Publications

• Bank of Korea holds rates steady, but hints at October cut — 2025-08-27
• Confidence data shows Italy still mired in stagnation — 2025-08-27
• ECB July minutes confirm wait-and-see stance with some easing bias — 2025-08-27
• Rates Spark: No brain steepeners exposed to reversals — 2025-08-27
• Unemployment remains a bright spot for Hungary — 2025-08-27
• High 2026 fiscal imbalance in Poland calls for adjustment plan — 2025-08-27
• Eurozone sentiment dips but remains in line with third quarter strength — 2025-08-27
• Philippines' central bank policy nearing inflection point, but easing may not be over — 2025-08-27
• Webinar: The 'global euro' 100-day report card — 2025-08-27
• FX Daily: Making the renminbi great again — 2025-08-27
• French political storm: What it means for bonds and the euro — 2025-08-26
• Rates Spark: The Lisa Cook affair and the curve — 2025-08-26
• FX Daily: Limited FX fallout from France and Fed turmoil — 2025-08-26
• Rates Spark: Eurozone bond spreads face a jittery autumn — 2025-08-26
• Hungarian wage data a pleasant surprise, but is no silver bullet — 2025-08-26
• Rates Spark: The Lisa Cook affair and the curve — 2025-08-26
• The Commodities Feed: Oil falls as Indian secondary tariffs come into effect — 2025-08-26
• South Korean consumer sentiment improves, but outlook still cautious — 2025-08-25
• National Bank of Hungary review: In search of inflation anchors — 2025-08-25
• Rates Spark: The bottoming out of the 2Y Bund — 2025-08-25
• FX Daily: French and US political drama may lift volatility — 2025-08-25
• German businesses accentuate the positives — 2025-08-24
• European contractors stuck in neutral as growth stalls in 2025 — 2025-08-24
• Poland's retail sales rebound in July after softer June — 2025-08-24
• The Commodities Feed: Jerome Powell provides a boost to most markets — 2025-08-24
• The likely fall of the French government will weigh on the economy — 2025-08-24
• Watch: We still expect the Bank of England to cut rates in November — 2025-08-21
• Watch: Why we still expect the Bank of England to cut rates in November — 2025-08-21
• The Commodities Feed: Fading optimism over Ukraine ceasefire pushes oil higher — 2025-08-21
• THINK Ahead: The data? She's hardly econometric... — 2025-08-21
• State of economy and inflation top list of financial worries — 2025-08-21
• State of economy and inflation top list of Europeans' financial worries — 2025-08-21
• Asia week ahead: Rate decisions in South Korea and Philippines and key data on Japan, India, and China — 2025-08-21
• Japanese inflation staying above 3% raises chances of rate hike — 2025-08-21
• Germany's economic slump worsened in the second quarter — 2025-08-21
• FX Daily: Dollar drifts higher ahead of Jackson Hole speech — 2025-08-21
• French growth stalls as business sentiment falters — 2025-08-21
• Fed Chair Powell pivots to cutting mode — 2025-08-21
• FX Daily: EM and China remain in demand — 2025-08-20
• Rates Spark: Chair Powell to be his own man — 2025-08-20
• Should we worry about falling US bank reserves? — 2025-08-20
• Webinar: The 'global euro' 100-day report card — 2025-08-20
• PMI paints upbeat picture of eurozone manufacturing in August — 2025-08-20
• The EU and US release more details on their trade deal — 2025-08-20
• Polish rates likely to be lowered in September as inflation risks ease — 2025-08-20
• Bank Indonesia front-loads easing amid growth concerns — 2025-08-19
• FX Daily: Dovish cut from RBNZ shows importance of spare capacity — 2025-08-19
• Hot UK inflation not a gamechanger for the Bank of England — 2025-08-19
• EUR/USD: Our latest views — 2025-08-19
• Rates Spark: Inflation blinkers on — 2025-08-19
• UK Money Markets: Slower QT will support GBP liquidity conditions — 2025-08-18
• US Money Markets: Stability in bank reserves, but changes are coming — 2025-08-18
• Eurozone Money Markets: ECB cuts come to an end but the balance sheet shrinks further — 2025-08-18
• Rates Spark: Index disappointment versus AAA squeeze — 2025-08-18
• The Commodities Feed: Oil lower on prospects of a Zelensky-Putin meeting — 2025-08-18
• FX Daily: Cautious peace optimism fails to lift euro — 2025-08-18
• The Commodities Feed: Sanctions risk eases following Trump-Putin summit — 2025-08-17
• Rates Spark: Heavier Treasuries despite the buying — 2025-08-17
• Eurozone trade surplus collapses as tariffs start to bite — 2025-08-17
• Reserve Bank of New Zealand: One cut this week, one more to go — 2025-08-17
• Czech industry grapples with ongoing price pressures — 2025-08-17
• FX Daily: Markets giving peace a chance — 2025-08-17
• Firm US retail activity and elevated import costs weakens 50bp Fed cut calls — 2025-08-14
• China's July activity data slump shows additional stimulus needed — 2025-08-14
• Watch: Too late to cut? The Fed's inflation dilemma — 2025-08-14
• THINK Ahead: Three questions awaiting Jay Powell at Jackson Hole — 2025-08-14
• Asia week ahead: Chinese loan prime rate decision and data on Japan and Taiwan — 2025-08-14
• Riksbank to keep rates on hold as inflation heats up — 2025-08-14
• FX Daily: For the dollar, inflation matters more than Alaska — 2025-08-14
• Rates Spark: US PPI and Dutch pension reforms to push curves steeper still — 2025-08-13
• Romania's economy continues to show subdued momentum — 2025-08-13
• FX Daily: Time to talk about 50bp? — 2025-08-13
• UK economy holds up in the second quarter despite headwinds — 2025-08-13
• Slowing Polish inflation sets the stage for further rate cuts — 2025-08-13
• Weak production data pours cold water on eurozone's hope for industrial recovery — 2025-08-13
• How a change in the rules will allow banks to hold more Treasuries — 2025-08-12
• The Commodities Feed: Oil falls on bearish fundamentals, but upside risks abound — 2025-08-12
• South Korean unemployment falls, but weak private hiring still a concern — 2025-08-12
• Rates Spark: A 3 per cent inflation environment, and still on the rise — 2025-08-12
• Poland's current account sees a surprising June surplus amid trade shifts — 2025-08-12
• FX Daily: Laser focused on a September cut — 2025-08-12
• Poland's economy gains momentum as services thrive — 2025-08-12
• The Commodities Feed: Oil in wait-and-see mode ahead of Trump Vs. Putin — 2025-08-12
• How a change in the rules will allow big US banks to hold more Treasuries — 2025-08-12
• Romanian inflation surges in July, shifting the outlook upward — 2025-08-11
• UK jobs markets shows hints of improvement — 2025-08-11
• UK jobs market shows hints of improvement — 2025-08-11
• Limited US tariff impact allows the Fed to cut rates from September — 2025-08-11
• FX Daily: Hot inflation may only give short-lived support to dollar — 2025-08-11
• Rates Spark: Steepening and room for more — 2025-08-11
• US-China trade truce extension averts costly re-escalation for now — 2025-08-11
• Dutch inflation drops in July — 2025-08-11
• US Dollar Credit Supply: Supply trailing that of last year — 2025-08-10
• FX Daily: Data to prevail over geopolitics, for now — 2025-08-10
• The Commodities Feed: Oil falls ahead of Trump-Putin meeting — 2025-08-10
• Euro Credit Supply: Corporate supply is very active this summer while financials slow down — 2025-08-10
• Rates Spark: Tuesday's fiscal and CPI data can prove troubling — 2025-08-10
• Norges Bank preview: No surprises this time — 2025-08-10
• EMEA FX Talking: Splits start to emerge in monetary cycles — 2025-08-07
• Carsten: The global power play is far from over — 2025-08-07
• Asia FX Talking: North Asia continues to outperform — 2025-08-07
• Soft Canadian July jobs boost the case for more rate cuts — 2025-08-07
• Inflation proves stubborn in Hungary despite yearly decline — 2025-08-07
• Latam FX Talking: Carry interest dominates tariff threats — 2025-08-07
• THINK Ahead: Why central banks can't agree — 2025-08-07
• Asia week ahead: Australian rate decision and key data from China, South Korea, Japan — 2025-08-07
• Inflation proves stubborn in Hungary despite deceleration in yearly reading — 2025-08-07
• FX Talking: Cracks in the dollar's shield — 2025-08-07
• G10 FX Talking: Door opens to a weaker dollar — 2025-08-07
• FX Daily: Diverging central bank stories — 2025-08-07
• FX Talking: Forecast table — 2025-08-07
• The Commodities Feed: Potential Trump-Putin meeting weighs on oil — 2025-08-07
• RBA preview: Data supports a rate cut next week — 2025-08-07
• Trade update: reciprocal tariffs, fragile deals and legal uncertainty — 2025-08-06
• Gold Monthly: We've revised our gold forecast still higher — 2025-08-06
• Oil market sceptical over how impactful additional tariffs on India would really be — 2025-08-06
• FX Daily: Ukraine truce hopes regain centrality — 2025-08-06
• Monitoring Turkey: More cuts to come — 2025-08-06
• German industrial data prompts a second-guessing of the cyclical rebound — 2025-08-06
• Rates Spark: A triple tail in the US — 2025-08-06
• Philippines growth remains steady, but a rate cut is still on the table — 2025-08-06
• Bank of England cuts rates in dramatic meeting — 2025-08-06
• CNB review: Rate stability is the central scenario — 2025-08-06
• Webinar: Too late to cut? The Federal Reserve's inflation dilemma — 2025-08-06
• RBI holds steady, but growth risks could pave way for 4Q rate cut — 2025-08-05
• Expansion in Czech industry and construction drives wages — 2025-08-05
• Stronger retail sales rebound signals resilient consumer demand — 2025-08-05
• Hungarian retail sales increase as industry underperforms — 2025-08-05
• The Fed set to move faster to stave off recession risk — 2025-08-05
• Italian industrial production edges up marginally — 2025-08-05
• ING Monthly: Move over, tariffs. Power Play is the new game in town — 2025-08-05
• Rates Spark: Bank of England QT tweaks cannot solve structural problems — 2025-08-05
• FX Daily: Two Kevins, one spot — 2025-08-05
• The Commodities Feed: Markets await Trump's Russia peace-deal deadline — 2025-08-05
• FX Daily: BRICS under fire — 2025-08-04
• National Bank of Romania to hold steady amid headwinds — 2025-08-04
• Rates Spark: A US 3yr hiccup, while European spreads do their own thing — 2025-08-04
• Business surveys add to concerns about cooling US growth — 2025-08-04
• Steady Korean inflation leaves room for rate cut if housing slowdown continues — 2025-08-04
• Listen: Pharma's bitter dose of tariff pressure — 2025-08-04
• Czech inflation to hover above the target — 2025-08-04
• Knightley: US interest rates cuts could come sooner than you think — 2025-08-03
• The Commodities Feed: Oil falls after latest OPEC+ supply hike — 2025-08-03
• Rates Spark: We see US payrolls, but we also see pressures for higher longer rates — 2025-08-03
• Turkish inflation undershoots expectations in July — 2025-08-03
• FX Daily: Three reasons for the dollar to stay pressured this week — 2025-08-03
• Weak jobs report reignites prospect of imminent US rate cuts — 2025-07-31
• Eurozone inflation holds steady at 2% in July — 2025-07-31
• AI Monthly: from experimentation to integration - solving the AI scale-up challenge — 2025-07-31
• The dollar's handbrake turn — 2025-07-31
• THINK Ahead: Four charts show what we've learned this week — 2025-07-31
• Bank of England set to cut rates amid jobs market jitters — 2025-07-31
• Rates Spark: Saving the most exciting for last — 2025-07-31
• Monitoring Hungary: Recovery in sight, but weakness persists — 2025-07-31
• Asia week ahead: Key data on China, Japan, Korea, Taiwan, and an Indian rate decision — 2025-07-31
• FX Daily: Laser-focused on data despite new tariffs — 2025-07-31
• US tariffs doing real damage to Japanese profit margins — 2025-07-31
• US 15% tariff on South Korea is largely as expected — 2025-07-30
• China July manufacturing PMI softened as new orders slowed — 2025-07-30
• Polish inflation slowed less than expected in July, but rate cut still in sight — 2025-07-30
• Bank of Japan pauses while hiking inflation outlook — 2025-07-30
• CNB preview: no more cuts likely as inflation risks dominate — 2025-07-30
• Eurozone unemployment remains at all-time low despite economic uncertainty — 2025-07-30
• EMFX carry trading in August - picking the right region — 2025-07-30
• FX Daily: Powell's tough talk powers dollar rally — 2025-07-30
• German inflation unchanged at 2% in July — 2025-07-30
• The Commodities Feed: Tariff developments roil commodity markets — 2025-07-30
• Taiwan's GDP blowout prompts an aggressive growth forecast upgrade — 2025-07-30
• Italian inflation remains stable — 2025-07-30
• Strong headline growth in the US masks cooler domestic demand — 2025-07-29
• Bank of Canada growth concerns leave rate cuts on the table — 2025-07-29
• Comex copper plunges as Trump's tariff excludes refined metal — 2025-07-29
• Comex copper plunges as Trump's tariff excludes refined metal — 2025-07-29
• Fed acknowledges slowing US economy as two vote for an immediate rate cut — 2025-07-29
• German economy falls back into recessionary territory — 2025-07-29
• Rates Spark: Both eurozone growth and Fed on hold — 2025-07-29
• Hungary's economy wraps up a muted first half — 2025-07-29
• FX Daily: Growth divergence and Fed can send EUR/USD below 1.150 — 2025-07-29
• Household spending and investment drive the Czech economy — 2025-07-29
• Small growth for eurozone economy already better than expected — 2025-07-29
• Dutch GDP ekes out small second quarter growth — 2025-07-29
• Monetary Authority of Singapore policy pause: less dovish, more data-dependent — 2025-07-29
• China's July Politburo meeting emphasises key themes for future development — 2025-07-29
• Italian GDP marginally contracts in the second quarter — 2025-07-29
• Tariffs, costs and carbon - the triple challenge of greening aluminium — 2025-07-28
• The Commodities Feed: Oil rallies as Trump confirms new deadline for Russia — 2025-07-28
• Hungarian labour supply and demand softens — 2025-07-24
• Federal Reserve preview: Fed to hold the line, but cuts are coming — 2025-07-24
• German Ifo index rises once again as country sees return of Germany Inc. — 2025-07-24
• THINK Ahead: Play it again, Don - Trump's tariff tango — 2025-07-24
• Eurozone bank lending growth strengthens despite economic uncertainty — 2025-07-24
• Four calls for Trump's pharmaceutical tariffs — 2025-07-24
• Italian confidence edges higher as modest growth path holds firm — 2025-07-24
• FX Daily: Trade deals fuel sense of optimism — 2025-07-24
• The Commodities Feed: Trade optimism buoys oil prices — 2025-07-24
• Tokyo inflation cooling, but still elevated enough to keep BoJ normalisation on track — 2025-07-24
• Rates Spark: Path to higher euro rates is almost cleared — 2025-07-24
• Eurozone PMI says the economy is doing... fine — 2025-07-23
• Weak US home sales raise concerns about construction and confidence — 2025-07-23
• FX Daily: Still no guidance by the ECB, but watch for FX comments — 2025-07-23
• UK PMI sets up a divisive August Bank of England decision — 2025-07-23
• South Korea grew stronger than expected, with even quicker growth expected in second half — 2025-07-23
• Bank of Canada preview: on hold as trade tensions come to a head — 2025-07-23
• ECB leaves for the summer with a touch of Doris Day — 2025-07-23
• Asia week ahead: US-China trade talks and key data from Japan, South Korea, Taiwan — 2025-07-23
• Czech consumer confidence beats expectations — 2025-07-23
• Rates Spark: ECB alone unlikely to change market's conviction of one more rate cut — 2025-07-23
• Turkey's central bank resumes rate cuts and signals more to come — 2025-07-23
• No panic in 'the good place' as ECB keeps rates on hold — 2025-07-23
• Watch: 3 things driving an uncertain dollar — 2025-07-22
• Unpacking China's early export resilience in face of tariffs — 2025-07-22
• FX Daily: US-JPN deal good for risk assets but is mixed news for the yen — 2025-07-22
• Japan will face a 15% US tariff from 1 August, reducing economic uncertainty — 2025-07-22
• The energy transition isn't just electric, it's molecular — 2025-07-22
• South Korean consumer confidence improves amid hints of easing housing prices — 2025-07-22
• Webinar: 50% copper tariff - rewiring trade, industry, and investment — 2025-07-22
• The Commodities Feed: Has the oil market surplus been delayed? — 2025-07-22
• FX Daily: Time to take tariffs more seriously? — 2025-07-21
• Polish shoppers slow in June; second quarter story set to brighten — 2025-07-21
• July ECB cheat sheet: Currency heatwave — 2025-07-21
• ECB bank lending survey shows no material impact of higher uncertainty — 2025-07-21
• Monetary Authority of Singapore preview: case builds for policy easing — 2025-07-21
• National Bank of Hungary Review: Nothing changes if nothing changes — 2025-07-21
• Rates Spark: Moves may be amplified by thinning liquidity — 2025-07-21
• FX Daily: Japan election results add to yen uncertainty — 2025-07-20
• The Commodities Feed: Oil shrugs off latest EU sanctions on Russian energy — 2025-07-20
• Polish rate cuts set to continue despite strong wage growth — 2025-07-20
• Watch: How America's clean energy industry can adapt to a new reality — 2025-07-20
• Rates Spark: Next week should be more eventful for euro rates — 2025-07-17
• Asia week ahead: Key data on South Korea, Japan, Taiwan, while China holds lending rate steady — 2025-07-17
• FX Daily: Dollar rebound can gather some pace — 2025-07-17
• The Commodities Feed: Drone attacks disrupt Kurdish oil supply — 2025-07-17
• Listen: How far can the dollar fall? — 2025-07-17
• US jobs and spending numbers suggest little need for an imminent rate cut — 2025-07-16
• FX: What our customers are thinking — 2025-07-16
• THINK Ahead: Central banks' unwritten rule — 2025-07-16
• FX Daily: What to make of Powell's firing that never was — 2025-07-16
• From soil to shelf: why nature belongs in the food company boardroom — 2025-07-16
• Webinar: Stress-testing our call for the ECB and market rates — 2025-07-16
• Japanese assets under pressure amid uncertainty about election, BoJ normalisation — 2025-07-16
• National Bank of Hungary Preview: Staying the course — 2025-07-16
• Less alarming UK jobs data eases pressure on the Bank of England — 2025-07-16
• ECB's 'good place' threatened by tariffs and a stronger euro — 2025-07-16
• Monitoring Romania: tackling Europe's largest deficit — 2025-07-15
• Rates Spark: It's confirmed, long-end yields rise if Powell were to go — 2025-07-15
• The great eurozone split - and why southern jobs are booming — 2025-07-15
• Bank Indonesia rate cut signals pro-growth stance, with more easing likely ahead — 2025-07-15
• Sticky UK inflation sets a high bar for faster rate cuts — 2025-07-15
• Pricing in Czech industry remains mostly dormant — 2025-07-15
• FX Daily: A higher bar for bearish dollar bets — 2025-07-15
• Real wage growth in Hungary drops to multi-year low — 2025-07-15
• The Commodities Feed: OPEC leaves outlook unchanged — 2025-07-15
• China's first-half growth remains on track, though activity data signals caution — 2025-07-14
• The Commodities Feed: Oil shrugs off Trump's Russia tariff threat — 2025-07-14
• Rates Spark: Politics and fiscal issues muddy waters — 2025-07-14
• FX Daily: Sterling succumbs to macro pressure — 2025-07-14
• Modest evidence of tariff impact on June US inflation, but that is set to change — 2025-07-14
• Assessing rate cut potential for Brazil and Mexico — 2025-07-14
• Gold Monthly: In need of a fresh catalyst — 2025-07-14
• Eurozone industrial production rebounded strongly in May — 2025-07-14
• National Bank of Poland likely to resume rate cuts in September as inflation dips — 2025-07-14
• Rates Spark: Will tariffs show up in US CPI? — 2025-07-13
• FX Talking: Powell plays dollar defence — 2025-07-13
• The stagnating Dutch chemicals industry faces deep structural challenges — 2025-07-13
• Latam FX Talking: High rates provide some insulation from the tariff noise — 2025-07-13
• G10 FX Talking: Delayed Fed rate cuts to help the dollar — 2025-07-13
• Poland's deficit deepens in May but external position holds firm — 2025-07-13
• Asia FX Talking: North Asian FX set to outperform — 2025-07-13
• The Commodities Feed: Oil market awaits Trump's Russia statement — 2025-07-13
• FX Daily: Diminishing marginal impact from trade threats — 2025-07-13
• Aggregate financing strength masks weak credit demand in China — 2025-07-13
• China's trade growth rebounds after tariff de-escalation, offering a boost to first-half growth — 2025-07-13
• EMEA FX Talking: Monetary divergence starts to emerge — 2025-07-13
• US increases pressure on trade negotiations in a make it or break it moment — 2025-07-12
• FX Daily: Markets setting sights on next week's US CPI — 2025-07-10
• Listen: Tariff gambit shifts to August. Then what? — 2025-07-10
• THINK Ahead: Why central banks are wrong about inflation — 2025-07-10
• Romanian inflation to jump ahead of fiscal shocks, but relief is in sight — 2025-07-10
• What if Powell leaves? — 2025-07-10
• Carsten: No respite from the economic heat — 2025-07-10
• UK GDP falls in May amid growing concern about the economic outlook — 2025-07-10
• The Commodities Feed: OPEC+ nearing the end of supply hikes — 2025-07-10
• CEE: Mounting pressure complicates the road to rate cuts — 2025-07-09
• Asia week ahead: Key data on China, Japan, South Korea, while Indonesia seen leaving rates unchanged — 2025-07-09
• Eurozone economic weakness laid bare as US front-loading effects wane — 2025-07-09
• No holiday respite from this economic heat — 2025-07-09
• Czech price pressures could make central bank more hawkish — 2025-07-09
• Bank of Korea halts rate cuts amid worries over rising house prices — 2025-07-09
• FX Daily: Tariff spillover remains local — 2025-07-09
• Rates Spark: A sniff of positive US fiscal data in the air — 2025-07-09
• Dutch hospitality outlook: growth with caution — 2025-07-09
• Energy markets quickly discount Middle East supply risks — 2025-07-09
• Our latest views on the major central banks — 2025-07-09
• China's policy focus turns inward, though trade risks still loom — 2025-07-09
• The Powell-Trump clash is set to escalate — 2025-07-09
• Rates Spark: Euro rates don't feel like jumping around — 2025-07-09
• Letters from America: Trump's tariff saga continues — 2025-07-09
• How President Trump's plans will impact the US deficit — 2025-07-09
• Divergent oil and gold prices are shaping the CIS-4's economic path — 2025-07-09
• UK tax rises grow ever more likely, boosting case for rate cuts — 2025-07-09
• Trump's 50% tariff unlikely to boost US copper production — 2025-07-08
• Dutch manufacturing slips back into stagnation — 2025-07-08
• Chinese inflation turned positive in June, but deflationary pressures remain — 2025-07-08
• FX Daily: How big is the FOMC dovish front? — 2025-07-08
• Webinar: FX Talking - How far can the dollar fall? — 2025-07-08
• Rates Spark: Fiscal fears everywhere — 2025-07-07
• The Hungarian budget has a unique June, but the devil is in the details — 2025-07-07
• Taiwan inflation cools while exports continue to beat forecasts — 2025-07-07
• The Commodities Feed: Oil market shrugs off OPEC+ supply increase — 2025-07-07
• Unexpected pause by the RBA but August meeting still in play — 2025-07-07
• Despite price-shield measures, Hungarian inflation remains high — 2025-07-07
• Japan and Korea will push for lower US tariffs given the extension of negotiations — 2025-07-07
• FX Daily: Market shrugs off new tariff levels — 2025-07-07
• The Commodities Feed: Trump's larger-than-expected copper tariff shocks market — 2025-07-07
• German exports suffered from frontloading reversal in May — 2025-07-07
• New US tariffs target Asia, but some countries stand to gain — 2025-07-07
• The Commodities Feed: OPEC+ surprises with a larger supply increase — 2025-07-06
• Strong franc leaves the Swiss National Bank in a bind — 2025-07-06
• Letter Day brings back the spirit of Liberation Day — 2025-07-06
• Philippine data underscores room for policy easing — 2025-07-06
• Strong franc leaves the Swiss National Bank in a bind — 2025-07-06
• FX Daily: Preparing for a noisy week on trade — 2025-07-06
• Rates Spark: The ante is upped on tariffs - now what? — 2025-07-06
• There's more to German industry than just US front-loading — 2025-07-06
• Eurozone retail sales drop in May, confirming second quarter weakness — 2025-07-06
• Czech industry likely bottoms out while construction thrives — 2025-07-06
• Hungarian outlook becomes gloomier as retail sales stumble — 2025-07-06
• Rates Spark: Bearish environment for US Treasuries — 2025-07-03
• Czech inflation picks up amid robust private spending — 2025-07-03
• National Bank of Romania to keep rates on hold in July — 2025-07-03
• Hungarian industry back at rock bottom — 2025-07-03
• FX Daily: July 4th - Dollar remains independent of buyers — 2025-07-03
• French economy under significant strain with no signs of recovery — 2025-07-03
• THINK Ahead: Do tariffs matter anymore? — 2025-07-03
• ESG Omnibus: sustainability reporting cuts progress amid diverging proposals — 2025-07-03
• Watch: Trump's 90-day tariff reprieve is nearly up. Now what? — 2025-07-03
• Watch: Trump's 90-day tariff reprieve is nearly up. So, now what? — 2025-07-03
• FX Daily: US jobs market update threatens the dollar — 2025-07-02
• Monitoring Bulgaria: Euro adoption enters the final stretch — 2025-07-02
• Asia week ahead: Central bank meetings in Australia and South Korea take centre stage — 2025-07-02
• Reserve Bank of Australia preview: next week provides another window to cut rates — 2025-07-02
• The debate's heating up at the ECB, according to released minutes — 2025-07-02
• National Bank of Poland press conference: hawkish start to dovish end — 2025-07-02
• Assessing the impact of the US-Vietnam trade deal — 2025-07-02
• The Commodities Feed: Trade optimism boosts oil prices-for now — 2025-07-02
• Firmer US jobs data suggests no Fed rate cut before September — 2025-07-02
• The Commodities Feed: Trade optimism boosts oil prices - for now — 2025-07-02
• How Czech companies are weathering the global geopolitical storms — 2025-07-02
• Reserve Bank of Australia preview: next week provides another window to cut rates — 2025-07-02
• What next after UK markets jolted by doubts over Chancellor's future — 2025-07-01
• How the US clean energy industry can navigate the policy void — 2025-07-01
• Eurozone unemployment rate edges up in May, but remains at historic low — 2025-07-01
• South Korean inflation rises due to base effect, keeping BoK rates on hold next week — 2025-07-01
• Rates Spark: Can payrolls hang in there? — 2025-07-01
• FX Daily: Lacklustre dollar support into key events — 2025-07-01
• Is the first CNB rate hike closer than we think? — 2025-07-01
• Everything you need to know as we near the end of the US 90-day tariff pause — 2025-07-01
• In a surprise move, the National Bank of Poland cut interest rates — 2025-07-01
• South Korean exports rebounded in June, driven by solid chip demand — 2025-06-30
• Japanese businesses positive despite US trade uncertainty, supporting BoJ's rate hike cycle — 2025-06-30
• Czech PMI flips into expansion zone — 2025-06-30
• Monitoring Hungary: sticky inflation keeps rates unchanged, while the forint rallies — 2025-06-30
• Euro Credit Supply: Strong June supply despite geopolitical turmoil — 2025-06-30
• FX Daily: The cyclical versus structural dollar decline — 2025-06-30
• AI Monthly: is AI making us less intelligent? — 2025-06-30
• Germany's housing market recovery clouded by uncertainty — 2025-06-30
• Rates Spark: Markets gain confidence about another ECB cut — 2025-06-30
• Asia's manufacturing PMI improves, but trade risks are looming — 2025-06-30
• Webinar: Trump's next move as his 90-day tariff pause ends — 2025-06-30
• The Commodities Feed: OPEC+ seen agreeing to another large supply increase — 2025-06-30
• Rates Spark: Back end vulnerabilities — 2025-06-30
• US Dollar Credit Supply: Corporates and financials' supply drop in June — 2025-06-30
• Eurozone inflation lands right at ECB target in June — 2025-06-30
• US manufacturing continues to struggle, amidst signs of jobs resilience — 2025-06-30
• Italian inflation sees slight increase in June — 2025-06-29
• National Bank of Poland preview: July cut likely off the table — 2025-06-29
• Weak eurozone bank lending suggests uncertainty is hampering monetary easing — 2025-06-29
• German inflation still on disinflationary trajectory in June — 2025-06-29
• Real estate EUR bonds: Strong supply meets strong demand — 2025-06-29
• ECB gives itself a pat on the back — 2025-06-29
• South Korean industrial production drops, yet BoK likely on hold until fourth quarter — 2025-06-29
• Polish CPI inflation picks up unexpectedly in June, driven by the core component — 2025-06-29
• FX Daily: Short week, big risks — 2025-06-29
• Watch: Are you thinking what we're thinking on Fed rate cuts? — 2025-06-26
• Czech GDP breakdown shows solid private spending — 2025-06-26
• Unemployment rate drops further than expected in Hungary — 2025-06-26
• THINK Ahead: US jobs in spotlight in holiday-shortened week — 2025-06-26
• Rates Spark: Things are lining up for the doves — 2025-06-26
• FX Daily: The search for dovish validation continues — 2025-06-26
• The Commodities Feed: Focus shifting back to tariffs — 2025-06-26
• How President Trump's plans will impact the US deficit — 2025-06-26
• Surprise uptick in Spanish core inflation in June — 2025-06-26
• Spending stalls as US consumers feel more pressure — 2025-06-26
• German consumers not yet ignited by Merz magic — 2025-06-25
• EUR/USD: 1.20 is in sight - how do we get there? — 2025-06-25
• How the US clean energy industry can navigate the policy void — 2025-06-25
• South Korea's business sentiment stalled amid Middle East conflict concerns — 2025-06-25
• Rates Spark: Let the spending begin — 2025-06-25
• Listen: Iran-Israel ceasefire holds but risks remain — 2025-06-25
• Asia week ahead: data to show uptick in inflation in South Korea and Indonesia — 2025-06-25
• FX Daily: Data holds the key to FOMC balance — 2025-06-25
• FX Daily: Refocusing on US macro — 2025-06-24
• CNB review: Easing likely over as inflationary pressures grow — 2025-06-24
• The Commodities Feed: Calm, for now — 2025-06-24
• Rates Spark: Back to fiscal plans — 2025-06-24
• National Bank of Hungary holds rates steady for ninth straight month — 2025-06-23
• US Fed Chair Powell still in no hurry to lower rates — 2025-06-23
• Consumption still the main driver of Poland's economic growth in second quarter — 2025-06-23
• How Europe can mitigate its mighty defence cost challenges — 2025-06-23
• More optimism in Germany as Ifo index increases for sixth consecutive month — 2025-06-23
• South Korean consumer sentiment jumps, likely delaying rate cut — 2025-06-23
• Rates Spark: Middle East news isn't impacting trading ranges — 2025-06-23
• Taiwan's industrial production continued rapid growth in May — 2025-06-23
• FX Daily: Focus shifts from Middle East to Powell — 2025-06-23
• US strikes on Iran intensify oil supply risks — 2025-06-22
• US strikes on three nuclear facilities in Iran: What it means for macro and markets — 2025-06-22
• FX Daily: Geopolitics impact on FX remains contained — 2025-06-22
• May's data disappoints hopes for Polish economic recovery — 2025-06-22
• Eurozone PMI stagnates, with Middle East conflict adding to downside risk — 2025-06-22
• Japan's inflation higher-than-expected, but BoJ still likely on hold — 2025-06-19
• THINK Ahead: Fed Chair Powell on the defence — 2025-06-19
• FX Daily: Dollar fails to stay supported on geopolitical risk — 2025-06-19
• Rates Spark: Central banks are just as wise as the rest — 2025-06-19
• Asia week ahead: Tokyo inflation and retail sales from Japan, and industrial data from China and Taiwan — 2025-06-19
• French economy remains gloomy as business sentiment stays subdued — 2025-06-19
• CNB preview: Stubborn inflation keeps rate cuts on ice — 2025-06-18
• The Philippines cuts rates, with future moves hinging on oil prices — 2025-06-18
• Bank of England to cut rates in August after June pause — 2025-06-18
• FX Daily: Big central bank day amid geopolitical volatility — 2025-06-18
• Bank of England set to cut rates in August after June pause — 2025-06-18
• Swiss National Bank cuts key rate to 0% — 2025-06-18
• Turkey's central bank hints that rate cuts are on the way, possibly in July — 2025-06-18
• Dutch pension funds continue adding interest rate hedges — 2025-06-18
• Norges Bank rate cut isn't that surprising — 2025-06-18
• First CSRD disclosures: a messy start — 2025-06-17
• Bank Indonesia holds rates steady, with easing on the horizon — 2025-06-17
• FX Daily: Oil dominates FX, Fed impact secondary — 2025-06-17
• Asia FX: Searching for outperformers — 2025-06-17
• The Commodities Feed: Oil on edge — 2025-06-17
• Fed still leans in the direction of cuts, but timing will be delayed — 2025-06-17
• FX Talking: Will the real safe haven please stand up? — 2025-06-17
• Rates Spark: There WAS net selling in April, but far from dramatic — 2025-06-17
• Bank Indonesia holds rates steady, but easing may be on the horizon — 2025-06-17
• So, how bad was the Sell America trade in April really — 2025-06-16
• FX Daily: Trade headlines from Alberta can help the dollar — 2025-06-16
• US retail sales highlights consumer caution — 2025-06-16
• The Commodities Feed: Oil and gold surge on Trump's Tehran warning — 2025-06-16
• Bank of Japan holds policy rate steady and plans slower tapering — 2025-06-16
• Rates Spark: A Wednesday afternoon of drama from the US — 2025-06-16
• From Sell America to Buy America Back? What's next — 2025-06-15
• FX Daily: What to expect from a manic week in markets — 2025-06-15
• Chinese data suggests economy on track to hit 2025 growth target — 2025-06-15
• Turkish current account deficit surpasses projections in April — 2025-06-15
• The Commodities Feed: Oil in focus as Israel-Iran conflict escalates — 2025-06-15
• Czech industry prices buck the broader trend — 2025-06-15
• Rates Spark: On edge, but risk perception calms — 2025-06-15
• Political divisions in Poland create an unfavourable policy environment — 2025-06-12
• Eurozone industrial production unexpectedly nosedives in April — 2025-06-12
• Bank of England to keep rates on hold despite jobs market wobble — 2025-06-12
• Inflation doubts to keep the Fed on hold until December — 2025-06-12
• THINK Ahead: Good cut, bad cut — 2025-06-12
• Rates Spark: Geopolitics add to bullish impulses — 2025-06-12
• FX Daily: Geopolitical risk storms back into the picture — 2025-06-12
• Middle East Conflict: What it means for macro and markets — 2025-06-12
• Lower Polish CPI raises the odds of a rate cut next month — 2025-06-12
• Oil soars on Middle East escalation — 2025-06-12
• The UK's deteriorating jobs market should ring alarm bells at the Bank of England — 2025-06-11
• A blockbuster plot worth following — 2025-06-11
• Trade swings mask cooling US demand growth — 2025-06-11
• Asia week ahead: Central bank meetings in Japan, China, Indonesia, Taiwan, and Philippines — 2025-06-11
• China's growth remains steady despite the tariff dance — 2025-06-11
• Asian growth set to slow — 2025-06-11
• How Norges Bank might be missing its window to cut rates — 2025-06-11
• OPEC+ move to defend market share — 2025-06-11
• Our latest views on the major central banks — 2025-06-11
• ING Monthly: A blockbuster plot worth following — 2025-06-11
• FX Daily: Dollar versus Treasury correlation re-aligns — 2025-06-11
• Irish 'boom' disguises eurozone weakness — 2025-06-11
• US tariffs here to stay, trade deals 'largely symbolic' — 2025-06-11
• Romanian inflation accelerates more than expected in May — 2025-06-11
• UK starts the second quarter on the back foot — 2025-06-11
• FX Daily: Dollar unimpressed by US-China agreement — 2025-06-10
• South Korea's unemployment remains low, aided by government job programmes — 2025-06-10
• Benign US inflation remains vulnerable to tariff-induced price hikes — 2025-06-10
• The Commodities Feed: US crude oil supply to fall in 2026 — 2025-06-10
• Industrial Metals Monthly: China copper optimism is fading — 2025-06-10
• Rates Spark: Bonds get some bullish pills — 2025-06-10
• Rates Spark: US CPI should be benign enough for a breather — 2025-06-09
• Food, services and rent drive rising Czech inflation — 2025-06-09
• The Commodities Feed: Trade talks give oil prices a lift — 2025-06-09
• Shock UK job losses help cement August rate cut — 2025-06-09
• China's export restrictions on rare earths causes alarm for automotive industry — 2025-06-09
• Engines of Polish economic growth: Concerns and postulates of businesses — 2025-06-09
• FX Daily: Investors return to carry in quiet markets — 2025-06-09
• Italian industrial production sees surprise improvement in April — 2025-06-09
• Monitoring Turkey: Disinflation on track — 2025-06-09
• Engines of Polish economic growth: Concerns and postulates of businesses — 2025-06-09
• The Commodities Feed: US drilling slows further — 2025-06-08
• FX Daily: Focus on US-China trade talks supports risk assets — 2025-06-08
