grainy dispatch

now

🚨 #BREAKING : INDIA'S JIO PLATFORMS SHARES UP 21.4% AT 1,358 RUPEES ON NSE VS ISSUE PRICE OF 1,119 RUPEES, AS PER REUTERS X

🚨 #BREAKING : TRUMP SAYS HE WOULD HAVE APPROVED FLAVIO BOLSONARO COMING TO THE US X

now

🚨 #BREAKING : TRUMP SAYS HE WILL HAVE A MEETING ON NUCLEAR DISARMAMENT DURING ASIA TRIP, AS PER REUTERS X

🚨 #BREAKING : TRUMP SAYS MAKING LOT OF PROGRESS ON UKRAINE, HOPE TO MEET PUTIN & ZELENSKIY SOON, AS PER REUTERS X

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Here's what we know about Taiwan inflation so far 09:35 am IST. Central Bank governor clarified he never ruled out CPI staying above 2%; the 2% figure is merely a reference. Current inflation runs above that level, and a dip below 2% is expected next year.

grainy dispatch@grainydispatch.bsky.social

🚨 #BREAKING : TAIWAN C.BANK CHIEF: RELATIVE WEAKNESS OF TAIWAN DOLLAR THIS YEAR DUE TO FOREIGN INVESTORS TAKING PROFITS ON TAIWAN STOCKS, AS PER REUTERS X

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He disclosed that 80% of Taiwan’s foreign‑exchange reserves sit in U.S. Treasury securities, underscoring confidence in dollar assets. The bank signalled that if CPI breaches the 2% threshold markedly, a rate‑hike will be on the table.

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Analysts will watch the next CPI print and any forward guidance from the Central Bank, as a sustained rise could tighten monetary policy and affect regional bond yields and the New Taiwan dollar’s trajectory.

🚨 #BREAKING : TAIWAN C.BANK CHIEF: RELATIVE WEAKNESS OF TAIWAN DOLLAR THIS YEAR DUE TO FOREIGN INVESTORS TAKING PROFITS ON TAIWAN STOCKS, AS PER REUTERS X

🚨 #BREAKING : TAIWAN C.BANK CHIEF: OUR INFLATION HAS BEEN ABOVE +2% SO FAR; ANTICIPATE TO BE LESS THAN +2% NEXT YEAR, AS PER REUTERS X

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🚨 #BREAKING : TAIWAN C.BANK CHIEF: CPI NEXT YEAR WOULD PROBABLY BE +2%, WHICH IS ACCEPTABLE. BUT IF IT EXCEEDS THAT LOT, WE WILL RAISE INTEREST RATES, AS PER REUTERS X

🚨 #BREAKING : EARTHQUAKE OF MAGNITUDE 6.06 STRIKES VANUATU ISLANDS - GFZ X

⛅ Morning Asia-Pacific! 🇬🇷 Greece, 🇨🇿 Czechia & 🇨🇾 Cyprus observe holidays today. Watching today: 1. 🇦🇺 Q3 CPI YY [18:30] 2. 🇳🇿 RBNZ OCR Rate Decision [19:00] 3. 🇹🇭 Bank of Thailand Rate Decision [01:00]

4. 🇮🇳 Industrial Output YY [04:30] 5. 🇨🇦 Bank of Canada Rate Decision & MPR [07:45] 6. 🇺🇸 US FOMC Rate Decision & Fed Chair Press Conference [12:00] 7. 🇪🇺 ECB Governing Council Policy Meeting

In case you missed it (past 24h): The US Supreme Court declined to block an agreement revoking immigration judges' authority to close deportation cases. On Wall Street, Boeing missed Q3 EPS estimates significantly while Coca-Cola beat quarterly profit expectations.

JUST IN: RBNZ GOV BREMAN: AGREED TIGHTER POLICY LIKELY WILL BE REQUIRED, CONDITIONAL ON ECONOMY, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: DID DISCUSS WHETHER OCR PATH WILL NEED TO BE LIFTED X

JUST IN: RBNZ GOV BREMAN: LIKELY OCR TO RISE HIGHER THAN PREVIOUS PATH, AS PER REUTERS X

Here's what we know about RBNZ rate outlook so far 08:05 am IST. Committee flagged NZ$ weakness could lift imported inflation. Officials see wage growth lagging target and warned further tightening may be needed, even into restrictive territory.

grainy dispatch@grainydispatch.bsky.social

JUST IN: RBNZ GOV BREMAN: AGREED TIGHTER POLICY LIKELY WILL BE REQUIRED, CONDITIONAL ON ECONOMY, AS PER REUTERS X

They reviewed market pricing, partial inflation releases and upcoming labour data as key guides. A wide band of neutral‑rate estimates leaves the OCR path uncertain. Discussion also touched on AI‑asset correction risks.

