Jason Tang

57 Articles

Jason is a Senior Economist at TradingKey’s Investment Research Team, bringing over a decade of expertise in macroeconomic research, multi-asset class analysis, and econometric forecasting. He has recently begun sharing his investment research insights through video content.

With a robust research foundation, Jason specializes in analysing macroeconomic trends in the United States, Europe and Japan, as well as developing asset allocation strategies for these major economies. Additionally, he conducts in-depth research and forecasting on trends across more than 10 foreign exchange markets.

Jason holds a Master’s degree in Economics from the London School of Economics (LSE) and successfully passed all three levels of the Chartered Financial Analyst (CFA) exams in 2014.

Written by Jason Tang

Reviewed by Jason Tang

[HOTSPOT ANALYSIS] ECB June Policy Rate Commentary: Euro Dynamics Driven by the Fed, Not the ECB

TradingKey - On 5 June 2025, the European Central Bank (ECB) met market expectations by reducing interest rates by 25 basis points, bringing the deposit facility rate to 2%.

Tue, Jun 10

[IN-DEPTH ANALYSIS] Observing Bitcoin Price Trends from a Macroeconomic Perspective

After a comprehensive analysis, we believe that three favourable factors will overshadow a single adverse factor, supporting a continued upward price trend for cryptocurrencies, with Bitcoin at the forefront.

Mon, Jun 9

[HOTSPOT ANALYSIS] U.S. May Nonfarm Payroll Preview: Economic Bad News May Turn Into Good News for Stocks

TradingKey - The May non-farm payroll data is set to be released on 6 June 2025. Market consensus forecasts 130,000 new jobs, a decline from April.

Thu, Jun 5

[IN-DEPTH ANALYSIS] New Zealand: The Impact of Macroeconomic Factors and Monetary Policy on the NZD/USD

As signs of economic recovery emerge and the pace of RBNZ rate cuts slows, the New Zealand dollar is anticipated to continue appreciating against the U.S. dollar.

Tue, Jun 3

[IN-DEPTH ANALYSIS] U.S. Treasury Turmoil: If It Happens Again, What Would Be the Impact on U.S. Stocks and the Dollar?

TradingKey - The "One Big Beautiful Bill", Moody's downgrade of the U.S. sovereign credit rating, underwhelming U.S. Treasury auction results, and fading expectations for Federal Reserve rate cuts collectively triggered the U.S. Treasury turmoil on 21 May 2025.

Tue, Jun 3

[IN-DEPTH ANALYSIS] UK: Is Long GBP/USD Still Profitable？

In the short term (0-3 months), we expect GBP/USD to rise slightly. Here, we emphasize “rising + slight”.

Mon, May 26

Moody's Downgrades U.S. Rating: How Could a Short-Term Event Possibly Sway the Long-Term Bull Market of U.S. Stocks?

Looking ahead, with the Federal Reserve resuming its rate-cutting cycle, domestic tax reductions, and robust corporate earnings, we remain optimistic about the U.S. stock market.

Tue, May 20

U.S. April CPI Preview: Weaker-Than-Expected Inflation to Boost U.S. Stocks

TradingKey - Market consensus forecasts the April Headline CPI year-over-year (YoY) growth at 2.4%, unchanged from March. However, our analysis of leading indicators across CPI components suggests that April inflation will come in below this consensus estimate.

Mon, May 12

Will the New Taiwan Dollar’s Surge Continue? Likely Not!

TradingKey - Recent internal and external factors have driven a sharp appreciation of the New Taiwan Dollar (TWD). Looking ahead, despite potential pressure from the U.S., Taiwan’s export-oriented economy, emerging economic weakness, and China’s monetary easing ...

Wed, May 7

[IN-DEPTH ANALYSIS] Eurozone: EUR/USD Short-Term Outlook – One Word "Rise"; Two Words "Keep Rising"; Three Words "Continue to Rise"

TradingKey - In the short term (0-3 months), the EUR/USD exchange rate is expected to rise, primarily driven by developments on the USD side.

Tue, May 6

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