Tag Archives: hawkish

BOJ board’s hawkish flex lowers bar for an October rate hike  Reuters BOJ Board Member Noguchi Raises Expectations for Rate Hike  The Wall Street Journal Dovish BOJ Member Sees Rising Need for Hike While Noting Risks  Bloomberg.com Japan’s Monetary Policy: Timing, Risks and Inflation Trends  The Economic Times Bank Of Japan Edges Closer To A Rate Hike Showdown  Finimize Source link

Trump’s stunning pivot on Ukraine thrills hawkish Republicans  Axios Trump says NATO countries should shoot down Russian aircraft that violate their airspace | CNN Politics  CNN Russian Offensive Campaign Assessment, September 23, 2025  Institute for the Study of War Trump, in major shift, suggests Ukraine can win back territory long held by Russia  NPR In a Sudden Shift, Trump Says Ukraine Can Win the …

Federal Reserve policymakers delivered a quarter-point interest-rate cut this week, but leading economist Mark Zandi warns the move carries a more hawkish signal than markets had anticipated.  Speaking to Fortune after the announcement, Zandi described the Fed’s messaging as tightrope-walking between economic risks—aiming to manage dangers to job growth while signaling no rush into further cuts. Zandi said the rate …

Morning Bid: BOJ holds, with a hawkish twist  Reuters Bank of Japan to Start Offloading More Assets  The Wall Street Journal BOJ to unwind ETF holdings as split board signals hawkish shift  Reuters Stocks sell off as Bank of Japan unveils plan to unwind $250bn of ETFs  Financial Times Japan’s Nikkei 225 erases gains to trade lower after BOJ keeps interest rate steady  CNBC Source …

Wednesday will see the Fed deliver an interest rate cut, most likely 25bp. It’s fully priced. So, material market impact would have to come from either a surprise 50bp cut, or commentary from Chair Powell that swings dramatically in either a decidedly hawkish or dovish direction. A 25bp cut gives room for a somewhat dovish leaning, while a 50bp cut …