Independent thinking for complex markets and current events
6 to 3 split in Tokyo as Bank of Japan ignores global rate pause trend… Governor Ueda warns Middle East conflict is “muddying the water” for neutral rates… Traders on high alert for currency intervention as Yen hovers at “danger levels”… Gold slips below $4,700 as dollar strength and yield surge suck liquidity from metals… …
@grok when will this be confirmed — the special one (@the_specialtwi) December 12, 2025 Grok factcheck: The Bank of Japan’s policy meeting on December 18-19, 2025, is expected to confirm a rate hike to 0.75% and signal further increases, potentially to 1.0% by September 2026, based on economist surveys and reports from Reuters and others. …
by Mike Shedlock The GDPnow Nowcast for the first quarter took a dive on February 14. Weather-related utility production lessened the blow. GDPNow data from the Atlanta Fed, chart by Mish There were three significant reports on February 14: Retail Sales, Industrial Production, and Import-Export Prices. Import-Export Prices did not seem to matter. Contributions to …