• China's trade growth moderates and deflation persists in May — 2025-06-08
• Finding £20bn: The UK's hunt for cash as fiscal headroom evaporates — 2025-06-05
• THINK Ahead: Is that your final answer? — 2025-06-05
• We're lowering Romania's growth outlook as headwinds mount — 2025-06-05
• Hungarian retail sales and industry both surprise to the upside — 2025-06-05
• Watch: Why there's so much concern about Trump's proposed pharma tariffs — 2025-06-05
• German April macro data disappoints — 2025-06-05
• Decent US jobs market vulnerable to trade uncertainty — 2025-06-05
• Rates Spark: Global markets brace for US payrolls — 2025-06-05
• FX Daily: Treasury Report gives Swiss National Bank a headache — 2025-06-05
• Reserve Bank of India's bold move: what next after it cuts by 50bp? — 2025-06-05
• FX Daily: Dovish ECB could keep euro gains in check — 2025-06-04
• Kazakhstan holds rates steady but signals a more hawkish stance — 2025-06-04
• German industrial orders in April point to continued cyclical recovery of industry — 2025-06-04
• ECB cuts rates by 25bp as risk of inflation undershooting increases — 2025-06-04
• ECB signals a summer pause after today's rate cut — 2025-06-04
• Rates Spark: ECB unlikely to trigger any directionality in rates — 2025-06-04
• US Dollar Credit Supply: YTD supply at strong levels — 2025-06-04
• Asia week ahead: China trade figures, plus key data from South Korea and India — 2025-06-04
• Listen: The Trump Effect - A global economy gripped by uncertainty — 2025-06-04
• Euro Credit Supply: Primary Markets stage Dramatic Comeback in May — 2025-06-04
• The NBP tightens its bias amid fundamental upside risks to Polish inflation — 2025-06-04
• NBP preview: Expect a pause before a cycle of cuts in Poland — 2025-06-03
• FX Daily: Awaiting the Trump-Xi call — 2025-06-03
• National Bank of Poland holds rates steady, with further detail still to come — 2025-06-03
• Rates Spark: Pension reform unaffected by Dutch political turmoil — 2025-06-03
• Trump's 50% tariff on aluminium will lift US prices and shift trade patterns — 2025-06-03
• Bank of Canada holds, but July cut quite possible — 2025-06-03
• Diverging strategies emerge as geopolitical risks rise in food & agri — 2025-06-03
• US pharma's innovation capacity threatened by Trump tariff uncertainty — 2025-06-03
• US surveys slide further on trade uncertainty — 2025-06-03
• The Commodities Feed: Central banks add to gold reserves at slower pace — 2025-06-03
• Czech inflation pickup to underpin the hawkish leitmotif — 2025-06-03
• Spanish business activity moderates — 2025-06-03
• Eurozone inventory cycle - a silver lining for industry — 2025-06-03
• June ECB cheat sheet: Inflation, Davos and the 'global euro' — 2025-06-02
• South Korea's new president faces daunting array of economic challenges — 2025-06-02
• The Dutch coalition has collapsed. Now what? — 2025-06-02
• Hungary's GDP growth may struggle to reach 1% — 2025-06-02
• Eurozone inflation drops below 2% ahead of June ECB meeting — 2025-06-02
• FX Daily: Dollar close to peak risk premium — 2025-06-02
• The Commodities Feed: US dollar weakness provides a boost — 2025-06-02
• Turkish inflation drops sharply in May — 2025-06-02
• Rates Spark: Bund yields point to strong demand for euro safety — 2025-06-02
• What a return to negative territory for Swiss inflation means for the SNB — 2025-06-02
• FX Daily: Trade and tax story weigh on the dollar — 2025-06-01
• Monitoring Romania: Growth challenges and fiscal crossroads — 2025-06-01
• This week's Bank of Canada rate decision is a coin toss — 2025-06-01
• Czech manufacturing PMI nosedives — 2025-06-01
• Poland's GDP growth composition improves in first quarter — 2025-06-01
• Poland's presidential election outcome and implications — 2025-06-01
• AI Monthly: The AI race shifts East — 2025-06-01
• Higher OPEC+ supply and geopolitics dominate oil market — 2025-06-01
• The cost of resilience in a more fragmented world — 2025-06-01
• Domestic demand drives Turkey's economic growth — 2025-05-29
• Robust Czech growth masks underlying weaknesses — 2025-05-29
• US service sector softness offsets goods inflation for now — 2025-05-29
• Rates Spark: Difficult to break out of current trading ranges — 2025-05-29
• Polish CPI set to approach central bank target as outlook improves — 2025-05-29
• Blom: The euro's unique chance to challenge the US dollar — 2025-05-29
• Italian GDP growth confirmed at 0.3% in the first quarter — 2025-05-29
• Asia week ahead: South Korean election and key data from Korea, Japan, China, and Taiwan — 2025-05-29
• FX Daily: Softer US spending weighs on the dollar — 2025-05-29
• ECB to cut rates by 25bp next week amid questions on the direction of travel — 2025-05-29
• South Korean industrial production drops as US tariffs hit — 2025-05-29
• German inflation edges closer to ECB's 2% benchmark — 2025-05-29
• Bank of Japan rate hike odds rise with strong inflationary pressures — 2025-05-29
• THINK Ahead: The tariff hokey cokey — 2025-05-29
• Bank of Korea cuts rates, signalling more easing to come — 2025-05-28
• How Trump might bypass US courts to continue his tariff agenda — 2025-05-28
• The Commodities Feed: Court ruling against US tariffs pushes oil higher — 2025-05-28
• Treasury FX report preview: Monitoring list expanded, but no manipulator tags — 2025-05-28
• FX Daily: Dollar gets a lift from tariff ruling and FOMC insight — 2025-05-28
• Italian business and consumer confidence rebound in May — 2025-05-28
• Marieke Blom: Now is the time to reopen the eurozone bond debate — 2025-05-27
• Rates Spark: Treasurers look at issuance strategies to ease pressure — 2025-05-27
• The Commodities Feed: OPEC+ supply vs. Russia sanction risk — 2025-05-27
• The German labour market continues to worsen — 2025-05-27
• FX Daily: EUR/USD back at the 1.13 anchor — 2025-05-27
• Decent eurozone sentiment masks a sputtering growth engine — 2025-05-26
• National Bank of Hungary Review: Keep calm and carry on — 2025-05-26
• South Korean sentiment jumps amid optimism about next government — 2025-05-26
• FX Daily: Constrained dollar, global euro? — 2025-05-26
• French inflation continues to fall as consumption struggles — 2025-05-26
• Rates Spark: Back to tariff headlines, but fiscals still matter — 2025-05-26
• Encouraging start to Poland's second quarter — 2025-05-25
• Czech consumers and business more upbeat, industry remains muted — 2025-05-25
• The Commodities Feed: All eyes on upcoming OPEC+ meeting — 2025-05-25
• FX Daily: Calmer conditions ahead of the long weekend — 2025-05-22
• Asia week ahead: South Korea rate decision and Tokyo inflation — 2025-05-22
• Watch: Europe's Reverse Yankee credit boost — 2025-05-22
• Economics Live: Tariffs, Trump and Trade - What next for central banks? — 2025-05-22
• Hungarian employment hits two-year low — 2025-05-22
• Trump's 50% tariff threat to the EU: deal or detonation? — 2025-05-22
• Trump makes the German economy great again, for now — 2025-05-22
• Japan's core inflation heats up, increasing July rate hike odds — 2025-05-22
• NBH preview: Hungarian inflation expectations leave no room for a rate cut — 2025-05-22
• The Commodities Feed: Noise around OPEC+ production increases — 2025-05-22
• THINK Ahead: D'oh! The tariff and deficit wedding we almost forgot — 2025-05-22
• Poland's disappointing construction data signals delayed investment recovery — 2025-05-21
• Minutes of the ECB's April meeting show dovish unity — 2025-05-21
• German Ifo index increases in May — 2025-05-21
• Turkey's central bank maintains inflation forecasts, emphasises policy caution — 2025-05-21
• French business sentiment signals a bleak economic outlook — 2025-05-21
• Eurozone PMI falls in May amid service sector weakness — 2025-05-21
• FX Daily: Trump's tax bill is anything but "beautiful" for the dollar — 2025-05-21
• The Commodities Feed: Oil jumps on reports of potential Israel strike on Iran — 2025-05-20
• Rates Spark: Steeper curves amid US concerns — 2025-05-20
• The UK inflation numbers aren't as bad as they look — 2025-05-20
• Rates Spark: Long end pressured with Dutch pension reform on course — 2025-05-20
• Poland's economy off to a positive start in the second quarter — 2025-05-20
• FX Daily: Focus on G7 summit headlines — 2025-05-20
• National Bank of Romania: rate cuts still on table despite higher inflation forecast — 2025-05-19
• Industrial Metals Monthly: Copper's outlook looking brighter but caution still needed — 2025-05-19
• FX Daily: Emerging FX in demand — 2025-05-19
• Hungary's wage growth slowdown continues — 2025-05-19
• The Commodities Feed: Trump-Putin call yields little progress — 2025-05-19
• Why the Bank of England can relax about inflation — 2025-05-19
• China April slowdown shows the impact of economic uncertainty — 2025-05-18
• G7: FX language shift could rattle the dollar — 2025-05-18
• UK-EU deal no gamechanger for Britain's economy and public finances — 2025-05-18
• FX Daily: Dollar stays vulnerable as downgrade sinks in — 2025-05-18
• Poland's ruling party candidate edges ahead in tight presidential first round — 2025-05-18
• Rates Spark: Bearish headwinds — 2025-05-18
• The Commodities Feed: Steady oil ahead of Trump-Putin call — 2025-05-18
• EU Retail: Moderate growth amid ongoing challenges — 2025-05-18
• Is the increase in Reverse Yankee issuance a tailwind for EUR/USD? — 2025-05-15
• May sentiment slump overstates the negativity of the US consumer — 2025-05-15
• South Korea rates analysis: Key trends and implications — 2025-05-15
• CNB Minutes: Inflationary risks soften while industry stagnates — 2025-05-15
• Hawkish signals from Romania's central bank as it keeps rates on hold — 2025-05-15
• THINK Ahead Eurovision edition: What the hell just happened? — 2025-05-15
• Asia FX Talking: Excessive renminbi strength unwelcome — 2025-05-13
• EMEA FX Talking: Local challenges — 2025-05-13
• Rates Spark: Soothing CPI data and extrapolated de-escalation — 2025-05-13
• FX Daily: Dollar rally proves short-lived — 2025-05-13
• FX Talking: Forecast table — 2025-05-13
• FX Talking: Washington blinks first, but dollar damage is done — 2025-05-13
• Latam FX Talking: Quietly appreciating — 2025-05-13
• The Commodities Feed: Iranian sanctions threat boosts oil — 2025-05-13
• G10 FX Talking: The damaged dollar — 2025-05-13
• Foreign investors key to absorbing Bund supply — 2025-05-13
• Unexpected drop in South Korea's jobless rate suggests GDP recovery — 2025-05-13
• Turkey's capital account sees significant outflows in March — 2025-05-12
• Romanian inflation holds steady as pressures persist — 2025-05-12
• The Commodities Feed: Bearish supply outlook vs improved sentiment — 2025-05-12
• Cooling UK jobs market translates into slower wage growth — 2025-05-12
• US inflation fears cool on tariff climbdown and softer services — 2025-05-12
• FX Daily: Some calm returns to FX — 2025-05-12
• National Bank of Romania set to keep rates on hold in May — 2025-05-12
• Commodities Feed: Risk on after US and China lower tariffs — 2025-05-11
• Industrial metals breathe a sigh of relief after China-US trade truce — 2025-05-11
• Monitoring Turkey: A challenging picture for policymakers — 2025-05-11
• China-US trade ceasefire offers a welcome boost to the outlook — 2025-05-11
• AI Monthly: The productivity frontrunners — 2025-05-11
• FX Daily: Reality check on US-China talk progress — 2025-05-11
• Rates Spark: Vote on Dutch pension reforms postponed — 2025-05-11
• The Commodities Feed: Risk on after US and China lower tariffs — 2025-05-11
• Hungarian inflation remains higher than expected in April — 2025-05-08
• Asia week ahead: Japan GDP and China inflation data — 2025-05-08
• Turner: How the euro can benefit from dollar disillusionment — 2025-05-08
• Carsten: The world is caught like a deer in the headlights — 2025-05-08
• FX Daily: Market-pleasing Trump is helping the dollar — 2025-05-08
• Reports of the death of Chinese exports have been greatly exaggerated — 2025-05-08
• Taxonomy Disclosures: poor results and an uncertain future — 2025-05-08
• THINK Ahead: Imagine what could go wrong... — 2025-05-08
• US sentiment slump means trade deals can't come quickly enough — 2025-05-07
• Rates Spark: Market discount shifts to un-discounting some recession risks — 2025-05-07
• OPEC+ policy shift clashes with demand uncertainty — 2025-05-07
• Why the EU construction sector is steadily outperforming the US — 2025-05-07
• We're changing the outlook for the CIS-4 due to global woes — 2025-05-07
• The eurozone is still heading for a slowdown — 2025-05-07
• Hawkish Bank of England cuts rates but pushes back on faster easing — 2025-05-07
• Polish central bank signals pause in rate cuts in June, but is not done yet — 2025-05-07
• Taiwan's exports outperform forecasts despite tariffs — 2025-05-07
• The UK is relying on EU trade reset to bolster its public finances — 2025-05-07
• Listen: China's playbook for US trade talks — 2025-05-07
• The Commodities Feed: Markets disappointed as Fed remains on hold — 2025-05-07
• Hungary's industry and retail sector disappoint again — 2025-05-07
• Widening divergence across the CEE region — 2025-05-07
• German industrial production improved in March — 2025-05-07
• FX Daily: Trade and Bank of England decision important for GBP today — 2025-05-07
• The world is caught like a deer in the headlights — 2025-05-07
• Why the UK-US trade deal won't herald a wider tariff climbdown — 2025-05-07
• Philippines' GDP growth miss supports our 75bp rate cut call — 2025-05-07
• China's tariff pain is likely to permeate April data ahead of trade talks — 2025-05-07
• We're lowering our Asia growth forecasts because of tariffs — 2025-05-07
• Global trade forecast drops; Section 232 tariffs set to intensify — 2025-05-07
• Our latest views on the major central banks — 2025-05-07
• US Dollar Credit Supply: Strong April supply despite market volatility — 2025-05-06
• Czech core industry treads water while construction booms — 2025-05-06
• Eurozone retail sales struggle despite purchasing power boost — 2025-05-06
• China unveils fresh monetary policy easing package ahead of this week's trade talks — 2025-05-06
• Polish central bank kicks off monetary easing with a bold 50bp rate cut in May — 2025-05-06
• Unipolar disorder: How the euro can benefit from dollar disillusionment — 2025-05-06
• Fed's wait and see stance could persist through to September — 2025-05-06
• Czech National Bank cuts by 25bp as cycle approaches its terminal phase — 2025-05-06
• Rates Spark: The Fed is talking a lot but the BoE will deliver — 2025-05-06
• Euro Credit Supply: Market volatility reduced April supply — 2025-05-06
• The Commodities Feed: US-China trade talks push markets higher — 2025-05-06
• FX Daily: Dollar bounce has been lacklustre — 2025-05-06
• Norges Bank will hold this week, but a rate cut may follow in June — 2025-05-05
• Rates Spark: Stability from the Fed as a counter to volatility risks — 2025-05-05
• FX Daily: Taiwan's currency rally raises broader questions for the US dollar — 2025-05-05
• NBP preview: Rate cuts imminent as Poland's central bank changes direction — 2025-05-05
• Philippines: Another downside inflation surprise boosts rate cut odds — 2025-05-05
• Friedrich Merz loses vote and is not yet the German Chancellor — 2025-05-05
• Friedrich Merz to face fresh round of challenges as Germany's next chancellor — 2025-05-05
• Czech inflation below the target due to volatile food prices — 2025-05-05
• OPEC+ goes with another big supply hike — 2025-05-04
• Softer-than-expected Turkish inflation in April despite recent lira weakness — 2025-05-04
• Fed to push back against calls for rate cuts — 2025-05-01
• US jobs market holds firm ahead of the tariff storm — 2025-05-01
• What markets are getting wrong about the Bank of England — 2025-05-01
• FX Daily: Payrolls may pause, not alter the dollar recovery — 2025-05-01
• Asia week ahead: China and Taiwan trade data will show impact of US tariff escalation — 2025-05-01
• THINK Ahead: Europe loves a lever, and has plenty of pulling power — 2025-05-01
• Sweden's Riksbank to keep rates on hold; June cut remains possible — 2025-05-01
• The Commodities Feed: US sanction threats on Iranian oil exports — 2025-05-01
• Eurozone inflation remains on track amid huge price uncertainty — 2025-05-01
• Bank of Japan on hold, trade uncertainty the reason — 2025-04-30
• FX Daily: A little more risk premium leaves the dollar — 2025-04-30
• Rates Spark: US Treasuries primed to react — 2025-04-30
• Czech National Bank preview: Hawkish in all scenarios — 2025-04-30
• Why the new growth chapter for EU manufacturing is set to be a slow burn — 2025-04-30
• South Korean exports rise on strong chip demand, but slowdown looms — 2025-04-30
• South Korean manufacturing jumps on frontloading ahead tariffs — 2025-04-29
• A decent start to 2025 Italian GDP growth, which might prove temporary — 2025-04-29
• Australia's core inflation falls into target zone, opening room for a rate cut — 2025-04-29
• Rates Spark: Data doesn't change an uncertain backdrop — 2025-04-29
• Eurozone GDP growth accelerates to 0.4% in first quarter — 2025-04-29
• Eurozone GDP growth accelerates to 0.4% in first quarter — 2025-04-29
• German inflation continues to slow — 2025-04-29
• French economy to remain close to stagnation despite GDP rebound — 2025-04-29
• Taiwan's growth surprise down to frontloading — 2025-04-29
• FX Daily: Dollar can survive a negative GDP print — 2025-04-29
• China's April manufacturing PMI falls back into contraction amid trade war — 2025-04-29
• The Commodities Feed: WTI oil falls below $60 a barrel — 2025-04-29
• Lower Polish inflation opens the door to deeper rate cuts next week — 2025-04-29
• Small boost to German growth fails to quell recession risk — 2025-04-29
• Singapore: Lowering our GDP forecast for 2025 — 2025-04-29
• US economy shrinks on import surge — 2025-04-29
• Renewable natural gas: growing significance in a niche market — 2025-04-29
• Japan's industrial production contracts amid tariff pain, weighing on GDP — 2025-04-29
• NBH Review: Too early to change hawkish forward guidance — 2025-04-28
• Italian business and consumer confidence deteriorate in April — 2025-04-28
• Eurozone economic sentiment drops in April on trade tensions — 2025-04-28
• Crushed confidence heightens US consumer spending worries — 2025-04-28
• FX Daily: Hopping from tariffs to data — 2025-04-28
• The Commodities Feed: Oil edges lower on weakening demand concerns — 2025-04-28
• Chinese yuan at a glance: There and back again — 2025-04-28
• FX Daily: Hard data to determine dollar's next move — 2025-04-27
• The Commodities Feed: Oil steady as market awaits cues — 2025-04-27
• Rates Spark: Kicking off a data-driven week — 2025-04-27
• Asia week ahead: Japanese rate decision and data from South Korea, China, Taiwan, Australia — 2025-04-24
• Hotter-than-expected Tokyo inflation supports BoJ's case for rate hikes — 2025-04-24
• FX Daily: USD/JPY dodges the currency accord bullet — 2025-04-24
• Rates Spark: Not much is needed for more dovish ECB pricing — 2025-04-24
• THINK Ahead: How to (not) spot a recession — 2025-04-24
• French manufacturers optimistic despite trade war — 2025-04-24
• NBH preview: A policy standstill despite Hungary's dovish turn — 2025-04-24
• Mood in Czech industry turns gloomy — 2025-04-23
• Sustainability reporting overhaul: unpacking the European Commission's Omnibus proposal — 2025-04-23
• Rates: Dutch pension reforms face risk of multi-year delays — 2025-04-23
• German Ifo index surprises in April — 2025-04-23
• What does it mean to have up to 3,521% US tariffs on solar imports? — 2025-04-23
• FX Daily: Revenant dollar needs constant flow of good news — 2025-04-23
• The Commodities Feed: All is not well within OPEC+ — 2025-04-23
• South Korea GDP contracts more than expected, increasing odds of recession and rate cuts — 2025-04-23
• Rates Spark: Dutch pension funds bracing for potential delays — 2025-04-23
• South Korea GDP contracted more than expected, increasing odds of recession and rate cuts — 2025-04-23
• The Commodities Feed: The door opens for tariff de-escalation — 2025-04-22
• What the Canadian election means for markets — 2025-04-22
• Dutch healthcare sector set to grow despite staff shortage struggles — 2025-04-22
• Mediocre start to the year for the Polish economy — 2025-04-22
• FX Daily: Bessent throws US assets a lifeline — 2025-04-22
• Eurozone PMI drops in April (but less than feared) — 2025-04-22
• Rates Spark: Eurozone to US gap to keep on widening — 2025-04-21
• The Commodities Feed: Gold hits fresh record high — 2025-04-21
• South Korean consumer sentiment remains weak, weighing on growth — 2025-04-21
• FX Daily: Trump-Powell standoff harms the dollar — 2025-04-21
• Trade tensions weigh on eurozone consumer confidence — 2025-04-21
• Watch: How AI could bridge Europe's productivity gap — 2025-04-21
• The Commodities Feed: Gold hits fresh record high — 2025-04-21
• Soft March data strengthens case for Polish rate cut in May — 2025-04-21
• South Korea's trade slowdown suggests US tariffs starting to hit global economy — 2025-04-20
• Japanese inflation accelerates, complicating BoJ's rate decision amid global uncertainty — 2025-04-17
• US drug prices and shortages set to rise despite Trump's latest executive order — 2025-04-16
• Trade war set to hit Dutch growth and investment amid solid domestic demand — 2025-04-16
• Bank of Korea's rate cut pause probably won't last long — 2025-04-16
• ECB shows increased sense of urgency to cut rates further — 2025-04-16
• Rates Spark: Markets won't get much guidance from the ECB — 2025-04-16
• Turkish Central Bank raises policy rate and keeps options open for further tightening — 2025-04-16
• Japanese export growth slowed in March, and US tariffs are sure to accelerate the downshift — 2025-04-16
• ECB cuts rates by 25bp as disinflationary pressures increase — 2025-04-16
• Asia week ahead: Korean GDP, Tokyo inflation, Chinese rate decision — 2025-04-16
• FX Daily: Forget the old central bank currency link — 2025-04-16
• UK inflation set to rise this year despite lower-than-expected March data — 2025-04-15
• G10 FX Talking: The medium-term dollar bear trend develops — 2025-04-15
• Latam FX Talking: Hit by the global growth downgrade — 2025-04-15
• US retail sales bounce as savvy consumers buy ahead of tariffs — 2025-04-15
• FX Talking: Forecast table — 2025-04-15
• Asia FX Talking: Pressure builds on the renminbi — 2025-04-15
• FX Daily: Updates on repatriation, China UST holdings and the Fed — 2025-04-15
• FX Talking: 'You wanted a weaker dollar' — 2025-04-15
• Rates Spark: The dust settles, angst remains — 2025-04-15
• Europe's job market is increasingly AI-ready — 2025-04-15
• EMEA FX Talking: CEE outperforms emerging market peers — 2025-04-15
• Weak pricing in Czech industry among mounting uncertainty — 2025-04-15
• THINK Ahead: The IMF's high wire act — 2025-04-15
• IMO's net-zero strategy for global shipping starts with pricing carbon but it's not perfect — 2025-04-15
• Bank of Canada pause shouldn't last long — 2025-04-15
• China's posts solid growth, but more support likely needed to meet 5% target — 2025-04-15
• Tariffs dampen European real estate M&A, but a recovery is likely — 2025-04-14
• The ECB survey warning on weak eurozone private investment — 2025-04-14
• Listen: Credit caught in the tariff turmoil — 2025-04-14
• UK jobs market stays solid despite big tax hikes — 2025-04-14
• The tariff sledgehammer smashing the global world order — 2025-04-14
• Rates: US Treasuries have become a 'pain trade' — 2025-04-14
• The renewed pressure on global central banks — 2025-04-14
• Carsten on the damage done by Trump's tariff chaos — 2025-04-14
• China holds strong as trade war crescendos — 2025-04-14
• Eurozone industrial production jumped in February, but that doesn't mean much — 2025-04-14
• Polish inflation relief opens the door to potential May rate cut — 2025-04-14
• For the US, Trump's 'beautiful' tariffs are in the eye of the beholder — 2025-04-14
• The Commodities Feed: Oil edges higher despite demand cuts — 2025-04-14
• ING Monthly: the tariff sledgehammer smashing the global world order — 2025-04-14
• FX: Ranking currencies in a new world order — 2025-04-14
• April ECB cheat sheet: Confused about tariffs? Don't count on ECB guidance — 2025-04-14
• Rates Spark: Equity optimism not shared by rates — 2025-04-14
• FX Daily: EUR/USD can return to 1.15 — 2025-04-14
• FX Daily: 90-day trade negotiations to involve FX? — 2025-04-13
• China's March exports shrugged off early tariffs, but headwinds are intensifying — 2025-04-13
• Bank of Canada preview: A hold is slightly more likely — 2025-04-13
• ECB is forced to cut rates again this week — 2025-04-13
• The Commodities Feed: Is Tariff relief real? — 2025-04-13
• Turkey's current account deficit rises and future will be shaped by global trade tensions — 2025-04-13
• Romanian inflation steadies as trade risks mount — 2025-04-10
• Asia week ahead: Upbeat data from Japan and China, but coming bite from tariffs keeps markets on edge — 2025-04-10
• THINK Ahead: That was the week that was... — 2025-04-10
• FX Daily: Dollar crisis can extend — 2025-04-10
• Minor deterioration of Poland's external balance on falling trade turnover — 2025-04-10
• UK growth surges in February despite tariff uncertainty — 2025-04-10
• Kazakhstan's central bank holds rates amid rising trade uncertainty — 2025-04-10
• US Food & Agri trade deficit still key in future talks with EU — 2025-04-10
• US Food and Agri trade deficit still key in future talks with EU — 2025-04-10
• Sentiment slumps on US stagflation fears — 2025-04-10
• Rates Spark: Demand for safety to stay — 2025-04-09
• Lower energy prices amid global turmoil make Czech rate cuts more likely — 2025-04-09
• Soft March CPI strengthens case for rate cuts in China — 2025-04-09
• Taiwan's trade growth beats forecasts but outlook hinges on tariff talks — 2025-04-09
• Temporary tariff truce to ease pressure on Italian industrial production — 2025-04-09
• A test of endurance is underway as Trump narrows trade war focus on China — 2025-04-09
• The Commodities Feed: The tariff pause — 2025-04-09
• FX Daily: Dollar slow to reclaim losses — 2025-04-09
• Rates Spark: US yields not for turning, so spreads widen — 2025-04-09
• A pleasant surprise from US inflation, but it won't last long — 2025-04-09
• Trump's 'sledgehammer' tariff reversal - our reaction — 2025-04-08
• FX Daily: Dollar close to another confidence crisis — 2025-04-08
• Incoming German government presents coalition agreement — 2025-04-08
• Bank of Korea likely to cut rates in April despite the won's weakness — 2025-04-08
• Real estate spreads show resilience in tariff sell-off — 2025-04-07
• Significant Hungarian budget deficit in March — 2025-04-07
• Dutch pension funds' feared storm is unfolding — 2025-04-07
• Rates Spark: Is sell America Inc. now a thing? — 2025-04-07
• Why the rent-or-buy dilemma is resurfacing across the eurozone — 2025-04-07
• Hungarian inflation slows more than expected in March — 2025-04-07
• The Commodities Feed: Downside risks persist — 2025-04-07
• FX Daily: Watch for misplaced optimism — 2025-04-07
• Germany's final message from a lost macro world — 2025-04-06
• The impact of Trump's tariffs so far — 2025-04-06
• Bank of Japan set for a pause in May amid tariff concerns — 2025-04-06
• Hungary's mixed outlook offers a few glimmers of hope — 2025-04-06
• US Treasuries - bullish. But it's complicated — 2025-04-06
• The Commodities Feed: Tariff-induced sell-off — 2025-04-06
• Rates Spark: Messy it remains — 2025-04-06
• FX Daily: Flight to safety continues to favour JPY — 2025-04-06
• Rates spark: Liberation hangover — 2025-04-03
• Stronger US jobs numbers feel like ancient history — 2025-04-03
• Czech policymakers still hawkish as inflation remains strong — 2025-04-03
• Spain's industrial output shrinks but services support growth amid tariff pressure — 2025-04-03
• South Korea: Yoon's presidency formally ends, but uncertainty remains — 2025-04-03
• Watch: Why Trump's 'beautiful' tariffs risk turning the growth outlook ugly — 2025-04-03
• Listen: What Trump's tariffs mean for Central and Eastern Europe — 2025-04-03
• Ideal conditions for rate cut in the Philippines as inflation falls below target — 2025-04-03
• China opts for eye for an eye retaliation as Trade War 2.0 breaks out — 2025-04-03
• FX Daily: When the dollar is no longer a safe haven — 2025-04-03
• What US tariffs mean for the UK economy, rate cuts, taxes and trade — 2025-04-03
• Oil prices plunge due to tariff-related demand worries and increased OPEC+ supply — 2025-04-03
• The Commodities Feed: OPEC+ shocks with supply increase — 2025-04-03
• THINK Ahead: Wanted! A superhero to save the markets — 2025-04-03
• Asia week ahead: Inflation for China and Taiwan, plus key data on Japan and Korea, and interest rate decision for Philippines — 2025-04-02
• Tariffs on, risk off: credit set to leak — 2025-04-02
• Turkey sees benign inflation in March, but upside risks for April — 2025-04-02
• Sharp dovish pivot by the National Bank of Poland governor opens the door for a rate cut in May — 2025-04-02
• ECB's March meeting minutes confirm diverging views on the timing of further cuts — 2025-04-02
• Rates Spark: Trump's bitter liberation — 2025-04-02
• FX Daily: Without domestic support, dollar is left a little naked — 2025-04-02
• National Bank of Romania set to stay on hold at the April meeting — 2025-04-02
• Japan, South Korea pivot to negotiating lower US tariffs — 2025-04-02
• The Commodities Feed: Reciprocal tariffs send oil lower — 2025-04-02
• Asia takes big tariffs hit: Vietnam, Thailand most affected, while exemptions ease impact for India, Singapore — 2025-04-02
• Market reaction to Liberation day - this is just the beginning — 2025-04-01
• South Korea: Inflation picks up, possibly pausing Bank of Korea's rate cut cycle — 2025-04-01
• Directional Economics CEEMEA: Trade instability - a test of strength — 2025-04-01
• Beautiful' tariffs risk turning the growth outlook ugly — 2025-04-01
• Tariffs: Europe's worst economic nightmare just came true — 2025-04-01
• Trump's reciprocal tariff surprise will prompt stronger China response — 2025-04-01
• FX Daily: What to expect on 'liberation day' — 2025-04-01
• National Bank of Poland rates unchanged; we see cuts later in the year — 2025-04-01
• Eurozone inflation drops further ahead of trade turmoil — 2025-03-31
• FX Daily: Dollar regaining some momentum into tariff event — 2025-03-31
• Rates Spark: No liberation for volatility — 2025-03-31
• Rate rise pressure underestimated in Japan — 2025-03-31
• Tariffs are failing to give US manufacturing a lift — 2025-03-31
• Euro Credit Supply: Underwhelming supply in 1Q25 — 2025-03-31
• The Commodities Feed: Secondary tariff threats push oil higher — 2025-03-31
• US Dollar Credit Supply: Corporate supply was strong in March — 2025-03-31
• Recovery in Korean exports in March, but outlook remains cloudy — 2025-03-31
• Japan: Data points to gradual recovery, raising odds of May rate hike — 2025-03-31
• US consumers to be hit hardest by pharmaceutical tariffs — 2025-03-31
• FX Daily: 'Liberation' week for the dollar? — 2025-03-30
• FX Daily: "Liberation" week for the dollar? — 2025-03-30
• Slowing German inflation paves the way for further rate cuts — 2025-03-30
• Hungarian labour market shows some softening — 2025-03-30
• National Bank of Poland forced to amend hawkish stance amid lower inflation — 2025-03-30
• Rates Spark: Market rates getting tempted lower — 2025-03-30
• China's PMI shows manufacturing resilience amid tariff headwinds — 2025-03-30
• Commodities Feed: Risk off mood — 2025-03-30
• South Korean activity rebounded in February, but outlook remains uncertain — 2025-03-29
• Germany's labour market continues to cool — 2025-03-27
• Eurozone sentiment weakens ahead of steeper tariffs — 2025-03-27
• Mexico's ongoing rate reducing mission presents opportunity — 2025-03-27
• Italian confidence data takes a hit in March — 2025-03-27
• Asia week ahead: All eyes on Trump's reciprocal tariffs — 2025-03-27
• US stagflation fears rise ahead of tariff hit — 2025-03-27
• FX Daily: A loss of confidence in the dollar? — 2025-03-27
• US manufacturers increasingly concerned as Trump tariff optimism fades — 2025-03-27
• 10 answers to Trump's tariffs in our cut-out-and-keep THINK Ahead — 2025-03-27
• Importing European cars into the US? Prepare for a price shock — 2025-03-27
• The Commodities Feed: Gold climbs to a new record high — 2025-03-27
• Advanced talks with US lower risk of high reciprocal tariffs on India — 2025-03-26
• Hotter-than-expected Tokyo inflation increases odds of May rate hike — 2025-03-26
• Trade talks with US reduce reciprocal tariffs for India — 2025-03-26
• Economics Live: Directional Economics April '25 - Resilience amid trade instability — 2025-03-26
• Taiwan could avoid the worst of Trump's reciprocal tariffs — 2025-03-26
• Rates Spark: Still steeper curves — 2025-03-26
• Listen: Why a Mar-a-Lago Accord would be an act of self-harm — 2025-03-26
• The worst is over for Europe's building materials industry — 2025-03-26
• Eurozone bank lending growth rises but still lags pre-pandemic levels — 2025-03-26
• Watch: The UK's cautionary warning to Europe on spending — 2025-03-26
• Daily FX: Auto tariffs barely dent FX — 2025-03-26
• Advanced talks with US lower risk of high reciprocal tariffs on India — 2025-03-26
• FX Daily: Auto tariffs barely dent FX — 2025-03-26
• Rates Spark: Near-term uncertainty versus long-term prospects — 2025-03-25
• Trump's copper tariffs might be coming sooner than you expect — 2025-03-25
• UK Spring Statement: Chancellor avoids deeper bond sell-off but tough decisions loom in the autumn — 2025-03-25
• The Commodities Feed: Copper hits record highs amid tariff risks — 2025-03-25
• FX Daily: Downside sterling risks on Spring Statement — 2025-03-25
• The Commodities Feed: US copper prices hit record highs amid tariff risks — 2025-03-25
• CIS macro and credit: When in doubt, play to your strengths — 2025-03-25
• Czech National Bank review: A wave of inflationary risks — 2025-03-25
• Sticky UK services inflation shows signs of tax hike impact — 2025-03-25
• FX Daily: Consumer confidence is a major test for the dollar — 2025-03-24
• South Korea: Consumers losing confidence as political uncertainty intensifies — 2025-03-24
• Germany's latest fiscal reform poses obstacles for the housing market's recovery — 2025-03-24
• Rates Spark: How to spend it — 2025-03-24
• National Bank of Hungary review: Worsening macroeconomic outlook — 2025-03-24
• The Commodities Feed: Secondary tariffs on Venezuelan oil boost prices — 2025-03-24
• German economy shows first signs of spring fever — 2025-03-24
• Norges Bank preview: Close call, but a hold looks more likely — 2025-03-24
• Sliding sentiment adds to US growth concerns — 2025-03-24
• FX Daily: Another week of a data-tariff dichotomy — 2025-03-23
• Eurozone PMI improves ahead of possible new US tariffs — 2025-03-23
• Rates Spark: Treasuries steal a march on Bunds — 2025-03-23
• What Europe stands to lose from Trump's latest threatened tariffs — 2025-03-23
• Polish retail sales weakened in February following a promising January — 2025-03-23
• The Commodities Feed: Speculators buy Brent amid sanction risks — 2025-03-22
• The Commodities Feed: Sanctions push oil higher — 2025-03-20
• France's economy shows early signs of recovery — 2025-03-20
• CNB preview: Easing story comes to an end — 2025-03-20
• National Bank of Hungary preview: New sheriff, same town — 2025-03-20
• Japanese core inflation data supports May rate hike — 2025-03-20
• Asia week ahead: Tokyo and Singapore inflation, Chinese one-year rate decision — 2025-03-20
• FX Daily: Dollar rebound can continue — 2025-03-20
• What to expect from Reeves' Spring Statement as Britain braces for tax hikes — 2025-03-20
• THINK Ahead: Beware of economic showers from the west — 2025-03-20
• Swiss National Bank cuts interest rates to 0.25% with a pause likely in June — 2025-03-19
• What Project 2025 tells us about what will happen with tariffs on 2 April — 2025-03-19
• What a potential restart of Russian gas flows could look like — 2025-03-19
• UK jobs market proves resilient in the face of employer tax rises — 2025-03-19
• Bank of England holds interest rates, signals caution ahead — 2025-03-19
• The Commodities Feed: European gas surges — 2025-03-19
• Rates Spark: Lower yield test, but there are limits — 2025-03-19
• More fertile ground for monetary easing in Poland — 2025-03-19
• How ESG policies can keep the healthcare sector fighting fit — 2025-03-19
• FX Daily: Two holds and a cut today — 2025-03-19
• Industrial Metals Monthly: US copper tariff risks pull more metal to the US — 2025-03-18
• Bank Indonesia holds rates as scope for more cuts narrows — 2025-03-18
• FX Daily: Fed could throw dollar a lifeline — 2025-03-18
• US Federal Reserve seeks clarity as it leaves rates on hold — 2025-03-18
• Bank of Japan holds rates with a hike likely in May — 2025-03-18
