Constellation’s Meta Contract Saved a Plant. More Deals Could Be on the Way.
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Read MoreIran has reportedly placed large orders for ballistic missile components from China, according to sources familiar with the matter, as it works to strengthen its military capabilities while engaging in nuclear discussions with the U.S. The shipments, which include tons of ammonium perchlorate—a key propellant for missiles—are expected…
Read MoreJapan data – April household spending, a substantial miss both y/y and m/m: -0.1% y/y expected +1.4%, prior +2.1% -1.8% m/m expected -0.8%, prior +0.4% Household spending is not benefitting from real wages continuing to fall in Japan. Pay is failing to keep up with inflation, which has…
Read MoreConsensus estimate +130K Estimate range +75K to +190K April was +228K Private consensus +120K versus +167K prior Unemployment rate consensus estimate 4.2% Prior unrounded unemployment rate 4.1872% versus 4.1519% prior Prior participation rate 62.6% Prior underemployment U6 7.8% Avg hourly earnings y/y exp +3.7% versus +3.8% prior Avg…
Read MoreJapan is softening its stance on the 25% U.S. auto tariff, according to the Asahi newspaper, and is no longer pushing for a full repeal. Instead, Tokyo is proposing a more flexible framework that would see tariff rates reduced depending on how much a country contributes to the…
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