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Jason Tang
36 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] 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.
3 hours ago
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
Fed Interest Rate Decision Preview: Powell's Speech Is the Key Focus
On 20 March 2025, the Federal Reserve (Fed) will announce its interest rate decision for March. The market widely anticipates that the central bank will keep its policy rate unchanged, maintaining it within the range of 4.25%–4.5%. We align with this consensus outlook.
Wed, Mar 19
Bank of Japan Interest Rate Decision Preview: Pause on Rate Hikes Already Priced In, Minimal Market Movement Expected on the Day
On 19 March 2025, the Bank of Japan (BoJ) will announce its March interest rate decision. The market widely expects the central bank to maintain its policy rate unchanged at 0.5%. We align with this consensus forecast.
Tue, Mar 18
[IN-DEPTH ANALYSIS] Trump Policies: Market Overreacted, Remain Bullish on Stocks
We believe the market is currently overemphasizing the impact of tariffs while overlooking other economic and political factors. In summary, we remain bullish on both U.S. and European stocks.
Mon, Mar 17
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Japan's "Shunto" Preview: Bank of Japan Rate Hike Imminent, Boosting the Yen
TradingKey - The Shunto—short for the Spring Wage Offensive—is Japan’s annual nationwide labour-management bargaining event held every spring. Typically, Shunto unfolds in three stages: In the first round, employers discuss potential wage increases; in the second, workers at various companies...
Wed, Mar 12
U.S. February CPI Preview: Is the Era of Stagflation Approaching?
On 12 March 2025, the United States will release the Consumer Price Index (CPI) data for February. Market consensus predicts that the year-over-year growth rates for Headline CPI and Core CPI will reach 2.9% and 3.2%, respectively, both lower than the previous figures of 3.0% and 3.3%.
Tue, Mar 11
[IN-DEPTH ANALYSIS] South Korea: The KRW is a One-Way Bet. Downward!
In the medium term (3-12 months), as the USD Index peaks and retreats, coupled with the stabilizing effect of the National Pension Service’s (NPS) FX hedging program, the KRW is likely to enter a range-bound fluctuation.
Tue, Mar 11
[IN-DEPTH ANALYSIS] Canada: Why Shorting the CAD Seems Like a Sure Thing?
Given the uncertainty surrounding Trump-era policies, we evaluate two scenarios: 1) Tariffs avoided or delayed; 2) Broad-based tariffs implemented.
Tue, Mar 11
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