Japan’s manufacturing sector shows easing contraction in May, with improving sentiment and employment despite global challenges.
Goldman Sachs projects stable OPEC+ output, with lower oil price forecasts due to global supply growth.
Governor Waller signals potential rate cuts, downplays long-term tariff inflation, monitors market expectations, and labour trends.
Japan’s Q1 capital spending rose 6.4% year-on-year, exceeding expectations and reversing previous declines.
Bank of Japan boosts bond loss provisions to 100%, anticipating rising interest rates and market shifts.
Australian manufacturing slowed in May, but confidence and export growth hint at potential recovery amid easing inflation.
China withholding key industrial products strains U.S. trade; Trump-Xi talks expected to address economic tensions.
China’s May 2025 PMI shows slight improvement; manufacturing contracts again, services expand marginally, stimulus expected soon.
BoJ monitors uncertainty amid tariff talks; shifts policy as inflation exceeds 2%, impacting Yen’s performance.
Fed stresses anchoring inflation expectations; policy tools like rate changes and bond actions guide dollar stability.
Insights 
VT 
