Last month, we argued there was a US ‘grand macro strategy’ plan even if markets didn’t see it coming, or in action. 100 days ...

Next week’s highlight is China’s April trade data, set to be released on Friday. We’ll finally see how the sharp escalation of tariffs affected trade in Asia’s biggest economy. We suspect the shock on ...

Clues on whether the U.S. economy is merely in a temporary tariff-induced funk or a more damaging longer-turn downtrend ...

CHF/JPY continues to trend higher as the franc reasserts its status as the go-to currency haven. While both the yen and franc attracted demand during April’s volatility, structural differences — ...

Rose 0.3% month-on-month. • Rose 4.3% compared with March 2024. • In volume terms, the seasonally adjusted estimate was ...

Treasury Secretary Scott Bessent has a new argument for why the Federal Reserve should cut interest rates: Treasury bond ...

Key Facts: • In March 2025, the seasonally adjusted number of new dwellings consented rose 9.6 percent, after rising 0.7 ...

The first 100 days of the new administration have flirted with, or outright introduced, many unconventional economic policies ...

It's been quite the journey for US Treasuries since 'Liberation Day'. That journey included a period that had a dangerous ...

The USD/JPY is trading with notable strength, surging to the upper end of its recent range as the Japanese Yen continues to ...

The U.S. dollar climbs amid 0.3% drop in GDP, gaining against major currencies including the yen and loonie. Scott Bauer ...

The yen prints its steepest one-day drop since 2020. Bob Iaccino discusses the three-day fall in the yen as the Bank of Japan ...