• Rates Spark: Chair Powell takes the cross-winds in his stride — 2025-03-18
• Watch: Brace for Trump's 'liberating' Tariff Day in April — 2025-03-18
• Our latest macro and market forecast updates — 2025-03-18
• The Commodities Feed: Geopolitical risks heat up — 2025-03-17
• FX Daily: Data giving no respite to the dollar — 2025-03-17
• Monitoring Hungary: Inflation in the spotlight — 2025-03-17
• Some growth but minimal recovery for the Dutch chemical industry in 2025 — 2025-03-17
• Mar-a-Lago Accord: 10 questions answered on devaluing the dollar — 2025-03-17
• Rates Spark: Treasuries on "Powell-demeanor-watch" — 2025-03-17
• Rates Spark: Treasuries on Powell-demeanor-watch — 2025-03-17
• Germany agrees historic fiscal package and debt brake change — 2025-03-17
• Don't tell Trump: the eurozone trade surplus with the US widened slightly in January — 2025-03-17
• Rates Spark: German fiscal plans likely to pass the first hurdle — 2025-03-17
• Gold Monthly: Gold breaks through $3,000/oz amid Trump's trade wars — 2025-03-16
• As Australia's RBA cuts rates, here are the swap opportunities — 2025-03-16
• Bank of England to hold rates against backdrop of sticky inflation — 2025-03-16
• China's first data dump of 2025 beats expectations — 2025-03-16
• FX Daily: Risk assets test Washington's tolerance — 2025-03-16
• Poland's external position deteriorates in January but is generally balanced — 2025-03-16
• Navigating rates, FX and election dynamics in the Philippines — 2025-03-15
• China unveils special action plan to boost consumption — 2025-03-15
• UK growth to rebound through 2025 after a sluggish January — 2025-03-13
• Asia FX Talking: Renminbi set to come under more pressure — 2025-03-13
• White smoke in Berlin — 2025-03-13
• EU Clean Industrial Deal: lowering energy bills will face hurdles — 2025-03-13
• G10 FX Talking: Re-rating the euro — 2025-03-13
• EMEA FX Talking: More CEE divergence — 2025-03-13
• Federal Reserve preview: No imminent pressure, but downside growth risks point to 2H rate cuts — 2025-03-13
• Asia week ahead: Rate decisions in Japan, China and Taiwan take centre stage — 2025-03-13
• Listen: Europe's road to rearmament — 2025-03-13
• Gold tops $3,000/oz for the first time — 2025-03-13
• Poland's inflation surprises to the downside as odds of rate cuts rise — 2025-03-13
• Sweden's Riksbank likely done with rate cuts as economy bounces back — 2025-03-13
• Knightley: We'll be waiting months for the next Fed rate cute — 2025-03-13
• Knightley: We'll be waiting months for the next Fed rate cut — 2025-03-13
• THINK Ahead vibe check! We're looking at you, central bankers — 2025-03-13
• Germany's historic fiscal package looks like a done deal — 2025-03-13
• FX Daily: EUR/USD optimism starts to wane — 2025-03-13
• FX Talking: Dollar falls back to earth — 2025-03-13
• Italian industry bounces right back — 2025-03-13
• Latam FX Talking: Still vulnerable to the tariff story — 2025-03-13
• FX Talking: Forecast table — 2025-03-13
• Monitoring Bulgaria: Euro adoption is within sight, but not there yet — 2025-03-13
• FX Daily: Dollar rebound might have legs — 2025-03-12
• Where's the credit? — 2025-03-12
• Romanian inflation remained elevated in February amid energy price surge — 2025-03-12
• The Commodities Feed: Big drop in US gasoline stocks — 2025-03-12
• The Commodities Feed: Risk-off trend intensifies — 2025-03-12
• Eurozone industrial production jumped in January as hopes for sustained revival grow — 2025-03-12
• As Australia's RBA cuts rates, here are the swap opportunities — 2025-03-12
• Cocoa prices tumble on supply forecasts — 2025-03-12
• Rates Spark: Issuance pressure versus safety flight — 2025-03-12
• Hawkish tone maintained at NBP press conference — 2025-03-12
• FX Daily: Another tariff-led rate cut in Canada — 2025-03-11
• National Bank of Poland rates on hold and a hawkish press conference expected — 2025-03-11
• Bank of Canada cuts again, but easing may slow from here — 2025-03-11
• Expect robust semiconductor demand in 2025, but not in all segments — 2025-03-11
• US inflation cools, but tariffs threaten higher prints in coming months — 2025-03-11
• Dutch manufacturing shifts from crisis to comeback mode after two-year contraction — 2025-03-11
• The Commodities Feed: US dollar weakness provides some support — 2025-03-11
• Rates Spark: Issuance pressure remains on the increase — 2025-03-11
• South Africa's budget rerun provides more questions than answers — 2025-03-11
• Three semiconductor innovations to watch in 2025 — 2025-03-11
• Turkish current account continues to widen — 2025-03-11
• Brexit revisited: why closer UK-EU ties won't lessen Britain's squeezed public finances — 2025-03-11
• German politics experiences another disappointing 24 hours — 2025-03-10
• Monitoring Turkey: Easing bias remains intact — 2025-03-10
• Hungarian inflation exceeds all expectations in February — 2025-03-10
• Rates Spark: The game of tariff poker dominates — 2025-03-10
• FX Daily: Still searching for a bottom in US sentiment — 2025-03-10
• Czech inflation confirmed above target as service price inertia lingers — 2025-03-10
• Deep tariff angst - where now for US rates? — 2025-03-10
• National Bank of Poland preview: Rates on hold amid new projections — 2025-03-10
• Bank of Canada preview: another cut as tariffs cloud outlook — 2025-03-09
• January growth indicates German industry may have hit bottom — 2025-03-09
• Czech unemployment ticks higher but wage growth remains solid — 2025-03-09
• Germany's showdown on historic fiscal stimulus is approaching — 2025-03-09
• Rates Spark: Big divergence trade ongoing — 2025-03-09
• FX Daily: Focus shifts to China — 2025-03-09
• The Commodities Feed: Saudis cut prices — 2025-03-09
• Kazakhstan hikes rates as inflation fears rise — 2025-03-06
• THINK Ahead: The week the Transatlantic tables, chairs and everything else turned — 2025-03-06
• The economic and political risks of re-arming Europe — 2025-03-06
• Resilience of US job creation set to be tested — 2025-03-06
• Taiwan trade data shows resilience in early 2025 — 2025-03-06
• China's trade data points to weak start to 2025 — 2025-03-06
• Asia week ahead: China's Two Sessions and inflation data — 2025-03-06
• FX Daily: A payrolls miss will do more damage to the dollar — 2025-03-06
• Eurozone consumption shows no sign of acceleration as retail sales fall in January — 2025-03-05
• Monitoring Romania: Balancing progress and risks — 2025-03-05
• Rates Spark: The 3%+ area targetted for the 10yr Bund — 2025-03-05
• FX Daily: Don't rush to pick the EUR/USD top — 2025-03-05
• ECB cuts rates by 25bp but direction of travel no longer that clear — 2025-03-05
• ReArming the European market outlook — 2025-03-05
• Third 250bp rate cut from the Turkish central bank — 2025-03-05
• ECB cuts rates but the door to further cuts is closing quickly — 2025-03-05
• The Commodities Feed: Brent below $70 on demand concerns — 2025-03-05
• Hungary kicks 2025 off with a retail revival as industry struggles — 2025-03-05
• US soybeans a big loser amid rising trade tension — 2025-03-05
• Soaring services trade: why service trade barriers are a potential retaliation tool — 2025-03-04
• TSMC pledges $100bn in US investment as governments push for semiconductor influence — 2025-03-04
• China's Two Sessions economic targets signal greater confidence — 2025-03-04
• US Dollar Credit Supply: Reverse Yankee supply set to increase — 2025-03-04
• FX Daily: ReArming the euro — 2025-03-04
• What lies ahead in global trade: solid growth despite Trump's tariffs — 2025-03-04
• Euro Credit Supply: Strong supply set to continue — 2025-03-04
• Revised Italian GDP data shows positive fourth quarter growth — 2025-03-04
• Strengthening US domestic clean energy production is key to reducing tariff shocks — 2025-03-04
• Exploring new trade deals amid rising protectionism — 2025-03-04
• The Commodities Feed: Tariff uncertainty intensifies — 2025-03-04
• Unexpected decline in France's industrial output — 2025-03-04
• Rates Spark: A fiscal earthquake, and oh yeah, there's an ECB meeting — 2025-03-04
• The Commodities Feed: OPEC+ set to increase supply — 2025-03-03
• South Korea: Industrial production and exports lose momentum — 2025-03-03
• FX Daily: Dollar trapped between tariffs and first quarter slowdown — 2025-03-03
• China's measured tariff response keeps negotiation hopes alive — 2025-03-03
• Hungary's GDP growth could still reach 2% in 2025 — 2025-03-03
• Germany thinks big again — 2025-03-03
• Why we're expecting a cautious recovery in Dutch commercial real estate — 2025-03-03
• Rates Spark: Markets struggle to keep up with Trump — 2025-03-03
• Our view on the Swedish krona after a stellar month — 2025-03-03
• Rates: A volatile world warrants EUR steepeners — 2025-03-03
• The Commodities Feed: Peace deal hopes fade, while tariff fears linger — 2025-03-02
• Container shipping: sailing through uncertainty and looming overcapacity — 2025-03-02
• China PMI data suggests manufacturing had a solid start to 2025 — 2025-03-02
• Pathway to net zero: Tackling emissions in construction — 2025-03-02
• Czech manufacturing sees the light at the end of the tunnel — 2025-03-02
• AI Monthly: All those billions for AI - necessary investment or a waste of money? — 2025-03-02
• Tanker shipping keeps the balance in restless waters — 2025-03-02
• US manufacturing shows signs of tariff concerns — 2025-03-02
• FX Daily: Another tariff cliffhanger — 2025-03-02
• Benign Turkish inflation led by food and health costs — 2025-03-02
• Rates Spark: Push and pull between US and Euro rates — 2025-03-02
• Bulker shipping faces tough year as China's manufacturing sector weakens — 2025-03-02
• Global shipping: navigating the waves of geopolitics — 2025-03-02
• Eurozone inflation ticks down as weak demand curbs price increases — 2025-03-02
• March ECB cheat sheet: The "restrictive" dilemma — 2025-03-02
• FX Daily: Tariffs bring back full defensive mode — 2025-02-27
• Asia week ahead: China's Two Sessions grabs the spotlight — 2025-02-27
• Italian inflation edges up marginally in February — 2025-02-27
• Inflation falls sharply in France as consumer spending contracts — 2025-02-27
• Another ECB rate cut and then what? — 2025-02-27
• THINK Ahead: Tariffs, US jobs, and the ECB in focus — 2025-02-27
• Turkish GDP beats expectations on strengthening domestic demand — 2025-02-27
• US 1Q GDP growth concerns mount on weak spending and surging imports — 2025-02-27
• Rates Spark: Markets seek signals among the noise — 2025-02-27
• German inflation remains unchanged in February — 2025-02-27
• The Commodities Feed: European gas sell-off continues — 2025-02-26
• Dutch economic sentiment improves while consumer pessimism grows — 2025-02-26
• The latest upside and downside risks to our global outlook — 2025-02-26
• North American construction outlook: US Trump boost comes at a cost for Canada and Mexico — 2025-02-26
• Peace deal hopes and tariff risks drive commodities — 2025-02-26
• Carsten: three key areas we'll be watching closely in March — 2025-02-26
• It's a mad world — 2025-02-26
• Positive outlook for Hungarian labour market but caution advised — 2025-02-26
• Italian confidence data still mixed in February — 2025-02-26
• Optimism about Trump exceptionalism fades amid subdued start to 2025 — 2025-02-26
• Geopolitics take centre stage for the eurozone — 2025-02-26
• FX Daily: Trapped between tariffs and a possible ceasefire — 2025-02-26
• German elections: Wirtschaftswunder 3.0 still far out — 2025-02-26
• Guns N' Money: Europe's reaction to the new geopolitical reality — 2025-02-26
• UK: Don't overdo the gloom just yet — 2025-02-26
• Our latest views on the major central banks — 2025-02-26
• Europe to face first major 'America First' trade policy test — 2025-02-26
• Consumption underpinned Poland's fourth quarter GDP growth — 2025-02-26
• Spanish headline inflation edges up in February — 2025-02-26
• We could see some stability on Austria's political rollercoaster — 2025-02-26
• Rates Spark: National first! — 2025-02-26
• FX Daily: Refocus on fiscal proving dollar supportive — 2025-02-25
• Sustainable Finance: Paint it Green — 2025-02-25
• What to watch for at the 2025 China Two Sessions — 2025-02-25
• The Commodities Feed: Mineral deals and tariffs — 2025-02-25
• FX Daily: Markets cautious on tariff risk — 2025-02-24
• Carsten: No economic miracle for Germany's ailing economy — 2025-02-24
• The Bank of Korea lowers rates, with odds favoring more cuts — 2025-02-24
• Rates Spark: Markets cautious in anticipation of German spending — 2025-02-24
• Rates Spark: The glass half empty trade — 2025-02-24
• National Bank of Hungary Review: A hawkish swan song — 2025-02-24
• German Ifo index offers no boost for incoming government — 2025-02-23
• Positive start to the year in Poland amid revival in household spending — 2025-02-23
• US attempts to curb China's dominance in shipping, but actions could backfire — 2025-02-23
• FX Daily: Euro welcomes German election result — 2025-02-23
• Corporate calm vs economists' concerns: why opinions are divided on the impact of geopolitics — 2025-02-23
• Germany's coalition options down to one after a long election night — 2025-02-23
• The Commodities Feed: Sentiment sours — 2025-02-23
• German elections bring complicated coalition talks — 2025-02-22
• Asia week ahead: Japan inflation intrigue and Bank of Korea rate decision — 2025-02-20
• Japanese inflation accelerates, raising odds of another rate hike — 2025-02-20
• Rates Spark: Eurozone PMIs will test positive macro sentiment — 2025-02-20
• Mood among Czech consumers slides as industry tanks — 2025-02-20
• We've changed our 5.5 per cent call for the US 10yr — 2025-02-20
• We've changed our 5.5% call for the US 10yr — 2025-02-20
• Eurozone PMI shows little relief from stagnation just yet — 2025-02-20
• THINK Ahead: More spending, more growth? Don't be so sure — 2025-02-20
• FX Daily: US exceptionalism doubts hit the dollar — 2025-02-20
• FX Daily: Fiscal risk premium to go into the euro — 2025-02-19
• National Bank of Hungary preview: inflation takes the lead — 2025-02-19
• The Commodities Feed: EU agrees on another Russian sanctions package — 2025-02-19
• Why the EU's new agri-focused Vision matters for the food industry — 2025-02-19
• Bank of Korea preview: Rate cuts resume, but inflation caution clouds outlook — 2025-02-19
• Rates Spark: Hawkish ECB comments compound fiscal pressures — 2025-02-19
• Polish investment recovers and wage pressures ease — 2025-02-19
• UK services inflation lower than expected in boost for Bank of England — 2025-02-18
• Japan's export jump may be calm before Trumpian storm — 2025-02-18
• Trump set to break WTO rules with potential pharma tariffs — 2025-02-18
• The Commodities Feed: Supply risks vs peace talks — 2025-02-18
• FX Daily: Euro paying EU's isolation — 2025-02-18
• Trump set to break WTO rules with potential pharma tariffs — 2025-02-18
• Rates Spark: Finding room for increased defence spending — 2025-02-18
• Guns N' Money: Europe's reaction to the new geopolitical reality — 2025-02-18
• EUR money market faces gradual tightening from ECB's shrinking balance sheet — 2025-02-17
• FX Daily: Dollar starts its rebound — 2025-02-17
• Rates Spark: Europe bracing to spend on defence — 2025-02-17
• UK money markets transitioning to a new monetary policy regime — 2025-02-17
• Money market outlook 2025: trends and dynamics in the eurozone, US, and UK — 2025-02-17
• The Commodities Feed: Copper retreats from three-month highs — 2025-02-17
• UK jobs market stable despite growing pessimism — 2025-02-17
• Term and Repo in vogue in US money markets — 2025-02-17
• FX Daily: Don't chase the dollar correction — 2025-02-16
• 4Q24 GDP grew much stronger than expected, supporting BoJ normalisation ahead — 2025-02-16
• The Commodities Feed : Potential restart in Kurdish oil exports — 2025-02-16
• National Bank of Romania set to remain cautious this year — 2025-02-16
• Germany's second election debate brings heated discussions but no winner — 2025-02-15
• FX Talking: Forecast Table — 2025-02-13
• Korea: Jobless rate fell sharply in January while more policy support is expected — 2025-02-13
• EMEA FX Talking: CEE may struggle to hold gains — 2025-02-13
• Latam FX Talking: Don't trust the rally — 2025-02-13
• US: Subdued start to 2025 — 2025-02-13
• CNB minutes: Pro-inflationary risks warrant restrictive stance — 2025-02-13
• Asia FX Talking: Hard to find value just yet — 2025-02-13
• G10 FX Talking: Peak dollar strength in the second quarter — 2025-02-13
• FX Talking: Silver Linings Playbook — 2025-02-13
• Reciprocal tariffs are on, but VAT is the bigger elephant in the room — 2025-02-13
• Dutch GDP better than headline figure suggests — 2025-02-13
• The markets think copper is next on Trump's tariff hit list — 2025-02-13
• RBNZ Preview: Another outsized cut — 2025-02-13
• THINK Ahead: Europe needs more than Cupid's arrow to woo investors — 2025-02-13
• Poland joins other CEE countries with upward CPI surprise — 2025-02-13
• Lacklustre growth in Romania and inflation's still a problem — 2025-02-13
• FX Daily: Markets temporarily shake off reciprocal tariff threat — 2025-02-13
• Poland's growth pick-up set to continue in 2025 — 2025-02-12
• Rates Spark: Swap spreads on the move in opposite directions — 2025-02-12
• Navigating Credit in 2025: Insights from 5 emerging trends — 2025-02-12
• Poland's current account has gone from surplus to neutral to deficit — 2025-02-12
• Significant improvement in Turkey's current account balance — 2025-02-12
• Lacklustre UK growth a fresh headache for the Treasury — 2025-02-12
• The Commodities Feed: Oil edges lower — 2025-02-12
• Eurozone industrial production contracted more than expected in December — 2025-02-12
• FX Daily: Prospects of a ceasefire lift European FX — 2025-02-12
• US inflation surge dampens Fed rate cut odds — 2025-02-11
• FX Daily: Is a euro re-rating underway? — 2025-02-11
• Rates Spark: A US CPI shocker - yields up! — 2025-02-11
• The Commodities Feed: Oil trading under pressure — 2025-02-11
• Italian industrial production plunged in December — 2025-02-11
• Food prices drive Czech inflation — 2025-02-11
• How the European Union could counter US tariffs — 2025-02-11
• Trump's tariff war: Asia's winners and losers — 2025-02-11
• Monitoring Turkey: Inflation forecasts rise as cuts are set to continue — 2025-02-11
• National Bank of Romania to stay on hold amid persistent inflation and fiscal uncertainty — 2025-02-11
• Reserve Bank of Australia to cut rates amid turbulent conditions — 2025-02-10
• FX Daily: Scandies and CEE outperform — 2025-02-10
• Rates Spark: Chair Powell's juggle smells like higher yields — 2025-02-10
• Retaliation inevitable as Trump slaps tariffs on metals, again — 2025-02-10
• US Fed remains inclined to cut rates, but is in no hurry — 2025-02-10
• Commodities Feed: Trump sets 25% tariffs on steel and aluminium — 2025-02-10
• Hungary sees an unexpected inflation surge in January — 2025-02-10
• Real estate with EV charging to command a premium post-2030 — 2025-02-09
• Industrial Metals Monthly: Tariff chaos — 2025-02-09
• The digital euro project is making progress, European banks should pay attention — 2025-02-09
• Romania's trade deficit remained high in 2024 — 2025-02-09
• FX Daily: Spreads and tariffs keep dollar in demand — 2025-02-09
• Rates Spark: USD-EUR spreads can widen more — 2025-02-09
• The Commodities Feed: Trump plans 25% tariffs on all imports of steel and aluminium — 2025-02-09
• Can Poland's power grid operator accelerate the energy transition? — 2025-02-09
• German tv duel Scholz vs Merz ends with a draw — 2025-02-08
• US jobs report better than feared — 2025-02-06
• THINK Ahead: Inflation confidence shifts to caution — 2025-02-06
• German industrial production disappoints in December, while exports show some front loading — 2025-02-06
• FX Daily: Payroll revision risk — 2025-02-06
• ECB's estimates of neutral interest rates leave plenty of room for further rate cuts — 2025-02-06
• Taiwan's January CPI rose to 11-month high on holiday effects — 2025-02-06
• Gold Monthly: $3,000 is now in sight — 2025-02-05
• Tariffs and other stuff pushing rates around — 2025-02-05
• Czech inflation slows down, but less than expected — 2025-02-05
• Monitoring Hungary: Moving in the wrong direction — 2025-02-05
• Trump's whirlwind leaves the world breathless — 2025-02-05
• Trump's trade tariffs: exploring the potential actions his administration could take — 2025-02-05
• Top Trumps: the global economy's House of Cards — 2025-02-05
• Why the revival of eurozone retail sales has been short-lived — 2025-02-05
• Disappointing end to 2024 for Hungary casts doubts on a strong recovery — 2025-02-05
• Asia week ahead: Beijing hits back against Trump tariffs — 2025-02-05
• Global central banks are treading carefully — 2025-02-05
• ING Monthly: Top Trumps and the global economy's House of Cards — 2025-02-05
• Stagnant eurozone economy faces more headwinds — 2025-02-05
• The UK Treasury's tax and spend tightrope — 2025-02-05
• The National Bank of Poland governor sees no scope for interest rate cuts in 2025 but his tone was softer — 2025-02-05
• FX Daily: Sterling could hand back recent gains — 2025-02-05
• CNB review: Resumed easing despite punchy inflation in January — 2025-02-05
• Energy markets shaken by tariff talk and sanctions — 2025-02-05
• Rates Spark: Bessent and payrolls key as we end a tumultuous week — 2025-02-05
• The Commodities Feed: Saudi Arabia raises official selling prices — 2025-02-05
• Bank of England cuts rates with three more to come this year — 2025-02-05
• France: 2025 budget finally pushed through, but the risk of slippage is high — 2025-02-04
• Euro Credit Supply: Supply underwhelming in January — 2025-02-04
• Rates Spark: Trump wants a lower 10yr yield too! — 2025-02-04
• US Dollar Credit Supply: Decent start for USD supply — 2025-02-04
• Christmas spending went well in Czechia — 2025-02-04
• The construction sector in Belgium is expected to contribute to GDP growth in 2025 — 2025-02-04
• Rates remain unchanged in Poland as we await tomorrow's press conference — 2025-02-04
• Japan: strong wage growth supports Bank of Japan rate hikes — 2025-02-04
• How the EU's new food and agri Vision could reignite the sustainability target debate — 2025-02-04
• The Commodities Feed: Retaliatory tariffs vs Iranian sanction risk — 2025-02-04
• FX Daily: Too early to price out a US-China trade war? — 2025-02-04
• The Commodities Feed: Tariffs delayed — 2025-02-03
• FX Daily: Lessons from a very short trade war — 2025-02-03
• National Bank of Poland preview: Staying hawkish for the next few months — 2025-02-03
• Rates Spark: Refunding decision(s) potentially pivotal — 2025-02-03
• Where to next for the Canadian dollar as trade war begins — 2025-02-02
• FX Daily: Tariffs - ready, fire, aim — 2025-02-02
• Eurozone inflation rises once again as risks to 2025 outlook linger — 2025-02-02
• Trump tariffs will hit automotive supply chains upfront — 2025-02-02
• How Belgium's new government could begin to reshape its economy — 2025-02-02
• AI Monthly: AI revolution is a marathon, not a sprint — 2025-02-02
• CNB preview: Looking ahead matters despite the uppish January — 2025-02-02
• Rates Spark: The tarriff on/off switch — 2025-02-02
• Italian inflation edged up in January — 2025-02-02
• The Commodities Feed: Tariffs rattle markets — 2025-02-02
• Korea: December Industrial production rebounded despite the political uncertainty — 2025-02-02
• Czech PMI remains in the contraction zone, while input costs rise — 2025-02-02
• President Trump announces tariffs on Canada, Mexico and China and the world holds its breath — 2025-02-01
• FX Daily: Tariff countdown — 2025-01-30
• President Trump set to push ahead with tariffs despite the risks for the US economy — 2025-01-30
• Watch: Trump, the Fed, and the uneasy path ahead — 2025-01-30
• German January inflation brings some relief for the ECB — 2025-01-30
• Rates Spark: Growth disappointments on ECB day — 2025-01-30
• US inflation cools amid tariff uncertainty — 2025-01-30
• THINK Ahead: Central bankers' calm before the inevitable storms — 2025-01-30
• Four Bank of England scenarios, with a rate cut widely expected — 2025-01-30
• Why French inflation should remain cool in 2025 — 2025-01-30
• Hungary's economy sees a sluggish recovery — 2025-01-29
• Why the ECB's Lagarde is looking out the window but could soon be rushing for the door — 2025-01-29
• FX Daily: gilt measures worth only temporary GBP relief — 2025-01-29
• Poland's economic growth outshines CEE peers — 2025-01-29
• The ECB cuts rates as its voyage to neutrality continues — 2025-01-29
• Eurozone growth stalls as policymakers show sense of urgency — 2025-01-29
• French GDP contracts in the last quarter of 2024, with a grim outlook for 2025 — 2025-01-29
• The Commodities Feed: European gas prices surge to 15-month high — 2025-01-29
• Robust underlying growth despite US GDP disappointment — 2025-01-29
• German economy makes headlines again for all the wrong reasons — 2025-01-29
• Eurozone loan growth rises modestly amid tightening credit standards — 2025-01-28
• The Czech National Bank gets enthusiastic about crypto — 2025-01-28
• FX Daily: Central banks back in action — 2025-01-28
• Rates Spark: Fed holds, but ECB to keep cutting — 2025-01-28
• Bank of Canada prepares for a trade war — 2025-01-28
• The Commodities Feed: EU plans to ban Russian aluminium imports — 2025-01-28
• Spanish growth momentum continues to defy expectations — 2025-01-28
• Italian confidence data in January sends mildly positive signals — 2025-01-28
• Hawkish hold from the Fed to test Trump's patience — 2025-01-28
• FX Daily: Tech and tariff rollercoaster — 2025-01-27
• The Commodities Feed: Risk-off move — 2025-01-27
• ECB bank lending survey confirms sluggish investment environment ahead of meeting — 2025-01-27
• Rates Spark: The Fed will not do nothing — 2025-01-27
• Dutch pension reforms suddenly at risk — 2025-01-27
• Three calls for EU sectors in 2025: tech thrives while manufacturing lags — 2025-01-27
• NBH Review: Rising inflation risks — 2025-01-27
• Rates Spark: Tech jitters — 2025-01-26
• How the Main Political Parties Plan to Make the German Economy Great Again — 2025-01-26
• January ECB cheat sheet: Expect the expected — 2025-01-26
• German Ifo Index's slight increase in January is insufficient to bring relief — 2025-01-26
• Why manufacturing continues to weigh on eurozone growth: it's the inventory cycle, stupid! — 2025-01-26
• FX Daily: Washington flexes the tariff muscle — 2025-01-26
• The Commodities Feed: Sentiment sours — 2025-01-26
• DeepSeek threat sends tech stocks tumbling and the Fed will be watching — 2025-01-26
• Rates Spark: PMIs are unlikely to impact the next two ECB cuts — 2025-01-23
• Taiwan GDP growth boosted by solid domestic demand — 2025-01-23
• Why Hungary's brighter labour market data should be taken with a pinch of salt — 2025-01-23
• The Commodities Feed: Trump sends oil prices lower — 2025-01-23
• Carsten: Europe has some serious questions to answer — 2025-01-23
• Singapore's central bank eases policy, signals potential for further easing in 2025 — 2025-01-23
• Eurozone PMI better than expected in January — 2025-01-23
• Bank of Japan hikes interest rates by 25bp as markets focus on timing of next hike — 2025-01-23
• THINK Ahead: Yes, central banks. We see your 4-stage strategy — 2025-01-23
• FX Daily: BoJ hike and China tariff threat unwinding — 2025-01-23
• Singapore's central bank eases policy; potential for further easing in 2025 — 2025-01-23
• Czech consumer confidence tanks amid challenges for European comeback — 2025-01-23
• France: political uncertainty will weigh on the economy — 2025-01-22
• Asia week ahead: Japan's month-end data, plus China's PMI — 2025-01-22
• Poland: Year two of record bond issuance — 2025-01-22
• Greece: another year of growth overperformance in sight — 2025-01-22
• Belgium: searching for a glimmer of hope amid weak growth — 2025-01-22
• The path to avoid a more destructive US-China trade war is a narrow one — 2025-01-22
• The Netherlands: relying on domestic demand amid supply challenges — 2025-01-22
• Federal Reserve set for an extended pause — 2025-01-22
• CEE bond technicals: Foreign bondholders and sovereign ratings — 2025-01-22
• Economic activity remains very weak in France — 2025-01-22
• Report: CEE Issuance Outlook 2025 — 2025-01-22
• CEE Issuance Outlook 2025 — 2025-01-22
• NBH Preview: New year, same story — 2025-01-22
• Hungary: Reorientation back to HGBs issuance — 2025-01-22
• Portugal: growth pickup after a challenging year — 2025-01-22
• Spain: sustained growth amid shifting drivers — 2025-01-22
• FX Daily: Market still mulling over Trump's first week — 2025-01-22
• Germany: how to make the economy great again — 2025-01-22
• Romania: Weak foundations make for a challenging issuance ahead — 2025-01-22
• Czech Republic: Slightly higher supply despite continued consolidation — 2025-01-22
• Italy: Moderate growth in an uncertain environment — 2025-01-22
• Austria: bleak outlook amid political and economic crises — 2025-01-22
• Turkey: More reliance on local funding — 2025-01-22
• Europe's running out of road — 2025-01-22
• Turkish Central Bank delivers expected 250bp rate cut — 2025-01-22
• Eurozone house prices back at their peak, but pace of growth will slow in 2025 — 2025-01-22
• Poland outshines CEE peers in GDP growth — 2025-01-22
• Korea: Fourth quarter 2024 GDP up just 0.1% yet the worst seems to be over — 2025-01-21
• Korean GDP up just 0.1%, yet the worst seems to be over — 2025-01-21
• Energy Outlook 2025: Growth amid challenges — 2025-01-21
• An ECB rate cut next week looks like a no-brainer — 2025-01-21
• Mixed conditions in manufacturing soften wage growth in Poland — 2025-01-21
• Korea: Fourth quarter 2024 GDP up just 0.1 percent yet the worst seems to be over — 2025-01-21
• The Commodities Feed: Tariff threat weighs on the complex — 2025-01-21
• Dutch high street flourishing, with a boost from consumers in 2025 — 2025-01-21
• Renewable Power: Growth calls for system improvement — 2025-01-21
• Bank of Canada set to tread carefully with a 25bp cut — 2025-01-21
• Rates Spark: Lots to get excited about... next week — 2025-01-21
• Hydrogen: Beyond the hype it is all about execution — 2025-01-21
• Global car market in the slow lane: China soars ahead of the West in electrification — 2025-01-21
• FX Daily: Tentative tariff optimism keeps dollar under pressure — 2025-01-21
• European Utilities: Big investments and bigger debt — 2025-01-21
• European Utilities: A bittersweet year for earnings — 2025-01-21
• Carbon Capture and Storage: Gaining ground, despite challenges — 2025-01-21
• Oil, Gas & CO2: Comfortable energy fundamentals vs growing supply risks — 2025-01-21
• Sweden's Riksbank rate cut cycle nears its end as economy shows signs of life — 2025-01-21
• How GenAI is shaping the future of the flex industry — 2025-01-20
• Rates Spark: Still tactically long — 2025-01-20
• Prepare for huge US trade changes as Trump goes America First — 2025-01-20
• Rates Spark: Trump's government is now a fact — 2025-01-20
• UK: Our answers to the big questions of the past two weeks — 2025-01-20
• UK wage growth elevated even as jobs market cools — 2025-01-20
• FX Daily: Day one volatility — 2025-01-20
• Growth returns to Europe's construction sector — 2025-01-20
• FX Daily: Executive decisions incoming — 2025-01-19
• Temporary relief on US trade triggers a dollar correction — 2025-01-19
• Live Event: Commodities Outlook 2025 - A bearish horizon — 2025-01-19
• The Commodities Feed: Inauguration day — 2025-01-19
• CNY at a glance: A surprise post-US election outperformer — 2025-01-19
• Germany's three most pressing structural problems — 2025-01-18
• Kazakhstan: hawkish rate hold and extra FX sales aimed at stabilising tenge — 2025-01-16
• THINK Ahead: Global markets and economies in Trump's inauguration week — 2025-01-16
• How businesses are coping with the ever-increasing geopolitical risks — 2025-01-16
• FX Daily: All eyes on Monday's inauguration — 2025-01-16
• Asia week ahead: BoJ decision and GDP from Korea and Taiwan — 2025-01-16
• Mission accomplished for 2024 as strong 4Q pushes China's growth back to target — 2025-01-16
• More signs of a US manufacturing revival — 2025-01-16
• The Commodities Feed: Sanction risks linger — 2025-01-16
• Czech producer prices rise as agriculture drives food costs higher — 2025-01-16
• Poland's central bank governor takes an even more hawkish stance — 2025-01-16
• Minutes of the ECB's December meeting confirm easing bias — 2025-01-15
• FX Daily: Focus is on the new US Treasury Secretary — 2025-01-15
• Rates Spark: Rates having a peek to the downside — 2025-01-15
• Bank of Korea surprises market by keeping policy rate at 3% — 2025-01-15
• The Commodities Feed: Crude continues its rally — 2025-01-15
• Data centre growth to drive US energy policy and continued clean energy deployment — 2025-01-15
• Dutch hospitality industry set for a better year ahead in 2025 — 2025-01-15
• Poland holds rates flat with a more hawkish statement — 2025-01-15
• Watch: Trump's currency, your problem! — 2025-01-14
• 5G: Overpromised, underdelivered? — 2025-01-14
• FX Daily: Hot core CPI can resume support for the dollar — 2025-01-14
• Five things to watch for healthcare and pharma in 2025 — 2025-01-14
• Poland's CPI inflation revised down on lower core inflation — 2025-01-14
• The Draghi report: The Good, the Bad and the Ugly — 2025-01-14
• Telecom Outlook 2025: A high-frequency future — 2025-01-14
• Korea: Political uncertainty hurts labour market more than expected — 2025-01-14
• How AI could drive growth in European telecoms — 2025-01-14
• Why 2025 won't prove a transformative year for telecom M&A — 2025-01-14
• US inflation relief, but an extended Fed pause still looks likely — 2025-01-14
• EU considers Russian aluminium ban in new sanctions push — 2025-01-14
• Rates Spark: Don't expect the relief to last long — 2025-01-14
• Eurozone industrial production ticked up in November — 2025-01-14
• TMT growth takes centre stage — 2025-01-14
• German economy sees its first two-year contraction since early 2000s — 2025-01-14
• The Commodities Feed: Energy supply uncertainty — 2025-01-14
• Increasing fibre take-up rate most important challenge for telecoms — 2025-01-14
• Romanian inflation: No surprises this time — 2025-01-13
• FX Daily: First set of US inflation data today — 2025-01-13
• National Bank of Poland Preview: Glapinski's hawkish stance eyed — 2025-01-13
• An unpleasant surprise in Hungarian core inflation — 2025-01-13
• The Commodities Feed: Sanctions rattle energy markets — 2025-01-13
• FX Daily: First set of US inflation data today — 2025-01-13
• Small rise in Italy's industrial production in November does not signal turnaround — 2025-01-13
• Rates Spark: A consensus US CPI will not relieve the bearish pressure — 2025-01-13
• Turkey's annual current account deficit widened in November — 2025-01-12
• Stuck in the mid-tech trap: Why Europe needs more disruptive digital innovations — 2025-01-12
• G10 FX Talking: Dollar powers ahead — 2025-01-12
• China's trade surplus hit a record high in 2024 — 2025-01-12
• FX Talking: Trump's currency, your problem — 2025-01-12
• Czech inflation briefly hits 3% threshold — 2025-01-12
• FX Talking: Forecast Table — 2025-01-12
• EMEA FX Talking: CEE currencies are coping admirably — 2025-01-12
• Rates Spark: It's not just US rates exploring new highs — 2025-01-12
• Asia FX Talking: USD/CNY remains the major battleground — 2025-01-12
• Poland's current account balance deteriorates slightly in November — 2025-01-12
• The US tightens oil sanctions against Russia — 2025-01-12
• WASDE update: US corn and soybean output estimates cut — 2025-01-12
• National Bank of Romania preview: On hold for now — 2025-01-12
• LATAM FX Talking: 2025 will be non-vintage — 2025-01-12
• FX Daily: Dollar powers ahead — 2025-01-12
• US jobs report heightens chances of an extended Fed pause — 2025-01-09
• The Commodities Feed: European gas weaker — 2025-01-09
• THINK Ahead: Mixed inflation data — 2025-01-09
• FX Daily: Fiscal rigor pledge is calming sterling market — 2025-01-09
• Euro Credit Supply: Significant supply in 2024, more in 2025 — 2025-01-08
• Carsten: Brace yourself, 2025 is going to be exciting! — 2025-01-08
• Monitoring Turkey: Prudent and data-dependent central bank — 2025-01-08
• CO2 targets are the key question for European car makers at the start of 2025 — 2025-01-08
• November rebound in German industry comes too late to avoid another quarter of stagnation — 2025-01-08
• Rates Spark: Unless the print is sub-150k, no change in tone — 2025-01-08
• China's CPI edged down to end the year — 2025-01-08
• Recent developments in the global economy — 2025-01-08
• Live Event: Commodities Outlook 2025 - A bearish horizon — 2025-01-08
• US dollar credit supply: More Reverse Yankee and Yankee supply — 2025-01-08
