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Ecunumia (BB)
BOJ Faces Higher Bar to Support Yen After Fed’s Hawkish Hike
Fed’s Hawkish Hike to Pressure Asian Currencies, Strategists Say
IMF Urges RBA to Stay Hawkish Citing Inflation Upside Risks
New Zealand Economy Beats Estimates, Boosting Rate-Hike Bets
Trump Denied Rate Cut as Federal Reserve Targets War-Stoked Inflation
Hong Kong Follows Fed With First Rate Hike in Over Three Years
Fed Raises Rates to Curb Inflation, Drawing Rebuke From Trump
Ecunumia (FT)
Trump suggests EU-Canada associate member deal would be ‘hostile act’
Holtec pulls IPO over ‘perfect storm’ in AI sector, founder says
Fed defies Trump with first rate rise since 2023
UK ministers look at overhauling disability assessments to cut welfare bill
Cut ‘net zero’ from name of UK net zero department, MPs urge
Breast cancer drug approved after UK pharma deal with Trump
LVMH scion Alexandre Arnault appointed to Nike board
The Economist (finance)
The Economist (business)
Christophe Barraud
Morning Brief: Focus on U.S. Employment Report; Yen Strengthens Sharply Against Dollar; Swiss Inflation Eases for First Time in 8 Months
Morning Brief: Witkoff, Kushner See Progress in Doha Iran Talks; Yen Stumbles to 40-Year Low; Eurozone CPI to Surprise Downward
Morning Brief: U.S., Iran to Hold Talks; China’s Factory Sector Resumes Growth; French Inflation Eases to Lowest Since March
Morning Brief: U.S. And Iran Agree To Halt Strikes; BIS Flags Ripple Effects of Potential AI Bust; China Can Withstand EU Trade Freeze
Week Ahead: U.S. Jobs Report; Eurozone, Switzerland and South Korea CPIs; ECB Forum; India-Japan Summit; China-EU Talks; USMCA Deadline
Top 10 Macro/Financial Charts of the Week – w26 (2026)
Morning Brief: Focus on OpenAI; Samsung, SK HynixPreparing Huge AI Spending Push; One in 10 New Cars Sold in Europe Is Chinese
Morning Brief: Fed Stress Tests Clear Big Banks for Payout Hikes; Micron Surges After Earnings Report; Japan’s $2.3T Plan Revives JGB Worries; Brent Oil Erases Wartime Gains
Morning Brief: Lutnick Warns of Possible Action on Chinese Robot Imports; Australia’s Core Inflation Accelerates; EUR/USD Still Under Pressure
Morning Brief: U.S. Issues 60-Day Oil Waiver to Iran; Trump Signs Orders to Boost Quantum Computing; Starmer Leaves No. 10
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