Jason Tang

43 Articles

Jason is a Senior Economist at TradingKey’s Investment Research Team, bringing over a decade of expertise in macroeconomic research, multi-asset class analysis, and econometric forecasting. He has recently begun sharing his investment research insights through video content.

With a robust research foundation, Jason specializes in analysing macroeconomic trends in the United States, Europe and Japan, as well as developing asset allocation strategies for these major economies. Additionally, he conducts in-depth research and forecasting on trends across more than 10 foreign exchange markets.

Jason holds a Master’s degree in Economics from the London School of Economics (LSE) and successfully passed all three levels of the Chartered Financial Analyst (CFA) exams in 2014.

Written by Jason Tang

Reviewed by Jason Tang

[IN-DEPTH ANALYSIS] Gold: Will Tariffs Push Gold Prices Down? No, They Will Only Benefit Gold

Through comprehensive analysis, we believe that gold prices still have room to rise.

21 hours ago

U.S. March CPI Commentary: Tariffs Will Have Limited Impact on Inflation; Significant Fed Rate Cuts Could Trigger a Stock Market Rebound

On 10 April 2025, the U.S. released its March Consumer Price Index (CPI) data, revealing a continued slowdown in inflation. Core CPI month-over-month growth eased from 0.2% in February to 0.1% in March, while Headline CPI unexpectedly recorded a negative month-over-month figure of -0.1%.

Fri, Apr 11

U.S. March CPI Preview: Will "Reciprocal Tariffs" Drive Up Inflation? Not Necessarily!

TradingKey - On 10 April 2025, the United States will release its Consumer Price Index (CPI) data for March. Market consensus forecasts suggest that the year-over-year (YoY) increases for headline CPI and core CPI will reach 2.6% and 3.0%, respectively, down from the prior readings of 2.8% and 3.1%.

Wed, Apr 9

U.S. March Nonfarm Payroll Commentary: Non-Farm and Tariffs Are Not the Concern, Inflation Takes Centre Stage

On 4 April 2025, the U.S. released its March non-farm payroll (NFP) data, reporting a increase of 228,000 jobs, significantly surpassing market expectations of 135,000 and the prior month’s 151,000. Data also show that NFP has risen for two consecutive months.

Mon, Apr 7

[IN-DEPTH ANALYSIS] Japan: Why Will Stocks and Currency Rise Despite "Reciprocal Tariffs"?

We expect the yen to strengthen against the dollar in the short term and stabilize in the medium term.

Mon, Apr 7

U.S. March Nonfarm Payroll Preview: Even If Data Aligns with Expectations, Financial Markets May Not Escape the Fate of Volatility

On 4 April 2025, the United States will release its March Nonfarm Payrolls (NFP) data. The market consensus currently anticipates job growth of 128,000, a decline from February’s 151,000. We align with this prevailing forecast.

Wed, Apr 2

RBA Interest Rate Decision Commentary: Hitting Pause, But the Easing Cycle Isn't Over – Where Next for the AUD?

On 1 April 2025, the Reserve Bank of Australia (RBA) announced its latest interest rate decision. In line with widespread market expectations, the central bank kept its policy rate steady at 4.1%.

Tue, Apr 1

[IN-DEPTH ANALYSIS] New Zealand: No Hope for an NZD Rally

TradingKey - At the front end of the NZD/USD currency pair, the New Zealand Dollar (NZD) is expected to weaken against non-USD currencies due to the Reserve Bank of New Zealand’s (RBNZ) ongoing rate cuts, the central bank’s recent dovish remarks and the impact of Trump’s tariff policies.

Mon, Mar 24

Fed Interest Rate Decision Commentary: Rate Cuts Imminent, Shifting to an “Easing Trade”

TradingKey - On 20 March 2025, the Federal Reserve announced its March interest rate decision. Consistent with broad market expectations, the Fed maintained its policy rate unchanged at 4.25%-4.5%. Regarding balance sheet reduction, starting in April, the monthly cap on maturing U.S. Treasury...

Thu, Mar 20

Bank of Japan Policy Rate Commentary: Rate Hike May Be Less Than Expected, But It Won’t Alter the Yen’s Upward Trend

On 19 March 2025, the Bank of Japan (BoJ) announced its March interest rate decision. In line with widespread market expectations, the central bank kept its policy rate unchanged at 0.5%.

Thu, Mar 20