• Weak automotive sector drags down Czech industry — 2025-01-08
• US Rates heading deeper into the Zone of Interest — 2025-01-08
• A mixed picture of economic activity in Hungary — 2025-01-08
• FX Daily: Sterling exceptionalism hits a speed bump — 2025-01-08
• Strong wage growth raises odds of Bank of Japan rate hike in January — 2025-01-08
• Hungary's budget ended 2024 on a positive note — 2025-01-08
• The global economy is not yet a 'Better Man' — 2025-01-08
• Dutch housing construction to pick up again in 2025 — 2025-01-07
• Rates Spark: A quieter US can help to calm things for a bit — 2025-01-07
• Record UK gilt yields are justified, for now — 2025-01-07
• China sheds light on its 2025 fiscal policy focus — 2025-01-07
• The Commodities Feed: China adds to gold reserves — 2025-01-07
• FX Daily: US inflation concerns return — 2025-01-07
• German new orders and retail sales data confirm picture of light winter recession — 2025-01-07
• FX Daily: US dollar a little offered post tariff story — 2025-01-06
• Rates Spark: Stars align for record Gilt yields — 2025-01-06
• Eurozone inflation increases for the third month in a row — 2025-01-06
• The Commodities Feed: European gas moves lower — 2025-01-06
• US maintains growth momentum with warning signs of inflation — 2025-01-06
• Italian inflation was stable in December — 2025-01-06
• Why Czech flash inflation releases could prove a game changer in 2025 — 2025-01-05
• The pared back US tariff report that never was — 2025-01-05
• FX Daily: Dollar corrections should have short legs — 2025-01-05
• German inflation ends the year too high — 2025-01-05
• The Commodities Feed: Solid start to the year for oil — 2025-01-05
• THINK Ahead: Jobs data in focus — 2025-01-02
• FX Daily: More of the same to start the year — 2025-01-02
• CNB minutes: Spending-driven inflation amid stagnant investment — 2025-01-02
• Poland's inflation growth below market expectations as rise in food prices slows — 2025-01-02
• Benign food prices help Turkey's disinflation path — 2025-01-02
• US manufacturing shows encouraging signs of life — 2025-01-02
• Czech PMI falls amid stumbling automotive sector — 2025-01-01
• Korea brief: What you might have missed over the year-end holiday — 2024-12-31
• Central Bank of Turkey initiates rate cuts with 250bp and narrows the corridor — 2024-12-25
• Confidence dive hits Czech industry — 2024-12-22
• Italian December confidence data points to continued economic soft patch — 2024-12-19
• THINK Ahead: CEE region in focus — 2024-12-19
• Polish consumers show renewed enthusiasm in November — 2024-12-19
• The Commodities Feed: Stronger USD prompts oil sell-off — 2024-12-19
• CNB review: On hold to safeguard credibility in an above-target inflation world — 2024-12-18
• The Commodities Feed: Fed comments weigh on the complex — 2024-12-18
• Monitoring Hungary: A wish for a better year ahead — 2024-12-18
• The Bank of Japan holds rates as the yen weakens further — 2024-12-18
• The yen weakens as the BoJ holds — 2024-12-18
• Polish data signals a softer fourth quarter but a brighter outlook for 2025 — 2024-12-18
• FX Daily: Dollar sprints to the finish line — 2024-12-18
• Belgian real estate market to rebound in 2025 — 2024-12-18
• European homeowners decide with their wallets when it comes to energy-efficient renovation — 2024-12-18
• France: Political uncertainty increasingly weighs on business climate and outlook — 2024-12-18
• Bank of England stays on hold, but a dovish front is building — 2024-12-18
• FX Daily: Cautious Fed cut shouldn't interfere with strong dollar — 2024-12-17
• A perfect storm for the Canadian dollar — 2024-12-17
• Rates Spark: Long-end rates look too low post the FOMC — 2024-12-17
• Fed confirms a slower and shallower rate cut story for 2025 — 2024-12-17
• The Commodities Feed: WTI holds at $70/bbl — 2024-12-17
• Sticky UK services inflation to come lower in 2025 — 2024-12-17
• Hot UK wage data will embolden Bank of England hawks — 2024-12-16
• National Bank of Hungary Review: A quiet end to an eventful year — 2024-12-16
• German Ifo index signals rough times ahead — 2024-12-16
• What's going on in Latam? The same old Samba for rates... — 2024-12-16
• Monitoring Bulgaria: An autopilot economy reaching its limits — 2024-12-16
• FX Daily: Waiting on the last big macro events of the year — 2024-12-16
• Rates Spark: A 25bp cut this time, but will they pause in January? — 2024-12-16
• The Commodities Feed: European gas under pressure — 2024-12-16
• Rates Spark: Markets sniffing out some 2025 impulses — 2024-12-15
• How our Singapore clients view China's tariff risk, stimulus plans, and the yuan — 2024-12-15
• FX Daily: Euro area PMIs to set the tone — 2024-12-15
• China's November data showed mixed signals as 2024 winds down — 2024-12-15
• Bank of England rates to stay on hold but cuts to accelerate in 2025 — 2024-12-15
• The Commodities Feed: Rangebound crude — 2024-12-15
• Czech producer prices gain amid high costs for animal products — 2024-12-15
• Riksbank preview: Another cut on the path to 2% — 2024-12-15
• Asia's shipbuilding renaissance: Record orders and rising prices — 2024-12-15
• CNB preview: Above-target inflation amid below-potential expansion — 2024-12-15
• National Bank of Hungary Preview: The pause goes on — 2024-12-12
• Fed set to cut 25bp but to signal a slower, shallower path ahead — 2024-12-12
• UK economic momentum slows further but budget boost is coming — 2024-12-12
• Polish inflation shows limited room for easing in 2025 — 2024-12-12
• FX Daily: EUR/USD bears survive the ECB test — 2024-12-12
• Spanish headline inflation spike is no cause for concern — 2024-12-12
• Poland's external position remains solid amid better income and services balances — 2024-12-12
• Asia week ahead: Central bank meetings in the spotlight — 2024-12-12
• THINK Ahead: A Christmas pantomime — 2024-12-12
• FX Daily: 50bp cuts and 100bp hikes show fiscal/monetary mix — 2024-12-11
• Turkey sees a continued improvement in its external imbalances — 2024-12-11
• Latam FX Talking: Mexico braces for potential tariffs in January — 2024-12-11
• G10 FX Talking: Dollar rides out seasonal weakness — 2024-12-11
• Europe's market for e-trucks set to accelerate in 2025 — 2024-12-11
• The Commodities Feed: Oil sanctions risk — 2024-12-11
• Asia FX Talking: PBoC to fight devaluation pressure — 2024-12-11
• European truck market: speed slows, CO2 focus intensifies — 2024-12-11
• Why Europe's road haulage recovery is stuck in the slow lane — 2024-12-11
• Rates Spark: Not as dovish as hoped — 2024-12-11
• FX Talking: Forecast Table — 2024-12-11
• ECB cuts rates by 25bp and keeps door wide open for more — 2024-12-11
• EMEA FX Talking: Some diverging trends in CEE — 2024-12-11
• Truck and trailer market outlook 2025: navigating a greener future after extraordinary times — 2024-12-11
• Trailer market: seeking new horizons after setbacks — 2024-12-11
• FX Talking: Waiting on Storm Trump — 2024-12-11
• Another rate cut from the ECB and the next stop is 'neutral' — 2024-12-11
• Commodities Outlook 2025: A bearish horizon — 2024-12-10
• Downside risks persist for nickel amid supply glut — 2024-12-10
• Trump and China add to copper headwinds in 2025 — 2024-12-10
• Aluminium deficit to support prices in 2025 — 2024-12-10
• Rates Spark: A fourth ECB cut incoming — 2024-12-10
• Gold's rally isn't over just yet — 2024-12-10
• Oil market set to be in surplus despite OPEC+ action — 2024-12-10
• Iron ore set to struggle amid subdued steel demand — 2024-12-10
• A sluggish year ahead for carbon demand — 2024-12-10
• Another 50bp Bank of Canada cut, but smaller moves lie ahead — 2024-12-10
• Sticky US inflation points to a more cautious Fed in 2025 — 2024-12-10
• Back to the future for rates — 2024-12-10
• Weaker natural gas assuming no surprises — 2024-12-10
• Rates Outlook 2025: Rates go back to the future — 2024-12-09
• Rates go back to the future — 2024-12-09
• Dutch pension funds are prepping for big reforms — 2024-12-09
• US debt dynamics look scary. Effective policy is critical — 2024-12-09
• Steeper EUR curves from both sides — 2024-12-09
• Spreads to the US to widen for most of 2025 — 2024-12-09
• Reserve Bank of Australia keeps policy rate steady with a dovish tilt — 2024-12-09
• SSA spreads pushed wider as underlying sovereign levels get reassessed — 2024-12-09
• Hungarian inflation increases in a bigger step — 2024-12-09
• US bond market on the precipice when it comes to funding the deficit — 2024-12-09
• Czech headline inflation remains unchanged — 2024-12-09
• German Bunds still face pressure relative to risk-free rates — 2024-12-09
• FX Daily: China provides some respite from dollar strength — 2024-12-09
• Three calls for the Dutch economy in 2025: consumption, inflation and productivity growth — 2024-12-09
• The US 10yr heads back to 4%, but then it's 5%+ for 2025 — 2024-12-09
• China's CPI inflation eases unexpectedly as food prices slow — 2024-12-08
• Rates Spark: CPI Wednesday a test for longs — 2024-12-08
• Surprisingly low Hungarian November deficit — 2024-12-08
• Monitoring Turkey: Central bank setting the stage — 2024-12-08
• Live Event: Rates Outlook 2025 — 2024-12-08
• How the US-China trade dispute is redefining global trade — 2024-12-08
• Rates Spark: CPI Tuesday a test for longs — 2024-12-08
• FX Daily: Little reason to leave the dollar now — 2024-12-08
• Czech industry slides as construction advances and wages pick up — 2024-12-08
• India's central bank reduces CRR, leaves repo rate unchanged — 2024-12-05
• OPEC+ kicking the can down the road — 2024-12-05
• Technical recession in Hungary may end in the fourth quarter — 2024-12-05
• OPEC+ kicking the can down the road — 2024-12-05
• FX Daily: Dollar awaits incoming US payrolls data — 2024-12-05
• THINK Ahead: The Christmas gift edition — 2024-12-05
• Czech consumers see a strong start to 2024's final quarter — 2024-12-05
• EU and Mercosur seal agreement following decades-long negotiations — 2024-12-05
• Softish US jobs report favours a December rate cut — 2024-12-05
• Germany's industrial slump continued in October — 2024-12-05
• Three calls for Asia: India poised to hold on to the top growth spot — 2024-12-04
• AI Monthly: The world of AI from A to Z — 2024-12-04
• Three calls for the US: We're in for some surprises — 2024-12-04
• Three calls for the eurozone: It's still brighter in the south — 2024-12-04
• Three calls for the CEE: The recovery is facing fresh risks — 2024-12-04
• The eurozone Big 4: Politics is a drag — 2024-12-04
• Three calls for rates: German angst versus US oomph — 2024-12-04
• Three calls for FX: All hail the mighty dollar — 2024-12-04
• Rates Spark: Payrolls Friday to settle things — 2024-12-04
• Three calls for European households: C'mon and spend! — 2024-12-04
• Three calls for China: Steady, but headwinds are getting stronger — 2024-12-04
• Three calls for the UK: What's that over there? — 2024-12-04
• Economics, actually: Our 2025 hit list — 2024-12-04
• FX Daily: Most focus is on the yen — 2024-12-04
• ECB preview: Gut feeling vs model-based judgement — 2024-12-04
• Asia week ahead: China's Central Economic Work Conference in focus — 2024-12-04
• ING Global Outlook: 'Economics, Actually, our 2025 hit list' — 2024-12-04
• Watch: Our top calls for the global economy in 2025 — 2024-12-04
• Outlook 2025: The world right now — 2024-12-04
• Poland's central bank governor delivers most hawkish conference of year despite weak data — 2024-12-04
• Accelerating Czech wages are a pro-inflationary risk — 2024-12-03
• Interest rates unchanged in Poland but the press release sounds less dovish — 2024-12-03
• Rates Spark: The ratchet lower in yields is far from done — 2024-12-03
• The fall of the French government means less growth and no budget in 2025 — 2024-12-03
• Euro Credit Supply: Large supply in 2024 — 2024-12-03
• 10 questions for China in 2025 — 2024-12-03
• Australia: GDP growth firms up in the third quarter — 2024-12-03
• Softer US services growth favours further Fed rate cuts — 2024-12-03
• US Dollar Credit Supply: Record-breaking supply in 2024 — 2024-12-03
• FX Daily: Geopolitics just another reason to hold dollars — 2024-12-03
• Food prices drive a higher-than-expected rise in Turkish inflation — 2024-12-02
• The fall of Barnier's government would be bad news for the French economy — 2024-12-02
• The structure of Hungarian GDP growth is increasingly one-sided — 2024-12-02
• Rates Spark: Eyes on France — 2024-12-02
• FX Daily: BRICS currencies under pressure — 2024-12-02
• Asia Morning Bites — 2024-12-02
• South Korea: Outlook rocked by martial law declaration — 2024-12-02
• National Bank of Poland preview: MPC to hibernate until March — 2024-12-02
• Asia Morning Bites — 2024-12-01
• US manufacturing continues to struggle with tariff uncertainty — 2024-12-01
• Monitoring Romania: Navigating weak growth amidst political uncertainties — 2024-12-01
• FX Daily: US data to test the dollar this week — 2024-12-01
• Eurozone unemployment remains at historic low — 2024-12-01
• Czech PMI weakens but does not flip into panic mode — 2024-12-01
• Italian GDP growth confirmed as flat in the third quarter — 2024-12-01
• The Commodities Feeds: OPEC+ week — 2024-12-01
• Rates Spark: French politics and the Trump vacuum — 2024-12-01
• The German consumer is worried — 2024-11-28
• South Korea: weak monthly activity suggests a cloudy outlook for 4Q24 GDP — 2024-11-28
• FX Daily: Limited activity amid diverging signals — 2024-11-28
• Turkish GDP growth sees further deceleration in third quarter — 2024-11-28
• Hungary's labour market remains tight — 2024-11-28
• Watch: The FX fallout from Trump's tariff tirade — 2024-11-28
• Czech consumers shine amid a soft economic recovery — 2024-11-28
• Eurozone inflation ticks up, but 'core' is stable — 2024-11-28
• Asia Morning Bites — 2024-11-28
• THINK Ahead: Huddle! We need to talk about the fifth quarter — 2024-11-28
• Poland's inflation rate drops temporarily in November — 2024-11-28
• Rates Spark: Last call for 50bp in December — 2024-11-28
• Monitoring Hungary: Rising uncertainty — 2024-11-27
• Rates Spark: French problems; politics and PMIs — 2024-11-27
• Eurozone sentiment shows surprise resistance in November — 2024-11-27
• Asia week ahead: PMIs and CPI data take centre stage — 2024-11-27
• The winners and losers of Biden's plans to expand coverage of weight-loss drugs — 2024-11-27
• Italian confidence data points to soft growth patch in the fourth quarter — 2024-11-27
• Sharp slowdown in Poland's third-quarter consumption — 2024-11-27
• German inflation is good news for ECB hawks — 2024-11-27
• The Bank of Korea surprised the market with a 25bp cut today — 2024-11-27
• Live Event: The global economy in 2025 — 2024-11-27
• FX Daily: EUR/USD enjoys Schnabel snapback — 2024-11-27
• Sweden's real estate sector rebounds amid rate cuts — 2024-11-27
• Asia Morning Bites — 2024-11-27
• The Commodities Feed: Slower inventory draw for natural gas — 2024-11-27
• The Commodities Feed: Relative calm in the Middle East — 2024-11-26
• Australia: Current low inflation likely to unwind — 2024-11-26
• FX Daily: Sticky inflation to keep dollar supported — 2024-11-26
• Asia Morning Bites — 2024-11-26
• Trump trade tensions and the EU's strategic edge — 2024-11-26
• Rates Spark: Looking down still — 2024-11-25
• Asia Morning Bites — 2024-11-25
• FX Daily: New Season - Trump tariff show — 2024-11-25
• The Commodities Feed: Trump threatens more tariffs — 2024-11-25
• Carrot and Stick: The key to Germany's green housing transition — 2024-11-25
• Polish retail sales partially bounced back in October — 2024-11-25
• The Commodities Feed: Natural gas prices jump higher — 2024-11-24
• Asia Morning Bites — 2024-11-24
• Watch: What COP29's dramatic closing chapter could mean for corporates — 2024-11-24
• Czech confidence uptick suggests recovery remains on track — 2024-11-24
• FX Daily: G3 December monetary policy in focus — 2024-11-24
• German Ifo index drops in November and does little to curb winter recession fears — 2024-11-24
• Polish wage growth continues easing as labour market remains tight — 2024-11-24
• Strong start to the quarter for Polish industry — 2024-11-24
• Rates Spark: Downside bias for market rates in near-term — 2024-11-24
• How American consumers will bear the burden of Trump's tariffs — 2024-11-24
• Asia Morning Bites — 2024-11-21
• FX Daily: Big PMI day for the euro — 2024-11-21
• Rates Spark: The steepening has taken a break — 2024-11-21
• EUR/USD: Macro and geopolitics align for a downside breakout — 2024-11-21
• German economy avoids summer recession, but a winter recession is looming — 2024-11-21
• The risks of being too gloomy about Trump's tariff proposals — 2024-11-21
• THINK Ahead: Shouting at the Quiet Price Hikers — 2024-11-21
• Hungarian wage growth moderates but remains strong — 2024-11-21
• Eurozone PMI sounds the alarm about growth once more — 2024-11-21
• The fundamental picture is looking up for EM sovereigns — 2024-11-20
• The Commodities Feed: Geopolitical risks build — 2024-11-20
• Asia week ahead: Bank of Korea rate decision and regional CPI data — 2024-11-20
• France's economic outlook darkens — 2024-11-20
• Why bets are rising on a December rate cut in Turkey — 2024-11-20
• FX Daily: Soft euro story dominates — 2024-11-20
• Polish investment activity remains subdued — 2024-11-20
• G10 FX valuation round-up — 2024-11-20
• Rates Spark: Risk sentiment in the eurozone could remain fragile — 2024-11-20
• FX Daily: FX market looking through geopolitical risk — 2024-11-19
• Asia Morning Bites — 2024-11-19
• The Commodities Feed: Russia-Ukraine escalation — 2024-11-19
• Rates Spark: Risk-off reflexes at work — 2024-11-19
• Sticky UK services inflation to keep BoE cutting gradually (for now) — 2024-11-19
• Rates Spark: Markets speculate on 2025 central bank cuts — 2024-11-18
• US state payrolls numbers confirm the cooling jobs narrative — 2024-11-18
• FX Daily: Focus on the Treasury Secretary pick — 2024-11-18
• National Bank of Hungary Review: Pandora's box remains closed — 2024-11-18
• The Commodities Feed: Russian gas flows continue — 2024-11-18
• FX Daily: Looking for alternatives to the long-dollar trade — 2024-11-17
• Everything corporate leaders should know about COP29 — 2024-11-17
• The Commodities Feed: LME aluminium jumps after China ends export tax rebate — 2024-11-17
• Pricing in Czech manufacturing accelerates across sectors — 2024-11-17
• With or without the debt brake, fiscal stimulus will have to come to Germany — 2024-11-16
• THINK Ahead: A song for Europe — 2024-11-14
• China ends tax incentives on aluminium exports — 2024-11-14
• CNB minutes: Lofty services pricing in a cooling economy — 2024-11-14
• FX Daily: Powell keeps market cautious on the Fed — 2024-11-14
• Rates: Three reasons 10Y gilt yields should revert below USTs, eventually — 2024-11-14
• Rates Spark: Euro rates driven by ECB cut expectations — 2024-11-14
• Live Event: Cutting Carbon - The Future of Aluminium Production — 2024-11-14
• Why slowing GDP won't deter Japan's policy normalisation — 2024-11-14
• UK growth slows considerably in the third quarter — 2024-11-14
• China's economy further stabilised in October, with more stimulus ahead — 2024-11-14
• Asia week ahead: A quiet week on the cards — 2024-11-14
• Polish inflation rises as energy price freeze extended into 2025 — 2024-11-14
• The Commodities Feed: European gas surges on latest supply risk — 2024-11-14
• Decent US trends leaves December rate cut chances in the balance — 2024-11-14
• Greening aluminium: How to cut emissions — 2024-11-13
• Weaker-than-expected Romanian GDP weighs on this year's growth prospects — 2024-11-13
• FX Daily: A taste of what's to come — 2024-11-13
• Greening aluminium: Ambitious goals on decarbonisation, but little progress — 2024-11-13
• EMEA FX Talking: CEE in harm's way — 2024-11-13
• G10 FX Talking: Dollar appreciation dominates — 2024-11-13
• ECB minutes show controversial debate on real disinflationary trend — 2024-11-13
• Greening aluminium: The urgent need to reduce emissions — 2024-11-13
• Strong economic growth for the Netherlands now, but some slowdown expected — 2024-11-13
• Rates Spark: Markets relieved by consensus US CPI — 2024-11-13
• FX Talking: Forecast table — 2024-11-13
• National Bank of Hungary Preview: Pandora's box — 2024-11-13
• FX Talking: Playing the long dollar game — 2024-11-13
• Asia FX Talking: China will try to hold the line — 2024-11-13
• Polish GDP growth slows due to weak domestic trade and external demand — 2024-11-13
• Latam FX Talking: This time could be different for Mexico — 2024-11-13
• How preferred is preferred senior? — 2024-11-12
• Less sustainable issuance by banks in 2025 — 2024-11-12
• Why Poland's external position is beginning to deteriorate — 2024-11-12
• FX Daily: CPI may keep dollar going — 2024-11-12
• Bank Outlook 2025: Bank risks and market shifts — 2024-11-12
• Asia Morning Bites — 2024-11-12
• Keeping an eye on private markets' not so private vulnerabilities — 2024-11-12
• FX Markets in 2025 - ING's big calls — 2024-11-12
• From peaks to plateau: EUR bank bond supply in 2025 — 2024-11-12
• Rates Spark: Another hot US CPI expected — 2024-11-12
• ECB rate cuts will benefit bank loan quality — 2024-11-12
• UK wage growth remains sticky despite cooling jobs market — 2024-11-11
• Hungarian inflation sees a slight increase — 2024-11-11
• Why we're raising our inflation forecasts for Romania — 2024-11-11
• Dutch pension funds may demand more shorter-dated hedges — 2024-11-11
• FX Daily: Options market suggests active engagement in dollar rally — 2024-11-11
• The Commodities Feed: Natural gas surges — 2024-11-11
• Turkey's current account remains benign in September — 2024-11-11
• Euro Credit Supply: Another year of hefty EUR supply in 2025 — 2024-11-10
• US Dollar Credit Supply: We expect higher USD supply in 2025 — 2024-11-10
• Live Event: FX Markets in 2025 — 2024-11-10
• WASDE update: Soybean yield revisions tighten up market — 2024-11-10
• Rise in Czech headline and core inflation suggest a cautious policy stance — 2024-11-10
• FX Daily: The name Lighthizer sends tremors through FX — 2024-11-10
• The Commodities Feed: Chinese measures weigh on complex — 2024-11-10
• Czech National Bank Review: lower rates, slower growth, and higher inflation — 2024-11-07
• Turkey's central bank pushes inflation forecasts up for 2025 — 2024-11-07
• THINK Ahead: Expect the...expected — 2024-11-07
• FX Daily: Central banks turn a blind eye to political events — 2024-11-07
• What a Trump presidency means for oil and gas markets — 2024-11-07
• Rates Spark: BoE and Fed follow up with more cuts — 2024-11-07
• Watch: Europe's problems just got bigger after Trump's victory — 2024-11-07
• Monitoring Turkey: Change of behaviour by the Central Bank of Turkey — 2024-11-07
• China announces huge debt package ahead of 'forceful' stimulus — 2024-11-07
• National Bank of Romania Review: treading through uncertain waters — 2024-11-07
• China's economy stabilises but November's uncertainties loom large — 2024-11-06
• The UK's bond yield spike is reaching its limits — 2024-11-06
• New President, new EUR/USD forecasts — 2024-11-06
• Carsten: What a second Trump term means for you — 2024-11-06
• US: Trump emboldened by strong mandate — 2024-11-06
• CEE: Fiscal risk amid global turbulence — 2024-11-06
• German industrial production still not bottoming out — 2024-11-06
• FX Daily: Back to the central bankers — 2024-11-06
• Rates Spark: Markets move as predicted — 2024-11-06
• Asia week ahead: China data dump in focus — 2024-11-06
• OPEC+ adds to uncertainty in the oil market — 2024-11-06
• The upside and downside risks to our global outlook — 2024-11-06
• Stable inflation supports Bank of Japan's policy normalisation — 2024-11-06
• The Fed cuts by 25bp, and hints at more gradual cuts in the future — 2024-11-06
• Eurozone's third-quarter growth surge could prove to be an illusion — 2024-11-06
• The US election aftermath for central banks — 2024-11-06
• Poland's central bank governor takes a somewhat dovish tone — 2024-11-06
• Hungarian retail sales struggle — 2024-11-06
• Czech spenders go wild as retail sales surge — 2024-11-06
• The Commodities Feed: Complex recovers — 2024-11-06
• Rates: On Bunds swap spreads... — 2024-11-06
• German government collapses and snap elections loom in March — 2024-11-06
• German government collapses and snap elections loom in March — 2024-11-05
• What Donald Trump's victory means for China — 2024-11-05
• Rates Spark: US yields rise amid rising Trump clean sweep bets — 2024-11-05
• Trump wins: Tax cuts come with a cost — 2024-11-05
• National Bank of Romania preview: Holding through the uncertainties — 2024-11-05
• Czech industry attempts to recover from prolonged slump — 2024-11-05
• The Commodities Feed: Markets await election outcome — 2024-11-05
• FX Daily: Markets call a Republican clean sweep — 2024-11-05
• Hungarian industry still shows gloomy picture — 2024-11-05
• Poland's central bank holds rates steady amid rising inflation forecasts and slower growth — 2024-11-05
• Watch: How Trump's win is changing market sentiment — 2024-11-05
• What Donald Trump's victory means for China — 2024-11-05
• Asia Morning Bites — 2024-11-05
• National Bank of Poland preview: Policymakers to wait for the March inflation projection — 2024-11-04
• FX Daily: Markets preparing for high volatility — 2024-11-04
• Putting a price on nature: why preserving our biodiversity doesn't have to be costly — 2024-11-04
• Asia Morning Bites — 2024-11-04
• RBA leaves cash rate steady, leaving options open — 2024-11-04
• Rates Spark: Minor adjustment in Trump trade — 2024-11-04
• Bank of England: Five things to watch this week — 2024-11-03
• FX Daily: Let US election volatility begin — 2024-11-03
• Turkey sees an improvement in the underlying services inflation trend — 2024-11-03
• CNB preview: Inflation temporarily above the tolerance band — 2024-11-03
• Risk of the German government collapsing appears higher than ever — 2024-11-03
• The Commodities Feed: OPEC+ delays supply increase — 2024-11-03
• How the outcome of the US election will affect the healthcare sector — 2024-10-31
• Watch: The dollar's dominance is secure, despite BRICS countries' hopes — 2024-10-31
• The uncertain road to carrying out Poland's ambitious energy strategy — 2024-10-31
• Federal Reserve to cut by 25bp irrespective of election outcome — 2024-10-31
• Riksbank November preview: 50bp cut likely, but watch post-US election volatility — 2024-10-31
• THINK Ahead: The oohs and ahhs of this week's electoral and fiscal fireworks — 2024-10-31
• Weak US jobs report confirms Fed has increasing room to cut rates — 2024-10-31
• Rates Spark: Payrolls Friday looms — 2024-10-31
• AI Monthly: Soaring costs of GenAI challenge short-term profitability — 2024-10-31
• Asia Morning Bites — 2024-10-31
• Live event: ING Outlook - Credit Markets in 2025 — 2024-10-31
• FX Daily: This isn't a mini-budget rerun for sterling — 2024-10-31
• Bank of Japan holds rates steady amid signs of modest GDP growth — 2024-10-30
• South Korea: IP unexpectedly dropped in September, yet not prompting a BoK rate cut — 2024-10-30
• China's October manufacturing PMI returned to expansion — 2024-10-30
• Poland faces tougher borrowing as 2024 deficit rises — 2024-10-30
• Polish CPI inflation up to 5.0%YoY in October — 2024-10-30
• Rates Spark: More reasons for rates to go up — 2024-10-30
• US Goldilocks story gives the Fed scope to cut rates another 25bp — 2024-10-30
• Asia week ahead: China's Standing Committee meeting amid regional trade and inflation data — 2024-10-30
• Taiwan's third-quarter GDP beats expectations — 2024-10-30
• Gold's record-breaking rush and the US election impact — 2024-10-30
• FX Daily: Dust settles on a slightly weaker pound — 2024-10-30
• Eurozone inflation up to 2% in October as unemployment hits new record low — 2024-10-30
• Italian inflation up marginally in October — 2024-10-30
• Hungary slips into technical recession again — 2024-10-29
• US consumers keep their feet on the gas — 2024-10-29
• Italian GDP data disappoints as resilience begins to fade — 2024-10-29
• German inflation accelerates and that should hush the 50bp rate cut debate — 2024-10-29
• German economy surprises in the third quarter — 2024-10-29
• Spain continues to be one of the growth engines of the eurozone — 2024-10-29
• Eurozone GDP surprised to the upside in the third quarter — 2024-10-29
• The Commodities Feed: Gold rises to another record high — 2024-10-29
• FX Daily: Sterling can dodge the budget bullet — 2024-10-29
• The Austrian economy is on thin ice — 2024-10-29
• UK bond yields spike as budget boosts borrowing — 2024-10-29
• Chinese EV tariffs push production in Europe; Western brands set to feel the impact too — 2024-10-29
• Rates Spark: Issuance pressure remains a thing too — 2024-10-28
• FX Daily: Watch the liquidity factor — 2024-10-28
• The Commodities Feed: Supply risks subside for now — 2024-10-28
• Worker caution on US jobs market suggests momentum is shifting — 2024-10-28
• How our China clients view the US election, economic outlook, and Chinese yuan — 2024-10-27
• Rates Spark: The push and pull between US and EU rates — 2024-10-27
• Knightley on the US: How a 'tense' election could influence Fed rates — 2024-10-27
• The Commodities Feed: Israel responds, oil sells off — 2024-10-27
• FX Daily: Dollar hegemony intact — 2024-10-27
• Rates Spark: Gilts uneasy about UK budget plans — 2024-10-24
• THINK Ahead: Look at all this on the horizon! — 2024-10-24
• FX Daily: The dollar's rally may only be on pause — 2024-10-24
• Asia week ahead: The Bank of Japan meeting and lots of inflation data — 2024-10-24
• Cautious increases in eurozone bank lending will do little to support growth — 2024-10-24
• Risks of a growth slowdown in Italy after latest confidence data — 2024-10-24
• Bank of Japan expected to hold steady at October meeting — 2024-10-24
• FX Daily: ECB doves float below neutral rates — 2024-10-23
• Watch: Political gridlock and post-election Fed cuts — 2024-10-23
• The Commodities Feed: Palladium sanction concern — 2024-10-23
• Rates Spark: Markets stick to frontloaded ECB cuts — 2024-10-23
• South Korea: Disappointing GDP could accelerate Bank of Korea rate cut — 2024-10-23
• Eurozone PMI remains in contraction territory as ECB considers pace of rate cuts — 2024-10-23
• Credit Supply Outlook 2025: Our forecasts — 2024-10-23
• Business climate signals clear deterioration in French outlook — 2024-10-23
• ECB comments suggest there's a new rush towards neutral rates — 2024-10-23
• Bank of Canada frontloads easing to support growth — 2024-10-22
• Rates Spark: US election risk may limit EUR rates upside — 2024-10-22
• The Dutch chemical industry's elusive production recovery — 2024-10-22
• What the markets are expecting from the UK's crucial budget — 2024-10-22
• FX Daily: Dollar rally can pause, but should not correct — 2024-10-22
• The Commodities Feed: Chinese oil import quota increased — 2024-10-22
• De-dollarisation: More BRICS in the wall — 2024-10-22
• FX Daily: More signs of pre-election deleveraging — 2024-10-21
• Polish GDP expected to fall as September retail sales slump — 2024-10-21
• The cost of constructing a greener future for the cement industry — 2024-10-21
• Labour hoarding keeps wage growth high in Hungary — 2024-10-21
• Europe's auto parts manufacturing sector remains under pressure — 2024-10-21
• National Bank of Hungary Review: Press pause — 2024-10-21
• FX and US election cheat sheet — 2024-10-21
• The Commodities Feed: Middle East uncertainty lingers — 2024-10-21
• Polish GDP expected to weaken as September retail sales slump — 2024-10-21
• Rates Spark: Treasuries bully direction — 2024-10-20
• Poland's economy falters but continues to outperform EU peers — 2024-10-20
• FX Daily: Geopolitical overload — 2024-10-20
• FX Daily: Dollar momentum continues to build — 2024-10-17
• THINK Ahead: Gatecrashing the IMF - My top 3 questions — 2024-10-17
• The Commodities Feed: Gold hits another record high — 2024-10-17
• China's 3Q GDP beat should keep growth target in striking distance — 2024-10-17
• Rates Spark: Markets now contemplating a 50bp December ECB cut — 2024-10-17
• Asia week ahead: Tokyo inflation takes centre stage — 2024-10-17
• FX Daily: Trump's spectre hangs over the FX market — 2024-10-16
• National Bank of Hungary preview: Chasing stability — 2024-10-16
• Canada debates whether to supersize rate cuts — 2024-10-16
• Solid US spending points to cautious cuts — 2024-10-16
• Central Bank of Turkey turns more cautious about the pace of disinflation — 2024-10-16
• Asia Morning Bites — 2024-10-16
• Rates Spark: Markets positioned for back-to-back ECB cuts — 2024-10-16
• ECB cuts rates again as growth concerns take over — 2024-10-16
• ECB cuts rates again with more to come, even if Lagarde won't commit — 2024-10-16
• Real Estate € Supply Outlook 2025 — 2024-10-16
• The Commodities Feed: Oil holds steady — 2024-10-16
• Watch: How CEE countries are avoiding the middle-income trap — 2024-10-16
• Europe's booming labour market needs to brace for change — 2024-10-15
• Plunging UK services inflation set to accelerate rate cuts — 2024-10-15
• Directional Economics CEEMEA: Why beating the middle-income trap isn't enough — 2024-10-15
• FX Daily: UK disinflation surprise paves the way for more sterling weakness — 2024-10-15
• Asia Morning Bites — 2024-10-15
• Philippines and Thailand central banks cut rates by 25bp — 2024-10-15
• The Commodities Feed: IEA expects oil surplus to persist — 2024-10-15
• Rates Spark: Easing inflation expectations going into the ECB meeting — 2024-10-15
• UK jobs market is cooling despite latest fall in unemployment — 2024-10-14
• Eurozone bank lending survey shows cautious improvements in lending climate — 2024-10-14
• The Commodities Feed: Oil sells off as risk premium eases — 2024-10-14
• Indonesia: Trade figures show signs of strain — 2024-10-14
• FX Daily: Falling oil prices can hold the dollar back today — 2024-10-14
• October's ECB cheat sheet: Reluctant mark-to-market — 2024-10-14
• Persistent core inflation in Poland limits scope for 2025 rate cuts — 2024-10-14
• Asia Morning Bites — 2024-10-14
• Eurozone industrial production surged in August — 2024-10-14
• LATAM FX Talking: Brazil struggles to shake off fiscal concerns — 2024-10-13
• FX Talking: Forecast Table — 2024-10-13
• FX Talking: Groundhog Day for the dollar? — 2024-10-13
• FX Daily: Settling into ranges — 2024-10-13
• China's trade surplus contracts in September — 2024-10-13
• Asia FX Talking: China stimulus yet to prove a game-changer — 2024-10-13
• Rates Spark: Good but fragile sentiment as we approach ECB decision — 2024-10-13
• EMEA FX Talking: A mixed story across the region — 2024-10-13
• The Commodities Feed: Higher speculative activity in crude oil — 2024-10-13
• G10 FX Talking: November 5th will set the direction — 2024-10-13
• HOLD FX Talking: Forecast Table — 2024-10-13
• Why domestic demand is driving our cautious optimism on the Dutch economy — 2024-10-13
• China's September credit activity beats forecasts — 2024-10-13
• Asia Morning Bites — 2024-10-13
• Rising imports and weak demand for Polish exports erodes current account surplus — 2024-10-13
• Asia Morning Bites — 2024-10-12
• The Commodities Feed: Volatility continues for the energy market — 2024-10-10
• Much needed EU Deforestation Regulation encounters serious setback — 2024-10-10
• Rates Spark: Front-end EUR curve detaching from US dynamics — 2024-10-10
• FX Daily: Sticky rates, sticky dollar — 2024-10-10
• The Bank of Korea has now joined the global easing bandwagon — 2024-10-10
• Asia Morning Bites — 2024-10-10
• Turkey's current account maintains its narrowing trend — 2024-10-10
• Disinflation continues in Romania but more policy easing next month is unlikely — 2024-10-10
• THINK Ahead: Rummaging around in the undergrowth — 2024-10-10
• Gold Monthly: US rate cut drives gold rally — 2024-10-10
• UK growth slows over summer after remarkable first half — 2024-10-10
• Asia week ahead: Central bank meetings, inflation releases and a data flood from China — 2024-10-10
• Three big questions on China's stimulus blitz — 2024-10-09
• Why the UK's Halloween budget isn't yet scaring investors — 2024-10-09
• ING Monthly: Central bankers left holding the baby — 2024-10-09
• Hungarian inflation reaches target after 44 months — 2024-10-09
• Rates Spark: Flatter Bund curve should ECB fail to deliver — 2024-10-09
• Middle East escalation pushes energy prices higher — 2024-10-09
• Our latest views on the major central banks — 2024-10-09
• Czech headline inflation picks up due to higher food prices — 2024-10-09
• How things can go wrong - or right - for the global economy — 2024-10-09
• Mixed US data keeps the Fed guessing — 2024-10-09
• Central bankers left holding the baby — 2024-10-09
• The Commodities Feed: US crude inventories build — 2024-10-09
• We've downgraded the eurozone's growth outlook again — 2024-10-09
