#Inflation

The Bank of Korea (BOK) has outlined its 2026 monetary policy, stating that any further interest rate cuts will depend on a careful assessment of inflation, growth, and financial stability.

Major investment banks have lifted South Korea's 2026 inflation forecast to 2.0%, citing the persistently weak won. With the currency nearing 1,500 per dollar, import costs are rising, posing a dilemma for the Bank of Korea.

Gold is challenging a 50-year resistance level against the U.S. money supply after a 70% surge, while Bitcoin tests a make-or-break support. This analysis explores the diverging paths of these two assets.

The retail price of gold in Japan has surpassed ¥25,000 per gram for the first time, driven by a historically weak yen. This development calls into question the yen's status as a global safe-haven asset.

The U.S. economy grew at a surprisingly strong 4.3% annual rate in Q3, the fastest in two years, driven by robust consumer spending. However, rising inflation raises questions about sustainability.

According to Galaxy Digital's Alex Thorn, Bitcoin's rally to $126,000 this year didn't break the $100,000 barrier in inflation-adjusted 2020 dollars, providing insights for both bulls and bears.

The Bank of Korea cut its benchmark interest rate by 25 basis points to 3.25%, the first reduction in over three years, as it shifts its focus from inflation to supporting economic growth.

Japan is set to pass its largest-ever budget for FY2026, a move by Finance Minister Katayama that comes as the nation battles persistent inflation and record Tokyo property prices.

European natural gas prices fall below €30/MWh, an 18-month low, due to a mild winter and high storage. We analyze the drivers, risks, and impact on inflation and ECB policy.

Global central banks are buying gold at a record pace, signaling growing doubts about interest rate hikes and a strategic shift towards safe-haven assets amid inflation and geopolitical risks.

The U.S. Federal Reserve held interest rates steady at 5.5-5.75% and signaled fewer rate cuts in 2026. Chair Powell pushed back against market expectations, causing stocks to fall.

The European Central Bank (ECB) has signaled a potential rate cut in June as inflation cools, but high wage growth remains a key concern. We analyze the ECB's dilemma and what it means for investors.