US may explore use of military force against North Korea – WSJ

According to the WSJ, an internal White House review of the strategy on North Korea considers the possibility of military force or a regime change. Headlines  US officials have underscored the possible military dimensions of their emerging strategy in recent discussions with allies ...

Japan Monetary Base (YoY) below forecasts (23.2%) in February: Actual (21.4%)

Japan Foreign investment in Japan stocks dipped from previous ¥-127.9B to ¥-261.1B in February 24

Japan Foreign bond investment dipped from previous ¥48.2B to ¥-202B in February 24

US data: a case for higher US rates – ANZ

Analysts at ANZ explained that the US data supported the case for higher rates. Key Quotes: "With the PCE deflator (1.9% y/y) the highest since 2012 despite undershooting expectations, the manufacturing ISM jumping to its highest level since 2013, and personal income and spending rising." ...

Q1 GDP tracking estimate lowered by 0.4pp to 1.5% – Nomura

Analysts at Nomura offered an update to their Q1 GDP tracking based on the latest US data. Key Quotes: "The nominal PCE in January was up steadily, but PCE price indexes increased strongly. As a result, real PCE was soft, portending to less PCE in Q1.  Moreover, construction spending dat ...

South Korea Service Sector Output: 0.5% (January) vs 0.3%

South Korea Industrial Output Growth rose from previous -0.5% to 3.3% in January

Fed to hike March; what could possibly go wrong? – ANZ

Analysts at ANZ explained that President Trump stuck to the script in his first speech to Congress yesterday, promising deregulation, tax cuts and higher infrastructure spending without any of those pesky details that could spoil the fun. Key Quotes: "US data was unequivocally strong, and PC ...

Fed’s Brainard: Rate hike will likely be appropriate soon

Lael Brainard, member of the Federal Reserve's Board of Governors, is crossing the wires, noting that a rate hike will likely be appropriate soon, given improved global conditions and continued growth. Headlines Says "constraints" of the past two years, caused by problems fro ...

South Korea Industrial Output (YoY) fell from previous 4.3% to 1.7% in January

South Korea Industrial Output (YoY) fell from previous 4.3% to 1.7% in January

South Korea Service Sector Output: 0.5% (January) vs 0.3%

South Korea Industrial Output Growth rose from previous -0.5% to 3.3% in January