Analysis: Currencies

US consumer inflation accelerates; weekly jobless claims approach four-year high

U.S. consumer prices increased by the most in seven months in August amid higher costs for housing and food, but a surge in first-time applications for jobless benefits last week kept the Federal...

US weekly jobless claims increase as labor market softens

WASHINGTON -The number of Americans filing new applications for jobless benefits increased sharply last week, consistent with a material softening in labor market conditions. Initial...

Another day, another AI record

What matters in U.S. and global markets today By Anna Szymanski, Editor-in-Charge, Reuters Open Interest  Oracle's skyrocketing share price lifted Asian equities on...

In AI-simulated Fed meeting, political pressure polarises board

TOKYO -A simulated Federal Reserve meeting that used artificial intelligence agents modeled on real-life policymakers showed political pressure polarised members of the board in their rate-setting...

BOJ signals final phase of Ueda's stimulus unwind - selling ETFs

TOKYO -The Bank of Japan is firming up a strategy to unload its huge holdings of risky assets that will likely centre on a plan to gradually sell exchange-traded funds in the market, said three...

Brazil's central bank to auction up to $1 billion with repurchase deal on Friday

SAO PAULO -The Brazilian central bank will offer up to $1 billion through two dollar auctions with repurchase agreement on September 12, the monetary authority said in a statement on Wednesday. ...

Trump administration appeals ruling blocking removal of Fed Governor Cook

President Donald Trump's administration on Wednesday moved quickly to appeal a federal judge's ruling temporarily blocking Trump from taking the unprecedented step of firing Federal Reserve Governor...

Chinese mission to visit Brazil state hit by bird flu outbreak, JBS CEO says

SAO PAULO -A Chinese delegation is expected to visit the southern Brazilian state of Rio Grande do Sul which was hit by a bird flu outbreak in May, raising hopes Brazil may resume selling poultry...

Investors wary of Treasury's 30-year bond auction after recent disappointments

Investors are cautiously approaching the U.S. Treasury's sale of $22 billion in 30-year bonds on Thursday after an underwhelming auction last month that had some of the weakest demand metrics of 2025,...

Trump says Fed chair Powell should make big rate cut now

WASHINGTON -U.S. President Donald Trump on Wednesday reiterated his call for Federal Reserve Chairman Jerome Powell to cut benchmark interest rates. Just out: No Inflation!!! Too Late...

China's retaliatory tariffs to squeeze EU pork producers

PARIS -European pork producers face a squeeze on profit margins after China, their largest market, imposed anti-dumping duties of up to 62.4% on imports of EU pork products. The...

US 30-year mortgage rate slides to 11-month low, MBA data shows

The interest rate on the most popular U.S. home loan dropped by the most in six months last week after a weak employment report drove benchmark Treasury bond yields down in anticipation of a Federal...

Bad news bulls

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Financial Industry and Financial Markets, Reuters Open Interest  Global equities rose early...

Brazil to propose new forum to address climate and trade complaints, sources say

BRASILIA/BRUSSELS -Brazil will propose the creation of a new forum for governments to discuss how climate policy affects trade - an issue that the World Trade Organization and U.N. climate talks have...

Specter of stagflation clouds Fed cut optimism

A look at the day ahead in European and global markets from Kevin Buckland Rising equities and falling bond prices portray the market's sanguine view on monetary policy, with a rate cut...

US payrolls benchmark revision estimate suggests labor market weaker than previously thought

The U.S. economy likely created 911,000 fewer jobs in the 12 months through March than previously estimated, the government said on Tuesday, suggesting that job growth was already stalling before...

US employment growth through March revised sharply lower

WASHINGTON -The U.S. economy likely created 911,000 fewer jobs in the 12 months through March than previously estimated, the government said on Tuesday, suggesting that job growth was already...

Stocks upbeat as prospect of Fed easing outweighs political uncertainty

Asia stocks rose on Tuesday, buoyed by expectations of a U.S. rate cut as early as next week, even as political upheavals around the world kept currency and bond investors on edge. ...

Political turmoil comes thick and fast

A look at the day ahead in European and global markets from Rae Wee The political noise just keeps coming. Over the span of a few days, British Deputy Prime Minister Angela...