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 […]
US ISM Services Sector Keeps Solid Expansion in March but Hit by Transport Cost Spike, Mideast War Adds to Uncertainty as Trump Tariff Saga Drags on
–ISM’s Miller: ‘Not Seeing Weakness in Services Sector’; Employment Subindex Slump ‘One-Month Blip’ By Max Sato (MaceNews) – U.S. services sector expansion slowed but maintained underlying strength in March, led by another strong gain in new orders, but firms were also hit by a rapid and widespread spike in energy and commodities prices, particularly fuel […]
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 […]
Preview: Forecasters See Japan Household Spending -0.8% Y/Y, +2.6% M/M in February
Consensus outlook for Mace News Tuesday, April 7, 20260830 JST (2350 GMT/1930 EDT Monday, April 6) The Ministry of Internal Affairs and Communications releases the February average household spending.Mace News median forecasts: -0.8% y/y (range:-2.9% to +0.5%) vs. Jan -1.0%; +2.3% m/m (range: -0.9% to +3.9%) vs. Jan -2.5% By Chikafumi Hodo TOKYO (MaceNews) – […]
Preview: Forecasters See Japan PPI +2.2% Y/Y, +0.5% M/M in March; Eye Rising Energy Costs
Consensus outlook for Mace News Friday, April 10, 2026 0850 JST (2350 GMT/1950 EDT Thursday, April 9) The Bank of Japan releases the March corporate goods price index.Mace News median: CGPI +2.2% y/y (range: +1.9% to +3.8%) vs. Feb +2.0%; +0.5% m/m (range: +0.2% to +2.1%) vs. Feb -0.1% By Chikafumi Hodo TOKYO (MaceNews) – […]
US ISM Manufacturing PMI in Expansion for 3rd Straight Month but Mideast War Compounds Uncertainty Already Heightened by New Trump Tariffs
–ISM’s Spence: New Orders Creeping Back Down Toward Neutral, Widespread Price Hikes ‘Very Concerning’ By Max Sato (MaceNews) – U.S. manufacturing activity expanded for the third straight month in March, emerging from the tariff-triggered doldrums of 2025, but the outlook has been clouded further by the lingering Mideast conflict, prompting firms to shelve investment and […]
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 […]
Japan Week Ahead: Diet Set to Enact Stop-Gap Budget, Continues Debating Record Spending in Fiscal 2026 Budget amid Spike in Oil Prices
By Max Sato (MaceNews) – Here are the key Japanese events for the coming week. Lawmakers are set to approve a stop-gap budget to ensure uninterrupted social security payments and other essential spending while undergoing the final process of debating and enacting the full-year budget for fiscal 2026 starting April 1. Just as many households […]
Preview: Japan February Factory Output Forecast to Slip Back After Hitting 31-Month High in January, Retail Sales Seen Sluggish on Falling Fuel Prices
By Chikafumi Hodo Tuesday, March 310850 JST (2350 GMT/1950 EDT Monday, March 30) The Ministry of Economy, Trade and Industry releases preliminary February industrial production, the outlook for March, April.Mace News median: -2.0% m/m (range: -3.5% to -0.5%) vs. Jan revised to +4.3% from +2.2%; +0.4% y/y (range: -1.2% to +1.9%) vs. Jan revised to +0.7% from […]