... or what recently caught my attention in several points: 1) Of course inflation is the most important data point.. my takeaways: (i)...

At first glance, inflation turned out to be hot, and indeed there is nothing in the data that could accelerate rate cuts, but there is...

What recently caught my attention in several points: 1) Big surprise: no wage increase in Japan. Yen weakened yesterday, the USDJPN went...