📉 Tech stocks under pressure over AI fears
💬 Fed’s Cook says central bank must maintain inflation credibility
🇬🇧 Starmer's premiership faces crisis after dramatic day in parliament
🇦🇺 Will the RBA hike again in May?
📉 Tech stocks under pressure over AI fears
💬 Fed’s Cook says central bank must maintain inflation credibility
🇬🇧 Starmer's premiership faces crisis after dramatic day in parliament
🇦🇺 Will the RBA hike again in May?
[🇺🇸 Markets:] Stocks consolidate after yesterday’s sell-off.
[🇺🇸 Politics:] House approves measure to end partial government shutdown.
[🇺🇸 Fed Watch:] Investors increase wagers on a steeper yield curve with Warsh as top Fed chair candidate.
[🇺🇸 Markets:] Stocks consolidate after yesterday’s sell-off.
[🇺🇸 Politics:] House approves measure to end partial government shutdown.
[🇺🇸 Fed Watch:] Investors increase wagers on a steeper yield curve with Warsh as top Fed chair candidate.
📈 Markets: Risk assets keep rallying
🇦🇺 RBA hikes interest rate to curb inflation
🇺🇸🤝🇮🇳 Trump, Modi reach trade deal that cuts tariffs on Indian goods to 18%
🇺🇸🇮🇷 U.S., Iran to meet in Istanbul; Trump issues warning
📈 Markets: Risk assets keep rallying
🇦🇺 RBA hikes interest rate to curb inflation
🇺🇸🤝🇮🇳 Trump, Modi reach trade deal that cuts tariffs on Indian goods to 18%
🇺🇸🇮🇷 U.S., Iran to meet in Istanbul; Trump issues warning
🇺🇸 Trump’s Fed pick shakes markets — Warsh’s return renews debate over the Fed’s $6.6T QE legacy.
🏛️ House showdown complicates effort to end partial shutdown.
🇯🇵 BoJ signals urgency for timely rate hikes; Yen dips after Takaichi’s remarks.
🇺🇸 Trump’s Fed pick shakes markets — Warsh’s return renews debate over the Fed’s $6.6T QE legacy.
🏛️ House showdown complicates effort to end partial shutdown.
🇯🇵 BoJ signals urgency for timely rate hikes; Yen dips after Takaichi’s remarks.
🇨🇳 Markets: Copper & AUDUSD rally on China hopes
🇺🇸 Fed keeps rates unchanged as chance for another Powell cut narrows
🇺🇸 Bessent touts a strong dollar after Trump brushed off its drop
🇨🇳 Markets: Copper & AUDUSD rally on China hopes
🇺🇸 Fed keeps rates unchanged as chance for another Powell cut narrows
🇺🇸 Bessent touts a strong dollar after Trump brushed off its drop
🇺🇸 Markets: US Dollar falls sharply on Trump comments
🇪🇺 ECB policymaker concerned about euro strength
🇯🇵 BoJ members agree on the need to continue raising rates
🇦🇺 Australia monthly inflation beats estimate, lifts rate-hike case
🇺🇸 Markets: US Dollar falls sharply on Trump comments
🇪🇺 ECB policymaker concerned about euro strength
🇯🇵 BoJ members agree on the need to continue raising rates
🇦🇺 Australia monthly inflation beats estimate, lifts rate-hike case
The economic implications:PIIE and Brookings estimate reduced migration could lower real GDP growth by 0.2–0.3 percentage points annually in 2025–26.
Worth watching: how wages and employment-to-population evolve even as headline job growth slows.
h/t Adam Posen @DeItaone
The economic implications:PIIE and Brookings estimate reduced migration could lower real GDP growth by 0.2–0.3 percentage points annually in 2025–26.
Worth watching: how wages and employment-to-population evolve even as headline job growth slows.
h/t Adam Posen @DeItaone
📈 Stocks rally despite tariff threat – gold breaks $5,000
🇺🇸 Trump raises tariffs on South Korea to 25% (autos, lumber, pharma)
🇯🇵 Japan wage negotiations in focus as business lobby warns of tariff impact
📈 Stocks rally despite tariff threat – gold breaks $5,000
🇺🇸 Trump raises tariffs on South Korea to 25% (autos, lumber, pharma)
🇯🇵 Japan wage negotiations in focus as business lobby warns of tariff impact
📈 Risk sentiment improves after Trump announces Greenland deal framework—no new tariffs imposed
🇦🇺 Australia unemployment drops to 4.1% in December (unexpected)
🏦 Trump narrows Fed Chair selection: "Down to maybe one"
📈 Risk sentiment improves after Trump announces Greenland deal framework—no new tariffs imposed
🇦🇺 Australia unemployment drops to 4.1% in December (unexpected)
🏦 Trump narrows Fed Chair selection: "Down to maybe one"
Early start ahead! UK labour market data drops at 08:00 CET 🇬🇧
👀 Key watch: Wage numbers
Softer-than-expected wage growth = higher odds of a Bank of England rate cut 📉
Also on deck: SNB's Schlegel speaks 🇨🇭
Early start ahead! UK labour market data drops at 08:00 CET 🇬🇧
👀 Key watch: Wage numbers
Softer-than-expected wage growth = higher odds of a Bank of England rate cut 📉
Also on deck: SNB's Schlegel speaks 🇨🇭
🇺🇸 Fed & USD: Fed turmoil threatens Dollar supremacy; BlackRock’s Rick Rieder gains support for Chair.
