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Japan: BoJ path questioned on weak demand – Societe Generale
Societe Generale economists Reo Sakida and Jin Kenzaki say Japan’s 2Q GDP data were weaker than expe...
Pound Sterling Price News and Forecast: GBP/USD stretches to three-month highs at 1.3570
The British Pound (GBP) extends gains for the second consecutive day on Monday, as investors cut bac...
Economists agree: Fed to leave interest rates unchanged this year – Reuters poll
A large majority of economists expect the Federal Reserve (Fed) to keep interest rates unchanged in ...
Broadcom Inc. (AVGO) Down 14% Since Last Earnings Report: Can It Rebound?
Broadcom Inc. (AVGO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Two Sector Income ETFs Outyielding the S&P 500 by More Than 2 Percent Heading Into a Possible Recession
The U.S. economy has proven remarkably resilient over the past two decades. Sure, COVID briefly punished the economy, but the downturn was short-lived after the Federal Reserve slashed interest rates ...
Canada: Trade risks and persistence – RBC
Royal Bank of Canada (RBC) economists Claire Fan and Nathan Janzen assess the implications of the U.S. decision not to extend CUSMA (Canada-United States-Mexico Agreement) on July 1st.
New Zealand Dollar strengthens as weaker US labor market weighs on US Dollar
NZD/USD trades around 0.5710 at the time of writing on Friday, up 0.21% on the day, supported by improved risk sentiment and a weaker US Dollar (USD) following a softer-than-expected US employment rep ...
Oil: Market expectations diverge from data – Commerzbank
Commerzbank’s Commodity Research team, led by Norman Liebke and colleagues, notes that Oil prices have fallen as optimism grows over US–Iran talks and a potential reopening of the Strait of Hormuz.
Japanese Yen weakens against the US Dollar as traders monitor intervention risks
USD/JPY rebounds on Friday after falling nearly 0.90% the previous day, amid speculation that Japanese authorities may have intervened in the foreign exchange market after the Japanese Yen slid to a 4 ...
Recurve Capital’s Analysis on Carvana (CVNA)
Recurve Capital recently published its investor update for June 2026. A copy of the letter can be downloaded here. The portfolio underperformed significantly this year, largely due to Carvana, which s ...
He Predicted the Dot-com Bubble Burst. Now He's Saying SpaceX Could be a Fresh Warning Sign.
Jeremy Grantham famously called the Dot-com bubble's top, and he's increasingly worried about an AI bubble.
Intercontinental Exchange’s (ICE) Strategic Move in Predictive Markets
Manole Capital Management, an investment management company, focused on covering the Financial and Technology sectors, released its second quarter 2026 investor letter. In volatile market conditions, ...
Japan's Top Oil Refiner Eyes a Post-Hormuz Future
Japan’s biggest oil refiner, Eneos Holdings, will likely move to diversify its crude supply from a heavy dependence on the Middle East in the wake of the shock disruption of flows through the Strait o ...
‘It’s whack-a-mole’: how Europe’s smart border melted down
Automated system first mooted in 2008 was meant to keep out criminals — instead, it is delaying travellers
Japanese Yen: Intervention risk elevated on holidays – ING
ING’s Francesco Pesole notes USD/JPY volatility and suggests an initial move lower may already have involved FX intervention. With US holidays thinning liquidity, he sees elevated risk of further Japa ...