The former member believes that the Bank of Japan should seize the opportunity to raise interest rates and boost the yen in the meantime. Click to view...
A report released by Bernstein on Wednesday revealed that it believes a "perfect storm" of political and regulatory forces is creating ideal conditions for U.S. stablecoin legislation this year. The analysts added that possible legislation in the US could prompt major Financial Institutions Groups to evaluate how to integrate stablecoin issuance or settlement into their business models. In addition, regulators are expected to step up scrutiny of past'debanking 'practices, further integrating sta...
According to a Reuters poll, 57 out of 99 economists think the Fed will cut interest rates one or two more times this year (56 out of 102 in the January survey). 67 out of 101 economists surveyed think the Fed will cut rates at least once by the end of June (nearly 60 percent in the January survey expected a rate cut by the end of March). Twenty-seven out of 46 economists said inflation risks from tariffs have risen recently, 17 said no change and 2 said a drop. (Jin Ten)
Summers believes that Trump's tariff policy goes against economic logic and will result in higher prices for producers and consumers...
JPMorgan sees little impact on bond markets from the $1,000bn loss of equity market value triggered by DeepSeek on Monday, although fears of a broad rise in volatility could have a negative impact on credit spreads. Despite the falls in equities, spreads on high-rated bonds widened by an average of 1 basis point and the CDX investment-grade bond index widened by 0.7 basis point. JPMorgan credit strategists such as Eric Beinstein and Nathaniel Rosenbaum wrote in a note that "this is a logical out...
Trump will no doubt think that dealing with Putin is now much more difficult than previously thought. Click to view...
Investment banks believe that the increase in U.S. crude oil production will be a sustainable demand, but Trump's executive order is actually following the trend.
Goldman Sachs: It no longer believes that gold prices will reach $3,000 an ounce by the end of this year, delaying that forecast until mid-2026.
Although the market is not optimistic that the European Central Bank will cut interest rates significantly tonight, they generally predict that the central bank will become more dovish in the future.
Bowman, a Federal Reserve governor, said he sees greater risks to the price stability mandate, even though labor market conditions could deteriorate.