KTX AHEAD: Structural Weakness in the US Labor Market; Nonfarm Payrolls Unlikely to Recover
Structural weakness in the US labor market is likely to compel the Fed to reopen the door to interest-rate cuts. These developments should support...
88 Views
KTX AHEAD: Jackson Hole 2026: Fed May Fight Inflation Through Its Balance Sheet Rather Than Interest Rates (“Monetary Barbell”)
A "double liquidity squeeze," driven by the Fed's balance-sheet tightening and the US Treasury's use of short-term borrowing to fund buybacks of...
86 Views
KTX AHEAD: US Payrolls in Focus: A Turning Point for Fed Repricing?
If upcoming US employment data remain weak, the Fed could face a more difficult policy trade-off when considering further rate hikes. Meanwhile,...
120 Views
Krungthai XSpring Zoom Eng. June 22, 2026
The government is accelerating FY2026 budget disbursement to support domestic economic activity, with 35.91% of the annual budget already disbursed...
97 Views
Recommendation: Selective Speculation
President Trump's threat to raise tariffs on imports from Europe and China pressured Asian markets and the SET to move lower. The index also faced...
88 Views