Watch for the next OCR decision and any shift beyond the current path, as a sustained weak dollar could force tighter policy, feeding through to price stability targets.

grainy dispatch@grainydispatch.bsky.social

JUST IN: RBNZ GOV BREMAN: AGREED TIGHTER POLICY LIKELY WILL BE REQUIRED, CONDITIONAL ON ECONOMY, AS PER REUTERS X

Rate hikes likely at upcoming meetings.

JUST IN: RBNZ GOV BREMAN: AGREED TIGHTER POLICY LIKELY WILL BE REQUIRED, CONDITIONAL ON ECONOMY, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: PARTIAL INFLATION DATA WILL BE IMPORTANT IN COMING WEEKS, ALONG WITH LABOUR DATA, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: WIDE RANGE OF NEUTRAL RATE ESTIMATES, ALWAYS UNCERTAIN CALL, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: AGREED TIGHTER POLICY LIKELY WILL BE REQUIRED, CONDITIONAL ON ECONOMY, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: DISCUSSED RISK OF CORRECTION IN AI-RELATED MARKET ASSETS, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: DISCUSSED WHETHER RATES COULD RISE FURTHER THAN OUR OCR PATH, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: AGREED TIGHTER POLICY LIKELY WILL BE REQUIRED, CONDITIONAL ON ECONOMY, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: WAGE GROWTH BELOW LEVELS CONSISTENT WITH INFLATION AT TARGET, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: CONCERNED THAT IF NZ$ REMAINS WEAK COULD ADD TO INFLATION, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: AGREED TIGHTER POLICY LIKELY WILL BE REQUIRED, CONDITIONAL ON ECONOMY, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: DECISION BASED ON ECONOMIC OUTLOOK, DID LOOK AT MARKET PRICING, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: CONDITIONS TO BRING INFLATION BACK TO TARGET ARE STILL FAVOURABLE, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: AGREED TIGHTER POLICY LIKELY WILL BE REQUIRED, CONDITIONAL ON ECONOMY, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: FURTHER TIGHTENING MIGHT BE NEEDED, EVEN INTO RESTRICTIVE TERRITORY, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: ITS LIKELY WE WILL DO FURTHER RATE INCREASES AT COMING MEETINGS, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: AGREED TIGHTER POLICY LIKELY WILL BE REQUIRED, CONDITIONAL ON ECONOMY, AS PER REUTERS X

JUST IN: RBNZ GOV BREMAN: COMMITTEE DISCUSSED DECLINE IN NZ$, IF SUSTAINED COULD ADD TO IMPORTED INFLATION, AS PER REUTERS X

🚨 #BREAKING : TAIWAN C.BANK CHIEF: RELATIVE WEAKNESS OF TAIWAN DOLLAR THIS YEAR DUE TO FOREIGN INVESTORS TAKING PROFITS ON TAIWAN STOCKS, AS PER REUTERS X

🚨 #BREAKING : TAIWAN C.BANK CHIEF: NEVER SAID CPI CANNOT REMAIN ABOVE +2%--+2% IS JUST REFERENCE POINT, AS PER REUTERS X

🚨 #BREAKING : 🇺🇸 🇹🇼 TAIWAN C.BANK CHIEF: 80% OF OUR CURRENT FOREX RESERVES REMAIN IN U.S. BONDS, AS PER REUTERS X

JUST IN: DOLLAR/SHEKEL NOW UP 0.75% AT 3.077, AS PER REUTERS X

JUST IN: DOLLAR/SHEKEL NOW UP 1% AT 3.084 AS ISRAELI EXIT POLLS SHOW DEADLOCK, POINT TO SETBACK FOR NETANYAHU, AS PER REUTERS X

JUST IN: RBA GOV BULLOCK: INFLATION IS FAR TOO HIGH, AS PER REUTERS X

JUST IN: NETANYAHU: 'LIKUD IS LARGEST PARTY IN ISRAEL', AS PER REUTERS X

JUST IN: NETANYAHU: 'WE MUST ESTABLISH A STRONG, RIGHT-WING NATIONAL GOVERNMENT', AS PER REUTERS X

JUST IN: 🇮🇱 🇮🇷 NETANYAHU: ISRAEL IS FACING HISTORIC OPPORTUNITY TO REMOVE IRANIAN THREAT, AS PER REUTERS X

JUST IN: 🇦🇺 🇳🇿 AUSTRALIAN DOLLAR JUMPS 2% ON NEW ZEALAND DOLLAR TO NZ$1.2602, HIGHEST SINCE EARLY 2013, AS PER REUTERS X

JUST IN: NETANYAHU: 'WE ARE STILL WAITING FOR REAL RESULTS', AS PER REUTERS X

JUST IN: US CRUDE FUTURES RISE $1.22 TO $101.12/BBL, AS PER REUTERS X

JUST IN: BRENT CRUDE FUTURES RISE $1.48 TO $115.36/BBL, AS PER REUTERS X

🚨 #BREAKING : SK HYNIX: TECHNOLOGICAL DEVELOPMENT & COMMERCIALIZATION TIMELINES SHOULD BE DISTINGUISHED REFERRING TO FOUR-F-SQUARE TECH, AS PER REUTERS X