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Economic · Economic

Former financier to chair meeting for first time with inflation well above the US central bank’s target

Economic · Economic

Bank of Japan’s decision to raise rates on Tuesday in a widely expected move reflected the central bank’s concerns about inflation, strategists say.

Economic · Economic

The rebound followed a sharp selloff on Monday, when oil prices tumbled nearly 5% to their lowest closing level since March 4. The decline came after U. S. S. President Donald Trump announced that a memorandum of understanding had been agreed to end the U. -Israeli war with Iran.

Economic · Economic

More than half of the goods Brazil exports to the US market could be subject to additional tariffs after the United States threatened to impose new tariffs, according to a report released Monday by the National Industry Confederation (CNI), the main organization representing Brazilian industry.

Economic · Economic

The European Union and the United States on Tuesday gave a final sign off to a long awaited tariff deal as the EU seeks to close a volatile chapter of transatlantic trade relations. The deal puts the bloc well on track to meet Trump's July 4 deadline and defuse his threat of new tariffs on European vehicles.

Economic · Economic

Asian stocks saw a modest rise, following a rally on news of a peace deal between Iran and the U. S. Investors are now focused on central bank decisions, including an anticipated rate hike from the Bank of Japan. Oil prices remained cautious, reflecting ongoing concerns about transit through the Strait of Hormuz.

Economic · Economic

The Indian rupee reached a five-week high on Monday. Benchmark bond yields fell to their lowest since mid-April. This surge followed news of an initial peace deal in West Asia. Oil prices dropped significantly, easing pressure on India's financial assets. Traders are now optimistic about the rupee's future performance.

Economic · Economic

Indian equities surged over 1% on Monday, with the Nifty 50 and Sensex climbing significantly. Hopes of a US-Iran peace deal and easing crude oil prices prompted traders to reduce bearish bets, lifting market sentiment. Realty, consumer durables, and auto stocks led the gains as investor anxiety eased.

Economic · Economic

As trade tensions between Beijing and Brussels continue to rise, China’s firms in the European Union have been forced to walk a delicate tightrope: expanding their presence in the lucrative market while grappling with heightened regulatory hurdles and rapid geopolitical shifts. In the first part of this three-part series, we look at a new, complex EU carbon tariff system that has business owners scratching their heads. Neil Miao has been exporting metal hardware to Europe for years. But earlier...

Economic · Economic

Wall Street indexes surged Monday, with the Dow hitting a record high following a preliminary US-Iran agreement that eased inflation fears and sent oil prices plummeting. This relief rally boosted rate-sensitive tech stocks and energy-dependent sectors like airlines, while the Federal Reserve's upcoming policy update remains a key focus.

Economic · Economic

US asset manager PGIM has staked out the fringe view that the Federal Reserve will raise interest rates three times this year to put the brakes on the economy — then reverse the hikes in 2027.

Economic · Economic

Copper rallies as the U. S. and Iran strike an interim agreement to reopen the Strait of Hormuz, easing a key risk for commodity markets. Ivanhoe Electric CEO Taylor Melvin joins "Bloomberg Open Interest" to discuss the outlook for the metal ahead of President Trump's decision on copper tariffs. (Source: Bloomberg)

Economic · Economic

As plunging oil prices signal broad market optimism following an initial deal between the United States and Iran, attention has turned to whether Chinese firms sanctioned for Iran-related business will see immediate relief, though analysts remain cautious. “New purchases of Iranian oil ostensibly wouldn’t be subject to fresh sanctions, but at the same time, I imagine we won’t see a rush to lift existing sanctions on Chinese importers of Iranian oil,” said Lynn Song, chief economist for Greater...

Economic · Economic

Just three weeks into the job, Federal Reserve Chairman Kevin Warsh is already facing an unusually high-stakes test. Inflation is roaring back at the fastest pace in three years. There’s growing dissent among the central bank’s policymakers. And investors have been dumping US Treasury bonds and piling into bets the Fed will need to start raising rates by December, defying President Trump’s call to lower them instead. We look ahead to this week's FOMC decision with Rebecca Patterson, Senior Fellow at the Council on Foreign Relations & former Chief Investment Strategist at Bridgewater Associates. (Source: Bloomberg)

Economic · Economic

Sebi has introduced a new framework for ETFs, replacing fixed price bands with dynamic limits and revising base price calculations. The changes aim to improve price discovery, better reflect underlying asset movements and enhance trading efficiency across equity, debt and commodity ETFs.

