
Federal Reserve’s Waller, leaning against March cut, sees easings later in year
Noting projections of two cuts this year and next, he said “I don’t think there’s anything wrong with that kind of number,” even if the actual outcome is slightly different.

Bank of Japan’s deputy chief hints at more rate hikes, without rushing
Recent economic data, persistent yen weakness and growing attention to surging food prices have prompted some economists to cite the risk of an early move.

Australia central bank saw risk of holding tight for too long when cutting rates
Given that core inflation at 3.2 per cent was still above the RBA’s long-term target band of 2 to 3 per cent,

Bank of England may need to pause rate cuts, ex-policymakers warn
After hovering above the 2 per cent target for much of last year, inflation is once again on the rise.

US economy shows signs of strain from Trump’s tariffs and spending cuts
Funding freezes and firings of federal workers, combined with costly trade wars, are souring consumer sentiment, raising inflation expectations,

Trump says Mexico, Canada tariffs will start March 4, plus additional 10% on China
China, which already faces U.S. tariffs on its products, will be charged an additional 10% tariff on the same date, Trump added in a Truth Social post.

US consumer confidence posts biggest drop in over 3 years
Tariffs on imports, which Trump has already imposed or is planning to, have been singled out as the major issue in almost every survey of households and businesses.

Australia’s central bank cuts rates for the first time in four years, flags economic uncertainties
The RBA cut rates by 25 basis points to 4.10% on Tuesday, marking its first easing since November 2020,

Fed rate cuts on hold until US inflation improves, minutes show
The minutes from the central bank’s Jan 28-29 meeting suggest the hiatus is likely to be a long one.

Japan's core inflation hits 19-month high, keeping alive BOJ rate-hike bets
"The BOJ will likely see scope to raise interest rates on the view price conditions are moving in line with its forecast."

Goldman says AI could be a $200 billion game changer for China markets.
We estimate widespread AI adoption could boost Chinese [earnings per share] by 2.5% [per] year over the next decade.

Australia set for first rate cut since 2020 as trade risks mount
A majority expect the Reserve Bank to finally embark on easing on Feb 18 with a 25 basis-point reduction in the cash rate to 4.1 per cent.