4 hours ago

US: Tariff reset shapes Dollar outlook – NBC

National Bank of Canada’s (NBC) Angelo Katsoras and Jocelyn Paquet analyze how the Supreme Court ruling and subsequent White House response reshape US trade policy. They note the effective tariff rate briefly fell before a new 15% Section 122 tariff restored most of the prior burden.
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4 hours ago

JPY: Fiscal stance points to BoJ hike – MUFG

Derek Halpenny at MUFG argues that PM Takaichi’s focus on defence, economic security and investment-led growth, alongside efforts to move away from supplementary budgets, is supportive of a gradual BoJ policy normalisation.
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