Analysis: Currencies

Investors ramp up bets on steeper yield curve under Warsh-led Fed

Investors are ramping up bets on higher long-dated Treasury yields and a steeper yield curve as incoming Federal Reserve Chair Kevin Warsh is expected to press for interest rate cuts while shrinking...

Fed's Barkin says hard to know how long higher productivity will last

Rising productivity is helping businesses ease cost pressures, aiding the U.S. central bank's inflation fight, but it is difficult to predict if it will persist and, as a result, hard to know how...

India to ramp up purchases of US oil, arms, aircraft; open some farm access

India has agreed to buy petroleum, defence goods, and aircraft from the U.S., while partly opening up its highly-guarded agriculture sector under a trade deal, according to a government official, as...

Japan PM's idle yen comments send finance bureaucrats scrambling

Just as Japan was finally gaining ground in its long, hard fight to stop sharp currency falls, a fresh challenge has emerged from its own prime minister, whose off-the-cuff comments tell a different...

Top consulting firms test boundaries with China workarounds

Faced with a fraught geopolitical environment, global consultancies are turning to riskier ways to do business in China that some industry and legal experts say test the boundaries of Western...

India-U.S. tariffs since Trump imposed duties on India

U.S. President Donald Trump on Monday said he had agreed on a trade deal with India, and that New Delhi also agreed to stop buying Russian oil and buy more from the U.S. and potentially Venezuela. ...

US to cut tariffs on India to 18%, India agrees to end Russian oil purchases

U.S. President Donald Trump on Monday announced a trade deal with India that slashes U.S. tariffs on Indian goods to 18% from 50% in exchange for India halting Russian oil purchases and lowering trade...

EURO / US DOLLAR (EUR/USD): EUR/USD: Possible End to recent trend

The appointment of Kevin Warsh as chairman of the Federal Reserve has turned the tide for the dollar, while deepening the sell-off in precious metals. Amongst the contenders, Warsh is a surprising...

Currencies: Volatility at every level

For some, making it to the end of the month can be tough. For investors, the end of January was marked above all by heightened volatility across most asset classes: a sharp drop in precious metals,...

Euro zone firms see deteriorating profits, ECB survey shows

Euro zone firms expect revenues to keep rising this quarter but profitability is taking a hit, the European Central Bank's quarterly Survey on the Access to Finance of Enterprises showed on Monday. ...

Warsh 'regime change' faces steep hurdles at a sprawling US central bank

Kevin Warsh checks a long list of boxes for President Donald Trump as his pick to run the Federal Reserve, with longstanding political and social ties to the president, deep Wall Street connections...

Five things to know about Kevin Warsh, Trump's 'central casting' Fed chair pick

U.S. President Donald Trump on Friday said he will nominate former Federal Reserve governor Kevin Warsh to return as Fed Chair in May, as the president continues his campaign for lower U.S. interest...

Trump's Fed chair pick Warsh likely to boost Wall St rule easing

Kevin Warsh, U.S. President Donald Trump's pick to chair the Federal Reserve, will likely boost the central bank's effort to ease Wall Street bank rules, and allow the administration a bigger say on...

US producer prices post biggest gain in five months, businesses passing on tariffs

U.S. producer prices increased by the most in five months in December amid some pass-through from import tariffs, suggesting inflation could pick up in the months ahead and allow the Federal Reserve...

US stock index futures cut losses after Trump nominates Kevin Warsh as next Fed Chair

U.S. stock index futures cut some losses on Friday, after U.S. President Donald Trump nominated Kevin Warsh as the next Federal Reserve chair. I am nominating Kevin Warsh to be chairman...

Japan's FX market intervention limited to verbal warnings, MoF data shows

Japan refrained from intervening in currency markets through last week, official data showed on Friday, confirming that the government's efforts to defend the yen have been limited to verbal...

Euro zone economy ends 2025 with solid growth despite low exports, US trade strife

The euro zone economy grew quicker than expected last quarter as consumption and investments kicked into higher gear, offsetting low exports and the exceptional uncertainty emanating from U.S. trade...

Euro zone economy ends 2025 on solid footing, confirming resilience

The euro zone's largest economies grew at a modest but steady pace last quarter as consumption and investments kicked into higher gear to offset low exports and exceptional uncertainty from erratic...

Trump says Fed pick due Friday after meeting Warsh at White House

President Donald Trump is expected to name a successor to Federal Reserve Chair Jerome Powell on Friday after a White House meeting the previous day with former Fed Governor Kevin Warsh, a Fed critic...