BOJ Raises Rate to 0.75% as 10-Year JGB Tops 2%
The BOJ’s 25-bp hike pushed yields and weakened the yen, highlighting normalization amid fragile growth.
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Cool CPI and Micron Guidance Lift Nasdaq, End S&P Slide
Stocks climbed as CPI undershot estimates, yields fell, and Micron reignited AI-chip optimism despite data caveats.
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Shutdown-Distorted Jobs Report Shows Losses, Rising Unemployment, Cooling Wages
October’s 105,000 job drop and 4.6% unemployment print were noisy, but point to softer hiring and wages.
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Japan Exports Jump, U.S. Shipments Rebound as BOJ Hike Looms
November exports beat forecasts, helped by tariff relief and a weaker yen, lifting odds of a BOJ rate hike.
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AI Financing Fears Sink Stocks as Oracle, Chips Slide
Investors rotated out of crowded AI winners amid Oracle data-center financing concerns and ahead of delayed CPI.
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S&P Global PMI Cools as Input Prices Hit Three-Year High
December’s flash survey shows fading new orders and slowing services, even as cost pressures reheat.
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Noisy Jobs Report Tilts Markets Risk-Off, Fed Odds Steady
Payrolls rebounded but unemployment hit 4.6%, nudging equities mixed, energy lagging, and Fed cut odds near 24%.
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Shutdown-Blurring Jobs Data Shows Cooling Labor, Softening Spending
November payrolls rebounded but unemployment, underemployment, and wage growth weakened, while October retail sales stalled.
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BOJ Seen Lifting Policy Rate to 0.75% Peak
Reuters expects a 0.75% move driven by wage inflation, with yen and carry trades in focus.
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