이 블로그는 QHost365.com 을 이용합니다.
도메인/웹호스팅 등록은 QHost365.com
China's Ministry of Culture and Tourism with the data point:From September 29 to October 1, the first three days of the eight-day Mid-Autumn Festival and National Day holidays, China's domestic trips totaled 395 million, an increase of 75.8% year-on-year. Domestic...
Eni SpA CEO Claudio Descalzi was speaking Monday US time in a Bloomberg TV interview. Said that OPEC and its allies are unlikely to deepen their production cutsSpeaking elsewhere he added: “We need a price that allows us to make investment and we need a price that is...
Mizuho on USD/JPY at 150:Admittedly, the continued JPY weakness is a concern. While 150 remains a closely watched figure, it is not a clear line in the sand. JPY weakness will be restrained as JPY bears will be wary of intervention risks. Simply put, should the US...
The m/m building permits data is encouraging, but the poor y/y trend takes much of the shine off. Australia job advertisements dipped 0.1% m/m in September. Despite being down that's not too bad a result given the strong growth in August.for the y/y -8.2% Job ads are...
Goldman Sachs note on their economic outlook:Global Views: A Pothole, Not a Ditch We expect a pothole for US GDP growth in Q4—even if a government shutdown is ultimately averted—given factors including the student loan payment restart, the autoworker strike, higher...
The Reserve Bank of Australia statement is due at 2.30pm Sydney time:0330 GMT, 2330 US Eastern timeVia ANZ:We expect another hawkish pause. The post-meeting statement will likely note the labour market is still tight but easing and that inflation remains too high. We...
Federal Reserve Bank of Cleveland President Loretta Mester speaks on her economic outlook before the 50 Club of Cleveland Monthly Meeting.Earlier:From the Q&A now:Fed will keep rates restrictive to get inflation downHigher rates are needed to make sure the...
Federal Reserve Bank of Cleveland President Loretta Mester speaks on her economic outlook before the 50 Club of Cleveland Monthly Meeting. Monetary policy path depends on how economy performsFed will likely need to hike rates one more time this yearEconomy on ‘good...
British Retail Consortium data for UK shop price inflation, its dropped to its lowest in a year at 6.2% y/y prior 6.9%6.2% is the lowest since September of 2022Via Reuters:"We expect shop price inflation to continue to fall over the rest of the year," BRC Chief...
Goldman Sachs says demand in China for many major commodities has been growing at what they refer to as 'robust rates', ahead of their earlier forecasts. China’s demand for copper has risen 8% y/yfor iron ore +7% y/yfor oil +6% y/y More:“The improvement in...
Yesterday we had Japanese firms forecasting above-target inflation out for 5 years:BoA, too, has been busy raising their inflation forecasts for Japan. Core-core to stay above 2% through 2025 (core-core is the Japanese measure of CPI excluding fresh food and energy...
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives,...
The Reserve Bank of Australia statement is due at 2.30pm Sydney time:0330 GMT, 2330 US Eastern time Westpac expects:We retain our call that RBA will remain on hold until next August when the first rate cut can be expectedWe are certain that the Board will decide to...
A note via Goldman Sachs on Monday ahead of the NASDAQ rally:US equities hang on for a gain as the Nasdaq leads the wayGS says:the selloff led to historically cheap valuations for technology stocks at a time when earnings estimates are still risingand that this is an...
Nomura analyst speaking with Bloomberg TV on Monday:EUR/USD towards 1.02 & towards parity is very possible as long as oil prices don't find a way to collapseU.S yields ... U.S rates suggest that EUR/USD should be at 1.01 to 1.03 already and if oil gets to $100/bbl...
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives,...
Bloomberg (is gated) reported on Citi's view that the price of oil will fall sharply in 2024:Brent crude will collapse to the low $70s a barrel next yearglobal oil market to swing back to a surplusshift reflects “more oil coming into the market,” “Higher prices in the...
The New Zealand Institute of Economic Research (NZIER) Quarterly Survey of Business Opinion (QSBO).Business confidence improved a little but is still deeply negative53% of businesses expect a worsening in general economic conditions over the coming monthswas -63% in...
The USD is ending the day as the strongest of the major currencies outpacing the JPY. The AUD is ending as the weakest ahead of the RBA rate decision in the new trading day. The central bank is expected to keep rates unchanged at 4.10%. Focus will be on hints going...
Ackman was interviewed on CNBC. He has been more in the spotlight recently since his great call on bonds a few months back:And again, from a couple of weeks back:Just last week:From his interview Monday, some highlights:Fed is probably doneI think the economy is...