Euro's Pullback Extends, While the Kiwi Shrugs Off Third Half-Point Cut by the RBNZ north Overview: The US warned that the next phase of the tariff war could be announced in early April and three industries, auto, pharma, and chips. President Trump's comments suggested sometime between the announcement and the implementation. He did not specify if USMCA trade would be exempt for [...]
Greenback Comes Back Firmer north Overview: The US dollar enjoys a firmer tone against most of the G10 currencies in relatively quiet turnover. Ironically, the Australian dollar is the best performer and it is virtually flat, despite the beginning of the central bank's easing cycle earlier today. Governor Bullock pulled over a [...]
Stories from Bangkok: Devcon SEA Scholars Program north Across different disciplines and geographies, builders are exploring how Ethereum fits into their work and communities. The Devcon SEA Scholars Program brought together 93 of these individuals in Bangkok who are bridging Ethereum with other worlds and pushing Ethereum's boundaries. This [...]
Short Note on Presidents' Day north There are two notable developments today. First, Japan's Q4 GDP was stronger than expected and Q3 growth was revised higher. The net impact is a stronger yen, rise in Japanese rates, and slightly greater confidence that the BOJ will hike rates again, perhaps as early as June. Second, between [...]