Japan Week Ahead: BOJ Seen Standing Pat amid Uncertainty Over U.S.-Iran Standoff in Mideast Peace Talks
–Factory Output, Retail Sales Seen Posting Modest Rebound, Unemployment Stable, Inflation in Tokyo Tame By Max Sato (MaceNews) – Here are the key Japanese events for the coming week. Risk-on and risk-off trading is likely to continue in the financial markets as investors watch for news from U.S.-Iran talks aimed at breaking the impasse in […]
Japan Keeps Cautiously Optimistic Economic Outlook as Bulls Drive Tokyo Stocks Higher on Hopes of End to Mideast Conflict, Resumed Gulf Shipping
By Max Sato (MaceNews) – Japan’s government continues to expect a gradual economic recovery, backed by strong demand for investment in artificial intelligence, while Tokyo stock markets keep flirting with record highs on hopes of an end to the Iran war that would allow reopening of the Strait of Hormuz, crucial for oil and gas […]
TEXT: Remarks of Fed Chair Nominee Kevin Warsh prepared for the Senate Banking Committee Confirmation Hearing
WASHINGTON (MaceNews) – The following are the remarks of Federal Reserve Chair Kevin Warsh prepared for delivery Tuesday to the Senate Banking Committee confirmation hearing: Good morning, Mr. Chairman, and thank you. It’s an honor to be with you, Ranking MemberWarren, and the entire committee. I appreciate your time and consideration today, and yourmany courtesies, […]
Japan Week Ahead: Countdown to BOJ’s Tough Decision on Whether Now Is Right Time to Lift Policy Interest Rate Closer to Neutral Level
–Exports Likely Remain Resilient in March Trade Data, Inflation Seen Tame Below BOJ’s 2% Target but High Price Levels Still Hurt By Max Sato (MaceNews) – Here are the key Japanese events for the coming week. The Bank of Japan’s media communications blackout period starts on Wednesday, three business days before the next policy meeting […]
Fed Officials Remain Uncertain, Hesitant as Middle East Tensions Continue
– Waller Forecasts Possible Rate Cuts but Not until ‘Later This Year’ – Daly ‘Wouldn’t Be Surprised’ If Funds Rate Left Unchanged Through 2026 By Steven K. Beckner (MaceNews) – Monetary policy remained firmly on hold in the minds of Federal Reserve officials toward the end of the week, amid a rapidly changing situation in […]
Japan Week Ahead: BOJ Board Members Continue Weighing Mideast War Impact on Higher Inflation Against Lower Growth Ahead of April 27-28 Meeting
–February Machinery Orders Seen Flat on Month After Smaller-Than-Expected Drop in January; BOJ Tankan Showed Solid Capex Plans in Fiscal 2026 By Max Sato (MaceNews) – Here are the key Japanese events for the coming week. The data calendar is light two weeks ahead of the Bank of Japan meeting on April 27-28 at which […]
BofA Global Research Fund Manager Survey: Global Investors Pare Risk Assets on Sharp Reassessment of Growth and Inflation Expectations
–Geopolitical Conflict Still Top Tail Risk By Vicki Schmelzer NEW YORK (MaceNews) – Global fund managers pared risk holdings in April, with the move driven by a sharp reassessment of growth and inflation expectations, according to the latest BofA Global Fund Managers survey, released Tuesday. This month, a net 36% of those polled looked for […]
Fed’s Jefferson: FOMC ‘Well-Positioned’ To Face Upside Inflation, Downside Job Risks
–– Williams: FOMC Is Now ‘Really Well-Positioned’ To ‘Wait and See’ — Goolsbee: Fed in ‘Very Uncomfortable Situation; Facing Danger of ‘Stagflation’ By Steven K. Beckner (MaceNews) – Federal Reserve Vice Chairman Phillip Jefferson said Tuesday evening that monetary policy is “well-positioned” in a war-influenced environment of both upside risks to inflation and downside risks […]
Japan Week Ahead: BOJ Branch Managers Update on Regional Economies at Quarterly Meeting Ahead of April 27-28 Policy Decision
–February Household Spending Seen Sluggish amid Falling Real Wages; March Producer Inflation to Tick Up on Higher Energy Costs By Max Sato (MaceNews) – Here are the key Japanese events for the coming week in the new fiscal year that began on April 1. Bank of Japan branch managers will provide their latest assessments of […]
Powell: Fed ‘In Good Place To Wait And See’ How Iran War Affects U.S. Economy
– War Exerts “Upside Risks’ On Inflation, ‘Downside Risks’ On Employment – Must Be ‘Mindful’ To Keep Inflation Expectations ‘Anchored’ By Steven K. Beckner (MaceNews) – Federal Reserve Chair Jerome Powell gave no indication Monday of when or how the Fed might adjust short-term interest rates, saying monetary policy is “in a good place to […]