Analysis

TradingKey - Having missed out on NVIDIA in the AI hardware field and failed to keep up with Palantir in the AI software field, those looking to continue riding the AI wave may find humanoid robots—the "best carriers of AI"—to be the next explosive track. Almost everyone is predicting that 2025 ...

LONDON, July 1 (Reuters) - There has been much discussion of the so-called "Trump put" for equities, but perhaps more attention should be paid to the administration's effective "Treasury Put".Given the high U.S. public debt burden, the government must keep interest ...

ORLANDO, Florida, June 26 (Reuters) - As the first half of the year closes, financial markets are in limbo, waiting to see how the kaleidoscope of global trade deals will – or won't – come together after July 9, when Washington's pause on its "reciprocal tariffs" exp...

WASHINGTON, June 26 (Reuters Breakingviews) - U.S. Federal Reserve Chair Jerome Powell once tolerated what he deemed “transitory” inflation, only to see price rises spiral in the wake of the pandemic. He isn’t willing to make the same gamble again, despite political pressure to c...

The Federal Reserve must balance the risks of higher inflation with the risks of higher unemployment when making decisions on interest rates.Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »*Stock prices used were..

TradingKey - On Friday, June 27, the U.S. will release Personal Consumption Expenditures (PCE) price index for May, widely regarded as the Federal Reserve’s preferred inflation gauge and a key reference for FOMC officials in assessing inflation trends and shaping monetary policy decisions.

TradingKey - As Japan’s wage-inflation outlook improves, the Bank of Japan (BOJ) officially ended its era of negative interest rates in 2024. However, under persistent deflationary pressures and a strong Swiss franc, the Swiss National Bank (SNB) cut its policy rate to zero in June 2025, signaling..

By Manishi Raychaudhuri HONG KONG, June 25 (Reuters) - The Reserve Bank of India's recent jumbo rate cuts took economists by surprise, as many indicators point to an economy chugging along nicely. Why then did the RBI need to frontload monetary stimulus? The RBI on June 6 cut the repo rate by...

TradingKey - After the Federal Reserve’s June policy meeting, which signaled a more hawkish rate outlook and rising stagflation risks, market attention now turns to Chair Jerome Powell’s two-day testimony on Capitol Hill, where he will defend the Fed’s reluctance to cut rates soon and its view that

TradingKey - In global capital markets, the Bank of Japan's policy moves and yen exchange rate trends are often key indicators for investment decisions. In many cases, BOJ actions can influence global stock, bond, and currency markets, such as when a BOJ rate hike triggers international capital flow

TradingKey - On June 18, the Federal Reserve released the June FOMC statement as scheduled, maintaining the benchmark interest rate at 4.25%–4.50%, in line with market expectations. After Powell's speech, the market quickly digested. The latest dot plot shows that the probability of the Federal...

TradingKey - On Wednesday, June 18, the Federal Open Market Committee (FOMC) will announce its latest monetary policy decision. Markets widely expect the Federal Reserve to keep interest rates unchanged, with the federal funds rate likely to remain at 4.25%–4.5% for the fourth consecutive meeting si

By Gavin MaguireLITTLETON, Colorado, June 18 (Reuters) - Energy equity investors are adjusting positions across the U.S. power sector in an attempt to pick winners and cut losers ahead of the final passing of President Donald Trump's tax-and-spending bill.The "One Big, Beautiful Bill Act"...

KANANASKIS, Canada, June 18 (Reuters) - Japanese premier Shigeru Ishiba's bid to get U.S. President Donald Trump to relax tariffs imperiling his country's economy and his political future fell flat this week, underlining the gulf between the allies as more levies are set to kick in.

ORLANDO, Florida, June 17 (Reuters) - As debate rages around 'de-dollarization' and the world's appetite for dollar-denominated assets, one major cohort of overseas investors appears to be quietly backing away from U.S. securities: central banks.

TradingKey - The situation in the Middle East has deteriorated. Last week, the three major US stock indexes all recorded declines. The Dow Jones Industrial Average fell 1.32%, the S&P fell 0.39%, and the Nasdaq fell 0.63%, ending two consecutive weekly gains. This week is a super central bank week.

TradingKey - On Tuesday, June 17, 2025, the Bank of Japan (BOJ) will hold its monetary policy meeting. The market widely expects that the policy interest rate will remain unchanged at 0.5%. The key focus ahead of the meeting is likely to be how quickly the BOJ will reduce its pace of scaling back...

WASHINGTON, June 12 (Reuters) - U.S. President Donald Trump's tax and spending bill would make it harder for American critical minerals companies to compete with China because it eliminates a tax credit for boosting domestic production of nickel, rare earths and other materials used in advanced...

ORLANDO, Florida, June 12 (Reuters) - At the Federal Open Market Committee meeting next week, investors will scrutinize all communications for any sign that the recent softening in U.S. inflation could be enough to nudge policymakers closer to cutting interest rates.

The auto industry in Japan is experiencing a significant upheaval due to a 25 % tariff on vehicles and auto parts imposed by the U.S. The move will hit large automakers such as Toyota, Honda, Mazda, and Subaru to the tune of more than $19 billion in this financial year. Smaller companies, closely co