THE EDGE INSIGHTS
Latest Economic Insights
Economic developments that matter to regional and global markets, analysed daily.
Commodities Wrap: WTI Falls 3.48 Percent, Gold Back Above 4,200 Dollars
The barrel finished the round trip on Tuesday: Brent traded at 102.69 dollars after the settlement window, 2.46 percent below Monday's written…
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Europe Wrap: Technology Jumps 2.49 Percent as the Boards Split
Europe split down the middle on Tuesday: technology was the only one of the eight Stoxx supersectors we track to rise, jumping…
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Asia Wrap: The Topix Falls 1.72 Percent as Mainland and Sydney Gain
Asia split on Tuesday with the selling concentrated in Tokyo's broader benchmark: the Topix fell 1.72 percent to 4,041.13 against the Nikkei…
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BoE's Ramsden Details the Path to Unwind 368 Billion Pounds of Gilts
The Bank of England's Monetary Policy Committee judges that the remaining 368 billion pounds of gilts in its Asset Purchase Facility should…
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US Wrap: All Five Index Rows Fall as the 10 Year Closes at 5.24 Percent
Every index on our US board closed lower on Monday as the official 10 year Treasury par yield set a fresh highest…
Read more →Commodities Wrap: Gold Falls 3.45 Percent, Crude Keeps Part of Its Jump
The board split around the Strait of Hormuz on Monday and the metals paid for it: gold fell 3.45 percent to 4,172.30…
Read more →Europe Wrap: The Stoxx 600 Closes Flat as Sectors Offset Each Other
Europe closed its first session after the weekend's Hormuz rejection flat at the index level and split underneath: the Stoxx Europe 600…
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The Bond Market Nears Its Recession Signal at a 17 Basis Point Spread
The extra yield investors demand to hold ten year US Treasuries over two year notes shrank to as little as 17 basis…
Read more →Asia Wrap: Shenzhen Falls 3.44 Percent as Brent Tops 108 Dollars
Asia opened the week lower after Washington rejected Tehran's conditional offer to reopen the Strait of Hormuz: Shenzhen's component index fell 3.44…
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Sterling Futures Net Short Jumps 41 Percent Ahead of the UK Budget
Speculative traders raised their net short position in sterling futures by 23,853 contracts to 82,568 contracts in the week to 22 September,…
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US 10 Year Yield Ends the Week at 5.17 Percent After a 2007 High
The US 10 year Treasury par yield closed at 5.17 percent on 25 September, up 16 basis points on the week and…
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Taiwan Has Approved 44 Billion Dollars of TSMC Capital for Its US Unit
Taiwan's Ministry of Economic Affairs has approved 44 billion dollars of TSMC capital for its US subsidiary through 7 approvals since December…
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US Jury Awards Taction More Than 5.7 Billion Dollars in Apple Case
A federal jury in San Diego awarded Taction Technology more than 5.7 billion dollars on 25 September after finding that Apple infringed…
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Goldman Sees 1.2 Trillion Dollars of Hyperscaler Capex in 2027
The 5 largest US hyperscalers are set to spend 1.2 trillion dollars on artificial intelligence infrastructure in 2027, above the Wall Street…
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The Week Ahead: US Jobs and Inflation, China PMIs and Australia Decides
Quarter end compresses several of the month's biggest releases into four days. The United States publishes job openings on Tuesday, the third…
Read more →US Wrap: Stocks Rise as Oil Retreats and the Two Year Yield Falls
Every index on our US board closed higher on Friday and the market's fear gauge fell with it. The Dow Jones Industrial…
Read more →Commodities Wrap: Gasoline Leads Energy Lower as Platinum Rallies
The fuels complex sold off from the top of the board on Friday. RBOB gasoline fell 4.84 percent to 3.3919 dollars a…
Read more →Europe Wrap: Eight of Nine Rise as Banks Lead and the Barrel Backs Off
Europe bought back most of Thursday's fall and the one index that declined barely moved. Eight of the nine rows on our…
Read more →Fed Proposes Full Reserve and Capital Rules for Stablecoin Issuers
The Federal Reserve Board on 24 September requested public comment on two proposals that would set the regulatory framework for payment stablecoin…
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Japan Says Katayama and Bessent Share Concern Over the Yen
Japan's Finance Minister Katayama and US Treasury Secretary Scott Bessent reaffirmed on 25 September that the undervaluation of the yen is a…
Read more →Asia Wrap: Tokyo Rallies as Iran Offers to Reopen Hormuz Within 7 Days
Tokyo carried a board thinned to four open markets on Friday. The Nikkei 225 closed 1.30 percent higher at 66,364.20, per the…
Read more →US Wrap: Nasdaq Ekes Out a Gain as the 30 Year Yield Hits a 2004 High
The Dow fell for a third straight session on Thursday, per the network's closing entry, and the rest of the board barely…
Read more →Commodities Wrap: Natural Gas Jumps 8 Percent as Brent Pulls Back
The gas market outran the war trade on Thursday. Natural gas jumped 8.17 percent to 3.27 dollars a million Btu at 18:52…
Read more →Europe Wrap: Every Index Closes Lower Again as Brent Tops 108
Europe sold every index on our board for a second straight session, and this time the barrel was the loudest thing on…
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- Asia Market Wrap 7 October: All Eight Indices Fall as Seoul Drops 1.98 Percent
- The Week Ahead: The Federal Reserve Decides on 29 July, US Growth and Inflation Data Land, and the Megacap Technology Earnings Peak
- Asia Market Wrap 8 October: All Ten Indices Fall as Singapore Drops 3.49 Percent
- Asia Market Wrap 6 October: Nikkei Posts First Close Above 70,000 Since July as Kospi Falls
- Europe Market Wrap 9 October: All Nine Indices Rise as Basic Resources Jump 2.99 Percent