Back when the notion of quantitative ease was first being seriously discussed we argued the mortgage markets would experience a renaissance…Boy were we ever right!
Back when the notion of quantitative ease was first being seriously discussed we argued the mortgage markets would experience a renaissance…Boy were we ever right!
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ANZ says rising OPEC+ output & lower refinery runs will lift crude inventories & keep Brent below $65/bbl in 1H 2026. A supply surplus limits upside, but geopolitical risks should keep prices above $60, global growth later pushing Brent toward $70
The headline about what BoJ Ueda said is missing the much bigger point (hint, rate hikes) BOJ weighs next hike with little clarity on terminal rate, Ueda says
Japan’s 30-yr JGB sale draws highest demand since 2019 as bid-cover surges. A tighter tail and high bid-cover ratio may help anchor Japan’s long end as markets weigh the BOJ’s next policy move.
Taiwan eyes $300B+ US chip investment; Taiwan dollar steady, traders watch for concrete numbers.
Dominion Energy (D) yields 4.25% with Fwd P/E 18.4x, eyeing AI data center growth. Steady returns, not a moonshot.
JPMorgan upgraded Chinese equities to overweight, chance of a major rise in 2026 outweighs downside risks. Sees 19% upside for MSCI China: AI growth, “anti-involution” margin gains, stronger shareholder returns & domestic liquidity
Bank of Japan Governor Ueda says current monetary policy conditions are still accommodative, even after recent adjustments, suggesting further tightening remains possible but not pre-determined.
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