Sunday's Election Prospects Weigh On The Yen
Sunday’s election is around the corner and polls show Prime Minister Takaichi leading the LDP to a strong showing, where it may recapture an outright majority.
Fed Balance Sheet Unwinding
QE normalized huge bank reserves, so rapid QT risks liquidity stress, and the author argues policy should steer rates, not the balance sheet.
S&P Slips 100 Points as Tech Sell-Off Continues
Markets moved lower yesterday, with major indices falling.
Fed "Musical" Chairs
Don't expect Kevin Warsh, or anyone else, to have any material effect on nature of the Federal Reserve or its mission.
January Ends With Perceived Renewed Stability For The US Dollar
The first capital markets’ month of 2026 is now complete but the proposed appointment of the new Fed Chair changed a lot of the monthly returns significantly in just one day of trading.
Two Trades To Watch: EUR/USD, FTSE 100 Forecast - Wednesday, Feb. 4
FTSE 100 reaches a record high, boosted by oil majors and miners.
Bitcoin Has Plummeted To A 14-Month Low
In early February, Bitcoin declined to $72,800, reaching its lowest level since November 2024 amid an increase in forced liquidations of leveraged positions and accelerating capital outflows.
Daily Market Outlook - Wednesday, Feb. 4
Software stocks across Asia, from India to Japan, took a hit as concerns mounted over how advancements in artificial intelligence could disrupt traditional business models, echoing the declines seen in their U.S. counterparts.
