Analysis: Currencies

US weekly jobless claims increase marginally

The number of Americans filing new applications for unemployment benefits rose marginally last week, suggesting that solid job growth likely continued in January. Initial claims for...

Rate sensitivity haunts already elevated Brazil public debt

Investors already concerned about Brazil's ballooning public debt load under veteran leftist President Luiz Inacio Lula da Silva are being forced to reckon with an additional risk: a government debt...

Japan cautious on economy as Trump's policies take centre stage

Japan's government on Thursday maintained a cautious outlook for the economy in part as policymakers kept a wary eye on U.S. President Donald Trump's policies and their potential impact on global...

Economists ramp up projections for Brazil's interest rates to above 15%

Economists have launched a fresh wave of upward revisions to projections for Brazil's interest rate this year, citing deteriorating inflation expectations, a weaker currency and lingering concerns...

Funds start Trump 2.0 era most bullish on dollar since 2016: McGeever

ORLANDO, Florida -As Donald Trump begins his second term as U.S. president, currency speculators are giving the dollar their strongest backing since before he was first given keys to the White...

After two years of smooth sailing, Fed ready to navigate rocky bond market, Trump uncertainty

After two years of progress on inflation and surprisingly persistent economic growth, the Federal Reserve next week meets with one eye on new Trump administration policies and another on a bond market...

Russia's wealth fund chief says Trump could change history

The head of Russia's $23 billion sovereign wealth fund praised U.S. President Donald Trump on Tuesday, saying his raft of orders showed that decisive leadership could change the course of history,...

Trump says he's thinking of 25% tariffs on Mexico, Canada

U.S. President Donald Trump on Monday said he was thinking of imposing 25% tariffs on imports from Canada and Mexico because they were allowing many people to cross the border as well as fentanyl. ...

As Trump is sworn in, Macron warns Europe it can't depend only on US weapons

French President Emmanuel Macron warned on Monday that the billions of euros of taxpayer money spent on Europe's military budgets should not be used to buy only American weapons, pushing for more...

Canada firms see better sales, fret about possible US measures: central bank survey

Canadian firms see improved demand and sales in the coming year, largely fueled by rate cuts, but are concerned about the potential damage from promised U.S. policies, the Bank of Canada said on...

Central banks' green push hits a hurdle as Fed drops out

A global effort by central banks to join the fight against climate change has hit a major hurdle with the U.S. Federal Reserve's decision to leave a club devoted to policing environmental risk in...

What Trump's presidency could mean for Russia's rouble

With Donald Trump's pledge to quickly end the war between Ukraine and Russia, market players are starting to look at what impact that could have on the rouble, which became an outcast following...

Currencies: The dollar still stands head and shoulders above the rest

Despite the easing in US bond yields, the dollar is not yet showing any notable signs of a trend reversal. However, the presence of divergences prompts caution, and we recommend not increasing our...

China's crude oil imports from top supplier Russia reach new high in 2024

China's crude oil imports from top supplier Russia were up 1% in 2024 to a record high versus 2023, while purchases from Saudi Arabia dropped 9%, data showed on Monday, as refiners chased discounted...

Trump's return adds new twist to Western firms' Russia exit dilemma

Hold or fold? That is the dilemma facing the hundreds of Western companies still operating in Russia as Donald Trump returns to the White House with a promise to end the Ukraine conflict...

Japan November machinery orders beat forecast on strong factory investment

Japan's core machinery orders rose 3.4% in November from the previous month to beat analysts' forecast, government data showed on Monday, signalling a recovery in capital expenditure ahead of a...

Exclusive-Bolivia in talks with Argentina to restart gas supply amid demand spike, executive says

Bolivia's state-run energy firm YPFB is in talks to restart gas exports to Argentina amid a surge in demand spurred by a summer heat wave, underscoring the challenge for the government in Buenos Aires...

Federal Reserve announces exit from regulatory climate change group

The Federal Reserve announced on Friday it had withdrawn from a global body of central banks and regulators devoted to exploring ways to police climate risk in the financial system. In a...

US mid-sized banks ride industry upswing on robust fee income

A raft of U.S. banks reported higher fourth-quarter profits on Friday, extending a winning streak for the industry as an upswing in capital markets alleviated a hit from weaker loan demand. ...