Section
Economy
BOJ rate hike odds rise as Ueda flags inflation risk
BOJ rate hike odds climbed after Kazuo Ueda said Japan may need more tightening, putting yen and global bond trades on alert.
Fed rate hike risk returns as Hammack warns on inflation
Fed rate hike risk is back after Beth Hammack said inflation may force tighter policy, complicating the June hold case.
Warsh Fed hires signal policy-shop shift for rates
Warsh Fed hires, including a Project 2025 author, show how the new chair may reshape policy work as inflation keeps rate cuts distant.
RBI gold sales show how war pressure reaches reserves
RBI gold sales may show how India is trading bullion for liquid FX assets as war-driven oil shocks and capital outflows hit reserves.
Brazil tariff 2026: Trump proposes 25% duty on goods
Brazil tariff 2026 risk widened after Trump proposed a 25% duty on many imports, setting July deadlines for comments and hearings.
Brazil tariff 2026: Trump proposes 25% levy on goods
Brazil tariff 2026 proposal would add a 25% levy on many imports, reviving trade-war risk for inflation and supply chains.
Fed independence in focus as Powell warns on credibility
Fed independence is back in focus after Jerome Powell warned political removals would damage credibility and market trust.
Weak rupee 2026: India's oil shock masks deeper strain
Weak rupee pressure is turning India's oil shock into a capital-flow test as RBI defence, import costs and reserves strain collide.
Mortgage rates hit August high as refinance demand drops 18%
Mortgage rates hit 6.65%, the highest since August, and refinance demand fell 18% as higher Treasury yields pushed borrowing costs higher for households.
Grocery inflation 2026: El Niño, Iran hit food costs
Grocery inflation 2026 is shifting from energy shock to supermarket squeeze as food-at-home prices rise 2.9 per cent.
Thailand seeks $5bn via notes, loans as yields rise
Thailand plans to raise about $5 billion through promissory notes and term loans after higher sovereign yields made a standard bond sale less attractive.
China industrial profits jump 24.7%, fastest since 2023
China industrial profits rose 24.7 per cent in April, complicating the bearish macro trade as AI demand offset weak demand.
Sri Lanka lifts rate to 8.75% in surprise full-point move
Sri Lanka raised its policy rate to 8.75% after April inflation hit 5.4% and the rupee fell 8.7% since early March.
Citadel's warning shows the Fed debate turning toward hikes
Fed rate hikes are back in play after Citadel Securities warned inflation, not labor slack, is now the bigger risk for Warsh's central bank.
Real wages shrink in developed countries as inflation rises
Real wages shrink in developed countries as oil-driven inflation outpaces pay, squeezing households and leaving central banks less room to cut.
China policy loan rate falls to record low of 1.45%
China policy loan rate fell to a record-low 1.45% as the PBOC eased bank funding costs, signaling more support for growth and liquidity.
BOJ rate hike odds near 76% as Himino urges steady pace
BOJ rate hike odds hovered near 76% after Ryozo Himino said proper policy timing is key to keeping JGB markets confident.
Singapore Warns Economic Outlook Dims Despite First Quarter Beat
Singapore's first quarter GDP grew 6 per cent year-on-year, beating consensus, but the trade ministry warned the outlook has weakened as the Strait of Hormuz disruption clouds global trade.
ECB inflation effects not yet spreading, Villeroy says
ECB inflation effects have not yet spread broadly, Villeroy said, but June forecasts and rate guidance may still turn hawkish.
Buy British push targets four UK strategic sectors
Buy British procurement rules will steer UK contracts toward shipbuilding, steel, AI and energy suppliers as Reeves turns spending into industrial policy.
US consumer spending squeeze grows as tax refunds fade
US consumer spending squeeze is set to deepen as tax refunds run out, gas stays above $4.50 a gallon and lower-income households lean on credit.
Bank of Israel cuts rate to 3.75% as US-Iran talks advance
Bank of Israel lowered its benchmark rate to 3.75 per cent as inflation eased, the shekel strengthened and US-Iran ceasefire talks reduced pressure on the economy.
30-year fixed mortgage rates in 2026: what they signal
30-year fixed mortgage rates in 2026 are tracking Treasury yields, lender spreads and housing demand, keeping affordability tight near 6.65 per cent.
Bank of Israel cuts rates to 3.75% on shekel surge, Iran hopes
The Bank of Israel lowered its base rate by 25 basis points to 3.75% as the shekel hit a 33-year high and ceasefire talks with Iran progressed, marking the first easing since the conflict began in February.
Hormuz reopening nears as Iran offers uranium concession
Hormuz reopening moved closer after Iran signaled it could surrender enriched uranium for sanctions relief under a 60-day framework.
