U.S. Election: Policy And Positioning

The upcoming U.S. Election is expected to be one of the most contentious in history. Inflation is trending lower, supporting Federal Reserve rate cuts. Cyclical and secular economic factors tend to influence the market more significantly than politics. Investors should remain focused on long-term fundamentals and stay invested.

Asia-Pacific market mostly rebound, yen steadies; U.S. data in focus

Asia-Pacific market mostly rebound, yen steadies; U.S. Data in focus. Tokyo's core inflation rate accelerated for a third month in July to highest level since March. Japan's benchmark fell to its lowest level in three months; yen held around 153.60 per dollar.

PBOC Surprises Markets With An Off-Schedule 20bp Cut To The MLF

PBOC Surprises Markets With An Off-Schedule 20bp Cut To The MLF. Collateral reductions for MLF signal the PBOC's intention to cool the bond market. The PBOC cut the 1-year medium-term lending facility (MLF) rate from 2.5% to 2.3%.

Election 2024: Economics, Policy And Positioning For A Soft Landing

The U.S. Economy should be resilient in the second half of 2024 and into 2025. The S&P 500 enjoyed a solid start to the year. The main risk for investors ahead of the 2024 election would be to cash out, says Seema Shah. Trade is a clear bipartisan focus for the upcoming election.

China surprises markets again by cutting key MLF rate

China surprises markets again by cutting key MLF rate to 2.3% from 2.5%. Biggest rate cut for one-year policy loans since April 2020. The People's Bank of China conducted an unscheduled lending operation at a much lower interest rate.

Asia market in red tracking global sentiment as disappointing earnings reports weigh on investor sentiment

Asia market in red tracking global markets as disappointing earnings reports weigh on investor sentiment. Japan, Australia and China hit lowest levels in almost a month as business activity data from Japan, China and the U.S. Falls. US stock futures fell sharply on Wednesday on disappointing quarterly results from mega-cap tech firms Tesla and Alphabet.

China Cuts 7-Day Reverse Repo Rate And Loan Prime Rates In Move To Support Growth

China's Third Plenum Provides Little Support To Metals

Asia-Pacific market mixed ahead of batch of earnings reports, key U.S. economic data

Asia-Pacific market mixed ahead of batch of earnings reports, key U.S. Economic data. The Asia-Pacific equity market were mixed on Tuesday, tracking a technology-led rebound on Wall Street overnight. Japan rose slightly from three-week lows, while China and Hong Kong both fell. In the US, all three major indexes ended higher on Monday, driven by tech stocks.

Weekly Report: what happened at EWH last week (0715-0719)?

Asia market mostly in red as traders access surprise PBOC cuts, Biden drops out of 2024 race

Asia market mostly in red as traders access surprise PBOC cuts, Biden drops out of 2024 race. China's central bank's unexpected policy rate cut to support the economy. Markets also weighed US President Joe Biden's decision to end his reelection bid. Bitcoin climbs to around $68,000 as investors book profits.

PBOC unexpectedly cuts LPR rates and short-term policy rates to bolster economic recovery

PBOC unexpectedly cuts LPR rates and short-term policy rates to bolster economic recovery. The People's Bank of China cut its one-year and five-year loan prime rates to record lows of 3.35% and 3.85%. The central bank also lowered the seven-day reverse repo rate to 1.7%.

China's Third Plenum: Leaders pledge reforms, but dampen stimulus hopes

Rising Costs And Gloomier Prospects Cast Shadow Over Emerging Market Outlook

Emerging market economic growth was sustained at a solid pace in June, despite easing from the one-year high seen in May. The expansion was led by manufacturing as service sector growth slowed. Manufacturing production rose at the fastest pace since November 2020. Input price inflation climbed to a ten-month-high, driven by rising costs.

What To Expect From China's Monetary Policy Framework Reforms

The PBOC has signalled that changes to China's monetary policy framework may be on the horizon. Governor Pan Gongsheng has suggested the medium-term lending facility may be phased out as the main policy rate. The 7-day reverse repo rate is expected to be the main rate in the future.

Asia-Pacific market mixed tracking global selloff on tight U.S. chip export curbs to China

Asia-Pacific market mixed tracking global selloff on tight U.S. Chip export curbs to China. Japan comes under pressure from a sharp rally in the yen. India's shares hit a record high for the fourth straight session. The Asia-Pacific equity market were mixed on Thursday following a weak lead on Wall Street.

China's Economy Is In Deep Trouble

Asia markets in red, yen on intervention watch; eyes on updates as Third Plenum unfolds

Asia markets in red, yen on intervention watch; eyes on updates as Third Plenum unfolds in China. The Japanese yen steadied near its strongest levels in a month as investors digest President Xi Jinping's recent address at the third plenum. Bitcoin climbs above $65,000, hitting its highest levels in nearly a month.

Asia-Pacific markets mixed as traders assess Powell's dovish remarks; eyes on more earnings

Asia-Pacific markets mixed as traders assess Powell's dovish remarks; eyes on more earnings. Nikkei 225 Index rises in post-holiday trade in Japan; India hits a record high for third straight day. Federal Reserve Chair Jerome Powell's remarks on rate cuts boosted Wall Street overnight. Bitcoin advanced toward $65,000 on Tuesday.

China's Q2 GDP Slowed By More Than Expected In New Challenge To Achieving Growth Target