Tag
#Capital Economics
Bank of Korea raises rates to 2.75% in first hike since 2023
Bank of Korea raises rates to 2.75% for the first time since 2023 as inflation stays above target and officials try to steady the won.
Japan core inflation slows to 1.4% as BOJ hike debate returns
Japan core inflation slowed to 1.4 per cent in April, below forecasts and the weakest since March 2022, muddying the Bank of Japan's next rate move.
China bond rally deepens as global yield selloff widens
China bond rally pushed 10-year yields to 1.73 per cent as weak loan demand and ample liquidity kept Beijing out of the global inflation-driven selloff.
Trump ends Russian oil waiver as Hormuz risk tightens crude market
Washington let a one-month waiver on some Russian seaborne crude purchases lapse just as Strait of Hormuz disruptions made marginal barrels more valuable.
Capital Economics' $150 oil case turns Hormuz risk into a macro test
Capital Economics' extreme oil scenario is less a commodity call than a map of how Hormuz risk could spread into inflation, yields and the wider equity market.