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Wednesday, July 9, 2025

Asia Market Movers: UBS: Emerging market stocks not fully pricing in tariff risks

UBS: Emerging market stocks not fully pricing in tariff risks

UBS analysts warn that emerging market (EM) equities may be underestimating the impact of rising U.S. tariffs. Over 35% of MSCI EM revenues come from exports, with 13% tied to the U.S., leaving them v... 

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Reserve Bank of Australia Assistant Governor (Economic) Hunter speaking soon

Reserve Bank of Australia Assistant Governor (Economic) Hunter is speaking in a webinar at 0530 GMT/0130 US Eastern time. Its regarding Internship Opportunities at the RBA, which doesn't sound like it... 

Reserve Bank of New Zealand (RBNZ) leaves rates unchanged, as expected

Reserve Bank of New Zealand If medium-term inflation pressures continue to ease as projected, thecommittee expects to lower the official cash rate furthe Annual consumers price inflation will likely i... 

China June CPI +0.1% y/y (expected +0.0%)

China June2025 inflation data China CPI (YoY) (March 2025) +0.1%, the first rise in five months expected 0.0%, prior -0.1% CPI (MoM) -0.1% expected 0.0%, prior -0.2% PPI (YoY) -3.6%, getting worse, th... 

Hassett emerging as serious contender to be next Fed chair (not a typo)

The Wall Street Journal reports that Hassett is emerging as serious contender to be next Fed chair. Yes, for real! Says met with Trump re this in June. Sort of makes sense, Hasset will do anything Tru... 

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Latest Forex Orders

FX option expiries for 8 July 10am New York cut

There is just one to take note of on the day, as highlighted in bold . That being for EUR/USD at the 1.1700 level. The pair is keeping just below its key hourly moving averages but the expiries here s... 

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