📊 Markets: US tech stocks under pressure on margin concerns
🇨🇭 Swiss consumer prices fell 0.1% in January
🏦 Fed's Miran: Policy is tighter than thought, inflation not a problem
🇺🇸 Trump plans to roll back some tariffs on steel & aluminium—FT reports
📊 Markets: US tech stocks under pressure on margin concerns
🇨🇭 Swiss consumer prices fell 0.1% in January
🏦 Fed's Miran: Policy is tighter than thought, inflation not a problem
🇺🇸 Trump plans to roll back some tariffs on steel & aluminium—FT reports
📊 "Buy Japan" trade lifts yen
💵 Fed rate pause bolstered by jobs data
📈 US budget deficit to rise from tax cuts & tariffs
💶 Euro-Zone wage growth set to pick up
🇨🇦 US House votes to end Canada tariffs
📊 "Buy Japan" trade lifts yen
💵 Fed rate pause bolstered by jobs data
📈 US budget deficit to rise from tax cuts & tariffs
💶 Euro-Zone wage growth set to pick up
🇨🇦 US House votes to end Canada tariffs
📊 Markets: 💵 US Dollar still under pressure
⚡ Geopolitics: 🛢️ US weighs seizing Iranian oil tankers to pressure Tehran
🏛️ Politics: Trump Tariffs Face Rebuke as Johnson Fails to Block Votes
📊 Markets: 💵 US Dollar still under pressure
⚡ Geopolitics: 🛢️ US weighs seizing Iranian oil tankers to pressure Tehran
🏛️ Politics: Trump Tariffs Face Rebuke as Johnson Fails to Block Votes
🇪🇺 ECB's Schnabel (most hawkish member) speaks
Big shift: went from "comfortable with rate hike" (Dec '25) to "rates expected at current levels for extended period" (Jan '26). Watch for her reaction to euro strength 💶
🇪🇺 ECB's Schnabel (most hawkish member) speaks
Big shift: went from "comfortable with rate hike" (Dec '25) to "rates expected at current levels for extended period" (Jan '26). Watch for her reaction to euro strength 💶
🇯🇵 Yen firms and JGB yields decline
🇺🇸 Fed's Miran: Data suggests Americans aren't shouldering tariff hit
🇺🇸 Trump claims Fed nominee Warsh could boost economic growth to 15%
🇯🇵 Japan PM’s landslide election win points to looser fiscal policy
🇯🇵 Yen firms and JGB yields decline
🇺🇸 Fed's Miran: Data suggests Americans aren't shouldering tariff hit
🇺🇸 Trump claims Fed nominee Warsh could boost economic growth to 15%
🇯🇵 Japan PM’s landslide election win points to looser fiscal policy
📉 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.