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Trump's Inflation Pledge Complicated by Hot CPI, Powell at Odds

President Trump's promise to curb inflation faces complications after hotter-than-expected Consumer Price Index (CPI) in January. Economists warn that Trump's proposed tariffs and push for rate cuts could clash with the Federal Reserve's stance on inflation and economic growth.

European Currencies Favored for Yen Bets as Investors Sidestep Dollar

Investors are using European currencies to bet on the Japanese yen, seeking to avoid volatility in the dollar due to uncertainty over Donald Trump's trade tariffs. This strategy involves shorting the euro, Swiss franc, and pound against the yen, offering higher returns and reduced risk compared to betting directly against the dollar. Vanguard Asset Management, Russell Investments, and others favor this approach, capitalizing on Japan's rising interest rates and the prospect of rate cuts in Europe.

BOJ Rate Hikes Loom as Bond Yields Rise, Inflation Persists

Bond yields in Japan are rising to multi-year highs and pushing forward rate hike expectations as hawkish comments from the Bank of Japan and sticky inflation shake long-held views that rates would not rise much in the historically deflation-prone economy.

Gold Rebounds Amid Trade Tensions Linger

Gold gains following biggest drop in two months on Trump trade jitters

Asian Central Banks' Use of Derivatives to Defend Currencies Raises Questions

Asian central banks increasingly rely on derivatives to defend currencies against a strong dollar, raising questions about sustainability and potential future consequences.

Tencent Jumps to Highest Since 2021 on China's AI Surge

Tencent shares surge as DeepSeek AI service debuts on WeChat

Oil Steadies After Slump as Oversupply Concerns Grow

Weakness in oil prices due to increased supply concerns from Iraq, Russia; market indicators suggest oversupply

Ceteris paribus: Why earnings can keep growing despite headwinds

Examine the stock market's potential despite economic headwinds. Understand the importance of considering all variables and how it can lead to counterintuitive market outcomes, especially in the context of variables like inflation and interest rates.

BOJ’s Bank Stock Unloading Nears Completion, Raising Specter of ETF Sales

Bank of Japan may finish selling bank stocks faster than planned, raising questions about the timing of its ETF sales.

Asian Shares Mixed as Investors Eye Economic Data, Trump Policies

Asian shares mainly rise amid Trump policy watch, economic data