The main economic data release overnight has been the latest Tankan survey from Japan although it has had a limited impact on ...
The other main event overnight has been the RBA’s latest policy meeting. The RBA decided to leave their policy rate unchanged ...
"Markets hate the tariff uncertainty, especially when it pertains to autos. Autos are ground zero for the negative economic ...
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We expect Trump’s reciprocal tariffs to impact Vietnam, India, China, Taiwan and Thailand the most among EM Asian economies. The hit on growth might be stronger for Vietnam, Taiwan and Thailand, given ...
Many investors went into 2025 assuming Donald Trump would use tariffs as a negotiating tool, but this belief has been shaken in recent weeks, generating significant market angst. But Trump’s fiscal ...