This is interesting. Goldman Sachs expects market growth for rack-level AI servers to slow due to factors like the effects of the product transition period, ongoing supply and demand uncertainty, and increasing production complexity. As a result, it has revised its...
ECB’s Villeroy speaks on the economy Wednesday, while Cipollone speaks on crypto
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Bank of Japan Governor Ueda again – If prices overshoot will take stronger steps
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More from Trump on tariffs – Not many exceptions to April 2 tariffs
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Trump may implement copper tariffs within weeks
Bloomberg reports that Trump may expedite the timeline for imposing tariffs on U.S. copper imports. Initially, the Commerce Department was granted 270 days from February 2025 to investigate and report on the potential tariffs. However, recent developments suggest that...
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PBOC sets USD/ CNY central rate at 7.1754 (vs. estimate at 7.2559)
The People's Bank of China (PBOC), China's central bank, is responsible for setting the daily midpoint of the yuan (also known as renminbi or RMB). The PBOC follows a managed floating exchange rate system that allows the value of the yuan to fluctuate within a certain...
BoJ Gov Ueda again: If food inflation is temporary, shouldn’t respond with monetary policy
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,...
Bank Japan Governor Ueda says cost-push inflation factors likely to gradually dissipate
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Australian monthly CPI (February 2025) 2.4% y/y (vs. 2.5% expected)
February 2025 monthly inflation CPI data from AustraliaComes in at 2.4% y/yexpected 2.5%, prior 2.5%Trimmed mean 2.7% y/yprior: 2.8%That headline result is encouraging. Its under the median estimate, under the previous month's result, and under the mid-point of the...
PBOC is expected to set the USD/CNY reference rate at 7.2559 – Reuters estimate
People's Bank of China USD/CNY reference rate is due around 0115 GMT.The People's Bank of China (PBOC), China's central bank, is responsible for setting the daily midpoint of the yuan (also known as renminbi or RMB). The PBOC follows a managed floating exchange rate...
Canada could be on the lower end of Trump’s tariffs – report
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Bank of Japan Governor Ueda says expects underlying inflation to accelerate gradually
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,...
Japan Services Producer Price Index (February 2025) +3% y/y (exp +3.1%)
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Moody’s warns US fiscal strength is eroding amid rising debt costs and policy risks
The United States’ fiscal position is continuing to deteriorate, with Moody’s Ratings warning that rising interest payments and widening deficits are eroding the country’s debt affordability. In its latest report, Moody’s said the fiscal strength of the US has...
Chile Magnitude 6 earthquake
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Morgan Stanley upgrades China equities – both mainland and Hong Kong
Morgan Stanley has upgraded both the MSCI China and Hang Seng indices to equal weight, pointing to what it sees as a structural regime shift in Chinese equities—particularly in the offshore segment. The bank argues that after years of deflationary drag, a recovery in...
Heads up for Trump speaking soon – at 2100 US Eastern time (0100 GMT)
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Rabobank predicts EUR/USD rise to 1.12 in one-year outlook
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,...
Forexlive Americas FX news wrap 25 Mar: US data weaker. Dollar mostly lower but off lows
Today, the Trump administration had to deal with the fallout from a botched text exchange between a number of high level government defense officials, VP Vance and an unintended participant - a reporter from the Atlantic, that outlined plans for U.S. forces launching...