Economic · Economic

Japan is falling into a trap in defending its currency against the US dollar, like Thailand in 1996. Japan’s large forex reserves make the yen a juicy target, rather than deterring currency predators. Its fundamentals are weak and deteriorating, making the yen’s further decline inevitable. Japan can’t raise interest rates aggressively to defend its currency due to its high national debt. It could fall into an inflation-devaluation spiral, greatly profiting yen short-sellers. The yen is trading...

Economic · Economic

Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management, discussed the bond market's response following the recent Iran deal. While there is somewhat more clarity compared to earlier in the week, investors are awaiting the full text of the agreement to fully assess its implications. Despite a significant drop in oil prices, Treasury yields have declined only modestly, reflecting caution due to upcoming event risks, particularly the Federal Reserve's policy decisions. (Source: Bloomberg)

Economic · Economic

Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, examines the bond market reaction to the announcement of an agreement between the US and Iran and looks ahead to this week’s Federal Reserve interest rate decision. (Source: Bloomberg)

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Danish energy trader InCommodities A/S plans to increase borrowing to support growth after profit slumped 96% last year amid subdued volatility in power and gas markets.

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Trade analysts predict Trump’s latest push could accelerate the 'reorientation' of global trade away from the US.

Economic · Economic

Hong Kong authorities will tighten the regulations governing a labour importation scheme by introducing a two-tier vetting system and raising the maximum penalty for non-compliant employers, with the new arrangements taking effect on Tuesday. Following a review of the Enhanced Supplementary Labour Scheme (ESLS), the Labour Department announced on Monday that the system would distinguish between general applications and sectors with shortages. The long-awaited move to amend the legal regime...

Economic · Economic

Traders have scaled back bets on additional South African interest-rate hikes after a US-Iran peace deal sent oil prices tumbling, potentially reducing inflationary pressures.

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Rajesh Exports shares hit the upper circuit after a steep seven-session decline triggered by SEBI’s interim order alleging large-scale revenue inflation. The company denied overstating revenue, attributed the issue to a reporting misunderstanding, and said it is cooperating fully while submitting supporting documents.

Economic · Economic

Central bank likely to keep interest rate at 3.75% despite demands for immediate increase

Economic · Economic

ICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stock prices, limiting safety for new investments. Kalawadia highlights attractive opportunities in banking, select discretionary consumption, pharmaceuticals, and manufactured goods exporters. He also discusses the IT sector's potential disruption by AI and the importance of position sizing.

Economic · Economic

Treasuries advanced across the curve as investors dialed back expectations for Federal Reserve interest-rate hikes following news of a deal to end the Iran war.

Economic · Economic

Gold prices surged over 1% as U. S. and Iranian officials announced a peace deal to end their conflict, halt the U. S. S. blockade, and reopen the Strait of Hormuz. This development eased inflation and higher interest rate concerns, pushing oil prices down and reducing the likelihood of a December U.

Economic · Economic

Markets globally surged as a tentative US-Iran peace deal emerged, promising to ease inflation and reduce the need for interest rate hikes. Oil prices plummeted on the news, with Brent crude falling significantly. This development offers relief to central banks worldwide ahead of key policy meetings this week.

Economic · Economic

Investors are changing their strategies in emerging markets. Central banks in Indonesia, Hungary, and Poland are making different moves on interest rates. Traders are watching decisions in the US and Japan. Brazil is expected to cut rates, while Chile may hold steady. This divergence is driven by varied inflation and central bank credibility.

Economic · Economic

Global central banks are poised to maintain current interest rates this week. The Iran war's impact on inflation and growth remains a key concern. Policymakers are waiting for more data. The Bank of Japan is expected to raise rates. Norway's decision is a close call. The US Federal Reserve and its peers are likely to hold steady.