This week, global financial markets remained highly headline-sensitive and directionally inconsistent, as investors continuously adjusted expectations in response to policy signals and macroeconomic risks. In the FX market, the USD experienced significant swings but failed to sustain a one-direction

Markets are entering an important transition phase, and the key driver right now is uncertainty about the Federal Reserve’s next move. Investors are not just waiting for a rate cut they are waiting for clarity. The Fed’s tone has become the anchor of global sentiment, and the absence of strong guida

Looking ahead, if inflation stays at or above current levels, Japan may see more pressure on both consumers and the economy. Households might cut back on spending, and businesses could delay investments if costs remain high. That could slow economic growth over time. However, sustained inflation mig