Bank of Canada Rogers still sees work to do on inflation, but core shouold decline

Trump says South Korea has agreed to pay the US $350bn for lower tariffs Waiting confirmation if this is true, last I heard was that negotiations are ongoing

Consumer loan delinquencies hit 5-yr highs (1.13%) as stimulus ends & tariffs bite. Mortgages lead the rise.

Fed ends balance sheet runoff, signals ample reserves. Rate cut to 3.75-4.00%. Watch liquidity!

Trump is scrambling to find funds to pay the US military - Friday pay day looking good Axios reports that Trump diverts Pentagon funds to pay troops as shutdown drags on and food aid runs dry.

Fed ends balance sheet runoff, signals ample reserves. Rate cut to 3.75-4.00%. Watch liquidity!

Fed halts bond buys, cuts rates to 4% amid job market fears. Watch for BoE's next move on QT.

MicroStrategy’s Michael Saylor expects Bitcoin to hit $150,000 by end-2025, citing the SEC’s embrace of tokenization, Treasury backing of stablecoins, and a friendlier U.S. regulatory tone toward digital assets.