Analysis: Currencies

Japan should respond 'decisively' to bond selloff, opposition head says

Japan should act decisively against excessive market moves, Yuichiro Tamaki, head of an influential opposition party, told Reuters on Wednesday, after a brutal selloff of Japanese government bonds...

Asian shares extend selloff, global bond rout stokes fresh anxiety

Asian stocks extended their losses for a third session on Wednesday, undone by heightened tensions over U.S. threats to acquire Greenland ahead of President Donald Trump's Davos speech, while a global...

Buyers flee Japanese debt as Takaichi hits the ground spending

Japan's government bonds are in free fall as investors take a dim view of an atmosphere of competitive spending on the hustings, where politicians are jostling to cut taxes in an economy with the...

Trump, sharing leaked texts and AI mock-ups, vows 'no going back' on Greenland

U.S. President Donald Trump said on Tuesday there was no going back on his goal to control Greenland, refusing to rule out taking the Arctic island by force and lashing out at NATO allies as European...

BOJ to signal more rate hikes as yen, politics fuel inflation risks

The Bank of Japan is expected to raise its growth forecast on Friday and signal its readiness to hike interest rates further, as recent yen falls and prospects of solid wage gains keep policymakers...

Brazil Supreme Court authorizes freezing of investor Nelson Tanure's assets

Brazil's Supreme Court Justice Dias Toffoli has allowed a prosecutor's request for banks to freeze assets belonging to Brazilian entrepreneur Nelson Tanure due to an investigation into lender Banco...

Russia ran a 2025 budget deficit of 2.6% of GDP, highest since 2020

Russia ran a budget deficit of 5.6 trillion roubles , or 2.6% of GDP, in 2025, the Finance Ministry said on Monday, the highest deficit since 2020 as a percentage of GDP and the highest since 2006 in...

Cook case could lead to 'cause' protections for Fed, or a roadmap for dismissals

The most consequential test of the Federal Reserve's independence in more than a century of existence comes before the U.S. Supreme Court this week, with the focus on whether the justices will shield...

India's central bank proposes linking BRICS' digital currencies, sources say

India's central bank has proposed that BRICS countries link their official digital currencies to make cross-border trade and tourism payments easier, two sources said, which could reduce reliance on...

Six candidates for ECB vice presidency

Euro zone finance ministers will nominate on Monday a successor to European Central Bank Vice President Luis de Guindos. Following are some details on each of the six candidates who...

IMF revises up Japan's growth forecast, sees inflation moderating

The International Monetary Fund on Monday slightly revised up Japan's economic growth forecast for 2026, reflecting a boost from the government's fiscal stimulus package. Japan's economy...

IMF sees steady global growth in 2026 as AI boom offsets trade headwinds

The International Monetary Fund again edged its 2026 global growth forecast higher on Monday as businesses and economies adapt to U.S. tariffs that have eased in recent months and a continued AI...

Currencies: The dollar caught between two fires

The latest US data still paints a positive macroeconomic backdrop: solid growth supported by rising productivity, the return of disinflation and an accommodative monetary stance. The main risk is not...

Japan households expect prices to keep rising, survey shows

Most Japanese households expect prices to keep rising for the next few years, a central bank survey showed on Monday, reinforcing expectations the country was seeing conditions fall into place for...

Supreme Court tests limits of Trump's power over the economy in fight over Fed's Lisa Cook

The U.S. Supreme Court signaled four months into Donald Trump's second presidential term last year its interest in shielding the Federal Reserve from political interference. When the justices on...

At Fed in 2020, division, independence were concerns in the face of pandemic

At the onset of the COVID-19 pandemic, the U.S. Federal Reserve slashed interest rates and used massive bond purchases to flood financial markets with liquidity to try to offset the actual and...

Fed's Jefferson says current policy stance 'well positioned' 

Federal Reserve Vice Chair Philip Jefferson on Friday appeared to signal his support for leaving short-term borrowing costs unchanged at the central bank's January 27-28 meeting, saying he is...

Banco Master probe in Brazil may take up to six months, source says

Brazil's federal prosecutors will likely take four to six months analyzing evidence gathered in the latest operation probing liquidated lender Banco Master, a person in the prosecutor general's office...

Trump housing plan to allow 401(k) money for down payments, adviser says

The Trump administration plans to allow investors to use some of their retirement funds to make a down payment on a house, White House economic adviser Kevin Hassett said on Friday, adding that more...