CEE FX: Inflation and policy signals reshape regional m...
Societe Generale notes that CEE FX is being shaped by diverging inflation and policy signals across the region.
Mexican Peso : Disinflation keeps Banxico on hold – Wel...
Wells Fargo Economics expects Mexico’s June CPI to confirm gradual disinflation, with headline and core inflation easing but servi...
Euro: Rallies seen tiring below 1.16 against US Dollar ...
ING’s Francesco Pesole highlights that EUR/USD price action after the US jobs report underlines the lack of a strong bullish narra...
US Dollar: Jobs data resets Fed expectations – MUFG
MUFG’s Derek Halpenny argues that softer US labour data should push markets to reprice Federal Reserve policy, shifting from rate ...
What drove the Japanese Yen surge from 162.60 to 160.60...
The Japanese Yen (JPY) has staged a sharp recovery against the US Dollar, surging from a 40-year low at around 162.50 down to the ...
Japanese Yen: Softer jobs data supports yen – Commerzba...
Commerzbank’s Charlie Lay and Dr. Henry Hao note that weaker US non-farm payrolls and reduced Fed rate hike expectations weighed o...
Australian Dollar capitalizes on risk-on mood, improvin...
The Australian Dollar (AUD) is up against its major currency pairs, trading 0.23% higher to near 0.6940 against the US Dollar (USD...
AI’s $2.2 trillion deficit fix is already half fake, ec...
A new Brookings/Fed paper finds AI productivity could meaningfully shrink the U.S. deficit — until you count the side effects, whi...
The sports economy is unaffordable at the bar, let alon...
New data shows fans are going into debt for tickets — and one in five can't even afford to watch out at a sports bar.
Anthropic’s Fable model is back. But U.S. AI policy is ...
The U.S. government has lifted export controls on Fable and Mythos. But there's still no clarity about the rules that will govern ...
‘A witches’ brew’: Washington’s ethics establishment re...
“It’s all heinous,” former ethics czar Norm Eisen said. “You can anticipate that we’ll be looking at legal remedies for this start...
Meta’s cloud compute dreams: Why opt for U.S. AI data c...
“Data center capacity in the United States is not going to age well,” MNTN CEO Mark Douglas told Fortune. He gives it two years.
