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Japanese inflation falls, yen extends losses

Japan's core CPI fell to 3.1% in July, down from 3.3%. Inflation remains well above the 2% target and the BoJ could deliver a rate hike in September or October. All eyes are on Jackson Hole, where Fed Chair Powell will deliver a speech later on Friday.

22-08-2025 12:55 GMT by Kenneth Fisher

Canadian dollar eyes retail sales report, markets await Powell speech

Canada releases retail sales later today, with a market estimate of 1.5% gain. All eyes are on the Jackson Hole Sympsium, where Fed Chair Powell will deliver a speech.

22-08-2025 09:35 GMT by Kenneth Fisher

UK Services PMI improves, pound continues losing streak

UK PMIs were a mixed bag in July. The Services PMI rose to 53.6 while the Manufacturing PMI contracted to 47.3. In the US, the Fed minutes pointed to dissension as to how best deal with the upside risk to inflation and the downside risk to employment.

21-08-2025 14:45 GMT by Kenneth Fisher

Japan's inflation rate expected to ease, yen dips

Japan releases core CPI on Friday. The core rate has been dropping and is expected to ease to 3.0% in July, down from 3.7% in June. The Fed minutes pointed to differing views among members as how best to respond to a upside risk of inflation and a downside risk to employment.

21-08-2025 10:55 GMT by Kenneth Fisher

Australian dollar extends gains after solid wage growth

Australia's wage growth posted a solid gain of 3.4% in Q2, unchanged from the first quarter. This comes a day after the RBA cut rates. In the US, CPI remained steady at 2.7% but the core rate jumped to 3.1% from 2.9% as US tariffs have made imports more expensive.

13-08-2025 08:25 GMT by Kenneth Fisher

UK employment cools, Pound edges higher, US CPI expected to tick higher

The UK employment report indicated that payrolls and job openings were down. Still, the unemployment rate remained at 4.7%. The US releases the July inflation report, with annual headline and core CPI expected to tick higher.

12-08-2025 10:40 GMT by Kenneth Fisher

RBA lowers rates, Aussie dips lower, US CPI expected to rise

There were no surprises this time from the RBA, which shaved a quarter-point at today's meeting, lowering the cash rate to 3.60%. The US releases July inflation, with headline CPI expected to nudge higher to 2.8%, up from 2.7%.

12-08-2025 09:36 GMT by Kenneth Fisher

UK wage growth expected to ease, Pound steady

The UK releases the employment report on Tuesday. Wage growth expected to fall, while the unemployment rate is projected to remain steady. The weakening labor market was a key factor in the BoE lowering rates last week.

11-08-2025 10:15 GMT by Kenneth Fisher

RBA poised to lower rates, Australian dollar in holding pattern

The RBA meets on Tuesday and is virtually certain to lower rates by a quarter-point to 3.60%. Inflation is heading lower and the labor market is showing signs of slowing, both which support the case for a rate cut.

11-08-2025 09:25 GMT by Kenneth Fisher

Markets Weekly Outlook - US Inflation, EU/UK GDP and RBA Meeting to Shape Market Moves

This weekly market outlook examines key economic events: US inflation, EU/UK GDP, and the RBA meeting. It reviews the past week's central bank actions (BoE, Banxico rate cuts; India steady), global equity performance, and currency/commodity movements. The article also provides a detailed look at upcoming data, focusing on APAC, Europe, and the US, and includes a chart analysis of the US Dollar Index (DXY).

08-08-2025 18:31 GMT by Zain Vawda

Poland in the spotlight - does it represent an excellent investment opportunity?

Does Poland represent an excellent investment opportunity? How has it developed over the past few decades. Let's take a look at the condition of the Polish stock market.

08-08-2025 15:00 GMT by Krzysztof Kamiński

USDCAD rises from a weak Canadian Employment data

USDCAD multi-timeframe technical analysis as the Canadian Jobs data shows a large miss.

08-08-2025 12:59 GMT by Elior Manier

BoJ minutes indicate potential rate hike, yen slips

The BoJ minutes signaled that the BoJ remains open to further rate hikes, provided that growth and inflation moves as expected. Members also said that the US-Japan trade agreement had reduced the uncertainty over tariffs.

08-08-2025 12:45 GMT by Kenneth Fisher

Canada braces for weak jobs report, Canadian dollar steady

Canada releases the July jobs report, which is expected to show a sharp drop in job growth and a rise in the unemployment rate. A weak employment release will support a rate cut from the Bank of Canada.

08-08-2025 09:10 GMT by Kenneth Fisher

New Zealand inflation expectations inch lower, New Zealand dollar rises

New Zealand inflation expectations eased very slightly in the third quarter, which will allow the Reserve Bank to stay on track for a rate cut later this month.

07-08-2025 16:15 GMT by Kenneth Fisher

BoE poised to lower rates, Pound steady

The BoE is widely expected to lower rates today by a quarter-point to 4.0%. This would be the first rate cut since February. The BoE is caught between a deteriorating economy and rising inflation and that could be reflected in a split MPC vote.

07-08-2025 10:30 GMT by Kenneth Fisher

Eurozone retail sales rebound, euro pushes higher

The eurozone posted mixed data today. Eurozone retail sales bounced back with a gain of 0.9% m/m. German Factory Orders declined for a second consecutive month. The Fed is widely expected to cut rates at the September meeting.

06-08-2025 15:35 GMT by Kenneth Fisher

New Zealand's unemployment rate rises to 4½ high, Kiwi pushes higher

New Zealand posted a soft jobs report for Q2. Job growth declined by 0.1% and unemployment rate ticked up to 5.2%, the highest since 2020. We'll hear from three FOMC members later today, with investors hoping for some insights about the Fed rate path.

06-08-2025 09:45 GMT by Kenneth Fisher

Eurozone, US Services PMI lower than expected

Business activity remains weak in both the eurozone and the US. Eurozone Services PMI rose slightly in July to 51.0, up from 50.5 in June. In the US, the ISM Services PMI softened to 50.1, down from 50.8 in June. This points to stagnation in the services sector.

05-08-2025 15:30 GMT by Kenneth Fisher

S&P 500 shows a decline after the US Services PMI miss

US ISM Services PMI missed expectations at 50.1 vs 51.5 consensus, edging close to contraction territory and sparking equity market pullbacks. The US Dollar also retreated after briefly breaking the 99.00 DXY handle, slipping back into the 98.00 range. We break down the S&P 500 chart to spot key zones as USD-equity correlations tighten.

05-08-2025 14:48 GMT by Elior Manier

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