Join Us Friday, July 17
Under pressure against Euro but story intact – ING

ING’s Frantisek Taborsky reports a broad risk-off move in Central and Eastern Europe (CEE), with elevated Oil and higher core yields pushing CEE rates up. Hungarian assets have suffered heavy selling, which he links to crowded longs and profit-taking. Taborsky still finds Hungarian rates and FX attractive, expecting EUR/HUF to…

Supply, inflation and fiscal risks – Rabobank

Rabobank discusses Japanese Yen dynamics around Japan’s high debt-to-GDP ratio, fiscal credibility and the BoJ’s gradual policy normalization. The report argues that a more hawkish BoJ and reassurance over fiscal policy may be needed for a sustained JPY recovery, while forecasting USD/JPY at 159 on a three-month horizon.BoJ normalization and fiscal anxiety”Before the bursting of Japan’s asset bubble burst in 1990, the country’s debt GDP ratio was positioned roughly in the middle of the range…

Finance news

View More
The best and worst looks from the 2026 ESPY Awards

Jordyn Woods attends the ESPY Awards in July 2026.Christopher Polk/Deadline via Getty ImagesThe 2026 ESPY Awards took place at the David H. Koch Theater at Lincoln Center on Wednesday.Attendees like Jordyn Woods and Alysa Liu wore high-fashion looks on the red carpet.Others, like Dwight Howard, missed the mark with their…

Business

View More
LARRY KUDLOW: A new Goldilocks: Strong growth and falling prices

After two great inflation numbers where the level of both consumer and producer prices actually declined in June from the prior month, reported out Tuesday and Wednesday, today we get another big number this time on retail sales — also known as consumer spending. Core sales have risen 8 percent…

Markets

View More

Investing

View More