• US data contradictions make life tricky for the Fed — 2024-10-09
• FX Daily: Fed minutes keep dollar supported — 2024-10-09
• Central bank rate cuts: How fast and how far? — 2024-10-09
• ECB minutes show what a difference a few weeks can make — 2024-10-09
• FX Daily: Caught between stagflationary and reflationary forces — 2024-10-08
• Asia Morning Bites — 2024-10-08
• Rates Spark: Bunds relatively detached from oil price moves — 2024-10-08
• The Commodities Feed: China demand concerns weigh on commodity complex — 2024-10-08
• The Commodities Feed: Oil remains volatile — 2024-10-07
• Rebound in German industrial production fails to alleviate recession fears — 2024-10-07
• Taiwan's trade surplus falls short of forecasts in September — 2024-10-07
• Rates Spark: Bear flattening pressure persists, for now — 2024-10-07
• Czech consumers drive economic recovery — 2024-10-07
• Significant Hungarian budget surplus in September — 2024-10-07
• FX Daily: Is next week's ECB cut really a done deal? — 2024-10-07
• Industrial Metals Monthly: China rally cools as markets reassess stimulus bets — 2024-10-07
• Euro Credit Supply: Expect a slowdown from here — 2024-10-07
• US Dollar Credit Supply: Strong supply continues — 2024-10-07
• Asia Morning Bites — 2024-10-06
• FX Daily: No catalysts in sight for a dollar regression — 2024-10-06
• Czech industry attempts to break the curse but holidays blur the picture — 2024-10-06
• Hungarian retail sales give reason for optimism — 2024-10-06
• US market rates peacock, but for how long? — 2024-10-06
• The Commodities Feed: Saudi Arabia's divergent views on oil pricing — 2024-10-06
• Why an ECB rate cut next week is less obvious than markets think — 2024-10-05
• Asia Morning Bites — 2024-10-05
• CNB minutes show a gradual rebound as inflationary risks persist — 2024-10-03
• Surging US jobs suggests the Fed needs to tread carefully — 2024-10-03
• Reserve Bank of New Zealand preview: we expect a 50bp cut — 2024-10-03
• THINK Ahead: Central banks and their distracted boyfriends — 2024-10-03
• FX Daily: A dollar correction may be short-lived — 2024-10-03
• NBR review: Better treat uncertainties seriously — 2024-10-03
• Watch: Why green bonds are set to bounce back next year — 2024-10-03
• What Israel's potential response could mean for the oil market — 2024-10-03
• Eurozone industry outlook: the perfect storm continues — 2024-10-02
• The Commodities Feed: Markets await Israeli response — 2024-10-02
• NBP's rate cut discussion set to kick off next spring, with easing soon to follow — 2024-10-02
• Hungarian industry is still in the doldrums — 2024-10-02
• Rates Spark: If 150k is delivered, we head for 4% — 2024-10-02
• Rates Spark: Bund yields vulnerable to repricing of ECB endpoint — 2024-10-02
• Services remain a key risk to disinflation in Turkey — 2024-10-02
• FX Daily: Higher bar for a weaker dollar — 2024-10-02
• Asia Week Ahead: South Korea's central bank meeting takes centre stage — 2024-10-02
• Eurozone: easing labour shortages yet to impact unemployment rates — 2024-10-01
• FX Daily: Middle East turmoil takes over — 2024-10-01
• Monitoring Hungary: Looking for bright spots — 2024-10-01
• Poland's central bank keeps rates unchanged; easing likely on hold until 2025 — 2024-10-01
• The Commodities Feed: Middle East escalation — 2024-10-01
• National Bank of Romania preview: Fine-tuning through the asymmetries — 2024-10-01
• CIS macro and credit: Fiscal side back in the spotlight — 2024-09-30
• National Bank of Poland preview: Delayed easing cycle to support the zloty — 2024-09-30
• New York Climate Week highlights the importance of critical thinking toward sustainability — 2024-09-30
• Eurozone inflation falls below target as the ECB mulls faster easing — 2024-09-30
• Here's why we should not get too down on Mexico — 2024-09-30
• Rates Spark: Geopolitics are only part of the mix — 2024-09-30
• AI Monthly: Hungry for power — 2024-09-30
• Monitoring Poland: Floods pose limited threat to economic recovery — 2024-09-30
• Czech growth revised slightly upwards, while PMI remains gloomy — 2024-09-30
• FX Daily: EUR/USD downside risks grow — 2024-09-30
• Italian inflation decelerated in September — 2024-09-29
• Japan's industrial production plummets in August — 2024-09-29
• Sluggish growth to prompt Bank of Korea's first rate cut in October — 2024-09-29
• Austrian parliamentary elections: a shift to the right raises economic questions — 2024-09-29
• FX Daily: Diverging Asian stocks into a data-packed week — 2024-09-29
• Poland's central bank delays monetary easing amid rising inflation — 2024-09-29
• More bright spots for Dutch industry in 2025 — 2024-09-29
• The Commodities Feed: Further China support measures — 2024-09-29
• ECB doves bolstered by German disinflation — 2024-09-29
• Rates Spark: October ECB cut more likely than ever — 2024-09-29
• Why France's budget headache is back in the news — 2024-09-29
• Benign US inflation allows the Fed to focus on jobs — 2024-09-26
• Rates Spark: Markets are positioned for disappointment — 2024-09-26
• The Commodities Feed: Precious metals continue to rally — 2024-09-26
• Hungarian labour market story remains positive — 2024-09-26
• Eurozone sentiment points to further inflation easing in the short run — 2024-09-26
• Cooling of German labour market continues in September — 2024-09-26
• Telecoms answer the call for a sustainable business model — 2024-09-26
• French inflation sees a sharp downward surprise — 2024-09-26
• Spanish inflation continues to cool in September — 2024-09-26
• LME Week: The Fed, China, and rising protectionism in focus — 2024-09-26
• THINK Ahead: Temper, temper! You can't always have what you want — 2024-09-26
• The eurozone housing market's 'G-Factor' — 2024-09-26
• FX Daily: PCE data to confirm inflation is under control — 2024-09-26
• Consumers' approach to investing largely unchanged despite geopolitical turmoil — 2024-09-25
• Eurozone bank lending continues to recover slowly — 2024-09-25
• Asia Morning Bites — 2024-09-25
• Asia week ahead: Regional inflation and trade data in focus ahead of China's Golden Week — 2024-09-25
• A very dovish 25bp rate cut by the Swiss National Bank — 2024-09-25
• FX Daily: Quarter-end flows give some support to the dollar — 2024-09-25
• Italian confidence data points to resilient growth in the third quarter — 2024-09-25
• The Commodities Feed: Oil drops on rising supply prospects — 2024-09-25
• CNB review: Continued absence of forward guidance amid a soft cut — 2024-09-25
• APAC sustainable aviation fuel demand set to trail behind supply — 2024-09-24
• Watch: Trump, Harris and America's sustainability path — 2024-09-24
• Australia: Inflation falls within the target range — 2024-09-24
• FX Daily: China stimulus gives EMFX a lift — 2024-09-24
• Sustainable Aviation Fuels are the greener option that must take flight — 2024-09-24
• From Field to Fork: five lessons from Southern Europe's Climate Change Response — 2024-09-24
• Rates Spark: Mounting concerns keep up the steepening — 2024-09-24
• The Commodities Feed: US oil inventories fall — 2024-09-24
• Sweden's Riksbank cuts rates for a third time as economic concerns build — 2024-09-24
• Europe leads the way on SAF, but airlines are struggling to hit targets — 2024-09-24
• Live event: Directional Economics CEE - Why beating the Middle-Income Trap isn't enough — 2024-09-24
• The US has strong SAF potential, but it needs more policy support — 2024-09-24
• US households are noticing the cooling jobs market — 2024-09-23
• The PBOC has unveiled a monetary policy easing package in a bid to support growth — 2024-09-23
• National Bank of Hungary review: Back in business — 2024-09-23
• German Ifo index drops again in September — 2024-09-23
• FX Daily: China adds to the reflationary mix — 2024-09-23
• Mood among Czech consumers and businesses bounces back — 2024-09-23
• Swiss National Bank preview: Renewed focus on foreign exchange intervention — 2024-09-23
• The Commodities Feed: Supportive measures from China — 2024-09-23
• Asia Morning Bites — 2024-09-23
• The early cutting cycle - what the US 10yr should do — 2024-09-22
• Ano movement gains in Czech regional elections — 2024-09-22
• Spiralling obesity costs could be solved by Ozempic and other weight-loss drugs — 2024-09-22
• Another lacklustre month for Polish construction — 2024-09-22
• Rates Spark: The 2Y10Y Bund disinversion is structural — 2024-09-22
• Poland's retail sales weaken as real wage growth slows — 2024-09-22
• The Commodities Feed: Speculative interest in precious metals continues — 2024-09-22
• Asia Morning Bites — 2024-09-22
• German elections reflect a land of the 'againsts' — 2024-09-22
• Real wage growth in Hungary remains elevated — 2024-09-22
• FX Daily: Surveys to shed light on the soft landing thesis — 2024-09-22
• Eurozone business activity is now contracting, according to PMIs — 2024-09-22
• Sweden's Riksbank set to cut rates for a third time — 2024-09-22
• Rates Spark: Nothing breaking means higher 10Y Bund yields — 2024-09-19
• Updated: Polish flood damages may be limited but GDP impact could be higher than that — 2024-09-19
• THINK Ahead: 50 basis point rate cuts? How about 200 — 2024-09-19
• Damages from Polish floods may be limited but GDP impact could be higher — 2024-09-19
• CNB preview: The need for less restrictive monetary policy builds — 2024-09-19
• National Bank of Hungary preview: The door is wide open — 2024-09-19
• Bank of Japan pauses but signals normalisation will continue — 2024-09-19
• Polish flood damages may be limited but GDP impact could be higher than that — 2024-09-19
• FX Daily: Tide turning against the dollar — 2024-09-19
• Australia: Strong headline employment growth, weak details — 2024-09-18
• Asia Morning Bites — 2024-09-18
• Central Bank of Turkey keeps rates on hold but softens its tightening bias — 2024-09-18
• Why the next direction for Bund yields is up — 2024-09-18
• Why the Bank of England won't diverge from the Fed for long — 2024-09-18
• Rates Spark: That's how to sell a 50bp cut! — 2024-09-18
• Asia week ahead: Inflation dominates the calendar in Asia - could free up some local policy easing — 2024-09-18
• Poland's industrial output down in August amid weak external demand — 2024-09-18
• FX Daily: Soft dollar once the dust settles — 2024-09-18
• Polish wages jump as layoffs rise; labour demand set to recover — 2024-09-18
• The Commodities Feed: The Fed goes big — 2024-09-18
• FX Daily: A dovish 25bp Fed cut to offer only short-lived respite to dollar — 2024-09-17
• 50bp cut from the Fed as it looks to move rates to neutral quickly and avert recession — 2024-09-17
• Asia Morning Bites — 2024-09-17
• Rates Spark: A strong temptation for the Fed to cut by 25bp — 2024-09-17
• UK services inflation rises but underlying story is improving — 2024-09-17
• Rates Spark: Growing momentum for a 50bp rate cut — 2024-09-16
• Resilient US retail sales suggests Fed decision will be a coin toss — 2024-09-16
• Norges Bank running out of hawkish ammunition to support the krone — 2024-09-16
• Singapore: Non-oil domestic exports whipped around by the usual suspects — 2024-09-16
• FX Daily: Markets are trying to help Powell over the 50bp line — 2024-09-16
• Recent flooding may affect Czech budget and inflation — 2024-09-16
• The Commodities Feed: European gas sell-off — 2024-09-16
• FX Daily: Markets starting to favour front-loaded Fed rate cuts — 2024-09-15
• Watch: Fed rate cuts, the US election and FX markets on the move — 2024-09-15
• Asia Morning Bites — 2024-09-15
• Soft Czech pricing signals imminent CNB rate cuts — 2024-09-15
• The Commodities Feed: Chinese oil demand falls — 2024-09-15
• Asia Morning Bites — 2024-09-14
• China's data dump shows that time is running out to achieve this year's growth target — 2024-09-13
• FX Daily: Can markets push the Fed to cut 50bp? — 2024-09-12
• Asia week ahead: Central bank developments and an incoming data flood — 2024-09-12
• THINK Ahead: Central banks tread carefully, for now — 2024-09-12
• Bank of England to keep rates on hold, but faster cuts are coming — 2024-09-12
• Poland's current account balance significantly worsens in July — 2024-09-12
• How strong financial policies are set to shield telcos from economic turbulence — 2024-09-12
• The Fed's set for a 25bp cut, but it's a close call — 2024-09-12
• Rates Spark: ECB presser bear flattened the curve — 2024-09-12
• Eurozone industrial production continued its declining trend in July — 2024-09-12
• Polish services inflation remains high; persistent core rate delays rate cuts — 2024-09-12
• The Commodities Feed: USD weakness supports the complex — 2024-09-12
• After ECB rate cut, Lagarde signals further cuts to come — 2024-09-11
• Outlook for KRW and treasury bonds: Fed rate cut should boost the won — 2024-09-11
• FX Daily: Scope for a euro bounce today — 2024-09-11
• ECB cuts rates by 25bp and more to come — 2024-09-11
• Asia Morning Bites — 2024-09-11
• The Commodities Feed: The complex moves higher — 2024-09-11
• Rates Spark: Rate markets have shifted focus from inflation to jobs — 2024-09-11
• Rates Spark: Harris win preferred by USTs — 2024-09-10
• Romanian inflation slowed as expected in August — 2024-09-10
• Asia Morning Bites — 2024-09-10
• FX Daily: Markets award Harris victory on points in debate — 2024-09-10
• The Commodities Feed: Brent below $70/bbl — 2024-09-10
• The Commodities Feed: Tough decisions for OPEC+ — 2024-09-09
• President Harris scenario: sustained climate ambition faces a bumpy road — 2024-09-09
• Asia FX Talking: Re-rating of Asia is hard work — 2024-09-09
• China's August exports defied slowing orders data to hit a 17-month high — 2024-09-09
• Draghi's €800bn call to action: instilling the urgency that Europe needs — 2024-09-09
• FX Talking: Soft landing or recession? — 2024-09-09
• Improvement in Hungary's inflation outlook — 2024-09-09
• Asia Morning Bites — 2024-09-09
• How the US election could impact the energy transition — 2024-09-09
• September's ECB Cheat Sheet: Buy the data, sell the cut — 2024-09-09
• G10 FX Talking: Dollar softer into the election — 2024-09-09
• FX Talking: Forecast Table — 2024-09-09
• LATAM FX Talking: Domestic stories dominate — 2024-09-09
• Rates Spark: Dovish sentiment with cuts on the horizon — 2024-09-09
• Trump constrained scenario: energy dominance and transition in parallel — 2024-09-09
• Trump clean sweep scenario: unleashed energy dominance sets back green agenda — 2024-09-09
• Food and services prices drive Czech inflation — 2024-09-09
• EMEA FX Talking: CEE easing remains in play — 2024-09-09
• FX Daily: The high stakes debate in Philly — 2024-09-09
• Taiwan's net exports surged to record high in August — 2024-09-08
• China's CPI inflation edges up as non-food inflation raises deflation fears — 2024-09-08
• Hungary's August deficit points to economic warning signs — 2024-09-08
• The Commodities Feed: Oil pressure — 2024-09-08
• Industrial Metals Monthly: Iron ore tumbles below $90 as China gloom deepens — 2024-09-08
• Gold Monthly: Gold's rally is just getting started — 2024-09-08
• US election guide for the FX market — 2024-09-08
• Asia Morning Bites — 2024-09-08
• FX Daily: Fed keeps market guessing over a 25bp or 50bp move — 2024-09-08
• Monitoring Turkey: Stronger fiscal policies will help the disinflation process — 2024-09-08
• THINK Ahead: Great minds think alike — 2024-09-05
• Hungarian industry shows no signs of a sustained recovery — 2024-09-05
• No end to the weakness in Czech industry, and auto-sector holidays are only partly to blame — 2024-09-05
• Carsten: The summer feel-good factor didn't last long — 2024-09-05
• Another blow for Germany as industry disappoints — 2024-09-05
• US payrolls fails to resolve the 25 or 50bp rate cut call — 2024-09-05
• We're lowering our Romanian growth forecasts — 2024-09-05
• FX Daily: Three scenarios for payrolls and the dollar today — 2024-09-05
• European carmakers are struggling amid historic EV shift — 2024-09-05
• Recovery in peril for the CEE region — 2024-09-04
• China will struggle to hit its 5% growth target this year — 2024-09-04
• The summer's feel-good factor didn't last long — 2024-09-04
• How the US election will impact deficits, debt, and the yield curve — 2024-09-04
• Euro Credit Supply: Primary markets reopen early — 2024-09-04
• Central banks to step up the pace of rate cuts later this year — 2024-09-04
• Eurozone retail sales continue to flatline — 2024-09-04
• Hungarian retail sales give no reason to cheer — 2024-09-04
• Our Asian central bank barometer — 2024-09-04
• Austrian economy enters election month on weak economic footing — 2024-09-04
• Oil demand worries and natural gas supply risks — 2024-09-04
• Rates Spark: If payrolls come in line with consensus, then forget the 50bp cut narrative — 2024-09-04
• The Commodities Feed: OPEC+ delays planned supply increase — 2024-09-04
• Asia week ahead: Data from China in focus — 2024-09-04
• ECB preview: another rate cut without new forward guidance — 2024-09-04
• FX Daily: Dollar sentiment slowly sours — 2024-09-04
• US job jitters prompts the Fed into action — 2024-09-04
• Michel Barnier appointed French Prime Minister — 2024-09-04
• National Bank of Poland governor confirms his dovish pivot — 2024-09-04
• The eurozone recovery is stuck in first gear — 2024-09-04
• FX: November will be a game-changer — 2024-09-04
• At a glance: The world right now — 2024-09-04
• Czech recovery bolstered by consumer spending — 2024-09-04
• Bank of England set for several rate cuts despite current caution — 2024-09-04
• US Dollar Credit Supply: Corporate supply soars in August — 2024-09-04
• Summer's feel-good factor didn't last long — 2024-09-04
• Asia Morning Bites — 2024-09-03
• FX Daily: Growing risks for high-beta currencies — 2024-09-03
• Interest rates unchanged in Poland with cuts expected in 2025 — 2024-09-03
• Bank of Canada cuts for a third time with rates heading towards 3% — 2024-09-03
• The Commodities Feed: Potential OPEC+ supply delay — 2024-09-03
• The Commodities Feed: Oil sell-off — 2024-09-03
• Rates Spark: US 2's and 10's touch 3.75% — 2024-09-03
• Rates Spark: A week of decisive US data ahead — 2024-09-02
• FX Daily: Gearing up for the next big move — 2024-09-02
• Second quarter contraction in Hungary confirmed — 2024-09-02
• National Bank of Poland governor's tone to marginally soften from July — 2024-09-02
• Rates Spark: Bonds rally on risk-off sentiment — 2024-09-02
• Czech wage increases soften while real purchasing power remains strong — 2024-09-02
• Turkish inflation slows, but services remains an issue — 2024-09-02
• EU Construction Outlook: Strong decline this year but signs of recovery in 2025 — 2024-09-02
• Manufacturing and construction slowdown puts the focus on US services — 2024-09-02
• AI Monthly: As competition intensifies, Europe falls behind — 2024-09-01
• Turkish GDP growth loses momentum — 2024-09-01
• Monitoring Romania: Robust internal demand clouded by weaker-than-expected growth — 2024-09-01
• FX Daily: An important week for the dollar — 2024-09-01
• Monitoring Romania: Robust internal demand clouded by weaker-than-expected growth — 2024-09-01
• Italian GDP growth confirmed at 0.2% in second quarter — 2024-09-01
• The Commodities Feed: OPEC+ leaning towards unwinding cuts — 2024-09-01
• Czech manufacturing PMI better than expected but remains sluggish — 2024-09-01
• Asia Morning Bites — 2024-09-01
• German state elections bring more tensions for Olaf Scholz' government — 2024-08-31
• Asia Morning Bites — 2024-08-31
• Czech recovery carries on but household spending disappoints — 2024-08-29
• Italian inflation falls slightly — 2024-08-29
• Mind the gap(s) as the Fed cuts rates — 2024-08-29
• Poland's 2025 budget: manageable but fiscal adjustments needed — 2024-08-29
• FX Daily: US and eurozone inflation in focus — 2024-08-29
• Monitoring Hungary: Improved growth is contingent on confidence — 2024-08-29
• Fading US inflation keeps the Fed on the path of rate cuts — 2024-08-29
• Polish CPI up in August but core inflation is stable — 2024-08-29
• Asia week ahead: Falls in inflation in many economies could help to speed up rate cuts — 2024-08-29
• Watch: Our turbo-charged guide to the US election — 2024-08-29
• Bank of Canada: Three in a row with 3% rates targeted — 2024-08-29
• Eurozone inflation drops to 2.2% in August — 2024-08-29
• THINK Ahead: Back to the 90s — 2024-08-29
• Eurozone sentiment ticked up in August — 2024-08-28
• German inflation data tilts balance towards a September rate cut — 2024-08-28
• FX Daily: Dollar's bearish holding pattern continues — 2024-08-28
• The Commodities Feed: Libyan oil output declines — 2024-08-28
• Strong Polish GDP in 2Q likely driven by public spending — 2024-08-28
• Asia Morning Bites — 2024-08-27
• Australia: Inflation declines in July — 2024-08-27
• Eurozone lending remains sluggish ahead of September ECB meeting — 2024-08-27
• What we learned from Poland's draft budget for 2025 — 2024-08-27
• Where now for the US 10yr rate? — 2024-08-27
• Economics Live: Recession risks and the race for rate cuts — 2024-08-27
• Rates Spark: Steadier, but big moves coming — 2024-08-27
• FX Daily: Modest dollar rebound is possible — 2024-08-27
• National Bank of Hungary Review: The first pause in this easing cycle — 2024-08-26
• FX Daily: Soft landing versus recession — 2024-08-26
• The Commodities Feed: Libyan oil supply disruption — 2024-08-26
• Rates Spark: We can't extrapolate current price action too long — 2024-08-26
• Orsted's halt on hydrogen plant highlights synthetic fuel challenge — 2024-08-26
• German economy fell back into contraction in the second quarter — 2024-08-26
• The Commodities Feed: Powell speech and lingering tensions — 2024-08-25
• Asia Morning Bites — 2024-08-25
• Wage growth is cooling in Hungary, but risks persist — 2024-08-25
• Czech business and consumer confidence deteriorates amid uncertain outlook — 2024-08-25
• Germany's August Ifo index adds to fears of never-ending stagnation — 2024-08-25
• Asia Morning Bites — 2024-08-24
• CNY at a glance: Is the worst of China's depreciation pressure over? — 2024-08-22
• THINK Ahead: Central bank Top Trumps — 2024-08-22
• Steel's green makeover: swapping coal for gas and scrap — 2024-08-22
• Rates Spark: PMIs mostly better than expected — 2024-08-22
• Powell confirms a September Fed rate cut — 2024-08-22
• The Commodities Feed: All eyes on Jackson Hole — 2024-08-22
• FX Daily: The art of saying nothing — 2024-08-22
• Six reasons credit spreads are set to stay tight — 2024-08-21
• Asia Morning Bites — 2024-08-21
• Polish construction output falls in July, but less than in June — 2024-08-21
• The Bank of Korea held rates unchanged but signalled a cut ahead — 2024-08-21
• The Commodities Feed: OPEC+ likely to scrap plans to increase supply — 2024-08-21
• Eurozone PMI picks up in August amid Olympics boost — 2024-08-21
• Eurozone wage growth drops drastically, paving the way for a September cut — 2024-08-21
• FX Daily: Sticky wages, stronger euro — 2024-08-21
• Polish retail trade stalls as consumption remains key growth driver — 2024-08-21
• Rates Spark: Data continues to cement September Fed cut — 2024-08-21
• Asia week ahead: A week of upbeat data beckons — 2024-08-21
• Asia week ahead: A week filled with reasonably upbeat data beckons — 2024-08-21
• ECB minutes keep door open for a September cut without any pre-commitment — 2024-08-21
• National Bank of Hungary Preview: Treading carefully — 2024-08-21
• Rates Spark: US payroll revisions could challenge recovered sentiment — 2024-08-20
• Polish labour market softens but remains firm — 2024-08-20
• Polish industry sees a weak start to the third quarter — 2024-08-20
• The Commodities Feed: European gas weakens — 2024-08-20
• FX Daily: Revision risk — 2024-08-20
• Asia Morning Bites — 2024-08-20
• Major downward revisions to US jobs pushes the Fed to act — 2024-08-20
• FX Daily: EUR/USD presses top of medium term range — 2024-08-19
• Global sustainable finance market: changing for the better — 2024-08-19
• The Commodities Feed: Ceasefire hopes — 2024-08-19
• Sweden's Riksbank says it'll move faster as it cuts rates again — 2024-08-19
• Bank of Korea preview: Balancing sluggish domestic demand with curbing debt growth — 2024-08-19
• Turkish central bank keeps rates unchanged at 50% — 2024-08-19
• Asia Morning Bites — 2024-08-19
• FX Daily: Exploring the dollar's downside — 2024-08-18
• Asia Morning Bites — 2024-08-18
• Gold tops $2,500 for the first time — 2024-08-15
• THINK Ahead: When the facts change, I shake it off — 2024-08-15
• EUR/CHF: Swiss exporters want it at 0.98 — 2024-08-15
• Rates Spark: More weakness needed for 50bp Fed cut — 2024-08-15
• FX Daily: Holding patterns — 2024-08-15
• Czech PPI picks up but production price pressures remain subdued overall — 2024-08-15
• The Commodities Feed: US oil stocks rise — 2024-08-14
• Australia: Labour data remains strong in July — 2024-08-14
• Asia Morning Bites — 2024-08-14
• Philippines central bank cuts rates by 25bp — 2024-08-14
• Rates Spark: No big surprises from US CPI — 2024-08-14
• FX Daily: Pieces falling into place for a September Fed rate cut — 2024-08-14
• Asia week ahead: Central bank decisions set to dominate — 2024-08-14
• US presidential election: Three scenarios for markets — 2024-08-14
• China's key growth indicators continue to present a case for further policy easing — 2024-08-14
• UK growth stalls in June after strong first half of the year — 2024-08-14
• US data resilience sees market favour a 25bp September cut — 2024-08-14
• Eurozone industry continues to struggle — 2024-08-13
• Cooling US inflation keeps the Fed on track for rate cuts — 2024-08-13
• FX Daily: Time for a break above 1.10 in EUR/USD — 2024-08-13
• Dutch economic growth returns amid solid export growth — 2024-08-13
• Sweden's Riksbank set to lower rates and cut twice more this year — 2024-08-13
• Asia Morning Bites — 2024-08-13
• Negative surprise in Romanian GDP puts this year's growth drive at risk — 2024-08-13
• The Commodities Feed: Oil rises amid declining US inventories — 2024-08-13
• Surprise fall in UK services inflation unlikely to unlock September rate cut — 2024-08-13
• Polish GDP growth beats expectations as core inflation rises — 2024-08-13
• Rates Spark: High expectations for consensus US CPI reading — 2024-08-13
• Rates Spark: Bonds still trading at a premium — 2024-08-12
• Federal Reserve scenarios: more twists and turns to come — 2024-08-12
• China's credit activity remained weak in July — 2024-08-12
• Solid UK jobs report will keep Bank of England moving slowly on rates — 2024-08-12
• Turkish current account as expected in June — 2024-08-12
• Poland's current account in surplus in June but exports disappoint — 2024-08-12
• Asia Morning Bites — 2024-08-12
• The Commodities Feed: Oil trades under pressure — 2024-08-12
• FX Daily: First inflation test of the week — 2024-08-12
• FX Daily: US prices and activity in the spotlight — 2024-08-11
• Asia FX Talking: Renminbi will struggle to rally — 2024-08-11
• Latam FX Talking: Politics, fiscal & copper in play — 2024-08-11
• Romanian inflation: Temporary acceleration, persistent stickiness — 2024-08-11
• Czech services inflation remains stubborn, paving the way for hawkish CNB — 2024-08-11
• Norges Bank preview: Krone weakness to delay dovish turn — 2024-08-11
• Watch: Turmoil, rate cuts and the dollar's expected decline — 2024-08-11
• EMEA FX Talking: Selective opportunities — 2024-08-11
• Commodities Feed: Cocoa price jumps — 2024-08-11
• FX Talking: Forecast Table — 2024-08-11
• G10 FX Talking: Fed to ease, dollar to settle lower — 2024-08-11
• FX Talking: Has the Fed overcooked the tightening cycle? — 2024-08-11
• Asia Morning Bites — 2024-08-10
• CNB policy set to remain restrictive despite near-target inflation — 2024-08-08
• The Commodities Feed: Gas surges — 2024-08-08
• Rates Spark: Market rates are already discounting a large chunk of rate-cut talk — 2024-08-08
• THINK Ahead: Noah Lyles has nothing on the speed of this month's action — 2024-08-08
• China's CPI inflation rebounded due to a smaller drag from food prices — 2024-08-08
• FX Daily: Ultra-high data sensitivity — 2024-08-08
• ING Monthly: A perfect summer storm for financial markets — 2024-08-08
• Taiwan's exports face increasing concentration risk as growth slows in July — 2024-08-07
• Turkey's central bank maintains forecasts amid cautious optimism on inflation — 2024-08-07
• Asia week ahead: China's economic data, Japan's GDP and India's CPI and trade figures — 2024-08-07
• Monthly repricing in Hungary back to elevated levels — 2024-08-07
• Industrial Metals Monthly: Aluminium market turns bearish — 2024-08-07
• Marieke's eye on the economy — 2024-08-07
• July brings a surplus in the Hungarian budget — 2024-08-07
• Turkey's monetary policy under focus — 2024-08-07
• Gold Monthly: Rally might not be over just yet — 2024-08-07
• The Commodities Feed: Gas supply risks build — 2024-08-07
• Rates Spark: Yields back up as sentiment improves — 2024-08-07
• RBNZ Preview: Hold now, bigger cuts later? — 2024-08-07
• LNG flows to Europe remain under pressure — 2024-08-07
• FX Daily: Upside gaps filled, now what? — 2024-08-07
• German industrial data paints mixed picture — 2024-08-06
• FX Daily: Dollar remains vulnerable as equities stabilise — 2024-08-06
• Why a June turnaround in Hungary's industrial performance is likely to prove temporary — 2024-08-06
• Asia Morning Bites — 2024-08-06
• National Bank of Romania review: Pushing through the policy space — 2024-08-06
• China's export growth moderates as price competition ramps up — 2024-08-06
• Rates Spark: Recovery of market sentiment helps yields nudge up — 2024-08-06
• Philippine inflation data dashes hopes for August cut — 2024-08-05
• Reserve Bank of Australia leaves rates unchanged but keeps hawkish tone — 2024-08-05
• Asia Morning Bites — 2024-08-05
• Romanian retail sales remain on a strong footing — 2024-08-05
• Rates Spark: Rates markets risk overreacting — 2024-08-05
• FX Daily: Dollar may be left wounded after equity stabilisation — 2024-08-05
• Why we're expecting global car market growth to hit the brakes — 2024-08-05
• The Commodities Feed: Pressure on the complex — 2024-08-05
• Czech industrial output contracts, yet new orders rebound — 2024-08-05
• Eurozone retail trade weakness continued in June — 2024-08-05
• Hungarian retail sales continue to underperform — 2024-08-05
• Retail sales show that household spending is driving the Czech economy — 2024-08-04
• Monitoring Hungary: Hopes for growth face a reality check — 2024-08-04
• The Commodities Feed: Oil plunges along with other risk assets — 2024-08-04
• FX Daily: Dollar floor crumbles as Fed terminal rate re-priced — 2024-08-04
• Fed to step on the gas, but market pricing looks aggressive — 2024-08-04
• Asia Morning Bites — 2024-08-04
• Asia Morning Bites — 2024-08-03
• JPY: Peeling back the carry trade onion — 2024-08-01
• Czech National Bank review: A softer 25bp cut with tighter monetary policy ahead — 2024-08-01
• US Dollar Credit Supply: Higher supply than previous July levels — 2024-08-01
• Watch: Why we think the Bank of England is set for further rate cuts this year — 2024-08-01
• THINK Ahead: To cut or to hold? Best not ask AI — 2024-08-01
• Mounting US job fears to push the Fed into action — 2024-08-01
• Italian industrial production sees a small boost in June — 2024-08-01
• National Bank of Romania Preview: Caution continues to be our base case — 2024-08-01
• FX Daily: Dual mandate test for the dollar — 2024-08-01
• Euro Credit Supply: Summer slowdown — 2024-08-01
• South Korea: Exports grew solidly in July while the manufacturing PMI moderated — 2024-07-31
• FX Daily: A softer dollar is 'on the table' — 2024-07-31
• Rates Spark: Bank of England cut likely — 2024-07-31
• Higher unemployment in eurozone threatens consumption recovery — 2024-07-31
• US slowdown fears heighten the odds of Fed rate cuts — 2024-07-31
• Asia Morning Bites — 2024-07-31
• The Commodities Feed: Geopolitical risks reignite — 2024-07-31
• Bank of England cuts rates and there are more to come this year — 2024-07-31
• Czech PMI index goes south with no sign of improvement — 2024-07-31
• Asia week ahead: Keep an open mind on rate surprises — 2024-07-31
• AI Monthly: The world of the unknown — 2024-07-31
• Polish inflation picks up on energy shield withdrawal; rate cuts set to be a 2025 discussion — 2024-07-30
• Asia Morning Bites — 2024-07-30
• Australia: Inflation, not quite good enough to quell rate hike risk — 2024-07-30
• Bank of Japan surprises with 15bp hike, but bond purchase slowdown only gradual — 2024-07-30
• China's PMI data softened slightly in July — 2024-07-30
• Disappointing eurozone inflation makes September rate cut a close call — 2024-07-30
• Federal Reserve: Setting the scene for a September cut — 2024-07-30
• FX Daily: BoJ hike doesn't rock the market — 2024-07-30
• German unemployment increases in July — 2024-07-30
• Italian inflation ticks up in July on the back of energy base effects — 2024-07-30
• Japan: Auto sector hampers overall industrial production in June — 2024-07-30
• Rates Spark: Buffeted by ongoing sequence of macro data — 2024-07-30
• Taiwan continued to grow strongly in 2Q on demand from AI boom — 2024-07-30
• The Commodities Feed: Tensions build in the Middle East — 2024-07-30
• Eurozone GDP beats expectations but remains weak behind the scenes — 2024-07-29
• Italian GDP continued its modest expansion in the second quarter — 2024-07-29
• Another set of disappointing GDP data for Hungary — 2024-07-29
• German inflation provides new argument for ECB hawks — 2024-07-29
• German economy falls back into contraction — 2024-07-29
• Rates Spark: Growth concerns overtaking sticky inflation — 2024-07-29
• The Commodities Feed: Pressure remains on oil — 2024-07-29
• Asia Morning Bites — 2024-07-29
• FX Daily: Looking out for further signs of a US slowdown — 2024-07-29
• South Korea: Production fell in June due to sluggish construction and public administration activity — 2024-07-29
• FX Daily: A hike, a hold and a cut — 2024-07-28
• Asia Morning Bites — 2024-07-28
• Watch: Why we think the Federal Reserve will hold out for a September rate cut — 2024-07-28
• Four Bank of England scenarios for markets this Thursday — 2024-07-28
• The Commodities Feed: Speculators head for the exit — 2024-07-28
• Asia Morning Bites — 2024-07-27
• Italian confidence data confirms divergence between consumers and businesses — 2024-07-25
• FOMC preview: Growing confidence of a Fed rate cut in September — 2024-07-25
• Asia week ahead: Central bank meetings and critical inflation data — 2024-07-25
• FX Daily: Multiple factors still at play in FX — 2024-07-25
• Hungarian employment and participation rates reach new highs — 2024-07-25
• The Commodities Feed: Gold slumps to two-week low — 2024-07-25
• Rates Spark: Euro rates eyeing quicker ECB cuts — 2024-07-25
• World trade growth improves but conditions remain challenging — 2024-07-25
• THINK Ahead: Central banks' 'brat summer' — 2024-07-25
• We're seeing a cautious recovery in the Dutch commercial real estate sector — 2024-07-24
• Eurozone loan growth shows signs of bottoming out — 2024-07-24
• The Commodities Feed: Oil inventory draws — 2024-07-24
• PBOC surprises markets with an off-schedule 20bp cut to the MLF — 2024-07-24
• Rates Spark: Weak PMIs help build the case for rate cuts — 2024-07-24
• US GDP growth beats expectations, but fails to dent the market's faith in rate cuts — 2024-07-24
• Asia Morning Bites — 2024-07-24
• Asia Morning Bites — 2024-07-24
• Does the US have a currency problem, as Donald Trump suggests? — 2024-07-24
• Monitoring Bulgaria: An economy coasting through the political saga — 2024-07-24
• Why we still expect a Bank of England rate cut in August — 2024-07-24
• German Ifo index plunges in July — 2024-07-24
• FX Daily: JPY correction - small, medium or massive? — 2024-07-24
• Czech National Bank preview: We see a 25 basis point cut as likely — 2024-07-24
• FX Daily: Bank of Canada to double down on divergence — 2024-07-23
• Rates Spark: Why September looks like a good month for an ECB rate cut — 2024-07-23
• Bank of Canada is not afraid of diverging from the Fed — 2024-07-23
• Czech business and consumer confidence takes a hit — 2024-07-23
• Why the Scandinavian FX selloff looks overdone — 2024-07-23
• July PMIs point to a very sluggish eurozone recovery — 2024-07-23
• The Commodities Feed: Oil supply risks linger — 2024-07-23
• Accelerating wage growth is another inflation risk for Hungary — 2024-07-23
• FX Daily: The return of the Magnificent Seven — 2024-07-22
• Dutch pension funds shun risk until transition — 2024-07-22
• Asia Morning Bites — 2024-07-22
• The Commodities Feed: Further downward pressure — 2024-07-22
• Rates Spark: Markets are still digesting Biden's departure — 2024-07-22
• National Bank of Hungary Review: Living in the moment — 2024-07-22
• Polish housing outlook shows signs of improvement despite weak construction data — 2024-07-21
