed to me the way different divisions are cast across the globe.But I want to focus on us in Britain because we experience something quite strange, something hard to articulate and we all experience it. To me, this strange thing causes history to repeat over an ...

Nigerian economic reforms have improved investor sentiment but the nation’s finances are being hurt by lower oil prices that will widen its budget gap this year, the IMF says https://t.co/33wYdbFgMz ...

Key Takeaways Consumer sentiment surged 16.3% in June, its first rise in six months. FUBO, CCL, LOPE, and TILE are Zacks Rank #2 stocks with strong earnings growth and improving estimates. Markets are rallying on easing trade and geopolitical tensions, plus hopes for a Fed rate cut soon.Wall Street is on a rally, with the S&P 500 and the Nasdaq hitting new all-time highs as trade worries and geopolitical tensions have eased. Also, optimism surrounding a rate cut by the Federal Reserve in the coming weeks ...

America’s top consumer-sentiment economist can tell US households are in a bad mood. Is anyone listening? https://t.co/BGYkSlU367 ...

So as we close the books in the first half and look ahead to Q3, how should investors be positioned. And Karen, we are just welcome back. First of all, um we are discussing how extraordinary this quarter has been mindboggling.I mean so many just uh you know for obviously the April low was in itself extraordinary. So to bounce from that but just you know the uh Nvidia for example from 108 to 157 in the quarter. Yes they had good earnings but that can't be all of what happened there.So I mean the sentiment ch ...

[CC may contain inaccuracies] It seems like despite this trade truce, these numbers are still looking pretty soft. What's your take. Yeah, I think we've got to look at the bigger picture.So if you look back to the past couple of months, we saw the policy macro policy improvement in September of last year. And that has actually, together with some front loading of activity in the first quarter, caused some pretty solid data in the fourth quarter of last year and the first quarter of this year. So we have alw ...