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Reuters
New US Asia pivot is better timed than the last
U.S. President Barack Obama announced America’s “pivot to Asia”– only for conflicts from Afghanistan to Ukraine to bog him down. In Brussels last week, however, newly installed Defense Secretary Pete ...
scmp.com
Chinese commerce minister calls for dialogue with new US counterpart
Commerce Minister Wang Wentao expressed China’s strong dissatisfaction on Wednesday over the United States’ 10 per cent additional tariff on Chinese goods, warning that the unilateral move had damaged ...
Reuters
US crude stockpiles rise, gasoline and distillate draw down - EIA
U.S. crude oil stockpiles rose while gasoline and distillate inventories fell last week as seasonal maintenance at refineries led to lower processing, the Energy Information Administration said on ...
Bloomberg L.P.
Tariffs pressure Mexican economy, less so its stocks
Mexico's equity market may be less vulnerable to President Donald Trump's tariff policy than macroeconomic data suggest and the 30-day delay of US tariffs has boosted sentiment.
Global Macro Playbook
UK Inflation Unexpectedly Rises, Complicating BOE Rate Cuts
The Bank of England's (BOE) plans to ease interest rates face a challenge as UK inflation unexpectedly rose to a ten-month high in January, as reported by The Wall Street Journal. This development comes as the BOE aims to stimulate economic growth, having already initiated a gradual approach
Reuters
China's central bank pledges financial support for private economy
China's central bank vowed on Thursday to provide strong financial support for the healthy development of private economy and the growth of private enterprises.
Global Macro Playbook
Fed Minutes Show Concern Over Trump Policies and Inflation
The Federal Reserve expressed concerns about the potential for President Trump's initial policy proposals to drive up inflation. This concern was discussed at the central bank's January 28-29 meeting, a week after Trump's inauguration, as reported by Reuters, citing the meeting's minutes.
Global Macro Playbook
Fed Can Takes Its Time on Rate Decisions, Says Fed Vice Chair
Federal Reserve Vice Chair Philip Jefferson stated that the US economy's strength provides policymakers with the flexibility to carefully consider future interest rate adjustments, Bloomberg reports. His comments suggest a more cautious approach to further easing of monetary policy.Delivering prepared remarks Wednesday at an event at Vassar
The Financial Times
European Central Bank’s annual loss hits record €7.9bn
The European Central Bank’s loss ballooned to a record €7.9bn last year, as its interest rate payments on its own financial liabilities rose as a result of its decision to increase borrowing costs.
scmp.com
China’s ports adopt DeepSeek AI model to streamline operations, protect data
The domestic tech success story is already seeing practical application in several of China’s busiest harbours.
The Financial Times
The Chinese market’s second wind
Chinese equities are back in the conversation. Though they dominated headlines in October, after the Chinese government sparked a rally with promises of fiscal stimulus, investors lost interest when ...
The Financial Times
Will the bond market rein in Donald Trump?
Tariffs, trade wars and plans for big tax cuts could all rattle investors in US Treasuries, but it’s a resilient market with few alternatives ...
InvestmentNews
Equity markets are exuberant, and credit spreads are tight, adding up to an economic soft landing
Recently named an InvestmentNews Rising Star of 2024, Brandon Zureick, shares the challenges of analyzing economic trends and the critical themes shaping his team’s strategic outlook ...
scmp.com
China to welcome foreign investment in more sectors of economy
Government wants foreign investment to ‘serve the high-quality development’ of country’s manufacturing industry.
Reuters
US crude stockpiles likely rose last week, products seen down
U.S. crude oil stockpiles were expected to have risen last week, while distillate inventories likely fell and gasoline declined marginally, an extended Reuters poll showed on Wednesday.
Reuters
Argentine, Turkish stocks could post more than 20% returns this year, says JPMorgan
J.P. Morgan said equity markets in Argentina and Turkey could post returns of more than 20% this year, driven by policy reforms aimed at reducing inflation levels.
InvestmentNews
Equities rally pauses as Trump makes new tariff threats
Europe’s equity rally paused and bonds extended their slide after President Donald Trump’s latest tariff threats stoked concern about a widening trade war.
Reuters
Indian pharma stocks drop on Trump's tariff plans
An index of Indian pharmaceutical company shares slid 2% to its lowest level in seven months on Wednesday after U.S. President Donald Trump said he intends to impose tariffs of about 25% or higher on ...
Economist
American inflation looks increasingly worrying
Trump’s tariffs are fuelling consumer concerns, which may prove self-fulfilling
Nikkei Asia
Japan's exports rise for fourth straight month on U.S. auto tariff fears
TOKYO (Reuters) -- Japan's exports rose for a fourth consecutive month, according to data released on Wednesday, revealing that strong global demand and growing concerns over U.S. tariff policies have ...
scmp.com
China’s state-owned enterprises pledge to shore up country’s economic growth in 2025
Local state-owned enterprises plan to focus on supporting the national economy and streamlining their operations.
Reuters
BoE's Bailey hopes for less bond market volatility driven by US tariffs
Bank of England Governor Andrew Bailey said on Tuesday he wanted to see less volatility in medium and longer-dated bond yields that have been driven up by speculation about the trade policies of U.S.
Global Macro Playbook
BOJ Governor Blames US Weakness for Summer Market Volatility
Bank of Japan Governor Kazuo Ueda attributed the sharp fluctuations in currency and stock markets last summer primarily to investor concerns over weak US jobs data and the potential for a US economic slowdown, as reported by Reuters.Speaking to parliament on Tuesday, Ueda acknowledged that the BOJ's
Global Macro Playbook
UK Wage Growth Surges Despite Weak Economy, BoE Remains Cautious
UK private sector wage growth accelerated in the last three months of 2024, reaching its fastest pace in a year, as reported by Reuters. This unexpected surge highlights the Bank of England's (BoE) cautious approach to interest rate cuts despite the overall weakness of the UK economy.The
Reuters
Investors went on January emerging market buying spree, report shows
Investors piled into emerging market countries' debt to the tune of $45 billion and bought up $2 billion of Chinese stocks in January, a closely followed report from the Institute of International ...
The Financial Times
Fund managers turn bullish on European stock market rally
European fund managers are increasingly bullish that rising economic growth will fuel a rally in the region’s stocks, with the proportion saying the shares are undervalued against global peers ...
Reuters
TSX futures inch up ahead of inflation data
In a holiday-shortened week, futures linked to Canada's main stock index edged higher on Tuesday as investors prepared for key economic data releases later in the day.
Bloomberg L.P.
Gold Market Ructions Spur Spike in Singapore Exports to the US
Gold shipments from Singapore to the US climbed to the highest level in almost three years in January, a further sign of the ructions in bullion trading after pricing disparities opened up in key ...
Reuters
Thailand's central bank and government must work together, PM says
Thailand's government will push for 3.5% economic growth this year and will seek to work closer with the central bank to support small businesses, Prime Minister Paetongtarn Shinawatra said on Tuesday ...
scmp.com
Tariffs, AI potential and cautious optimism on China: Southeast Asia weighs path ahead
Asean must grow its global links and stand together to mitigate effects of external shocks, say panel speakers at ‘China Conference: Southeast Asia 2025’.