Analysis

TradingKey - On 11 September 2025, the U.S. will publish August CPI data. Consensus forecasts indicate a 0.3% month-over-month increase for both headline CPI and core CPI. As a result, headline CPI year-over-year may climb to 2.9%, up from 2.7%

TradingKey - On 8 September 2025, Japan released the revised Q2 GDP figures. The data showed that real GDP grew by 0.5% quarter-on-quarter, surpassing market expectations of 0.3% and the previous quarter’s 0% growth.

TradingKey - The Federal Reserve is almost certain to restart its interest rate cut cycle on 17 September this year. After in-depth research, we have concluded that cryptocurrencies, the broader U.S. stock market, and short-term U.S. Treasury bonds will all go up.

TradingKey -  On 5 September 2025, the U.S. Department of Labour will release the August Non-Farm Payrolls report. The market widely expects August to see an addition of 75,000 non-farm jobs, roughly in line with July’s 73,000.

TradingKey - On 2 September 2025, the Eurozone released its inflation data for August. The headline Consumer Price Index (CPI) edged up to 2.1% from 2.0% in July, in line with market expectations; the core CPI remained unchanged from July at 2.3%, 0.1 percentage points higher than the market ...

TradingKey - On 2 September 2025, rumours of Donald Trump’s poor health—alleging a stroke and hospitalisation for aphasia—spread rapidly. However, Trump quickly refuted these claims, labelling reports about his health as "fake news."

TradingKey - Wall Street expects modest job growth and a rebound in the unemployment rate in August NFP report, a balanced outcome that could support a September rate cut. However, a massive downward revision — a “terrifying scene” — and anomalies on the supply side could plunge the Fed into deeper

TradingKey - On 28–29 August 2025, the U.S. released inflation and growth data. The July headline PCE rose by 0.2% month-over-month and 2.6% year-over-year, while core PCE increased by 0.3% month-over-month and 2.9% year-over-year, both aligning with market expectations. On the growth front, the...

By Hugo Dixon LONDON, Sept 1 (Reuters Breakingviews) - It is easy to fall into the trap of thinking that Donald Trump is all-powerful. The U.S. president has embarked on so many fights, and won quite a few of them, that it may seem like resistance is futile.For example, Trump has largely got his

TradingKey - As Federal Reserve Chair Jerome Powell signaled rate cuts at the 2025 Jackson Hole symposium, the Fed also unveiled a major update to its five-year monetary policy framework review, reflecting the need to adapt to new economic realities. Compared to the 2020 framework, the 2025 version

By Jamie McGeever ORLANDO, Florida, Aug 27 (Reuters) - There is legitimate debate about the actual independence of modern-day central banks, but almost everyone agrees that overt politicization of monetary policy – as we appear to be seeing in the United States – is dangerous. Why is that?Central

NEW DELHI, Aug 27 (Reuters) - U.S. President Donald Trump's additional 25% tariff on Indian imports took effect on Wednesday, raising duties on some shipments to as much as 50% - among the highest imposed by Washington and on par with Brazil and China.

New home sales fall 0.6% in July; June sales upgradedNew housing inventory falls to a still-high 499,000 units Median new house prices drops 5.9% to $403,800 from year ago By Lucia Mutikani WASHINGTON, Aug 25 (Reuters) - Sales of new U.S. single-family homes fell in July following a sharp upward

TradingKey - Looking ahead, in the U.S., slowing economic growth combined with ongoing interest rate cuts will exert downward pressure on the dollar. In the Eurozone, weak economic performance and continued ECB rate cuts will likely depreciate the euro, indirectly supporting the U.S. Dollar Index...

TradingKey - On 22 August 2025, Japan released its inflation data for July. The figures showed that the year-on-year increase in the national Consumer Price Index (CPI) eased to 3.1%, down from 3.3% in June.

TradingKey - On 20 August 2025, the eurozone released the Harmonised Index of Consumer Prices (HICP) data for July. In line with the general market expectations, the headline HICP remained unchanged month-on-month, while the core HICP fell into negative territory

TradingKey - On 21 August 2025, the Federal Open Market Committee (FOMC) released its latest meeting minutes, which revealed divisions among Fed officials due to a weakening job market and the impact of tariffs on inflation.

TradingKey - The annual Jackson Hole Symposium is currently underway, with Federal Reserve Chair Jerome Powell’s speech on Friday, August 22, drawing global attention. Amid growing internal divisions within the Fed and external pressure from the Trump administration to reshape its leadership, will

By Jamie McGeever ORLANDO, Florida, Aug 20 (Reuters) - Financial markets are taking in a collective breath ahead of Jerome Powell's eighth and final keynote Jackson Hole speech as Federal Reserve Chair. If the moves following his last seven are any guide, investors buckle up for a bumpy ride....

By Jamie McGeeverORLANDO, Florida, Aug 19 (Reuters) - U.S. President Donald Trump has faced little opposition in his drive to rip up the global economic rule book, whether from his fellow Republicans, political opponents or institutional guard rails. The only exception has been "the market"....