Analysis: Currencies

Japan cautious on economy as Trump's policies take centre stage

Japan's government on Thursday maintained a cautious outlook for the economy in part as policymakers kept a wary eye on U.S. President Donald Trump's policies and their potential impact on global...

Economists ramp up projections for Brazil's interest rates to above 15%

Economists have launched a fresh wave of upward revisions to projections for Brazil's interest rate this year, citing deteriorating inflation expectations, a weaker currency and lingering concerns...

Instant View: Canada's annual inflation rate eases to 1.8% in December

Canada's annual inflation rate dropped to 1.8% in December, Statistics Canada said on Tuesday, slightly lower than expected and a tick below the prior month's 1.9%. Market reaction:...

Canada's annual inflation rate drops to 1.8% in December on sales tax relief

OTTAWA -Canada's annual inflation rate slowed in December, data showed on Tuesday, helped by a sales tax break which kicked off from the mid of the month and brought down prices of alcohol,...

Funds start Trump 2.0 era most bullish on dollar since 2016: McGeever

ORLANDO, Florida -As Donald Trump begins his second term as U.S. president, currency speculators are giving the dollar their strongest backing since before he was first given keys to the White...

After two years of smooth sailing, Fed ready to navigate rocky bond market, Trump uncertainty

After two years of progress on inflation and surprisingly persistent economic growth, the Federal Reserve next week meets with one eye on new Trump administration policies and another on a bond market...

Russia's wealth fund chief says Trump could change history

The head of Russia's $23 billion sovereign wealth fund praised U.S. President Donald Trump on Tuesday, saying his raft of orders showed that decisive leadership could change the course of history,...

Canada firms see better sales, fret about possible US measures: central bank survey

Canadian firms see improved demand and sales in the coming year, largely fueled by rate cuts, but are concerned about the potential damage from promised U.S. policies, the Bank of Canada said on...

Central banks' green push hits a hurdle as Fed drops out

A global effort by central banks to join the fight against climate change has hit a major hurdle with the U.S. Federal Reserve's decision to leave a club devoted to policing environmental risk in...

What Trump's presidency could mean for Russia's rouble

With Donald Trump's pledge to quickly end the war between Ukraine and Russia, market players are starting to look at what impact that could have on the rouble, which became an outcast following...

Currencies: The dollar still stands head and shoulders above the rest

Despite the easing in US bond yields, the dollar is not yet showing any notable signs of a trend reversal. However, the presence of divergences prompts caution, and we recommend not increasing our...

Trump's return adds new twist to Western firms' Russia exit dilemma

Hold or fold? That is the dilemma facing the hundreds of Western companies still operating in Russia as Donald Trump returns to the White House with a promise to end the Ukraine conflict...

Japan November machinery orders beat forecast on strong factory investment

Japan's core machinery orders rose 3.4% in November from the previous month to beat analysts' forecast, government data showed on Monday, signalling a recovery in capital expenditure ahead of a...

Exclusive-Bolivia in talks with Argentina to restart gas supply amid demand spike, executive says

Bolivia's state-run energy firm YPFB is in talks to restart gas exports to Argentina amid a surge in demand spurred by a summer heat wave, underscoring the challenge for the government in Buenos Aires...

Canada ready to respond to potential US tariffs on Monday, foreign minister says

Canada is ready to respond to tariffs from its top trade partner the United States on Monday if President-elect Donald Trump follows through on his threat to impose them, Foreign Minister Melanie Joly...

Bank of Canada to improve communication, models to help tackle future shocks

The Bank of Canada will communicate more clearly and improve its forecasting models to help predict future shocks, it said on Friday, after publishing a review of the steps taken to tackle the...

US mid-sized banks ride industry upswing on robust fee income

A raft of U.S. banks reported higher fourth-quarter profits on Friday, extending a winning streak for the industry as an upswing in capital markets alleviated a hit from weaker loan demand. ...

US single-family housing starts increase in December

U.S. single-family homebuilding increased solidly in December, but further gains were seen limited by rising mortgage rates and a glut of new homes on the market. Single-family housing...

BOJ likely to keep hawkish policy pledge, raise rates next week, sources say

The Bank of Japan is likely to raise interest rates next week barring any market shocks when U.S. President-elect Donald Trump takes office, and maintain a pledge to keep pushing up borrowing costs if...