• Asia's AI-chip trade growth continues to boom — 2024-07-21
• China's Third Plenum provides little support to metals — 2024-07-21
• The Commodities Feed: Middle East tensions build — 2024-07-21
• China cuts 7-day reverse repo rate and loan prime rates in move to support growth — 2024-07-21
• Producer prices rose modestly in Korea while market waits for 2Q24 GDP on Thursday — 2024-07-21
• Poland's economic recovery continues but consumption slows — 2024-07-21
• Asia Morning Bites — 2024-07-21
• FX Daily: Barely a ripple from Biden's withdrawal — 2024-07-21
• Asia Morning Bites — 2024-07-20
• THINK Ahead: US inflation and CEE data in focus — 2024-07-18
• Rates Spark: Lagarde clear about not committing to cuts — 2024-07-18
• FX Daily: $/JPY caught between carry and politics — 2024-07-18
• The Commodities Feed: Rangebound crude — 2024-07-18
• Japanese consumer inflation rose in June, putting pressure on the Bank of Japan to raise interest rates — 2024-07-18
• Polish industry shows unexpected strength in June — 2024-07-17
• Poland's labour market is gradually slowing — 2024-07-17
• LNG demand growth hinges on Asia — 2024-07-17
• Rates Spark: ECB unlikely to satisfy doves — 2024-07-17
• China's long-term goals emphasised in Third Plenum communique — 2024-07-17
• Bank of Canada preview: Another one down — 2024-07-17
• Asia week ahead: China's loan prime rates and Singapore's Monetary Policy, alongside more regional data releases — 2024-07-17
• ECB's Lagarde: We're ditching forward guidance — 2024-07-17
• FX Daily: Dollar back to softest levels since March — 2024-07-17
• The US and Qatar to drive LNG supply growth — 2024-07-17
• Why closer attention is now being paid to LNG emissions — 2024-07-17
• Global LNG supply set to balloon — 2024-07-17
• National Bank of Hungary Preview: Waiting for more clarity — 2024-07-17
• The ECB's gentle start to the summer season — 2024-07-17
• FX Daily: Inflation divergence widens in G10 — 2024-07-16
• What the US election could mean for deficits, debt and the yield curve — 2024-07-16
• Muted producer prices make the next Czech rate cut easier — 2024-07-16
• What to expect from China's monetary policy framework reforms — 2024-07-16
• Rates Spark: Pricing of ECB cuts facing limits — 2024-07-16
• Rates Spark: Trump assassination attempt contributes to steeper curves — 2024-07-15
• Investment in Poland through the eyes of business — 2024-07-15
• The Commodities Feed: China oil demand worries — 2024-07-15
• FX Daily: Pre-emptive US election positioning — 2024-07-15
• July's ECB cheat sheet: The less I know the better — 2024-07-15
• US retailers receive a summer boost — 2024-07-15
• ECB bank lending survey shows only modest pickup in expected loan demand — 2024-07-15
• Eurozone industrial production falls once again in May — 2024-07-14
• The Commodities Feed: USD strength weighs on complex — 2024-07-14
• FX Daily: Focused on macro — 2024-07-14
• Poland's current account close to balance in May — 2024-07-14
• China's 2Q GDP slowed by more than expected in new challenge to achieving growth target — 2024-07-14
• Polish inflation close to target but set to increase — 2024-07-14
• WASDE update: Better supply prospects for wheat and corn — 2024-07-14
• ECB on mission "Gentle Summer Break" — 2024-07-13
• FX Daily: Japan may have changed its intervention strategy — 2024-07-11
• The Commodities Feed: US CPI provides support to the complex — 2024-07-11
• Sharp drop in Turkey's annual current account deficit — 2024-07-11
• THINK Ahead: Three lions, three cuts? — 2024-07-11
• China trade surplus beat forecasts amid resilient exports but sluggish imports — 2024-07-11
• The global economy needs a half-time pep talk — 2024-07-10
• FX Daily: Look at the decimals — 2024-07-10
• UK economy springs back into life — 2024-07-10
• Soft US inflation boosts confidence in a return to target — 2024-07-10
• A lacklustre effort from the eurozone's Big Three — 2024-07-10
• Industrial Metals Monthly: Subdued demand to pressure iron ore prices — 2024-07-10
• Asia: Rate hikes and cuts, a game of two halves — 2024-07-10
• Bank of Korea leaves rates unchanged but leaves the door open for a rate cut — 2024-07-10
• China's growth drivers are shifting — 2024-07-10
• Romanian disinflation continues, but medium-term upside risks linger — 2024-07-10
• Asia week ahead: China's third plenum, Bank Indonesia and regional data releases take the spotlight — 2024-07-10
• OPEC+ policy remains key for oil outlook — 2024-07-10
• The Bank of England's game of two halves — 2024-07-10
• US resilience continues to be challenged — 2024-07-10
• The focus on local FX champions — 2024-07-10
• The Commodities Feed: US gasoline demand trends higher — 2024-07-10
• Rates Spark: Dip in US inflation keeps rates looking down — 2024-07-10
• We're still playing the central bank waiting game — 2024-07-10
• Asia FX Talking: Keeping the Trump risk on the side — 2024-07-09
• FX Talking: Forecasts table — 2024-07-09
• EMEA FX Talking: Hawkish central banks despite a dovish global story — 2024-07-09
• FX Talking: Tight defence, star performers — 2024-07-09
• FX Daily: Powell fails to revamp FX volatility — 2024-07-09
• Softer-than-expected June inflation continues to bolster the case for easing in China — 2024-07-09
• The Commodities Feed: TTF under further pressure — 2024-07-09
• Philippines trade deficit is steady in May — 2024-07-09
• Italian Industrial production rebounded modestly in May — 2024-07-09
• G10 FX Talking: Dollar decline should be selective — 2024-07-09
• Czech inflation on target as food prices drop significantly — 2024-07-09
• Latam FX Talking: Making the most of a short-lived rebound — 2024-07-09
• Asia Morning Bites — 2024-07-09
• Rates Spark: US CPI is key for rates ahead — 2024-07-09
• Watch: Why a global downturn in business investment matters — 2024-07-08
• Core inflation remains a red flag in Hungary — 2024-07-08
• 3 reasons for weak investment in the US — 2024-07-08
• Fed's Powell signals a willingness to cut rates, but more progress is required — 2024-07-08
• The Commodities Feed: Hurricane concerns ease — 2024-07-08
• Taiwan export and import growth surge to 28-month highs in June — 2024-07-08
• How the plastics industry can function without fossil fuels - and at what cost — 2024-07-08
• Asia Morning Bites — 2024-07-08
• FX Daily: Macron and the euro face a stalemate — 2024-07-08
• Rates Spark: Issuers returning after French distraction — 2024-07-08
• 3 reasons for weak investment in the eurozone — 2024-07-08
• The Commodities Feed: Hurricane risk lingers — 2024-07-07
• Achieving the deficit target in Hungary has improved — 2024-07-07
• Rates Spark: The Fed builds while the ECB monitors — 2024-07-07
• Gold Monthly: The bull run is not over yet — 2024-07-07
• FX Daily: Bittersweet French election result for the euro — 2024-07-07
• Asia Morning Bites — 2024-07-07
• In France, cooperation is the only alternative to instability — 2024-07-07
• Czech National Bank Minutes: Pace of cuts to slow amid inflationary risks — 2024-07-07
• Asia Morning Bites — 2024-07-06
• July RBNZ preview: Data drought discourages dovish shifts — 2024-07-04
• July projections from Poland's central bank signal flat rates through 2024 — 2024-07-04
• THINK Ahead: The latest cats getting the cream — 2024-07-04
• Watch: The honeymoon for Britain's new government is likely to be short-lived — 2024-07-04
• Rates Spark: No payroll surprise please — 2024-07-04
• National Bank of Romania review: Acting on the window of opportunity — 2024-07-04
• Cooling US jobs market keeps September rate cut in play — 2024-07-04
• German industrial disappointment continues — 2024-07-04
• FX Daily: Inflection point? — 2024-07-04
• Romanian consumers catch a breath amid spending marathon — 2024-07-04
• Why there isn't much to cheer about in Hungary's latest data releases — 2024-07-04
• Eurozone retail sales continue to creep up slowly — 2024-07-04
• Philippine inflation falls in June — 2024-07-04
• Clear signs of recovery for Dutch new housing market in 2025 — 2024-07-04
• The Commodities Feed: Oil prices hold steady — 2024-07-04
• How the new UK government can tackle the public finances — 2024-07-04
• Euro Credit Supply: Large supply in first half; expect slowdown in second — 2024-07-03
• Minutes of ECB's June meeting reveal dissenting views on rate cuts — 2024-07-03
• FX Daily: The only fireworks are in the US — 2024-07-03
• Rates Spark: Euro rates almost back to normality — 2024-07-03
• No chance' of Polish rate cuts this year as NBP Governor steps up rhetoric — 2024-07-03
• Britain's political earthquake: what it means for growth, the pound and public finances — 2024-07-03
• US Dollar Credit Supply: Elections mean slower supply in second half — 2024-07-03
• The Commodities Feed: Brent breaks above $87 — 2024-07-03
• Czech consumers continue to support the economy, for now — 2024-07-03
• Rates Spark: Working towards the jobs data — 2024-07-02
• Interest rates unchanged in Poland; new economic projections in line with expectations — 2024-07-02
• Service sector slowdown adds to worries on US growth prospects — 2024-07-02
• The Commodities Feed: Tight US inventories support oil — 2024-07-02
• Asia Morning Bites — 2024-07-02
• Turkish inflation beats expectations in June — 2024-07-02
• FX Daily: US data and Fed minutes in focus — 2024-07-02
• US jobs market reverting to pre-pandemic norms — 2024-07-01
• NBR preview: An incoming pivot to a cautious easing cycle — 2024-07-01
• The Commodities Feed: Oil rises on supply woes — 2024-07-01
• Polish interest rates likely to remain flat; rhetoric to stay hawkish — 2024-07-01
• Eurozone inflation ticks down in June — 2024-07-01
• Rates Spark: Politics everywhere all at once — 2024-07-01
• FX Daily: Trump bets drive dollar higher — 2024-07-01
• Excess demand set to drive eurozone house prices up, again — 2024-07-01
• Voting instructions will decide whether Le Pen's RN party wins or loses — 2024-06-30
• Directional Economics Webinar: What you think of the hot topics in CEE — 2024-06-30
• AI Monthly: Ready or not, here AI come — 2024-06-30
• The Commodities Feed: US drilling slows — 2024-06-30
• German inflation slows in June — 2024-06-30
• Soft US manufacturing and construction numbers emphasise the dependency on services — 2024-06-30
• Czech manufacturing PMI loses momentum — 2024-06-30
• How AI productivity gains are set to diverge across European sectors — 2024-06-30
• FX Daily: French politics can still cap the euro — 2024-06-30
• Asia Morning Bites — 2024-06-30
• Asia Morning Bites — 2024-06-29
• FX Daily: Dollar probably stays supported into the weekend — 2024-06-27
• CNB review: Easing continues at unchanged pace with potential inflationary pressures ahead — 2024-06-27
• Hungary's labour market continues to improve — 2024-06-27
• South Korea: Monthly activity data contracted in May, pointing to a slowdown in current quarter GDP — 2024-06-27
• THINK Ahead: Storms over Sintra — 2024-06-27
• Rates Spark: First round but then one more to go — 2024-06-27
• US inflation relief and consumer cooldown boosts chances of rate cuts — 2024-06-27
• Japan's manufacturing activity firms as inflation accelerates — 2024-06-27
• Asia week ahead: Inflation and PMIs in focus — 2024-06-27
• Watch: The final destination for Europe's electric vehicle spat with China — 2024-06-27
• No downside surprise for Polish CPI — 2024-06-27
• Scandinavian FX update: Why NOK looks healthier than SEK — 2024-06-27
• FX Daily: New line in the sand for the yen may be 165 — 2024-06-26
• Asia Morning Bites — 2024-06-26
• The Central Bank of Turkey's June meeting brings no surprises — 2024-06-26
• Sweden's Riksbank doubles down on future rate cut guidance — 2024-06-26
• Rates Spark: Bumps on the final stretch — 2024-06-26
• Our first take on the impact of immigration on eurozone inflation — 2024-06-26
• Philippines central bank still hinting at August rate cut — 2024-06-26
• Italian business confidence softens in June but consumers are more upbeat — 2024-06-26
• Rates Spark: Excessive deficits proceeding — 2024-06-25
• Looming ESRS to heighten focus on company disclosure — 2024-06-25
• The Commodities Feed: Gasoline demand concerns linger — 2024-06-25
• The Commodities Feed: US oil stocks build — 2024-06-25
• Australia: May inflation raises the spectre of rate hikes — 2024-06-25
• Asia Morning Bites — 2024-06-25
• FX Daily: Don't forget policy divergence — 2024-06-25
• Not even Euro 2024 can improve German consumer confidence — 2024-06-25
• FX Daily: Investors struggle to stay bearish — 2024-06-24
• EU-China trade talks to shape tariff impact — 2024-06-24
• Asia Morning Bites — 2024-06-24
• Directional Economics Summer 2024 Update: Nearshoring trends in Central and Eastern Europe — 2024-06-24
• Rates Spark: Words don't solve fiscal problems — 2024-06-24
• FX Daily: Three hot weeks ahead — 2024-06-23
• The German recovery is still stuttering — 2024-06-23
• Supply risks keep gas market on tenterhooks — 2024-06-23
• CNB preview: Past and future inflation perceptions set the pace of easing — 2024-06-23
• Commodities Feed: Speculative trades boost Brent longs — 2024-06-23
• Polish construction sees another lacklustre month in May — 2024-06-23
• Polish retail sales, a key driver of 2024 GDP, keep growing in May — 2024-06-23
• Taiwan's industrial production surges to 34-month high amid semiconductor boom — 2024-06-23
• Asia Morning Bites — 2024-06-22
• The Commodities Feed: Oil market shows signs of tightening — 2024-06-20
• FX Daily: European doves help the dollar — 2024-06-20
• Eurozone recovery gets reality check in June — 2024-06-20
• THINK Ahead: Sweden's Midsummer Night's Dream — 2024-06-20
• German housing market has yet to bottom out — 2024-06-20
• Wage outflow remains strong in Hungary — 2024-06-20
• Watch: We're still in the shade as to when the UK will cut rates — 2024-06-20
• FX Daily: Central bank meetings in Europe dominate — 2024-06-19
• FX Daily: Central bank meetings in Europe dominate — 2024-06-19
• Asia Morning Bites — 2024-06-19
• Rates Spark: EU underlines fiscal concerns — 2024-06-19
• Poland's industrial production down in May; labour market softer too — 2024-06-19
• Bank of England hints that the first rate cut is drawing nearer — 2024-06-19
• Sweden's Riksbank to keep rates on hold but further cuts are coming — 2024-06-19
• Rates Spark: Pieces falling into place — 2024-06-19
• Why France could be headed for a difficult return to reality — 2024-06-19
• Europeans willing to pay over €200 on average to secure the European Championship title — 2024-06-18
• Climate change adaptation pressure heats up for food and agriculture companies — 2024-06-18
• FX Daily: UK inflation helps sterling ahead of Bank of England — 2024-06-18
• Stubborn UK services inflation not a Bank of England game-changer — 2024-06-18
• The Commodities Feed: Further European gas disruptions — 2024-06-18
• The eurozone returns to fiscal prudency — 2024-06-18
• Italy pushes car fleet renewal yet still lags behind EU average in EVs — 2024-06-18
• What EU tariffs on Chinese electric vehicles could mean for the energy transition — 2024-06-18
• Economics Live: Will nearshoring prove a catalyst for growth in Central Europe? — 2024-06-18
• Asia week ahead: It's not all about rate cuts — 2024-06-18
• Cooling US consumer spending points to weakening inflation threat — 2024-06-17
• National Bank of Hungary Review: Season finale with a cliffhanger — 2024-06-17
• Asia Morning Bites — 2024-06-17
• FX Daily: Euro political risk premium abates, for now — 2024-06-17
• Rates Spark: Rate cut momentum is sustained — 2024-06-17
• China's sluggish May economic data to increase calls for rate cuts — 2024-06-16
• Czech producer prices suggest inflationary pressures are fading out — 2024-06-16
• G10 FX Talking: US disinflation could be drowned out by European politics — 2024-06-16
• Asia Morning Bites — 2024-06-16
• EMEA FX Talking: Local FX stories largely remain constructive — 2024-06-16
• Rates Spark: French bonds not benefitting from return of risk appetite — 2024-06-16
• Latam FX Talking: The end of a love affair — 2024-06-16
• FX Talking: Politics vs Policy — 2024-06-16
• FX Talking: Forecasts Table — 2024-06-16
• FX Daily: Four G10 central banks in action this week — 2024-06-16
• The Commodities Feed: China's refining activities slow further — 2024-06-16
• Asia FX Talking: China to continue resisting a weaker renminbi — 2024-06-16
• THINK Ahead: Central banks take one for the team — 2024-06-13
• Battle of the bad news stories - Brazil or Mexico? — 2024-06-13
• The Bank of Japan maintains its policy rate settings and JGB purchases — 2024-06-13
• Watch: 3 things the Fed needs to see before it starts cutting rates — 2024-06-13
• FX Daily: French political risk takes its toll on the euro — 2024-06-13
• Rates Spark: The rate cut discount hardens — 2024-06-13
• Poland's CPI inflation trends higher in May amid strong services price growth — 2024-06-13
• Bank of England to use June meeting to lay the ground for a summer rate cut — 2024-06-13
• Asia Week Ahead: Central Bank decisions next week — 2024-06-12
• Coalition talks well underway in Belgium to form new government — 2024-06-12
• National Bank of Hungary Preview: Preparing for the season finale — 2024-06-12
• Soft US PPI and rising jobless claims keeps rate cuts on track — 2024-06-12
• Asia Morning Bites — 2024-06-12
• Poland's external current account position remained solid in April — 2024-06-12
• The Commodities Feed: US stocks build and bearish IEA outlook — 2024-06-12
• FX Daily: Investors fall out of love with Latam — 2024-06-12
• Rates Spark: More of the same is needed — 2024-06-12
• Rates: Sudden tightening of GBP liquidity a warning for the eurozone — 2024-06-12
• Eurozone industry underperforms as tariff worries loom — 2024-06-12
• Australia: Another decent labour report — 2024-06-12
• The Commodities Feed: OPEC holds onto bullish demand numbers — 2024-06-11
• More progress on Romanian services inflation needed for NBR to cut confidently — 2024-06-11
• Inflation relief boosts case for US rate cuts — 2024-06-11
• UK growth outlook is brighter despite unexciting April data — 2024-06-11
• Industrial Metals Monthly: Aluminium rally foiled — 2024-06-11
• FX Daily: Powell press conference to keep dollar gains in check — 2024-06-11
• Federal Reserve keeps policy unchanged, signals just one rate cut before year-end — 2024-06-11
• Asia Morning Bites — 2024-06-11
• Rates Spark: Nervousness ahead of US CPI — 2024-06-11
• Dutch hotel industry forecast looks bright — 2024-06-10
• European elections: What a shift to the right could mean for the economy and markets — 2024-06-10
• FX Daily: The euro faces a long June — 2024-06-10
• Markets underpricing summer UK rate cut as jobs market cools — 2024-06-10
• Real estate taxonomy disclosures: Mind the gap — 2024-06-10
• Hungary's inflation is trending up — 2024-06-10
• How French politics could affect European asset markets in June — 2024-06-10
• The Commodities Feed: Brent back above $80 — 2024-06-10
• Czech inflation remains in check with monetary easing set to continue — 2024-06-10
• Asia Morning Bites — 2024-06-10
• Rates Spark: Bond spreads return to the spotlight — 2024-06-10
• Asia Morning Bites — 2024-06-09
• Turkey sees temporary increase in April's current account deficit — 2024-06-09
• Italian industrial production in April confirms manufacturing soft patch — 2024-06-09
• FX Daily: Euro takes a hit on the European elections — 2024-06-09
• Macron's snap election: A tactical move? — 2024-06-09
• Gold Monthly: The rally stalls — 2024-06-09
• The Commodities Feed: US jobs report pressures the complex — 2024-06-09
• Federal Reserve preview: More delays — 2024-06-09
• THINK Ahead: Are you thinking what we're thinking? — 2024-06-06
• Cautious monetary easing in the eurozone has started — 2024-06-06
• Germany's economy sees a weak start to the second quarter — 2024-06-06
• Growth slows in Romania but the outlook is brighter — 2024-06-06
• Rates Spark: US payrolls more exciting than first ECB cut — 2024-06-06
• Home building, not rent cuts, holds the key to solving Netherlands' housing shortages — 2024-06-06
• Watch: All eyes on Europe — 2024-06-06
• China accelerates policy support rollout amid mixed data — 2024-06-06
• Hungarian industry continues to disappoint — 2024-06-06
• Why Belgium's elections could leave its future hanging in the balance — 2024-06-06
• The May commodities rally comes to an abrupt end — 2024-06-06
• The case for US interest rate cuts — 2024-06-06
• The Reserve Bank of India delivers a hawkish hold — 2024-06-06
• US jobs growth beats all expectations — 2024-06-06
• Rising inflation complicates the CEE's economic recovery — 2024-06-06
• We're still expecting a summer UK rate cut despite market doubts — 2024-06-06
• Our view on the major central banks — 2024-06-06
• Why it's getting harder to dismiss the possibility of rate hikes in Australia — 2024-06-06
• China's May trade balance improves amid rebound in exports and slowdown in imports — 2024-06-06
• FX Daily: Dialling back phase — 2024-06-06
• All eyes on Europe — 2024-06-06
• Zero chance of rate cut this year, says Poland's Glapinski — 2024-06-05
• Czech industry's annual growth is bold, but the trend still faces challenges — 2024-06-05
• Romanian retail sales: Living in the moment(um) — 2024-06-05
• Eurozone retail sales dropped in April as lacklustre trend continues — 2024-06-05
• Asia week ahead: India and China to report inflation while the BoJ decides on policy — 2024-06-05
• FX Daily: The big reveal from the ECB — 2024-06-05
• Rates Spark: Cuts underpin bullish sentiment — 2024-06-05
• ECB cuts interest rates by 25bp — 2024-06-05
• Taiwan's May inflation edged higher but stable core inflation should keep rates on hold — 2024-06-05
• Three takeaways from today's ECB meeting — 2024-06-05
• A surprise drop in Hungary's retail sales — 2024-06-05
• Asia Morning Bites — 2024-06-05
• FX Daily: Can softer US data slow the carry trade unwind? — 2024-06-04
• Bank of Canada cuts rates by 25bp — 2024-06-04
• Monitoring Turkey: Growing interest — 2024-06-04
• Asia Morning Bites — 2024-06-04
• National Bank of Poland keeps interest rates and outlook unchanged — 2024-06-04
• Rates Spark: US growth pessimism drives yields lower — 2024-06-04
• Australia: GDP growth slows further — 2024-06-04
• Rebound in US service sector may overstate the story — 2024-06-04
• Czech retail sales remain on solid ground at pre-pandemic growth rates — 2024-06-04
• The Commodities Feed: Oil sell-off overdone — 2024-06-04
• Asia Morning Bites — 2024-06-03
• ECB Cheat Sheet: Start and stop — 2024-06-03
• Services lead Hungary's economic recovery — 2024-06-03
• ECB cuts pave the way to higher term risk premia — 2024-06-03
• FX Daily: JOLTS could hit the dollar today — 2024-06-03
• Rates Spark: Euro rates rely on US data for guidance — 2024-06-03
• Czech wage growth increases well above expectations — 2024-06-03
• The Commodities Feed: Oil slumps and gas surges — 2024-06-03
• CEE Issuance Outlook 2024: Our mid-year update — 2024-06-03
• OPEC+ extends cuts — 2024-06-02
• US manufacturing and construction cool more than expected — 2024-06-02
• AI Monthly: Economic stakes, surprising side effects and who's leading the race — 2024-06-02
• Czech manufacturing PMI emerges out of the shadows — 2024-06-02
• US electric car transition awaits the next wave — 2024-06-02
• Euro Credit Supply: Record breaking corporate supply — 2024-06-02
• Asia Morning Bites — 2024-06-02
• Turkey's May inflation data brings no major surprises — 2024-06-02
• Watch: The 'weird state' of credit markets — 2024-06-02
• FX Daily: A path to a weaker dollar exists — 2024-06-02
• Consumption drives Polish recovery; investment declines — 2024-06-02
• Asia Morning Bites — 2024-06-01
• US Dollar Credit Supply: Corporate supply remains strong — 2024-06-01
• Eurozone inflation jumps ahead of ECB meeting — 2024-05-30
• US inflation relief keeps the door open to a September rate cut — 2024-05-30
• Rates Spark: Higher PCE inflation would keep the 10yr target at 5% — 2024-05-30
• The Commodities Feed: All eyes on OPEC+ — 2024-05-30
• Mixed Japanese data supports BoJ's policy normalisation — 2024-05-30
• THINK Ahead: Would you bet your bottom euro on the ECB? — 2024-05-30
• FX Daily: All to play for with the core PCE deflator — 2024-05-30
• Turkey sees continued strength in domestic demand — 2024-05-30
• Let's get real on US rates — 2024-05-30
• Czech GDP paints a cheerful consumption picture as investment disappoints — 2024-05-30
• South Korea: Industrial production beat the market consensus, adding upside risks to growth in 2Q24 — 2024-05-30
• Italian GDP growth confirmed as demand breakdown adds upside risks for 2024 — 2024-05-30
• Rates Spark: Higher PCE inflation would keep the 10yr target at 5% — 2024-05-30
• Rates Spark: Supply indigestion — 2024-05-29
• Why Vietnam's economy is in need of cooling down — 2024-05-29
• Asia Morning Bites — 2024-05-29
• Eurozone economic optimism confirmed as unemployment drops further in April — 2024-05-29
• Asia week ahead: RBI likely to pause while China's exports rise — 2024-05-29
• China's May PMI disappointed as manufacturing fell back into contraction — 2024-05-29
• FX Daily: Bond sell-off softens risk environment — 2024-05-29
• South African elections to bring new challenges for ruling ANC — 2024-05-28
• Rates Spark: Inflation is the theme of the week — 2024-05-28
• Bank of Canada preview: Time is ripe for a cut — 2024-05-28
• ECB Preview: 'One is none' or 'one and done'? — 2024-05-28
• Polish inflation at the central bank target in May, but set to rise in months ahead — 2024-05-28
• FX Daily: Australian inflation weighs on risk assets — 2024-05-28
• The Commodities Feed: Oil finds support — 2024-05-28
• Eurozone bank lending muddles through ahead of first rate cut — 2024-05-28
• Australia: High inflation calls for a re-think on the cash rate profile — 2024-05-28
• Monitoring Hungary: Sensing some optimism — 2024-05-28
• German inflation increases in May — 2024-05-28
• Live webinar: Central banks, inflation & why divergence can only go so far — 2024-05-28
• Mixed signals from Italian confidence figures — 2024-05-28
• Asia Morning Bites — 2024-05-28
• Asia Morning Bites — 2024-05-27
• China's overcapacity debate and how to avoid a collision course — 2024-05-27
• FX Daily: No news is good news — 2024-05-27
• Ifo index gives cold shower to optimists — 2024-05-26
• The Commodities Feed: OPEC+ meeting — 2024-05-26
• Asia Morning Bites — 2024-05-25
• Czech confidence softens but recovery goes on — 2024-05-23
• Rates Spark: Rate cuts pushed back again — 2024-05-23
• FX Daily: ECB looking through higher wages — 2024-05-23
• Singapore's industrial production remains in contraction — 2024-05-23
• THINK Ahead: What if US inflation is much lower than we think? — 2024-05-23
• German economy leaves stagnation behind — 2024-05-23
• Hungary's labour market shows signs of renewed strength — 2024-05-23
• Turkey's central bank announces further macro-prudential and liquidity tightening — 2024-05-22
• FX Daily: No major implications from July UK election — 2024-05-22
• UK election: Five reasons why markets seem relaxed — 2024-05-22
• Bank of Korea extended its hawkish pause amid stubbornly high inflation and solid growth — 2024-05-22
• The eurozone's economic recovery gains momentum — 2024-05-22
• The Commodities Feed: Gas supply risks — 2024-05-22
• Asia Morning Bites — 2024-05-22
• Asia week ahead: Australia reports inflation while China releases latest PMI readings — 2024-05-22
• Stubborn eurozone wage growth provides hawkish signs for ECB — 2024-05-22
• Turkey's central bank announces further macroprudential and liquidity tightening — 2024-05-22
• Rates Spark: ECB rate cuts pricing more in balance — 2024-05-22
• Polish households remain cautious on spending — 2024-05-22
• Improvements in Polish construction unlikely to prove sustainable — 2024-05-22
• Stubborn UK services inflation reduces chance of June rate cut — 2024-05-21
• Asia Morning Bites — 2024-05-21
• Poland's labour market remains resilient, but a delayed slowdown impact is emerging — 2024-05-21
• FX Daily: Divergence, divergence, divergence — 2024-05-21
• New coalition in the Netherlands unintentionally levels income distribution further — 2024-05-21
• Rates Spark: High issuance amid light data calendar — 2024-05-21
• April's rebound in Polish production offsets dismal March reading — 2024-05-21
• National Bank of Hungary Review: Narrowing margin of manoeuvre — 2024-05-20
• The Commodities Feed: Record highs for copper — 2024-05-20
• Watch: The worrying US wealth divide — 2024-05-20
• FX Daily: Domestic stories gain centrality — 2024-05-20
• Watch: The worrying US wealth divide — 2024-05-20
• Bank of Korea preview: A patchy recovery ahead — 2024-05-20
• Watch: The worrying US wealth divide — 2024-05-20
• Moderate producer prices in Czech Republic pose no risk to consumer inflation, yet — 2024-05-19
• The Commodities Feed: Metals surge higher — 2024-05-19
• FX Daily: Post-CPI trading may lead to fragile yen — 2024-05-19
• UK services inflation to make or break a June Bank of England rate cut — 2024-05-19
• Asia Morning Bites — 2024-05-18
• May RBNZ preview: Not enough reasons to turn dovish — 2024-05-16
• New coalition in The Netherlands brings clear break with past economic policies — 2024-05-16
• National Bank of Hungary Preview: A decision almost set in stone — 2024-05-16
• Disputes and De-risking: US-China trade dispute changes trade flows — 2024-05-16
• THINK ahead: How Europe could pull Swiftly ahead — 2024-05-16
• China's April activity data disappointed as heightened caution persists — 2024-05-16
• Disputes and De-risking: US-China trade clash changes trade flows — 2024-05-16
• Rates Spark: Patience needed for next data guidance — 2024-05-16
• The Commodities Feed: US natural gas climbs — 2024-05-16
• FX Daily: Calm waters ahead — 2024-05-16
• Why supply constraints are clouding the skies for airlines — 2024-05-15
• Asia Morning Bites — 2024-05-15
• Philippines central bank keeps rates untouched but opens door for a cut — 2024-05-15
• Australia: Mixed news from the labour front — 2024-05-15
• The Commodities Feed: IEA sees weaker demand — 2024-05-15
• FX Daily: Bearish dollar momentum may not last — 2024-05-15
• Asia Week Ahead: Regional PMI figures plus two central bank meetings — 2024-05-15
• Operational challenges limit the altitude for airline travel as demand climbs — 2024-05-15
• Dutch GDP growth contracts, but underlying developments seem positive — 2024-05-14
• Australia and US economies - a comparison — 2024-05-14
• Watch: Why a rate-cutting ECB won't be too worried about the euro — 2024-05-14
• Rise in part-time work threatens already sluggish productivity growth in Germany — 2024-05-14
• The Commodities Feed: US CPI release — 2024-05-14
• Eurozone industrial production increases in March — 2024-05-14
• Why the gradual climb in Polish growth should be set to continue — 2024-05-14
• Rates Spark: Yields remain vulnerable to a reversion higher ahead — 2024-05-14
• Australian and US economies - a comparison — 2024-05-14
• Asia Morning Bites — 2024-05-14
• Rates Spark: All eyes on US CPI — 2024-05-14
• Stubborn Polish inflation limits scope for future rate cuts — 2024-05-14
• REVISED - FX Daily: Optimistic bias to the test — 2024-05-14
• Why we shouldn't be fooled by Romania's lower April inflation figures — 2024-05-13
• The Commodities Feed: Rangebound trading for oil — 2024-05-13
• FX Daily: Slow disinflation, low volatility — 2024-05-13
• Asia Morning Bites — 2024-05-13
• Poland's external current account was in surplus in March — 2024-05-13
• Cooling UK jobs market bolsters chances of near-term rate cut — 2024-05-13
• G10 FX Talking: Easier monetary policy on its way — 2024-05-12
• Asia Morning Bites — 2024-05-12
• Czech price growth surprised in April; pace of rate cuts likely to slow down — 2024-05-12
• Asia FX Talking: China continues to hold the FX line — 2024-05-12
• FX Talking: Forecasts table — 2024-05-12
• WASDE update: Supportive grain estimates for 2024/25 — 2024-05-12
• Improvement in Turkey's deficit loses momentum — 2024-05-12
• The Commodities Feed: Iraqi oil supply cut uncertainty — 2024-05-12
• EMEA FX Talking: CE3 FX divergence to emerge — 2024-05-12
• FX Daily: Close call on a Romania rate cut today — 2024-05-12
• National Bank of Romania review: Caution over regrets — 2024-05-12
• Rates Spark: Key data tests to bullish sentiment coming up — 2024-05-12
• FX Talking: Under Starter's Orders — 2024-05-12
• Latam FX Talking: Hawkish Banxico extends peso gains — 2024-05-12
• Rates: Back to the noughties! — 2024-05-12
• Asia Morning Bites — 2024-05-11
• Minutes of ECB's April meeting confirm rate cut intentions for June — 2024-05-09
• National Bank of Poland governor maintains hawkish rhetoric — 2024-05-09
• Watch: Why Europe's dancing to a different tune — 2024-05-09
• FX Daily: Slower US jobs narrative gaining traction — 2024-05-09
• Czech National Bank Minutes: Inflationary risks emerge — 2024-05-09
• Disinflation ends in Hungary — 2024-05-09
• UK economy surges back into growth in the first quarter — 2024-05-09
• THINK Ahead: Why Europe can't turn a blind eye to US inflation — 2024-05-09
• China: Modest recovery of April trade data as impact from NEVs and AI race remains clear — 2024-05-08
• FX: Tokyo struggles to turn the tide — 2024-05-08
• A moderate recovery is already underway in the eurozone — 2024-05-08
• What you need to know about June's European elections — 2024-05-08
• Getting some answers from the US consumer puzzle — 2024-05-08
• Gold Monthly: Gold breaks new highs — 2024-05-08
• FX Daily: Sterling on the edge — 2024-05-08
• Rates: ECB to lead the Fed - what then? — 2024-05-08
• Hungary's monthly budget deficit improves — 2024-05-08
• UK growth is rebounding, but the big risk is the jobs market — 2024-05-08
• ING Monthly: I wanna dance with somebody — 2024-05-08
• Turkey's central bank revises its inflation forecast upwards — 2024-05-08
• I wanna dance with somebody — 2024-05-08
• Philippines: First quarter GDP falls short of expectations but don't count on a BSP cut just yet — 2024-05-08
• Our latest views on the major central banks — 2024-05-08
• Asia week ahead: Growth from Japan and inflation reports from China and India — 2024-05-08
• Our answers to your global economy questions — 2024-05-08
• CEE: Inflation set to rebound with cautious economic recoveries — 2024-05-08
• The Commodities Feed: US crude inventories edge lower — 2024-05-08
• National Bank of Poland keeps rates unchanged in May — 2024-05-08
• Bank of England inches one step closer to a summer rate cut — 2024-05-08
• Middle East tensions ease for energy as Russian sanctions hit metals — 2024-05-08
• Dutch pension funds set to retire long-dated hedges — 2024-05-07
• Polish energy shield withdrawal sparks reinflation concerns — 2024-05-07
• The Commodities Feed: Oil remains under pressure — 2024-05-07
• Hungarian industry in freefall — 2024-05-07
• Taiwan's April exports came in weaker than expected — 2024-05-07
• Asia Morning Bites — 2024-05-07
• German industry still far away from a substantial recovery — 2024-05-07
• National Bank of Romania preview: A last minute hawkish twist? — 2024-05-07
• FX Daily: European divergence check — 2024-05-07
• Rates Spark: Markets looking for affirmation of dovish sentiment — 2024-05-07
• Sweden's Riksbank cuts rates amid mounting economic woes — 2024-05-07
• We expect the National Bank of Poland to keep rates unchanged again — 2024-05-07
• Monitoring Turkey: Improving outlook — 2024-05-07
• Healthcare providers face challenges on path to net zero — 2024-05-07
• Industrial Metals Monthly: Has the copper rally gone too far, too soon? — 2024-05-07
• Rates Spark: Bullish sentiment carries on for now — 2024-05-07
• Philippines: Inflation was lower than expected but stayed elevated due to rice — 2024-05-06
• FX Daily: Falling volatility restores interest in carry trade — 2024-05-06
• Rates Spark: Eurozone growth recovery not to be ignored — 2024-05-06
• The export-driven growth model is back in Germany — 2024-05-06
• Hungarian retail sales surge raises some questions — 2024-05-06
• European gas rallies despite bearish outlook — 2024-05-06
• Asia Morning Bites — 2024-05-06
• The Commodities Feed: Saudis raise OSPs — 2024-05-05
• Asia Morning Bites — 2024-05-05
• Strong consumption boosts growth in Indonesia, but there are uncertainties ahead — 2024-05-05
• Asia Morning Bites — 2024-05-04
• Weaker US jobs numbers boost expectations of a September rate cut — 2024-05-02
• Watch: Copper prices dip, but the metal's still red hot — 2024-05-02
• The Commodities Feed: European gas rallies — 2024-05-02
• Key events in developed markets and EMEA — 2024-05-02
• Eurozone unemployment rate stabilises at historic low for fifth straight month — 2024-05-02
• FX Daily: Bearish dollar momentum faces key payroll test — 2024-05-02
• Weaker US job numbers boost expectations of a September rate cut — 2024-05-02
