Blog

India bars Jane Street from accessing its securities market- Bloomberg News

Trump says willing to let migrants stay who are vouched for by the farmers they work for

Japan data – May household spending +4.7% y/y (expected +1.2%, prior -0.1%)

Yen adding on a few points after the spectacular beat for Japan household spending data

Barclays has raised its Brent crude oil forecast to US$72/bbl for 2025

China’s Wang Yi downplays EU concerns over rare earth export controls

Reminder – not all US markets are closed for the holiday (Globex open limited hours)

Forexlive Americas FX news wrap: Non-farm payrolls beat the consensus

Trump says will begin sending letters on trade tariffs starting Friday

The US job market is in decent health but is clearly slowing – CIBC

Trade ideas thread – Friday, 4 July, insightful charts, technical analysis, ideas

Economic calendar in Asia 04 July 2025 – a light one