Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 1 May 2026
US Fed kept Fed Funds Rate stable at 3.5% to 3.75%. But more interesting was the fact that three of the Fed dissenters disagreed with the easing...
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CX Daily: Energy Shockwaves From U.S.-Iran War Hit Global Economy
TOP STORIES Cover Story: Energy Shockwaves From U. S. -Iran War Hit Global Economy Raffy, who works in Manila, usually drives the three-hour...
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Why Hawkish BoJ Signals and Intervention Risk Have Not Reversed the Yen Weakness
Why tougher BoJ rhetoric and intervention threats have failed to stabilize the yen—and how dollar dynamics and policy gaps shape a bearish near...
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Japan Is at a Policy Crossroads, Yen Offers a Guide
Diverging policies, intervention risk, and shifting Fed expectations put the yen on the brink of another rapid reversal.
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Middle East FX, November 21st 2025
Saudi’s Crown Prince successful visit in Washington. Housing costs still driving inflation in GCC. Construction an important part of Saudi activity.
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