Author: Admin
Will the president’s Federal Reserve nominee Kevin Warsh be as tough?
MUFG’s Michael Wan views the detailed US–India interim trade deal, including tariff cuts and exemptions, as positive for India’s external position. He sees scope for USD/INR to briefly break below 90 in coming months, but expects only a shallow INR recovery. MUFG forecasts USD/INR at 89.50 in Q1 2026 before rising back to 93.00 by year-end on FDI repatriation and wider deficits.Tariff cuts help but upside later”USD/INR: US and India provided more details around the interim trade deal. Overall we think it is a positive, and we forecast USD/INR at 89.50 by March 2026 and 93.00 by Dec 2026″”Overall, we…
As shares of Amazon deepen into a bear market, investors are once again weighing if the company’s spending plans will pay off.
Retail Prop Trading for U.S. Traders Prop Trading I was watching a news program recently when I saw an advertisement for a proprietary trading firm. It immediately made me wonder: Is retail prop trading really suitable for U.S. traders? Anyone who has traded global markets understands there is no free lunch in trading. Success requires not only skill, but discipline to survive, let alone thrive in the challenging world of retail trading. For anyone in the U.S. (or elsewhere) considering signing up for a retail prop trading challenge, it’s essential to go in with eyes wide open. The…
Shares of C.H. Robinson Worldwide on Thursday headed for their steepest drop ever, as investors seemed to focus their fears about AI disruption onto the transportation and logistics company.
The IEA projects a 3.7 million bpd surplus in 2026 and cut its global Oil demand forecast.The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, remains in the positive territory for the third successive session and is trading near 97.00 during the Asian hours on Friday.Investors are now focused on the January Consumer Price Index (CPI) report from the United States. Headline inflation is forecast to ease to 2.5% from 2.7%, while core inflation is expected to slow to 2.5% from 2.6%. A softer print could give the Federal Reserve room…
High earners have to pay tax on their catch-up 401(k) contributions and deposit them into workplace Roth accounts.
Scotiabank’s Analyst Team reports the Euro is modestly higher versus the Dollar but lagging other G10 currencies, with sentiment and options pricing favouring upside protection. They highlight supportive Germany-US yield spreads and a bullish technical backdrop, with limited resistance before 1.20 and further levels at 1.2080 and 1.22/1.2250, within a near-term 1.1850–1.1950 trading range.Euro supported by yields and options”Sentiment continues to dominate in the absence of high level data releases, and the options market is repricing a sizeable premium for protection against EUR upside with risk reversals creeping back toward their late January high.””The outlook for relative central bank policy…
“We could survive financially, but my people would not.”
ING’s Francesco Pesole expects the Riksbank to keep rates on hold through 2026 despite inflation falling temporarily to around 1%. The bank argues stronger Swedish growth and pre-emptive easing reduce the need for further cuts, and sees current market pricing for additional easing being unwound, which should lend support to SEK even if carry remains relatively low.No further cuts expected in 2026″A direct consequence of stronger growth is that it limits the chances of another Riksbank cut. CPIF inflation is likely to decelerate further in 2026 – in our estimate, to a 1.0% bottom in 3Q26 – but that’s heavily…