Peso breach of P60 threatens BSP’s easing path amid oil price risks

https://fed.brid.gy/r/https://news.bomboradyo.com/peso-breach-of-p60-threatens-bsps-easing-path-amid-oil-price-risks/?utm_source=rss&utm_medium=rss&utm_campaign=peso-breach-of-p60-threatens-bsps-easing-path-amid-oil-price-risks

Capital Economics maintains forecast for RBA rate hike to 4.35% in May despite split board vote in March, citing Iran war uncertainty as key factor behind divided opinions on monetary policy direction
#YonhapInfomax #ReserveBankOfAustralia #InterestRates #CapitalEconomics #MonetaryPolicy #IranWarUncertainty #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110385

Capital Economics forecasts the S&P 500 will surge to 8,000 in 2026 before a sharp correction to 7,000, citing valuation pressures, tech earnings risks, and potential US economic slowdown.
#YonhapInfomax #SP500 #CapitalEconomics #Valuation #TechEarnings #USEconomy #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105157

Philippine Q4 growth skids to 5-year low, raises odds of further rate cuts

https://web.brid.gy/r/https://interaksyon.philstar.com/business/2026/01/29/308495/philippine-q4-growth-skids-to-5-year-low-raises-odds-of-further-rate-cuts/

Capital Economics warns that surging equity issuance by U.S. companies, reminiscent of previous market bubbles, signals a potential peak in the AI-driven bull market.
#YonhapInfomax #CapitalEconomics #AIBoom #GrossEquityIssuance #USStockMarket #MarketBubble #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=101933

Capital Economics projects the Reserve Bank of Australia could raise rates as early as February 2025, citing hawkish signals from Governor Michele Bullock and persistent inflation risks.
#YonhapInfomax #ReserveBankOfAustralia #CapitalEconomics #InterestRates #Inflation #ConsumerPriceIndex #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=94651

Capital Economics says US tariff uncertainty is unlikely to derail the stock market but may complicate the Federal Reserve's rate policy amid inflation concerns.
#YonhapInfomax #CapitalEconomics #USTariffs #FederalReserve #Inflation #InterestRates #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=71125

Capital Economics warns of increasing challenges for US Treasury market, citing multiple risk factors beyond Moody's recent credit rating downgrade
#YonhapInfomax #USTreasuryMarket #Moody'sDowngrade #CreditRating #CapitalEconomics #MarketRisks #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=64061

Capital Economics predicts BOJ to raise rates steadily, forecasting yen strengthening and dollar-yen rate to reach 145 range by year-end
#YonhapInfomax #CapitalEconomics #BankOfJapan #YenStrengthening #InterestRates #DollarYenExchange #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=51874