Asian currencies getting whacked against the U.S. dollar ... and the Japanese yen. While the yen's slide to a 34-year low through 155.00/$ grabs the headlines, it's also hitting multi-year lows vs other Asian FX. Competitive advantage Japan.
Markets in full risk-off mode on reports Israeli missiles hit Iran
- Old school FX safe havens Swissie and yen surge
- Mexican peso -4%, biggest fall in 4 years
- Oil +4%
- Japan's Nikkei -3.5%, biggest fall in 3 years; -10% from recent peak
- Treasury yields slump 10-15 bps
Market-based probability of Fed rate cut in June now almost completely gone following U.S. inflation data. July only 50-50, and first rate cut now only fully priced by September.
With growth expectations at highs, any further moves up in bond yields are likely to weigh on stock prices and eventually the economy.
Good to talk with @ReutersJamie last week about the interplay of bonds and stocks ahead.
reuters.com/markets/europe….
Another excellent piece by @chakrabortty -
"Those same groups who today come to bury the boy billionaire yesterday praised him without qualification – and took as much of his cash as they could."
Another excellent piece by @chakrabortty -
"Those same groups who today come to bury the boy billionaire yesterday praised him without qualification – and took as much of his cash as they could."
Soft landing alert:
U.S. Q4 GDP revised up to 3.4%, core PCE inflation revised down to 2.0%.
Does a 'soft landing' - never mind 'no landing' - elevate Powell to most successful ever Fed chief?
reuters.com/markets/us/sof…
Don Lemon on his interview with Elon Musk. Worth listening to.
“In an election year you should want to have an informed electorate. But it seems that X has become a cesspool for misinformation for rightwing proaganda and even for comspiracy theories."
podcasts.apple.com/us/podcast/ame…
Nice article from @ReutersJamie on the "sturdy" private sector driving the US economic expansion.
"An income-driven 'beautiful' deleveraging," tweeted Bob Elliott..."
reuters.com/business/finan…
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