BNY's Geoff Yu notes that renewed U.S.-Iran tensions have lifted Brent and WTI, with markets reassessing energy supply risks and broader risk sentiment. Yu stresses that the Strait of Hormuz is now the key macro channel…
OCBC strategists Sim Moh Siong and Christopher Wong highlight that USD/CNH dipped after a stronger USD/CNY fix below 6.80, the first such level since February 2023. They read this as policymakers being comfortable with …
Taiwan, a small island outside of China with a population of just 24 million, has in three decades managed to become the most important nation in the world’s most important industry. The Taiwanese government’s bold bet …
USD/JPY trades higher near 162.40 on Monday as the Japanese Yen (JPY) weakens amid escalating tensions between the United States (US) and Iran. The US Dollar (USD) remains supported by higher Oil prices and growing conc…
The Swiss Franc (CHF) trades in a tight range against the Euro (EUR) as the Swiss National Bank (SNB) actively works to neutralize safe-haven capital inflows stemming from increased geopolitical woes.
In an interview with Fox News on Monday, United States (US) President Donald Trump said that they will probably take over the Strait of Hormuz and argued that they should be reimbursed for controlling it.
As the Q2 earnings season kicks off, the market is widely anticipating strong results, with the technology and energy sectors expected to lead the charge. Current analyst expectations point to a robust 23.3% earnings gr…
The United Kingdom could add up to 33 billion pounds ($44 billion) to its annual economic output by 2035 by becoming a leader in tokenized financial markets, according to a government-backed industry task force.
MUFG’s Lee Hardman reports the Japanese Yen has weakened again, pushing USD/JPY back above 162.00 as higher energy prices and fading impact from last week’s verbal intervention weigh on the currency. He explains that un…
AUD/USD trades lower near 0.6930 on Monday, retreating from an opening level of around 0.6950 as escalating tensions between the United States (US) and Iran bolster the safe-haven US Dollar (USD) and weigh on the risk-s…
Publicly traded Ethereum treasury firm BitMine Immersion Technologies added another $49 million worth of ETH to its stash last week, acquiring 27,801 ETH.
BNY’s Geoff Yu notes that the Bank of Canada (BoC) is widely expected to keep its policy rate unchanged at 2.25%, with markets not pricing cuts until at least Q4. The report states that recent core inflation and labor m…
Missiles and drones disrupted skies over Dubai in late February, following U.S.-Israeli strikes on Iran. Private aviation executive Jonny Dodge watched his phone light up nonstop. His firm, YourSky, flies much of the em…
UOB’s Lee Sue Ann and Jester Koh note that the Reserve Bank of New Zealand raised the Official Cash Rate to 2.50% in July and adopted a more hawkish tone as inflation risks remain elevated. They keep their OCR forecast …
Rabobank's Senior Macro Strategist Bas van Geffen highlights a US‑centric data and policy calendar, with June CPI expected to ease to 3.8% year‑on‑year and core inflation to 2.8%. He also points to multiple Fed speakers…
Strategy’s Bitcoin-buying machine remained in neutral last week as the firm continued growing its cash reserves, forgoing acquisitions of the digital asset for a third straight week.
The U.S. nuclear sector is moving beyond discussions about preserving existing reactor capacity. Holtec International (private) recently announced that the restart of a shutdown reactor in Michigan at the Palisades site…
Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt.
Societe Generale’s Kenneth Broux describes USD/JPY consolidating after failing again at resistance near 162.80. The pair is seen in a narrow range, with key support at 160.40 tied to the March peak and upside projection…
13Given how crucial the fixed income sleeve can be to one’s portfolio, the recent concerns over inflation have caused many advisors and investors to rethink how they go about their exposure. This includes debating over …
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