🇪🇺 Trade: Trump tariff threats roil markets. DB says Euro pain limited by US asset exposure.
🇺🇸 Fed & USD: Fed turmoil threatens Dollar supremacy; BlackRock’s Rick Rieder gains support for Chair.
🇪🇺 Trade: Trump tariff threats roil markets. DB says Euro pain limited by US asset exposure.
Mixed signals across global markets this morning. Here's what's moving:
🇯🇵 Japan: Yields ↑ | BOJ sources hint at rate hike scope | Verbal intervention continues | Snap election update
Mixed signals across global markets this morning. Here's what's moving:
🇯🇵 Japan: Yields ↑ | BOJ sources hint at rate hike scope | Verbal intervention continues | Snap election update
🇺🇸 Oil drops after Trump’s Iran remarks
🇺🇸 Trump aims for “swift & decisive” military action in Iran.
🇺🇸 No plans to remove Powell despite probe — Trump tells Reuters.
🇺🇸 US sets 25% tariff on select chip sales tied to Nvidia deal.
🇺🇸 Oil drops after Trump’s Iran remarks
🇺🇸 Trump aims for “swift & decisive” military action in Iran.
🇺🇸 No plans to remove Powell despite probe — Trump tells Reuters.
🇺🇸 US sets 25% tariff on select chip sales tied to Nvidia deal.
🇯🇵 JPY strengthens on verbal intervention.
🏦 BOJ’s Ueda signals rate-hike path remains intact as election chatter builds.
💬 JP Morgan’s Dimon: Trump’s Fed attacks could push inflation higher.
🇮🇷 Trump urges Iranians to keep protesting, says “help is on its way.”
🇯🇵 JPY strengthens on verbal intervention.
🏦 BOJ’s Ueda signals rate-hike path remains intact as election chatter builds.
💬 JP Morgan’s Dimon: Trump’s Fed attacks could push inflation higher.
🇮🇷 Trump urges Iranians to keep protesting, says “help is on its way.”
🇯🇵 Yen slides while JGB yields climb — BOJ may face pressure for an April hike.
🇺🇸 Trump hits nations linked to Iran with a 25% tariff.
🏦 Fed’s Williams signals no near-term rate moves as Powell faces Justice probe backlash.
🇯🇵 Yen slides while JGB yields climb — BOJ may face pressure for an April hike.
🇺🇸 Trump hits nations linked to Iran with a 25% tariff.
🏦 Fed’s Williams signals no near-term rate moves as Powell faces Justice probe backlash.
📈 Dollar & commodities gaining momentum ahead of US NFP
🔴 Russia rejects Trump's 20-point Ukraine peace plan, calling it "forming a true axis of war" as tensions escalate
💼 Fed's Miran pushes for 150 bps cuts in 2026 to boost employment & support growth
📈 Dollar & commodities gaining momentum ahead of US NFP
🔴 Russia rejects Trump's 20-point Ukraine peace plan, calling it "forming a true axis of war" as tensions escalate
💼 Fed's Miran pushes for 150 bps cuts in 2026 to boost employment & support growth
🇯🇵 Japan: Wages fell sharply in November.
🇺🇸 US: Trump reportedly wants oil prices at $50 a barrel.
🇺🇸 US: Trump’s proposal to block corporate homebuying surprised Wall Street.
🇺🇸 US: Trump calls for a 50% increase in defence spending by 2027.
🇯🇵 Japan: Wages fell sharply in November.
🇺🇸 US: Trump reportedly wants oil prices at $50 a barrel.
🇺🇸 US: Trump’s proposal to block corporate homebuying surprised Wall Street.
🇺🇸 US: Trump calls for a 50% increase in defence spending by 2027.
Full post at: ggma-app.com/articles
Full post at: ggma-app.com/articles
🇦🇺 Australia: Core inflation slows → RBA hold case strengthens.
🛢️ Oil: Slides after Pres. Trump announces Venezuelan oil exports to US.
⚖️ Tariffs: SCOTUS sets Friday for key rulings on Trump's trade policies.
🇦🇺 Australia: Core inflation slows → RBA hold case strengthens.
🛢️ Oil: Slides after Pres. Trump announces Venezuelan oil exports to US.
⚖️ Tariffs: SCOTUS sets Friday for key rulings on Trump's trade policies.
US captures Venezuelan President Nicolás Maduro
Philly Fed’s Paulson sees room for cuts ‘later in the year’
Ueda highlights BOJ’s intention to keep raising rates to bankers; Mfg. PMI improves
China’s services gauge slows again with growth at a six-month low
US captures Venezuelan President Nicolás Maduro
Philly Fed’s Paulson sees room for cuts ‘later in the year’
Ueda highlights BOJ’s intention to keep raising rates to bankers; Mfg. PMI improves
China’s services gauge slows again with growth at a six-month low
Trump’s Ukraine plan faces new obstacles after Putin call - BBG
Trump says he'd still like to fire Jerome Powell - BI
Yuan climbs past 7 per dollar onshore for the first time since 2023
Trump’s Ukraine plan faces new obstacles after Putin call - BBG
Trump says he'd still like to fire Jerome Powell - BI
Yuan climbs past 7 per dollar onshore for the first time since 2023