• Monitoring Hungary: An uncertain recovery — 2024-05-02
• Bank of England to stay optimistic but avoid endorsing June rate cut — 2024-05-02
• Rates Spark: Payrolls day, and it's potentially a big one for rates — 2024-05-01
• US Balance of Payments: Debt complacency needs to be watched — 2024-05-01
• US Dollar Credit Supply: Primary markets remain busy — 2024-05-01
• FX Daily: Dovish Powell keeps dollar bulls in check — 2024-05-01
• The Commodities Feed: What goes up, must come down — 2024-05-01
• Indonesia: April inflation remains elevated, BI to stay hawkish — 2024-05-01
• Euro Credit Supply: Strong corporate supply but financials slow — 2024-05-01
• Riksbank preview: A hawkish cut amid currency concerns — 2024-05-01
• Asia Morning Bites — 2024-05-01
• Asia week ahead: China's trade data and an upcoming RBA decision take the spotlight — 2024-05-01
• Asia Morning Bites — 2024-04-30
• Softer US activity numbers will do little to temper the Fed's hawkishness — 2024-04-30
• Rates Spark: Has Powell seen Friday's payrolls? — 2024-04-30
• FX Daily: DXY closing in on year's high ahead of Fed — 2024-04-30
• Fed holds policy steady: rate hikes remain "unlikely" despite lack of inflation progress — 2024-04-30
• The Commodities Feed: Oil risk premium continues to fade — 2024-04-29
• South Korea: Monthly activity data suggest a patchy recovery ahead — 2024-04-29
• Italian inflation softens again in April — 2024-04-29
• Economic stagnation comes to an end in Hungary once again — 2024-04-29
• Japanese industrial production strengthens as retail sales disappoint — 2024-04-29
• Watch: The tech titans battling for AI dominance — 2024-04-29
• Rates Spark: What's brewing in Japan should in the end push rates up — 2024-04-29
• The eurozone economy finally exits stagnation and enters recovery — 2024-04-29
• FX Daily: The start of an intervention campaign in Japan? — 2024-04-29
• Eurozone inflation stable as the outlook on prices gets increasingly muddied — 2024-04-29
• The German economy can still grow after all — 2024-04-29
• French inflation slowly continues to moderate — 2024-04-29
• Italian GDP growth accelerates in the first quarter — 2024-04-29
• Polish inflation rebounds as core inflation remains set to stabilise — 2024-04-29
• Taiwan's first quarter GDP beats forecasts on the strength of net exports — 2024-04-29
• US employment costs reacceleration incentivises the Fed to be more hawkish — 2024-04-29
• French GDP grows faster than expected — 2024-04-29
• The eurozone's economic recovery sputters in April — 2024-04-28
• German inflation highlights the difficulty of the ECB's last lap — 2024-04-28
• China's April manufacturing PMI moderated to 50.4 but still points to expansion for a second consecutive month — 2024-04-28
• The Commodities Feed: Speculators dump oil — 2024-04-28
• FX Daily: Likely FX intervention from Japan — 2024-04-28
• Asia Morning Bites — 2024-04-28
• Asia Morning Bites — 2024-04-27
• Eurozone bank lending continues to cautiously recover — 2024-04-25
• CNB preview: 50bp rate cut likely while neutral real rate increases — 2024-04-25
• Rates Spark: Bonds braced for another inflation pop — 2024-04-25
• Key events in developed markets and EMEA next week — 2024-04-25
• FX Daily: The dollar should be stronger — 2024-04-25
• US inflation not as bad as feared, but still too hot — 2024-04-25
• Deterioration in Hungarian labour market stalls — 2024-04-25
• Fed likely to hold rates steady and warn of the risk of delay to cuts — 2024-04-25
• Markets disappointed with Bank of Japan as yen hits new lows — 2024-04-25
• Asia Morning Bites — 2024-04-24
• FX Daily: When the second decimal place counts — 2024-04-24
• US GDP growth slows markedly, and inflation remains the focus — 2024-04-24
• Japanese FX intervention: Primed and Ready — 2024-04-24
• Decarbonisation and climate resiliency step into the spotlight for the US buildings sector — 2024-04-24
• German consumers take an optimistic turn — 2024-04-24
• Countries must embrace AI or risk missing out on strong ICT growth — 2024-04-23
• AI revolution driven by new supercomputers — 2024-04-23
• The purchasing power of Hungarian wages is slowing — 2024-04-23
• FX Daily: Survey divergence hits the dollar — 2024-04-23
• Rates Spark: Upbeat sentiment helps yields higher — 2024-04-23
• Asia Morning Bites — 2024-04-23
• AI services will become more affordable over time — 2024-04-23
• AI frontrunners will benefit most, with Microsoft in the lead — 2024-04-23
• Data is the new gold for AI development — 2024-04-23
• The Commodities Feed: Oil risk premium eases — 2024-04-23
• Taxonomy Disclosures: A slow start, but a start nonetheless — 2024-04-22
• The Commodities Feed: Middle East tensions ease — 2024-04-22
• Eurozone PMI signals a pickup in growth — 2024-04-22
• Economics Live: China's Great Transition and what it means for metals demand — 2024-04-22
• National Bank of Hungary Review: Gentle braking — 2024-04-22
• Asia Morning Bites — 2024-04-22
• Rates Spark: The stakes get raised — 2024-04-22
• The return of optimism in Germany — 2024-04-22
• FX Daily: Sterling makes its move — 2024-04-22
• Poland's sluggish recovery continues as consumption sees a gradual rebound — 2024-04-22
• Optimism returns to Germany as the Ifo jumps again — 2024-04-22
• North America Construction Outlook: Politics and policy rates test the sector's resilience — 2024-04-22
• FX Daily: Data to regain centrality — 2024-04-21
• Bank of England set to cut rates before the Fed as officials turn dovish — 2024-04-21
• Poland's labour market remains tight — 2024-04-21
• Rates Spark: Diverging ECB views increases uncertainty — 2024-04-21
• Weak production in Poland bodes ill for trading partners — 2024-04-21
• Polish construction activity takes a dismal turn in March — 2024-04-21
• The Commodities Feed: Specs boost Brent longs — 2024-04-21
• Asia Morning Bites — 2024-04-21
• Asia Morning Bites — 2024-04-20
• FX Daily: Middle East turmoil strengthens dollar position — 2024-04-18
• Cooler inflation ahead of the Bank of Japan meeting — 2024-04-18
• Key events in developed markets and EMEA next week — 2024-04-18
• Watch: Why we've made big changes to our US outlook — 2024-04-18
• The Commodities Feed: Oil surges on escalation fears — 2024-04-18
• Geopolitical conflict threatens yet another shipping choke point — 2024-04-17
• FX Daily: Prospects grow of joint Asian FX intervention — 2024-04-17
• Rates Spark: The lost term premium to return — 2024-04-17
• National Bank of Hungary Preview: Now is not the time to surprise markets — 2024-04-17
• Turkey's current account deficit considerably narrower in February — 2024-04-16
• Rates Spark: Differing degrees of decoupling — 2024-04-16
• Asia Week Ahead: BoJ meeting and inflation readings from Australia, Japan and Singapore — 2024-04-16
• Middle East escalation boosts oil supply risks — 2024-04-16
• G10 FX Talking: The dollar's divergent path — 2024-04-15
• UK wage growth proves sticky despite rising unemployment — 2024-04-15
• The Commodities Feed: Wait-and-see mode — 2024-04-15
• A falling euro is not the ECB's biggest headache — 2024-04-15
• Asia Morning Bites — 2024-04-15
• Latam FX Talking: Chile's peso looks vulnerable after aggressive rate cuts — 2024-04-15
• The Commodities Feed: Oil remains in limbo — 2024-04-15
• EMEA FX Talking: The zloty story continues to look good — 2024-04-15
• FX Daily: The big unwinding — 2024-04-15
• FX Talking: Go your own way — 2024-04-15
• FX Talking: Forecasts table — 2024-04-15
• FX Daily: CNY depreciation risk adds to bullish dollar tone — 2024-04-15
• Sticky UK services inflation pushes back rate cut hopes — 2024-04-15
• Asia FX Talking: Renminbi remains under pressure — 2024-04-15
• Rates Spark: Powell pivot makes 5% more probable on the 10yr — 2024-04-15
• Considerably narrower Turkish current account deficit in February — 2024-04-15
• China's first quarter 2024 GDP beat forecasts as investment picks up — 2024-04-15
• Rates Spark: Rates see near-term geopolitical risks averted — 2024-04-14
• US household spending holds firm — 2024-04-14
• Decent eurozone production figures are no break from a weak trend — 2024-04-14
• Construction companies see efficiency gains due to milder winters — 2024-04-14
• Polish CPI revised upwards; core and services inflation remain high — 2024-04-14
• FX Daily: Limited follow-through from Iranian attack — 2024-04-14
• Asia Morning Bites — 2024-04-14
• The Commodities Feed: Uncertainty and risks build in the Middle East — 2024-04-14
• What new metal sanctions on Russia mean for global trade — 2024-04-14
• Asia Morning Bites — 2024-04-13
• Monetary Authority of Singapore retains all policy settings but GDP disappoints — 2024-04-11
• Poland's current account surplus narrows in February, but trade turnover rebounds slightly — 2024-04-11
• Key events in developed markets and EMEA next week — 2024-04-11
• AI productivity gains may be smaller than you're expecting — 2024-04-11
• Bank of Korea: Hawkish pause extended, but shift in communication points to easing — 2024-04-11
• WASDE update: A largely bearish affair — 2024-04-11
• Indonesia's growth momentum hinges on export recovery — 2024-04-11
• FX Daily: From Fed dependence to Fed divergence — 2024-04-11
• UK economy starts to rebound as outlook brightens — 2024-04-11
• The Commodities Feed: Gas rallies on supply risks — 2024-04-11
• US resilience scuppers the case for early rate cuts — 2024-04-10
• Italian industrial production up only marginally in February — 2024-04-10
• The Bank of Japan could be just months away from more policy normalisation — 2024-04-10
• ECB's press conference signals its first cut will be hawkish — 2024-04-10
• Our view on the major central banks — 2024-04-10
• Rates Spark: Rates markets unmoved by Lagarde — 2024-04-10
• ECB officially opens the door to a June rate cut — 2024-04-10
• Tighter fundamentals and geopolitics are pushing commodities higher — 2024-04-10
• Hope springs eternal for the eurozone — 2024-04-10
• Asia Morning Bites — 2024-04-10
• Services inflation heats up in Hungary — 2024-04-10
• Our first thoughts on the US election and the potential impact on Europe and markets — 2024-04-10
• China's CPI inflation fell more than expected due to drag from vehicles and household appliances — 2024-04-10
• The Commodities Feed: CPI data weighs on parts of the complex — 2024-04-10
• Reasons for cautious optimism about China — 2024-04-10
• Warning signs for Europe's north — 2024-04-10
• Asia week ahead: China data deluge and Japan's inflation report — 2024-04-10
• Hello, hello, hello, how low? — 2024-04-10
• ING's April Monthly: Hello, hello, hello, how low? — 2024-04-10
• The UK's summer rate cut hinges on April's inflation data — 2024-04-10
• FX Daily: CPI time — 2024-04-09
• The Commodities Feed: Sentiment in oil weakens — 2024-04-09
• Global de-dollarisation takes a pause, embattled euro gives room for Asian FX — 2024-04-09
• Rates Spark: US CPI unlikely to please markets — 2024-04-09
• Bank of Canada leaves the door open to a June cut — 2024-04-09
• US inflation quashes the chances of a June Fed rate cut — 2024-04-09
• The Bank of Japan's new path ahead — 2024-04-09
• Czech inflation remains at the central bank's target — 2024-04-09
• Fitch's China outlook downgrade highlights a key fiscal dilemma — 2024-04-09
• Asia Morning Bites — 2024-04-09
• Rates Spark: ECB meets as US CPI casts a long shadow — 2024-04-09
• ECB bank lending survey shows no immediate lending pickup — 2024-04-08
• Taiwan inflation moderates ahead of electricity price hikes — 2024-04-08
• Hungary's deficit target rises to 4.5% — 2024-04-08
• Rates Spark: Limited potential for higher Bund yields — 2024-04-08
• FX Daily: Dollar awaiting bullish catalyst — 2024-04-08
• The Commodities Feed: Another record for gold — 2024-04-08
• Industrial Metals Monthly: Why copper and iron prices are diverging — 2024-04-07
• Why South Korea's legislative elections are unlikely to spark a major policy shift — 2024-04-07
• The Commodities Feed: Brent back below $90 — 2024-04-07
• German industrial data points to end of stagnation in the first quarter — 2024-04-07
• Gold Monthly: Gold's hot run continues — 2024-04-07
• FX Daily: Dollar should be doing better — 2024-04-07
• April's ECB Cheat Sheet: Eyes on the target — 2024-04-07
• Philippines: BSP extends pause after inflation forecast nudges higher — 2024-04-07
• Industrial Metals Monthly: Why copper and iron ore prices are diverging — 2024-04-07
• Asia Morning Bites — 2024-04-06
• Philippine inflation moves higher as rice stays pricey — 2024-04-04
• Europe exits winter with record gas storage — 2024-04-04
• Hungarian industry and retail sector diverge — 2024-04-04
• Bank of Canada preview: Why the BoC could open the door to a June rate cut — 2024-04-04
• FX Daily: Clues versus evidence — 2024-04-04
• Monitoring Turkey: Focus shifts to economy — 2024-04-04
• Key events in EMEA next week — 2024-04-04
• French industrial output rebounds slightly — 2024-04-04
• National Bank of Poland governor sticks to hawkish bias; cuts not debated — 2024-04-04
• Here's why 5% is again a risk for the US 10yr — 2024-04-04
• US jobs strength continues despite survey weakness — 2024-04-04
• Romanian retail sales see a stronger-than-expected start to the year — 2024-04-04
• Key events in developed markets next week — 2024-04-04
• The Commodities Feed: No change to OPEC+ policy — 2024-04-03
• FX Daily: Dollar steps back from the brink — 2024-04-03
• Polish central bank keeps rates on hold; governor likely to stay hawkish — 2024-04-03
• Asia week ahead: Important inflation reports and key central bank decisions — 2024-04-03
• Minutes of the ECB's March meeting strengthen case for June cut — 2024-04-03
• Rates Spark: Rolling the payrolls dice — 2024-04-03
• Watch: The eurozone's sunnier spring forecast — 2024-04-03
• Euro Credit Supply: Primary markets still busy with high demand — 2024-04-02
• The Bank of England's road to rate cuts — 2024-04-02
• US Dollar Credit Supply: Notable supply in 1Q24 — 2024-04-02
• US service sector price pressures cool as activity slows — 2024-04-02
• Rates Spark: A path to 4.5% — 2024-04-02
• Eurozone inflation drop is encouraging, but don't expect an April rate cut — 2024-04-02
• FX Daily: Dollar at the crossroads — 2024-04-02
• National Bank of Poland preview: Rates to remain unchanged as low CPI proves temporary — 2024-04-02
• CIS macro and credit: The path to normality — 2024-04-02
• Inflation in Turkey was better than expected in March — 2024-04-02
• ECB: Final stop before the cut — 2024-04-01
• Easter bunny cannot stop German disinflation — 2024-04-01
• Subtle signs of a cooling jobs US market will aid the Fed's inflation fight — 2024-04-01
• FX Daily: Rate spreads widen to late 22 levels — 2024-04-01
• Singapore's central bank likely to retain all settings next week as inflation remains sticky — 2024-04-01
• Rates Spark: Presumption of resilience — 2024-04-01
• The Commodities Feed: Gold hits record highs — 2024-04-01
• Asia Morning Bites — 2024-03-31
• National Bank of Romania preview: We could see hints of a cautious easing cycle ahead — 2024-03-31
• The return of US manufacturing growth lifts optimism — 2024-03-31
• Japan: Stronger-than-expected retail sales, softer-than-expected industrial production — 2024-03-28
• Disinflation accelerates in France — 2024-03-28
• Poland's CPI below central bank target as food price war rages on — 2024-03-28
• Key events in EMEA next week — 2024-03-27
• Monitoring Romania — 2024-03-27
• Korea: Industrial production rebounded while construction and retail sales weakened in February — 2024-03-27
• German labour market remains resilient on the outside but shows weakening from the inside — 2024-03-27
• Key events in developed markets next week — 2024-03-27
• Asia week ahead: RBI on hold, rising regional inflation and a potential China PMI data rebound — 2024-03-27
• Eurozone money growth and bank lending show cautious recovery — 2024-03-27
• The Commodities Feed: Bearish EIA report — 2024-03-27
• FX Daily: Fed foot-dragging and low volatility dominate — 2024-03-27
• Italian business confidence improves in March as consumers take a breather — 2024-03-27
• German consumers still in hibernation — 2024-03-27
• Rates Spark: ECB June expectations firm up, US rates trail — 2024-03-26
• Hungary's unemployment rate hits highest level since mid-2020 — 2024-03-26
• Asia Morning Bites — 2024-03-26
• Riksbank opens the door to May rate cut — 2024-03-26
• Monitoring Hungary: Waiting for more clarity — 2024-03-26
• Sentiment is slowly improving for the eurozone economy — 2024-03-26
• The Commodities Feed: Steel demand in China disappoints — 2024-03-26
• China's economy is not in a Great Decline but a Great Transition — 2024-03-26
• China: Industrial profits hit a 25-month high amid signs of bottoming out — 2024-03-26
• FX Daily: Riksbank to resist dovish temptation — 2024-03-26
• Rates Spark: Eurozone bond spreads immune to deficit woes — 2024-03-25
• France's public deficit widens sharply — 2024-03-25
• Low affordability to weigh on eurozone housing market in 2024 — 2024-03-25
• Weakness in US investment keeps the focus on the consumer — 2024-03-25
• National Bank of Hungary review: Back to 75 — 2024-03-25
• Asia Morning Bites — 2024-03-25
• The Commodities Feed: US inflation data in focus — 2024-03-25
• Singapore's industrial production sees surprise gain in February — 2024-03-25
• FX Daily: Global stabilisation — 2024-03-25
• The Commodities Feed: Oil bounces back amid escalating geopolitical tensions — 2024-03-24
• CNY: Second-guessing the PBOC proves a challenge — 2024-03-24
• FX Daily: PBoC pushback softens the dollar bull case — 2024-03-24
• Asia Morning Bites — 2024-03-24
• Rates Spark: Starting the week with pushback — 2024-03-24
• Singapore's February inflation ticks up more than expected — 2024-03-24
• Asia Morning Bites — 2024-03-21
• FX Talking: Laser-focused on a lower dollar — 2024-03-21
• EMEA FX Talking: The zloty looks the best of the CE4 bunch — 2024-03-21
• Turner: We're 'laser-focused' on the dollar's decline — 2024-03-21
• G10 FX Talking: Winding up for a lower dollar — 2024-03-21
• The Commodities Feed: Stronger USD weighs on the complex — 2024-03-21
• Rates Spark: A dovish week — 2024-03-21
• Germany's housing slump finally looks to be ending — 2024-03-21
• FX Talking: Forecasts table — 2024-03-21
• Key events in developed markets and EMEA next week — 2024-03-21
• FX Daily: Strong dollar at the end of central bank week — 2024-03-21
• Asia FX Talking: Slow-going — 2024-03-21
• Riksbank preview: On hold as May cut speculation intensifies — 2024-03-21
• Latam FX Talking: Policy rates are coming down quickly — 2024-03-21
• German Ifo index improves in March — 2024-03-21
• Eurozone PMI jumps to neutral in March, but few signs of a quick recovery — 2024-03-20
• Polish construction sees another lacklustre month of decline — 2024-03-20
• AI will fundamentally transform the job market but the risk of mass unemployment is low — 2024-03-20
• Central Bank of Turkey responds sharply to deteriorating inflation outlook — 2024-03-20
• Asia Morning Bites — 2024-03-20
• From grass to glass: The future for dairy companies on the path to net zero — 2024-03-20
• The Commodities Feed: Oil rally runs out of steam — 2024-03-20
• French business sentiment points to a slow recovery in activity — 2024-03-20
• Rates Spark: Unchanged 2024 Fed dot, BoE to sit tight — 2024-03-20
• Asia week ahead: Activity data from Japan and Korea in focus — 2024-03-20
• FX Daily: Fed fires up the soft landing story — 2024-03-20
• Bank of England sticks to the script and keeps rates on hold — 2024-03-20
• Australian employment surges in February — 2024-03-20
• Swiss National Bank unexpectedly kicks off the rate cutting cycle — 2024-03-20
• Oil market set to tighten amid growing supply risks — 2024-03-20
• National Bank of Hungary preview: Better safe than sorry — 2024-03-20
• Poland's retail sales finally rebound on solid real wages — 2024-03-20
• Taiwan surprises markets, hikes rates to highest level since 2008 — 2024-03-20
• How northern Europe quietly lost its labour competitiveness — 2024-03-20
• India: Full speed ahead — 2024-03-19
• FX Daily: Dots in focus — 2024-03-19
• What a shift in Fed Dots would mean for G10 FX — 2024-03-19
• Asia Morning Bites — 2024-03-19
• Poland sees double-digit real wage growth — 2024-03-19
• The Commodities Feed: Sentiment remains positive — 2024-03-19
• Czech National Bank review: Still not enough to accelerate the pace of rate cuts — 2024-03-19
• Why Chile needs the Fed to start cutting pronto — 2024-03-19
• Italian industrial production sees a soft start to 2024 — 2024-03-19
• Signs of a continuing recovery emerge for Polish manufacturing — 2024-03-19
• Bank Indonesia extends pause for fifth straight meeting — 2024-03-19
• UK inflation set to fall below 2% by May after latest data — 2024-03-19
• US Fed holds policy steady and sticks with three-cut view for 2024 — 2024-03-19
• Rates Spark: Data and not dot plots will decide Fed cuts — 2024-03-18
• Monitoring Bulgaria: Crawling towards the eurozone — 2024-03-18
• Bank of Japan pivot proves underwhelming for markets — 2024-03-18
• FX Daily: BoJ lift-off underwhelms the yen — 2024-03-18
• Asia Morning Bites — 2024-03-18
• Reserve Bank of Australia drops its tightening bias — 2024-03-18
• Monitoring Bulgaria: Political tensions rise as country waits for euro green light — 2024-03-18
• The Commodities Feed: Energy supply risks — 2024-03-18
• The Commodities Feed: Risk premium increases for oil — 2024-03-17
• Rates Spark: The BoJ effect can be very impactful ahead — 2024-03-17
• What can China's key economic activity data tell us about growth drivers in 2024? — 2024-03-17
• Copper's bull run is only just beginning — 2024-03-17
• The UK's improving inflation outlook in six charts — 2024-03-17
• FX Daily: All smoke and no fire? — 2024-03-17
• EU construction sector faces year of decline but green shoots appear — 2024-03-17
• Key events in developed markets next week — 2024-03-14
• PBOC held rates steady in March — 2024-03-14
• Key events in EMEA next week — 2024-03-14
• Indonesia: February trade surplus shrinks sharply — 2024-03-14
• China housing prices continued to slump in February — 2024-03-14
• FX Daily: The yen needs a dovish Fed more than a hawkish BoJ — 2024-03-14
• Asia Morning Bites — 2024-03-14
• China's weak credit growth at start of year signals more room for policy support — 2024-03-14
• The Commodities Feed: IEA sees tighter oil market — 2024-03-14
• Why European consumers are split over the future of AI — 2024-03-14
• Why European consumers are split over the future of AI — 2024-03-14
• Bank of England to sit tight and await crucial April inflation data — 2024-03-14
• Poland posts a sizable current account surplus in January — 2024-03-14
• Asia Morning Bites — 2024-03-13
• Asia Week Ahead: will the Bank of Japan hike rates? — 2024-03-13
• The Commodities Feed: Copper surges to 11-month high — 2024-03-13
• Rates Spark: ECB officials more vocal about summer cuts — 2024-03-13
• FOMC preview: Fed remains inclined to cut — 2024-03-13
• Central banks: How our views compare to yours — 2024-03-13
• FX Daily: Short-dated yields point at a higher dollar — 2024-03-13
• Eurozone industrial production falls back to dismal trend in January — 2024-03-12
• The ECB's operational framework review formalises the status quo — 2024-03-12
• Rates Spark: Still adjusting to stickier inflation — 2024-03-12
• Asia Morning Bites 13 March 2024 — 2024-03-12
• UK economy returns to growth after volatile fourth quarter — 2024-03-12
• The Commodities Feed: US CPI weighs on the complex — 2024-03-12
• FX Daily: Dollar starts to look cheap in the short term — 2024-03-12
• Higher-than-expected Romanian inflation does not change our outlook for the year — 2024-03-12
• Asia Morning Bites — 2024-03-11
• Rates Spark: Curbing the lower rates enthusiasm — 2024-03-11
• UK wage growth slows as jobs market cools — 2024-03-11
• How the ECB's new operational framework could impact bank liquidity and funding — 2024-03-11
• FX Daily: Sticky US inflation and the big BoJ dilemma — 2024-03-11
• Turkey's current account deficit sees a sharp drop in January — 2024-03-11
• The Commodities Feed: Markets await US CPI print — 2024-03-11
• Rates Spark: Bonds need better than 0.3% MoM for CPI — 2024-03-10
• Japan avoids a technical recession, but GDP disappoints — 2024-03-10
• WASDE update: Corn and soybean markets tighten — 2024-03-10
• FX Daily: Data versus Powell, round two — 2024-03-10
• Poland to opt for a gradual adjustment in retail electricity prices from mid-2024 — 2024-03-10
• The Commodities Feed: Gold nears $2,200/oz — 2024-03-10
• US manufacturing outlook: Better times are coming — 2024-03-10
• Asia Morning Bites — 2024-03-10
• Asia Morning Bites — 2024-03-07
• FX Daily: US payrolls even more key after positioning shifts — 2024-03-07
• Rates Spark: The payrolls lottery — 2024-03-07
• First hard data for 2024 signals German economy is bottoming out — 2024-03-07
• Hungarian disinflation slows — 2024-03-07
• The Commodities Feed: China buys more gold in February — 2024-03-07
• Key events in developed markets next week — 2024-03-07
• Hungary sees an extreme monthly deficit in February — 2024-03-07
• Key events in EMEA next week — 2024-03-07
• Monitoring Turkey: Balanced economy still some way off — 2024-03-07
• US jobs report hints at a gradual cooling despite a strong headline — 2024-03-07
• What's next for gold? — 2024-03-06
• Rates: Euribor gets an update — 2024-03-06
• Digital infrastructure investment is crucial if generative AI is to seriously boost economic growth — 2024-03-06
• Spanish house price growth bucks general eurozone trend — 2024-03-06
• The Commodities Feed: WTI advances on US product draws — 2024-03-06
• Upbeat Chinese trade data is an encouraging start to the year — 2024-03-06
• FX Daily: Time for the euro to move lower, notably against the yen — 2024-03-06
• FX Daily: Time for the euro to move lower, notably against the yen — 2024-03-06
• How Europe's housing scarcity varies across countries — 2024-03-06
• Where are we now directionally for the US 10yr? — 2024-03-06
• Lagarde opens the door slightly to June rate cuts — 2024-03-06
• Taiwan CPI inflation beats forecasts to hit a 19-month high — 2024-03-06
• Poland's bank governor still hawkish despite the improved inflation outlook — 2024-03-06
• Rates Spark: Still a near-term holding pattern — 2024-03-06
• Asia Week Ahead: People's Bank of China to set rates and Japan's revised GDP — 2024-03-06
• ECB keeps rates and communication unchanged — 2024-03-06
• Industrial Metals Monthly: China's 2024 economic goals disappoint — 2024-03-06
• Listen: How AI can help speed up the energy transition — 2024-03-06
• Asia Morning Bites — 2024-03-06
• Poland keeps rates on hold, CPI projections not that optimistic — 2024-03-05
• FX Daily: Powell testimony and UK budget in focus — 2024-03-05
• Asia Morning Bites — 2024-03-05
• The Fed wants more data before cutting, but a cooling jobs market will help — 2024-03-05
• A strong start to the year for Romanian retail sales remains yet to prove itself — 2024-03-05
• Bank of Canada sticks to cautious approach — 2024-03-05
• Can the SEC's climate disclosure mandate rule the roost? — 2024-03-05
• The Commodities Feed: Gold surges to record high — 2024-03-05
• Sectoral divergence continues in Hungary — 2024-03-05
• Eurozone: weak retail sales growth in line with expectations for weak 1Q GDP — 2024-03-05
• Egypt: Reforms picking up steam — 2024-03-05
• Rates Spark: Down but not out — 2024-03-04
• Euro Credit Supply: Record-breaking corporate supply — 2024-03-04
• China's Two Sessions sets the stage for 2024 — 2024-03-04
• The Commodities Feed: Gold nears record highs — 2024-03-04
• Sharp fall in French manufacturing output — 2024-03-04
• Asia Morning Bites — 2024-03-04
• US Dollar Credit Supply: Substantial credit supply in February — 2024-03-04
• Inflation in the Philippines jumps as rice prices remain elevated — 2024-03-04
• FX Daily: Fed hawks consider 'pent-up exuberance' — 2024-03-04
• US services sector is growing, but job concerns are mounting — 2024-03-04
• National Bank of Poland set to remain hawkish and keep projections in the spotlight — 2024-03-04
• 4% annual GDP growth in Hungary looks out of reach — 2024-03-04
• FX Daily: Waiting for a volatility shake-up — 2024-03-03
• The Commodities Feed: OPEC+ agrees to extend output cuts — 2024-03-03
• Rates Spark: Market rates still pressured higher — 2024-03-03
• Dutch healthcare continues to see substantial growth despite capacity limitations — 2024-03-03
• Korea: Weaker-than-expected activity in January could weigh on GDP in the first quarter of 2024 — 2024-03-03
• Dutch commercial property market sees first signs of recovery, but uncertainty remains high — 2024-03-03
• March's ECB Cheat Sheet: Decoding rate cuts conditionality — 2024-03-03
• Turkey faces continuing price pressures — 2024-03-03
• Asia Morning Bites — 2024-03-03
• Live webinar: Central banks, inflation and the road to rate cuts — 2024-02-29
• Deciphering the cycle — 2024-02-29
• Key events in EMEA next week — 2024-02-29
• Eurozone unemployment hits new historic low in January despite economic weakness — 2024-02-29
• Monitoring Hungary: Dancing on thin ice — 2024-02-29
• US mixed manufacturing messages clouds the outlook ahead of Powell — 2024-02-29
• China gets set for a pivotal month of data and policy announcements — 2024-02-29
• Italian inflation stable in February — 2024-02-29
• Eurozone economy helped by another mild winter — 2024-02-29
• The way is down (or up) for Australia — 2024-02-29
• Eurozone inflation dropped less than expected in February — 2024-02-29
• Three things to watch at next week's ECB meeting — 2024-02-29
• Rates: Worried about stubborn inflation — 2024-02-29
• CEE: Different inflation profile, different central bank approach — 2024-02-29
• Asia Morning Bites — 2024-02-29
• Key events in developed markets next week — 2024-02-29
• Our latest calls for central banks — 2024-02-29
• US soft landing still threatened by turbulence — 2024-02-29
• UK rate cut timing hinges on spring inflation data — 2024-02-29
• ING's March Monthly: Deciphering the cycle — 2024-02-29
• The Commodities Feed: Cocoa supplies tighten further — 2024-02-29
• Indonesia: Inflation edges up but stays within target — 2024-02-29
• FX Daily: A higher bar for a lower dollar? — 2024-02-29
• Gold awaits clarity on Fed easing path — 2024-02-29
• FX: A dollar decline is delayed, not deterred — 2024-02-29
• FX Daily: US and eurozone inflation may endorse market pricing — 2024-02-28
• German disinflation continues in February, sending mixed signals to the ECB — 2024-02-28
• US inflation is too hot but softening fundamentals point to an eventual cooling — 2024-02-28
• Rates Spark: Not enough to justify any material fall in market rates — 2024-02-28
• Asia Morning Bites — 2024-02-28
• Asia Week Ahead: China's Two Sessions meeting and Australian GDP numbers out next week — 2024-02-28
• French disinflation slows as consumption remains weak — 2024-02-28
• The Commodities Feed: Large US oil stocks build — 2024-02-28
• The Commodities Feed: Large US oil stocks build — 2024-02-28
• Turkey: Long way to go to rebalance economy — 2024-02-28
• Poland remains set for a 2024 recovery despite weaker consumption — 2024-02-28
• Spanish inflation cools sharply in February, but further downside potential limited — 2024-02-28
• Bank of Canada in holding pattern ahead of summer easing — 2024-02-28
• FX Daily: Not trusting antipodean weakness — 2024-02-27
• Mixed signals from Italian confidence data — 2024-02-27
• Eurozone sentiment brings inflation relief, but no signs of recovery for growth — 2024-02-27
• The Commodities Feed: Spreads tighten for crude oil — 2024-02-27
• Net inflows of EU funds for Poland should be significant in 2024 — 2024-02-27
• Rates Spark: Hot inflation already baked in — 2024-02-27
• Asia Morning Bites — 2024-02-27
• Australian inflation remains unchanged in January — 2024-02-27
• Net inflows of EU funds for Poland should be significant in 2024 — 2024-02-26
• The Commodities Feed: Copper TCs plunge to decade lows — 2024-02-26
• Asia Morning Bites — 2024-02-26
• Rates Spark: Shifting the timing, not the landing — 2024-02-26
• National Bank of Hungary review: Rate cuts move to fast-track lane — 2024-02-26
• Eurozone bank lending on a trend of very cautious recovery — 2024-02-26
• FX Daily: Yen dodges a bullet — 2024-02-26
• Rates Spark: A structural ECB bond portfolio to benefit EGBs — 2024-02-26
• How AI can help speed up the green energy transition — 2024-02-25
• The Commodities Feed: China's metals inventories increase — 2024-02-25
• How AI can help speed up the green energy transition — 2024-02-25
• FX Daily: A week of key inflation tests — 2024-02-25
• UK chancellor has limited space for tax cuts as market rates move higher — 2024-02-25
• Asia Morning Bites — 2024-02-25
• Global car market to hit the speed bumps in 2024 — 2024-02-22
• Hungary's labour market sends mixed signals — 2024-02-22
• Singapore's January inflation drops below expectations — 2024-02-22
• The Commodities Feed: US crude inventory build continues — 2024-02-22
• WTO conference faces challenges as big players turn inward — 2024-02-22
• Tumbling UK energy bills to help take headline inflation below 1.5% in June — 2024-02-22
• Watch: Why we think the carry trade trend is set to stay put — 2024-02-22
• FX Daily: High beta currencies look vulnerable in the short-run — 2024-02-22
• New Zealand: Migration poses risk to disinflation and rate cut prospects — 2024-02-22
• Key events in EMEA next week — 2024-02-22
• Key events in developed markets next week — 2024-02-22
• Ifo index not strong enough to bring back optimism — 2024-02-22
• Eurozone PMI shows improving economy as services inflation weighs on ECB — 2024-02-21
• National Bank of Hungary Preview: A last-minute decision — 2024-02-21
• UK PMI suggests the technical recession is over — 2024-02-21
• Poland's high wage growth supports retail sales but households remain cautious — 2024-02-21
• Turkey's central bank keeps policy rate flat and maintains tight stance — 2024-02-21
• Colombia can cut big, but there are ifs — 2024-02-21
• The Commodities Feed: US crude oil inventories exceed expectations — 2024-02-21
• Rates Spark: Safer in Bunds than Treasuries — 2024-02-21
• FX Daily: FOMC minutes suggest Fed is in no rush — 2024-02-21
• Asia week ahead: India's GDP and China PMI readings plus regional trade and inflation numbers — 2024-02-21
• The Bank of Korea freezes policy rates and keeps macro outlook unchanged — 2024-02-21
• ECB minutes mark the next step on a very long road to rate cuts — 2024-02-21
• Rates Spark: Tight yield correlations are inconsistent with soft-landing narrative — 2024-02-20
• FX Daily: Rand in focus on pre-election budget — 2024-02-20
• Polish construction falls sharply in early 2024 — 2024-02-20
• Dutch high street malaise not over yet — 2024-02-20
• Bank Indonesia stays on hold but points to easing by second half — 2024-02-20
• Rates Spark: The nudge higher in market yields to continue — 2024-02-20
• Asia Morning Bites — 2024-02-20
• The Commodities Feed: US natural gas jumps after Chesapeake plans for output cuts — 2024-02-20
• Consumer sentiment improved in Korea, posing upside risk to near-term growth — 2024-02-19
• FX Daily: Wage test for the euro — 2024-02-19
• Rates Spark: Wage data today unlikely to frontload ECB cuts — 2024-02-19
• People's Bank of China surprised markets with a 25bp cut to the five-year loan prime rate — 2024-02-19
• Drop in eurozone negotiated wage growth brings relief to ECB — 2024-02-19
• The Commodities Feed: Gold holds above $2,000/oz — 2024-02-19
• Wage pressure remains strong in Poland — 2024-02-19
• A slow recovery for Polish industry continues despite headwinds — 2024-02-19
• The Commodities Feed: Risk-off mode — 2024-02-18
• FX Daily: China re-opening barely causes a ripple — 2024-02-18
• Watch: Our top calls for the future of scaling up hydrogen — 2024-02-15
• Asia Morning Bites — 2024-02-15
• FX Talking: Disinflation trade hits a speed bump — 2024-02-15
• FX Talking: Disinflation trade hits a speed bump — 2024-02-15
• Key events in developed markets next week — 2024-02-15
• FX Daily: Patience is a central banker privilege — 2024-02-15
• Why the Dutch chemical industry is out of decline, but not out of the woods yet — 2024-02-15
• UK retail sales surge after shock December plunge — 2024-02-15
• Key events in EMEA next week — 2024-02-15
• Latam FX Talking: Rethinking the real — 2024-02-15
• EMEA FX Talking: Stark divergences emerge within CE4 — 2024-02-15
• G10 FX Talking: Another month of a strong dollar — 2024-02-15
• Asia FX Talking: Chinese stimulus in focus — 2024-02-15
• FX Talking: Forecasts table — 2024-02-15
• Industrial Metals Monthly: Nickel's price plunge shutters mines — 2024-02-14
• Polish inflation falls sharply at start of 2024 — 2024-02-14
