Macro Pulse
Economic Calendar
China PPI Beat Keeps Dollar Neutral Amid Housing Dip
Neutral Regime Anchors on Offsetting Prints China’s August inflation data delivered a clear upside surprise that leaves regional policy expectations on mild hold. The PPI…
Neutral Asia Data Pins Dollar in Range as China Exports Surge
Macro Regime Holds Neutral on Regional Offsets Mixed Asian prints leave the overall picture unchanged from yesterday. Japan GDP final came in softer than expected…
Asia PMI Beats Fuel Yen Rally and Neutral Dollar Stance
Regime Snapshot and Evolution The macro regime holds neutral with conviction at five as Asian data outperformance meets dollar selling without shifting the broader risk…
Australian GDP Beat Anchors Neutral Dollar Regime at 99.65
Regime Snapshot and Dollar Anchors The macro regime stays neutral as Australian Q2 GDP printed 0.4 percent quarter on quarter against a 0.3 percent consensus.…
Neutral Regime Persists Amid Mixed Asian PMI Prints
Asian Data Snapshot Mixed Asian PMI prints leave growth signals balanced, with Japan and China beating forecasts while Australia and Indonesia miss. Japan manufacturing PMI…
Hot French Inflation Bolsters Dollar in Neutral Regime
Regime Overview Neutral conditions hold into the weekend as hotter European inflation prints reinforce dollar support without shifting the broader macro balance. French headline inflation…
Mixed Asia-Europe Prints Leave Dollar Range-Bound
Regime Overview Neutral conditions persist into the session as fresh data from Asia and Europe reinforce the same cautious tone seen yesterday. Australian private capital…
Australian CPI Surprise Locks Neutral Dollar Regime
Regime Overview Neutral conditions hold after the Australian July inflation release delivered the clearest upside surprise of the session. Headline CPI rose 1 percent month…
Ifo Beat Anchors Eurozone as Dollar Caps Risk at 1.168
Regime Overview Neutral conditions persist after German Ifo and GDP prints delivered clear upside surprises. The business climate index reached 88.8 against a 86.7 forecast,…
Mixed Prints Anchor Neutral Regime With Sticky Inflation Risks
Data Prints Signal Uneven Momentum Singapore core inflation surprised higher at 2 percent against a 1.6 percent forecast, pushing the annual rate to 2.2 percent…