Page 2 - Stephen Jen News Today

Globalisation may have stalled amid the fiery geopolitical posturing of recent years - but many doubt its in reverse yet given supply chains have been re-routed rather than returned home and overall... -February 14, 2024 at 02:00 am EST - MarketScreener

The flight of foreign investment poses a risk to China's dominance, but trade rivals like Mexico and Vietnam still can't match its huge capacity.

USD/JPY Awaits Fed and Jobs Data - Trading in tight range, pairs direction dependent on Fed decision, US employment figures, and BoJs policy moves.

(Bloomberg) -- The Bank of Japan will exit its ultra-loose monetary policy once the Federal Reserve begins lowering interest rates, resulting in yen gains and higher sovereign bond yields this year, according to hedge fund manager Stephen Jen. Most Read from BloombergTraders Line Up for ‘Once-in-a-Generation’ Emerging Markets BetBlackstone Is Building a $25 Billion Empire of Power-Hungry Data CentersTrump Cash Stockpile at Risk From $450 Million Dual VerdictsEvergrande Set for Liqu...

Eurizon economists say that sticky inflation isn't as much of a risk as some believe, and the US risks outright deflation instead.

What if the last mile is a breeze? Despite what seems like euphoria about disinflation and interest rate easing, its also fashionable to speak of the hard yards of that final sticky...

What if the last mile is a breeze? Despite what seems like euphoria about disinflation and interest rate easing, its also fashionable to speak of the hard yards of that final sticky...

By Mike Dolan LONDON (Reuters) - What if the "last mile" is a breeze? Despite what seems like euphoria about disinflation and interest rate easing, it...

Tuesday’s U.S. CPI reading sparks talk of the finishing line being in sight

Even if a 16-year high of 5% proves a top for 10-year Treasury yields after the latest bond blowout, its hard to imagine a dissipation of debt market angst as mounting deficits and debt service costs... -October 25, 2023 at 02:00 am EDT - MarketScreener