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PBOC sets USD/ CNY reference rate for today at 6.8654 (vs. estimate at 6.8313)
Japan wholesale inflation rose 2.6% y/y in March, with import…
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China inflation turns but signals “bad inflation” as energy costs rise and demand lags
China exits factory-gate deflation, but weak consumer demand and rising…
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BoJ flags stagflation risk if Middle East shock deepens, but says Japan not there yet.
Summary: BoJ’s Himino says Japan not currently in stagflation Warns…
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China March 2026 CPI 1.0% y/y (expected 1.2%) PPI 0.5% y/y (expected 0.4%)
China inflation. I’ll have more to come on this separately,…
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Latest Posts
- What are the main events for today?

- FX option expiries for 22 April 10am New York cut

- JP Morgan stays bearish on the Japanese yen amid higher energy prices

- ECB policymaker Kazāks says not in a rush to make a move on monetary policy

- Trump tweets on Iran financial “collapse”, want to reopen Strait of Hormuz


