January 29, 2026 10:57 am
Key Moments USD/JPY has retreated from around 159.00 to near 153.00, yet remains approximately 4% above its early October gap level associated with the start of the Takaichi trade. BofA highlights a near-term USD/JPY range of 145 to 155 as a potential sweet spot for balancing equity and bond market stability. Japan’s July 2024 intervention […]
Read moreJanuary 29, 2026 10:20 am
Key Moments India’s top LNG importer said Asian spot prices must drop from $11 to $6-$7/MMBtu to boost demand. India is expected to import around 29 million tons of LNG this year, but a 15% gas share in the energy mix would require about 100 million tons of capacity. Price-sensitive Indian buyers have delayed long-term […]
Read moreJanuary 29, 2026 9:56 am
Key Moments Microsoft (NASDAQ:MSFT) delivered second-quarter adjusted EPS of $4.14 on revenue of $81.3 billion, beating analyst forecasts. Azure revenue grew 39%, just above 38.8% expectations, but slowed compared to the previous quarter. Capital expenditures jumped nearly 66% year on year to $37.5 billion, exceeding projections of $34.31 billion and weighing on the stock. Headline […]
Read moreJanuary 29, 2026 8:37 am
Key Moments GBP/USD trades within a defined range between 1.3750 and 1.3850. UOB Group analysts see room for the pair to advance toward 1.3925 if momentum holds. The bullish outlook remains valid as long as GBP/USD stays above 1.3710. Analysts Flag Building Bullish Momentum Analysts are watching GBP/USD for signs of stronger upside momentum. If […]
Read moreJanuary 29, 2026 7:19 am
Key Moments The dollar remains under heavy pressure despite US President Trump’s recent remarks that it is “doing great”. EUR/USD, USD/CHF, and AUD/USD all move sharply against the greenback, with several pairs testing multi-year extremes. Gold climbs 2.5% on the day and over 11% this week to $5,555, while silver pushes above $118 to a […]
Read moreJanuary 28, 2026 1:40 pm
Key Moments AeroVironment (NASDAQ:AVAV) shares gained 2% on Wednesday following news of a new U.S. Air Force task order. The company’s UES division received a $75 million, five-year contract under the FRESH program to develop advanced biotechnology and smart materials. The award builds on AeroVironment’s collaboration with the Air Force Research Laboratory and will utilize […]
Read moreJanuary 28, 2026 8:16 am
Key Moments GBP/JPY trades below 211.00, near a five-week low after two days of sideways movement. Japan’s fiscal concerns, political uncertainty, and risk-on sentiment pressure the JPY, though a hawkish BoJ stance limits losses. Expectations of BoE rate cuts in 2026, along with a stronger US Dollar, weigh on the Pound and cap gains in […]
Read moreJanuary 28, 2026 7:17 am
Key Moments ASML’s fourth-quarter bookings reached 13.2 billion euros, sharply higher than 5.4 billion euros in the prior quarter and well above analyst expectations of 6.32 billion euros. The company raised its 2026 revenue outlook to a range of 34 billion to 39 billion euros, exceeding analyst estimates of 35 billion euros. Management cited stronger […]
Read moreJanuary 27, 2026 3:21 pm
Key Moments Boeing reported a net profit of $8.22 billion, or $10.23 per share, in Q4. A year earlier, it lost $3.86 billion. The sale of Jeppesen for $10.6 billion helped offset losses. Rising 737 MAX and 787 output also supported results. Boeing took a $565 million charge on the KC-46 tanker program. Its commercial […]
Read moreJanuary 27, 2026 3:07 pm
Key Moments Deutsche Bank expects copper to stay in an incentive price range, supported by tight mine supply and electrification demand. The bank projects a quarterly peak near $13,000/t in Q2, then a gradual decline as mine output recovers. Potential US tariffs on refined copper may shift flows and add volatility later in the year. […]
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