• The Commodities Feed: US crude oil stocks surge higher — 2024-02-14
• FX Daily: Yen negatives build — 2024-02-14
• Philippine central bank holds rates, but risk adjusted inflation forecast drops again — 2024-02-14
• Asia week ahead: Central bank decisions, RBA minutes and activity data from Japan — 2024-02-14
• Indonesia's trade surplus slips as exports contract more than anticipated — 2024-02-14
• Japan: 4Q23 GDP unexpectedly contracted for a second quarter — 2024-02-14
• Rates Spark: Bund yields have some catching up to do — 2024-02-14
• UK growth outlook improving despite fourth quarter setback — 2024-02-14
• Asia Morning Bites — 2024-02-14
• Weak start to the year for US retail sales and manufacturing — 2024-02-14
• Belgian's construction sector faces a tougher year — 2024-02-14
• Astonishingly high cocoa prices set to continue as deficit concerns grow — 2024-02-14
• Czech inflation returns to target after three years — 2024-02-14
• Asia Morning Bites — 2024-02-13
• Why covered bond spreads are not always stubbornly stable — 2024-02-13
• Economic recovery comes to an abrupt halt in Hungary — 2024-02-13
• Caution advised on latest eurozone production figures — 2024-02-13
• Rates Spark: We still like the fade here — 2024-02-13
• FX Daily: Dollar set to hold gains through February — 2024-02-13
• Year-end optimism for the Polish economy is set to continue in 2024 — 2024-02-13
• The Commodities Feed: Gold breaks below $2,000 — 2024-02-13
• Upside surprise in Romanian inflation complicates the easing cycle — 2024-02-13
• The Netherlands exits its shallow recession — 2024-02-13
• Romanian economy lost speed in 2023 — 2024-02-13
• Romanian economy picks up in 2023 — 2024-02-13
• German ZEW index increases in February — 2024-02-12
• The Commodities Feed: Middle distillate strength — 2024-02-12
• Turkey sees a modest improvement in its current account deficit — 2024-02-12
• Poland's external account close to balance in December — 2024-02-12
• National Bank of Romania review: On hold for a little longer — 2024-02-12
• Rates Spark: Bearish on bonds still, but the time for a fade is approaching — 2024-02-12
• Sticky US inflation reaffirms Fed caution on rate cuts — 2024-02-12
• FX Daily: Lower US inflation can ignite real rate discussion — 2024-02-12
• Why covered bond spreads are not always stubbornly stable — 2024-02-12
• Gold Monthly: Assessing Fed policy and geopolitical risks — 2024-02-11
• FX Daily: A week of disinflation tests — 2024-02-11
• Rates Spark: Treasuries need better than the consensus CPI outcome — 2024-02-11
• Monitoring Turkey: Strengthening the higher for longer signal — 2024-02-11
• The Commodities Feed: Oil trades softer — 2024-02-11
• FX Daily: Kicking the tyres on the US disinflation trend — 2024-02-08
• Rates Spark: Growth surprises could nudge up yields — 2024-02-08
• National Bank of Romania Preview: No changes just yet — 2024-02-08
• The Commodities Feed: Brent breaks above US$80/bbl — 2024-02-08
• Key events in EMEA next week — 2024-02-08
• Key events in developed markets next week — 2024-02-08
• Italian industrial production sees a year-end rebound — 2024-02-08
• Hungarian inflation back in the central bank's tolerance band — 2024-02-08
• Reasons to be cheerful, Part 3 — 2024-02-07
• The eurozone economy is bottoming out — 2024-02-07
• Our view on central banks — 2024-02-07
• Our main calls for the global economy — 2024-02-07
• National Bank of Poland governor signals flat rates till the end of 2024 — 2024-02-07
• Soft start to China's new year raises hopes for policy support — 2024-02-07
• FX Daily: A tale of two stock markets — 2024-02-07
• UK economic outlook brightens on anticipated rate cuts — 2024-02-07
• Asia Morning Bites — 2024-02-07
• Czech National Bank review: Time for a looser policy — 2024-02-07
• Turkey's new Central Bank Governor confident the policy framework is working — 2024-02-07
• The Commodities Feed: Refined product strength — 2024-02-07
• US recession risks recede, but growth fears linger — 2024-02-07
• Pain from ECB hikes is set to shift south — 2024-02-07
• Asia-Pacific is not just China — 2024-02-07
• Red Sea crisis shouldn't spur inflation but the spillover to tankers is risky — 2024-02-07
• Hungary's deficit target set for an official update — 2024-02-07
• China: Jan CPI inflation fell to the lowest level since 2009, likely to mark the bottom — 2024-02-07
• Asia Morning Bites — 2024-02-06
• Why US CPI revisions could be a big deal (... or mean nothing at all) — 2024-02-06
• China begins Year of the Dragon with weak economic momentum — 2024-02-06
• German industrial production plunges again — 2024-02-06
• National Bank of Poland holds rates unchanged, cuts unlikely — 2024-02-06
• The Commodities Feed: Rangebound trading — 2024-02-06
• Poland faces ambitious EU target to cut greenhouse gas emissions by 90% by 2040 — 2024-02-06
• Rates Spark: Rates still look up amid contained banking concerns — 2024-02-06
• FX Daily: Yen funded carry continues to perform — 2024-02-06
• Philippines: Inflation slides again in January — 2024-02-05
• Rates Spark: Holding pattern, so edge up — 2024-02-05
• Asia Morning Bites — 2024-02-05
• Hungarian industry struggles, but retail sales improve at the end of 2023 — 2024-02-05
• FX Daily: On the path to KRW deliverability — 2024-02-05
• Consumers in the Philippines take on more debt, save less — 2024-02-05
• FX Daily: Flip Flop — 2024-02-04
• Indonesia's GDP growth hits expectations — 2024-02-04
• Rate Spark: Reasons to test 4.25% — 2024-02-04
• Rates Spark: Reasons to test 4.25% — 2024-02-04
• Asia Morning Bites — 2024-02-04
• ISM services rebound, but continue to track weaker than official US data — 2024-02-04
• The Commodities Feed: Middle East risks linger — 2024-02-04
• Tight lending conditions to remain a constraint on US growth — 2024-02-04
• Poland central bank preview: We expect rates to remain on hold — 2024-02-03
• Key events in developed markets and EMEA next week — 2024-02-01
• US Dollar Credit Supply: Substantial supply to kick start the year — 2024-02-01
• US jobs surge means no March rate cut — 2024-02-01
• Czech National Bank Preview: Time to catch up — 2024-02-01
• Asia Morning Bites — 2024-02-01
• FX Daily: US employment continues on a benign trend? — 2024-02-01
• Euro Credit Supply: Strong demand for new issues — 2024-02-01
• French industrial output continues its rebound — 2024-02-01
• Eurozone headline inflation falls, but 'core' disappoints — 2024-01-31
• The Commodities Feed: Fed comments weigh on the complex — 2024-01-31
• Mixed messaging on US data still argues for a Fed delay until May — 2024-01-31
• Italian inflation continued to rise in January — 2024-01-31
• The Bank of England not quite as dovish as expected — 2024-01-31
• Asia Morning Bites — 2024-01-31
• Asia week ahead: RBA and RBI decide on policy while regional players report inflation — 2024-01-31
• Trade bellwether Korea recorded solid exports and a manufacturing PMI of 51.2 in January — 2024-01-31
• Rates Spark: Growing stresses pushing rates down — 2024-01-31
• Trade bellwether Korea recorded solid exports and a manufacturing PMI of 51.2 in January — 2024-01-31
• Stark differences persist in fibre coverage across Europe — 2024-01-31
• More people will benefit from 5G connection in 2024 but speed improvements vary — 2024-01-31
• European telecom sector faces additional regulation — 2024-01-31
• FX Daily: Two more reasons to hold dollars — 2024-01-31
• Telecoms Outlook 2024: Stepping into the future — 2024-01-31
• Telecom tycoons on the move? — 2024-01-31
• Lower energy prices provide a tailwind for telecom operators — 2024-01-31
• 2024 year of the smart home — 2024-01-31
• Rates Spark: Hawkish blinkers — 2024-01-30
• Watch: 3 things holding back renewable energy progress — 2024-01-30
• Japan's December activity data suggests mild 4Q GDP rebound — 2024-01-30
• German inflation drops to its lowest level since June 2021 — 2024-01-30
• Korea: Industrial production decelerated mildly in December but with encouraging details — 2024-01-30
• French inflation eases more than expected — 2024-01-30
• Australian inflation drops sharply in December — 2024-01-30
• Slowing US employment costs offers more hope for interest rate cuts — 2024-01-30
• Slow turnaround in Polish economy in 2023 — 2024-01-30
• Asia Morning Bites — 2024-01-30
• FX Daily: US data does the talking — 2024-01-30
• National Bank of Hungary Review: Maintaining control — 2024-01-30
• Philippine GDP beats expectations but falls short of revised growth target — 2024-01-30
• US Fed indicates March likely too soon for a rate cut — 2024-01-30
• The Commodities Feed: Gold demand jumps to record highs — 2024-01-30
• Eurozone narrowly avoids technical recession — 2024-01-29
• Asia Morning Bites — 2024-01-29
• German economy still stuck in recession — 2024-01-29
• Indonesia: Currency slips ahead of elections — 2024-01-29
• China: January PMI edged up but remained in contraction — 2024-01-29
• Surprise boost in Spanish GDP fuels inflation concerns — 2024-01-29
• FX Daily: Euro back under pressure — 2024-01-29
• Rates Spark: Cuts are coming, just not that early — 2024-01-29
• The Commodities Feed: Crude oil retreats — 2024-01-29
• Stagnation continues in France — 2024-01-29
• The Commodities Feed: Oil edges up on increased risk premium — 2024-01-28
• FX Daily: Hard to fight the dovish narrative — 2024-01-28
• Energy markets are better supplied — 2024-01-28
• A return to reality in the path towards scaling up hydrogen — 2024-01-28
• Renewable power: Stubborn challenges need to be addressed for sustainable growth — 2024-01-28
• CCS growth is set to build as market struggles to kick off — 2024-01-28
• ING's Energy Outlook 2024: High ambitions, steadier speeds — 2024-01-28
• Asia Morning Bites — 2024-01-28
• One more cut from Brazil and the Selic is 'neutral' — 2024-01-28
• Rates Spark: Markets have turned complacent to inflation risks — 2024-01-28
• Power price normalisation and grids expansion in European utilities — 2024-01-28
• Singapore: MAS leaves settings untouched at first meeting of 2024 — 2024-01-27
• Dutch medicine shortage gets even worse — 2024-01-25
• Weak inflation and strong growth underscore the Goldilocks US economy — 2024-01-25
• Spain's unemployment rate falls in the fourth quarter — 2024-01-25
• Four scenarios for the Bank of England's February meeting — 2024-01-25
• Key events in developed markets and EMEA next week — 2024-01-25
• Eurozone monetary developments turn somewhat favourably — 2024-01-25
• Federal Reserve to downplay chances of imminent action while holding rates steady — 2024-01-25
• FX Daily: Caught between a low rate and a strong US world — 2024-01-25
• Asia Morning Bites — 2024-01-25
• Romania: Just slightly lower issuance than last year — 2024-01-24
• The Fed's Silicon Valley Bank solution is gone. Should we worry? — 2024-01-24
• No hints on future direction as ECB keeps everything on hold — 2024-01-24
• Rates Spark: Feeding the doves — 2024-01-24
• Asia week ahead: Regional inflation and GDP readings plus China PMIs — 2024-01-24
• ECB keeps rates and communication unchanged, discussion of rate cuts premature — 2024-01-24
• CEE bond technicals: Foreign bondholders, sovereign ratings and index changes — 2024-01-24
• FX Daily: Fed cancels the free lunch — 2024-01-24
• The Commodities Feed: Gold trades softer on lower rate cut expectations — 2024-01-24
• Poland: Record-high borrowing needs — 2024-01-24
• Turkey's central bank ends hiking cycle, keeps the door open to further tightening — 2024-01-24
• Southern European tourism back to pre-Covid levels — 2024-01-24
• German Ifo index drops to its lowest level since 2020 — 2024-01-24
• US GDP confounds slowdown fears, but 'job done' on inflation — 2024-01-24
• National Bank of Hungary Preview: Embracing the present — 2024-01-24
• Hungary: Low bond supply thanks to diversification — 2024-01-24
• Czech Republic: On the way back to the good old days — 2024-01-24
• Asia Morning Bites — 2024-01-24
• Energy Performance of Buildings Directive: A step closer to the finish line — 2024-01-24
• Asia Morning Bites — 2024-01-23
• Eurozone PMIs show very tentative signs of bottoming out — 2024-01-23
• Canada edges towards a rate cut in the second quarter — 2024-01-23
• The stubbornly high cost of some European building materials despite cheaper energy — 2024-01-23
• Asia Morning Bites — 2024-01-23
• The Commodities Feed: EU sanction plans on Russian aluminium — 2024-01-23
• UK PMIs point to brighter growth outlook but stubborn inflation — 2024-01-23
• FX Daily: Unwinding the spurious dollar rally — 2024-01-23
• Rates Spark: Tame inflation still not enough to trigger a March rate cut — 2024-01-23
• Southern Europe to feel the most lingering pain this year from ECB rate hikes — 2024-01-23
• The Commodities Feed: Oil pushes higher on rising tensions — 2024-01-22
• FX Daily: Asia in the driver's seat — 2024-01-22
• Bank of Japan opens the door to ending negative rates, but timing uncertainty remains — 2024-01-22
• Asia Morning Bites — 2024-01-22
• Singapore's central bank likely to stand pat after inflation picks up — 2024-01-22
• Rates Spark: Data is soft, but other factors continue to weigh — 2024-01-22
• Deteriorating affordability will dampen Spanish house price growth — 2024-01-22
• ECB bank lending survey shows monetary transmission persisting — 2024-01-22
• Poland's retail sales disappoint at year-end — 2024-01-21
• Rates Spark: Near-term balance of risks still tilted towards higher rates — 2024-01-21
• Polish construction sees a solid year-end rebound — 2024-01-21
• Mexico: Plenty of room for rates to go lower — 2024-01-21
• Mixed December data from Poland's industry — 2024-01-21
• FX Daily: Central bank meetings and US GDP in focus — 2024-01-21
• Poland's wage growth temporarily returns to single digits — 2024-01-21
• The Commodities Feed: IEA sees well supplied oil market — 2024-01-18
• January's ECB Cheat Sheet: Giving markets the cold shoulder — 2024-01-18
• Watch: There's more going on in the eurozone economy than you might think — 2024-01-18
• FX Daily: Mounting evidence against a March Fed cut — 2024-01-18
• Bank of Canada preview: Too early for a radical pivot — 2024-01-18
• Asia Morning Bites — 2024-01-18
• Key events in developed markets next week — 2024-01-18
• Shock UK retail sales plunge just a temporary setback — 2024-01-18
• Spanish business confidence improves, but concerns linger — 2024-01-18
• Key events in EMEA next week — 2024-01-18
• France: We're expecting weak and below-consensus growth numbers — 2024-01-17
• The Commodities Feed: Further pressure on the complex — 2024-01-17
• Minutes of December meeting show ECB still not spelling out rate cuts — 2024-01-17
• FX Daily: UK markets demo sticky inflation playbook — 2024-01-17
• Austria: Economic weakness sets the scene for this election year — 2024-01-17
• Italy: Exit from stagnation looks set to be slow — 2024-01-17
• Belgium: Defying the laws of economics — 2024-01-17
• The eurozone: Caught between stagnation, transition and geopolitics — 2024-01-17
• Spain: Whisper it! A Spanish recovery may already be happening — 2024-01-17
• Germany: Another year of stagnation and political turbulence — 2024-01-17
• What to expect from European sectors in 2024 — 2024-01-17
• The Netherlands: From stagnation to modest expansion — 2024-01-17
• Between doomsaying and reality: There's still no rush for Chinese cars in Germany — 2024-01-17
• Portugal: Starting 2024 on a weaker footing after tourism recovery falters — 2024-01-17
• Greece: Getting ready for a rebound — 2024-01-17
• Asia Week Ahead: Bank of Japan likely to retain yield curve control — 2024-01-17
• Rates Spark: A hawkish send off — 2024-01-17
• UK inflation unexpectedly picks up amid stubborn services price rises — 2024-01-16
• Rates Spark: More recalibration — 2024-01-16
• Bank Indonesia holds rates at its first meeting of 2024 — 2024-01-16
• US resilience suggests the Fed will wait until the second quarter before cutting rates — 2024-01-16
• The Commodities Feed: USD surge holds complex back — 2024-01-16
• FX Daily: Enthusiasm has been curbed — 2024-01-16
• ECB preview: Resisting the push back — 2024-01-15
• Rates Spark: Steepening from the back end - more to come — 2024-01-15
• Rates Spark: The ECB pushes back — 2024-01-15
• FX Daily: Fed's Waller speech will be key today — 2024-01-15
• What the Red Sea crisis could mean for commodity markets — 2024-01-15
• UK wage growth slows as recruitment difficulties ease — 2024-01-15
• FX Talking January: Waiting on the dollar departure — 2024-01-14
• WASDE update: Higher US corn and soybean supplies — 2024-01-14
• Asia Morning Bites — 2024-01-14
• Asia FX Talking: China casts a shadow across the region — 2024-01-14
• How UK inflation can fall to 1.5% by May — 2024-01-14
• FX Talking: Forecasts table — 2024-01-14
• How UK inflation can fall to 1.5% by May — 2024-01-14
• Poland's December CPI inflation revised up to 6.2% — 2024-01-14
• EMEA FX Talking: Easing cycles largely priced; we remain positive on CE4 FX — 2024-01-14
• The Commodities Feed: US natural gas prices spike higher — 2024-01-14
• Latam FX Talking: Will peso strength lead to early Banxico easing? — 2024-01-14
• Industry continues to decline in the eurozone, and the outlook is bleak — 2024-01-14
• German economy shrank in 2023 — 2024-01-14
• What's really going on with Australian inflation — 2024-01-14
• Unexpected dip in Indonesia imports results in wider trade surplus — 2024-01-14
• G10 FX Talking: Back up in short term rates is a dollar positive — 2024-01-14
• FX Daily: Waiting on central bankers to shake data-resistant markets — 2024-01-14
• Turkey sees slow adjustment in its current account — 2024-01-11
• Romanian inflation edges lower — 2024-01-11
• FX Daily: Not too hot to handle — 2024-01-11
• Key events in developed markets and EMEA next week — 2024-01-11
• Poland's current account up to 1.4% of GDP in November — 2024-01-11
• The Commodities Feed: Tension builds in the Middle East — 2024-01-11
• Hungarian inflation ends 2023 with a downside surprise — 2024-01-11
• National Bank of Romania review: Not in a dovish mood yet — 2024-01-11
• Asia Morning Bites — 2024-01-11
• Daring to question the markets' rate expectations — 2024-01-10
• Asia week ahead: GDP figures, unemployment data and a Bank Indonesia decision — 2024-01-10
• Carsten: The market's bet against central banks might be misguided — 2024-01-10
• The world right now — 2024-01-10
• FX Daily: US CPI not a game-changer in FX — 2024-01-10
• Red sea shipping disruption rages on and the impact will continue well into 2024 — 2024-01-10
• Why the UK economic outlook is looking brighter — 2024-01-10
• December inflation surprise opens the door to faster rate cuts in the Czech Republic — 2024-01-10
• The Commodities Feed: Russian aluminium dominates LME stocks — 2024-01-10
• Bank of Korea: Rate cuts are only a matter of time, but there is no rush — 2024-01-10
• Sticky US inflation reduces chances of an early Fed rate cut — 2024-01-10
• FX, Rates and Commodities at a glance — 2024-01-10
• ING's January Monthly: Daring to question the markets' rate expectations — 2024-01-10
• Asia Morning Bites — 2024-01-10
• Rates Spark: Mean reversion to 4% can't last forever — 2024-01-10
• Soft patch in Italian industrial production deepens in November — 2024-01-10
• Rates Spark: The side effect of weighing the scenarios — 2024-01-09
• FX Daily: Monitoring central bank speakers ahead of US CPI — 2024-01-09
• Romanian National Bank preview: still on hold with no dovish signals yet — 2024-01-09
• Philippines: Trade deficit widens again in November — 2024-01-09
• The Commodities Feed: US oil output forecasts edge higher — 2024-01-09
• What the end of Riksbank's FX sales means for the krona — 2024-01-09
• National Bank of Poland press conference did not sound dovish — 2024-01-09
• Asia Morning Bites — 2024-01-09
• Rates Spark: Inflation is still too high for comfort — 2024-01-09
• Monitoring Turkey: The hiking cycle is about to end — 2024-01-08
• German industrial production disappoints in November — 2024-01-08
• Hungarian industry surprises to the downside — 2024-01-08
• Polish central bank holds rates steady amid neutral statement — 2024-01-08
• Growth in the Balkans: Between zero and hero — 2024-01-08
• Growth in the Balkans: Between zero and hero — 2024-01-08
• Eurozone unemployment rate falls to historic low in November — 2024-01-08
• Belgians more open to buying homes in need of renovation — 2024-01-08
• The Commodities Feed: Sentiment weakens — 2024-01-08
• Asia Morning Bites — 2024-01-08
• FX Daily: If in doubt, seek carry — 2024-01-08
• Rates Spark: Front-end driven — 2024-01-08
• The eurozone's shallow recession is nearing an end — 2024-01-07
• FX Daily: Navigating data inconsistency — 2024-01-07
• Hungarian retail sales gradually improve — 2024-01-07
• Asia Morning Bites — 2024-01-07
• Knightley: Why we're unlikely to see US rate cuts until May — 2024-01-07
• German trade rebounds in November — 2024-01-07
• The Commodities Feed: Libyan force majeure — 2024-01-07
• US jobs report suggests no pressing need for the Fed to cut rates — 2024-01-04
• Key events in EMEA next week — 2024-01-04
• Polish inflation below expectations in December — 2024-01-04
• Asia Morning Bites — 2024-01-04
• Asia week ahead: Inflation readings across the region — 2024-01-04
• Key events in developed markets next week — 2024-01-04
• FX Daily: Soft landings playbook — 2024-01-04
• Eurozone inflation increased less than expected in December — 2024-01-04
• The Commodities Feed: Bearish EIA report — 2024-01-04
• Italian inflation only slightly down in December — 2024-01-04
• Euro Credit Supply: Gearing up for a busy January — 2024-01-03
• FX Daily: Mixed Fed minutes leave dollar momentum intact — 2024-01-03
• Asia Morning Bites — 2024-01-03
• US Dollar Credit Supply: Forecasting US$650bn in corp supply in 2024 — 2024-01-03
• Rates Spark: No validation yet for rates to fall - means only one thing! — 2024-01-03
• German inflation rebounds in December — 2024-01-03
• Bank of England survey bolsters calls for 2024 rate cuts — 2024-01-03
• The Commodities Feed: Middle East tensions grow — 2024-01-03
• Poland's first payment from the EU's Recovery and Resilience Facility — 2024-01-02
• FX Daily: A dollar rally to start the New Year — 2024-01-02
• Small glimmer of hope for Dutch housing construction — 2024-01-02
• Grim outlook for the European staffing sector in 2024 — 2024-01-02
• The Commodities Feed: Energy starts 2024 on a softer note — 2024-01-02
• Rates Spark: The term premium - why so negative? — 2024-01-02
• Key events in developed markets and EMEA this week — 2024-01-02
• German labour market ends 2023 on a negative note — 2024-01-02
• US data confirms the cooling narrative — 2024-01-02
• Turkish inflation rises in December — 2024-01-02
• Rates Spark: Enough to hold rates down — 2024-01-01
• Japan Data Brief: What you may have missed over the year-end holiday — 2023-12-31
• Korea Data Brief: What you might have missed over the year-end holiday — 2023-12-31
• Dutch manufacturing outlook 2024: The return of modest growth — 2023-12-21
• Poland's deficit will be high in 2024 but new government trims elections pledges — 2023-12-21
• Red Sea avoidance signals a disruptive start to 2024 for trade and supply chains — 2023-12-21
• Watch: The key takeaways from COP28 for corporates and investors — 2023-12-20
• Turkish central bank likely to end hiking cycle next month — 2023-12-20
• November retail sales disappoint in Poland but we still hope for a revival in spending — 2023-12-20
• Polish construction weakens in November due to harsh weather — 2023-12-20
• Surprise UK inflation slide bolsters chances of summer rate cut — 2023-12-19
• High wage growth persists in Poland as employment subsides — 2023-12-19
• Less appetite for Dutch hospitality in 2024 — 2023-12-19
• Polish manufacturing struggles to overcome weakness — 2023-12-19
• FX Daily: Cautious BoJ hits the yen — 2023-12-18
• National Bank of Hungary Review: A smooth end to a difficult year — 2023-12-18
• Bank of Japan moves closer to normalisation but not there yet — 2023-12-18
• Poland's adjustment in retail electricity and gas prices postponed to second half of next year — 2023-12-18
• FX Daily: One last big central bank meeting — 2023-12-17
• Our top 5 implications of COP28 for corporates and investors — 2023-12-17
• German Ifo index drops in December on fiscal woes — 2023-12-17
• Rates Spark: Already overshooting to the downside — 2023-12-14
• Key events in developed markets for the rest of 2023 — 2023-12-14
• Asia Morning Bites — 2023-12-14
• The Commodities Feed: Positive sentiment continues — 2023-12-14
• Key events in EMEA for the rest of 2023 — 2023-12-14
• FX Daily: European pushback supports local currencies — 2023-12-14
• Marked decline in core inflation in Poland — 2023-12-14
• Asia Morning Bites test — 2023-12-14
• China's sputtering recovery continues — 2023-12-14
• The Commodities Feed: Sentiment improves — 2023-12-13
• Lagarde pushes back on aggressive rate cut expectations — 2023-12-13
• Poland's high €2bn current account surplus thanks to a smaller primary income deficit — 2023-12-13
• FX Daily: Fed brings tidings of comfort and joy — 2023-12-13
• FX Talking December: Calibrating the turn — 2023-12-13
• Asia week ahead: Central bank decisions plus RBA minutes to close out 2023 — 2023-12-13
• Rates Spark: Does the Fed know something we don't? — 2023-12-13
• US consumers remain resilient despite Fed dovishness — 2023-12-13
• How much floating rate debt should you have? — 2023-12-13
• National Bank of Hungary Preview: Compliance with pre-commitment — 2023-12-13
• Can sodium-ion batteries replace lithium-ion ones? — 2023-12-13
• Philippines central bank leaves key rate untouched to close out the year — 2023-12-13
• Asia Morning Bites — 2023-12-13
• Bank of England pushes back on calls for early 2024 rate cuts — 2023-12-13
• The Swiss National Bank appears slightly more dovish — 2023-12-13
• Carbon and commodities: What diverging energy prices mean for the CEE region — 2023-12-13
• FX Daily: Fed brings tidings of comfort and joy — 2023-12-13
• Back to the drawing board on fiscal consolidation in Romania — 2023-12-13
• Asia Morning Bites — 2023-12-12
• FX Daily: Dollar can get support from well-telegraphed Fed pushback — 2023-12-12
• Why the Bank of England won't be an outlier with rate cuts in 2024 — 2023-12-12
• Fed holds US interest rates steady, but with a surprise dovish spin for 2024 — 2023-12-12
• Watch: Our top calls for metals in 2024 — 2023-12-12
• Romanian inflation surprises to the downside — 2023-12-12
• Philippine growth set to moderate next year; BSP to stay hawkish — 2023-12-12
• The Commodities Feed: Oil gives up gains — 2023-12-12
• Germany finally has a budget plan for 2024 — 2023-12-12
• Rates Spark: There is still a job to get done — 2023-12-12
• US inflation progress stalls on sticky services — 2023-12-11
• This is a test — 2023-12-11
• This is a test — 2023-12-11
• Rates Spark: A bond market looking for validation — 2023-12-07
• We expect another Fed hold, but with pushback on rate cut prospects — 2023-12-07
• FX Daily: Yen bulls turn to US payrolls — 2023-12-07
• Dutch maintenance contractors: The new darlings of the M&A market — 2023-12-07
• Japanese data improves but we still don't expect a BoJ policy shift this month — 2023-12-07
• Key events in developed markets and EMEA next week — 2023-12-07
• Japanese data improves but we still don't expect a BoJ policy shift this month — 2023-12-07
• The European trailer market cools after years of expansion — 2023-12-06
• Three calls for the Dutch economy in 2024 — 2023-12-06
• The Commodities Feed: Oil demand risks linger — 2023-12-06
• Bank of England to push back against rising tide of rate cut expectations — 2023-12-06
• December's ECB cheat sheet: A reality check for ultra-dovish expectations — 2023-12-06
• Directional Economics: CEEMEA in 2024 — 2023-12-06
• 2024 set to be the year that the ECB hike cycle is felt — 2023-12-06
• European truck market slows, while the electric journey accelerates — 2023-12-06
• Slower speed, tighter control for European road haulage — 2023-12-06
• Cautious tone of Polish MPC Governor press conference — 2023-12-06
• Rates Spark: Science fiction? — 2023-12-06
• Romanian growth figures reinforce signs of resilience — 2023-12-06
• FX Daily: Yen back in the spotlight — 2023-12-06
• Asia week ahead: Inflation from China and India, a BSP pause and Australian unemployment — 2023-12-06
• Weak German industrial production marks end of another disappointing week — 2023-12-06
• ECB preview: The long dovish shift — 2023-12-05
• Optimising Floating Exposure: Efficient Frontier Analysis for US SOFR — 2023-12-05
• Hungary's economic recovery remains on hold — 2023-12-05
• Romanian retail sales are still weak but we see signs of improvement — 2023-12-05
• Eurozone retail trade ticks up slightly in October — 2023-12-05
• FX Daily: Hard to buck the euro downtrend — 2023-12-05
• No change in Polish rates and stronger PLN may be a game-changer — 2023-12-05
• Asia Morning Bites — 2023-12-05
• Rates Spark: Pressure at the extremities — 2023-12-05
• Australia: 3Q23 GDP growth softens — 2023-12-05
• Bank of Canada retains its hawkish bias — 2023-12-05
• The Commodities Feed: Oil under pressure — 2023-12-05
• US Dollar Credit Supply: Corporate supply increases in November — 2023-12-04
• Headline inflation drops again in the Philippines — 2023-12-04
• Tokyo inflation slows, but don't be tricked by the headline — 2023-12-04
• The Commodities Feed: OPEC+ cuts — 2023-12-04
• South Korea inflation stabilises faster than expected — 2023-12-04
• Rates Spark: No desire to micro manage — 2023-12-04
• Hope fades for speedy progress towards greener plastics — 2023-12-04
• FX Daily: Data check as Fed dovish bets peak — 2023-12-04
• Euro Credit Supply: Notable jump in November — 2023-12-04
• Spanish homeowners improve energy efficiency as bills rise — 2023-12-04
• China stimulus optimism supports iron ore prices — 2023-12-03
• Cautious on commodities in 2024 — 2023-12-03
• Asia Morning Bites — 2023-12-03
• Nickel's underperformance to continue — 2023-12-03
• Continued improvement in Turkey's underlying inflation trend — 2023-12-03
• The Commodities Feed: Gold hits record highs — 2023-12-03
• Subdued carbon — 2023-12-03
• FX Daily: Euro remains the weakest link — 2023-12-03
• Commodities Outlook 2024: Cautious optimism — 2023-12-03
• Commodities Outlook 2024: Cautious optimism — 2023-12-03
• OPEC+ policy key for oil outlook — 2023-12-03
• Comfortable European gas market — 2023-12-03
• Uncertain global economic recovery looms over copper — 2023-12-03
• Gold to hit fresh highs in 2024 — 2023-12-03
• Aluminium surplus to persist as demand disappoints — 2023-12-03
• Indonesia: Headline inflation ticks higher in November — 2023-11-30
• Rates Spark: Markets are cutting rates — 2023-11-30
• Asia week ahead: China trade figures, the RBI decision and regional inflation — 2023-11-30
• Hungary: Coming out of the thick of the forest — 2023-11-30
• Key events in developed markets and EMEA next week — 2023-11-30
• A slow start to the climate transition for the Dutch retail sector — 2023-11-30
• Deeper OPEC+ supply cuts — 2023-11-30
• Italian GDP up slightly in the third quarter — 2023-11-30
• Asia Morning Bites — 2023-11-30
• FX Daily: Short-term rates argue against another big USD leg lower — 2023-11-30
• Three calls for the UK — 2023-11-29
• Polish consumption quickly recovers but overall GDP recovery is slow — 2023-11-29
• ING Global Outlook 2024: No magic spell for a brighter world — 2023-11-29
• Asia Morning Bites — 2023-11-29
• Rates Spark: All about inflation — 2023-11-29
• Bank of Korea eases hawkish stance but no rate cuts in sight — 2023-11-29
• CPI stabilises in Poland, but core inflation slows again — 2023-11-29
• South Korea's disappointing monthly activity suggests sharp slowdown in 4Q GDP — 2023-11-29
• Consumers put brake on Turkish growth figures — 2023-11-29
• Italian inflation surprises to the downside in November — 2023-11-29
• Eurozone inflation drops much more than expected again in November — 2023-11-29
• Three scenarios for the major economies — 2023-11-29
• Three calls for the eurozone's big three — 2023-11-29
• Three calls for the eurozone — 2023-11-29
• Three calls for China — 2023-11-29
• Our view on central banks in 2024 — 2023-11-29
• French inflation falls more sharply than expected — 2023-11-29
• At a glance: The world right now — 2023-11-29
• No magic spell for a brighter world — 2023-11-29
• Why consumers are not yet putting the climate first — 2023-11-29
• Bank of Canada preview: Dovish pressure mounting — 2023-11-29
• Carsten on what to expect in 2024 — 2023-11-29
• Three calls for the US — 2023-11-29
• FX Daily: Dollar rebound increasingly hinges on activity data — 2023-11-29
• A cooling US economy points to swifter rate cuts — 2023-11-29
• The Commodities Feed: OPEC+ day — 2023-11-29
• German inflation drops further in November — 2023-11-28
• Mixed signals from Italian confidence data in November — 2023-11-28
• The Commodities Feed: Lower yields and weaker USD push complex higher — 2023-11-28
• Spanish inflation below expectations in November — 2023-11-28
• Rates Spark: Effective pushback looks different — 2023-11-28
• Asia Morning Bites — 2023-11-28
• FX Daily: 'Something's got to give' - including the dollar — 2023-11-28
• Australia: Some welcome news on inflation — 2023-11-28
• Eurozone inflation is on track towards 2% while sentiment remains sluggish — 2023-11-28
• The Commodities Feed: Gold holds above $2,000 — 2023-11-27
• Eurozone bank lending continues to weaken as economy adjusts to higher rates — 2023-11-27
• FX Daily: Too early for a move above 1.10 — 2023-11-27
• Asia Morning Bites — 2023-11-27
• FX Daily: Too early for a move above 1.10 — 2023-11-27
• Rates Spark: Looking down, just about — 2023-11-27
• What companies and investors should know about COP28 — 2023-11-26
• FX Daily: Don't chase the dollar bear trend — 2023-11-26
• Asia Morning Bites — 2023-11-26
• The Commodities Feed: OPEC+ week — 2023-11-25
• Dutch election result brings risk of more eurosceptic policies — 2023-11-23
• FX Daily: Is less growth pessimism enough? — 2023-11-23
• Contraction of German economy in the third quarter confirmed — 2023-11-23
• Rates Outlook 2024: EUR direction and curve — 2023-11-23
• Rates Outlook 2024: Fair winds and following seas — 2023-11-23
• Rates Outlook 2024: EUR bond supply and spreads — 2023-11-23
• Rates Outlook 2024: The impact of the ECB's framework review — 2023-11-23
• Key events in developed markets and EMEA next week — 2023-11-23
• EUR direction and curve — 2023-11-23
• Waning US liquidity pressure set to accelerate in 2024 — 2023-11-23
• Hungary's labour market cools slightly — 2023-11-23
• The significant steepening potential on the US curve — 2023-11-23
• German Ifo points to a bottoming out, not a rebound in November — 2023-11-23
• The big US fiscal deficit and effect on market rates — 2023-11-23
• Asia Morning Bites — 2023-11-23
• The lure of rate cuts in 2024 — 2023-11-23
• The impact of the ECB's framework review — 2023-11-23
• EUR bond supply and spreads — 2023-11-23
• Singapore: Industrial production rebounds for its first gain in more than a year — 2023-11-23
• Rates Spark: Feeble pushback — 2023-11-23
• Turkish central bank signals end to hiking cycle soon — 2023-11-22
• Asia Morning Bites — 2023-11-22
• ECB minutes confirm more cautious take on growth — 2023-11-22
• No surprises today as Bank Indonesia keeps policy rate unchanged — 2023-11-22
• French business climate deteriorates again, inflationary pressures remain high — 2023-11-22
• A hawkish hold in Sweden, but scope for more tightening is limited — 2023-11-22
• Singapore inflation rises more than expected — 2023-11-22
• The Commodities Feed: OPEC+ meeting delayed — 2023-11-22
• Asia week ahead: A hawkish Bank of Korea pause plus key releases in China and Japan — 2023-11-22
• Eurozone is likely in a shallow technical recession — 2023-11-22
• FX Daily: No turkey for dollar bears — 2023-11-22
• FX Daily: Hard to get excited by the same story — 2023-11-21
• Asia Morning Bites — 2023-11-21
• Retail sales and construction point to signs of recovery in Poland — 2023-11-21
• Asia Morning Bites — 2023-11-20
• National Bank of Hungary review: The easing continues — 2023-11-20
• Poland: Solid labour market supports bounce back in spending — 2023-11-20
• FX Daily: Renminbi shorts on the run — 2023-11-20
• Poland sees lacklustre industrial recovery — 2023-11-20
• The Commodities Feed: USD supports the complex — 2023-11-20
• Listen: The dollar's long goodbye — 2023-11-20
• FX Daily: Bearish unwind into Thanksgiving — 2023-11-19
• The Commodities Feed: All eyes on OPEC+ — 2023-11-19
• Key events in EMEA next week — 2023-11-16
• FX Daily: Consolidative phase — 2023-11-16
• National Bank of Hungary preview: Cutting the rate cut debate short — 2023-11-16
• Asia Morning Bites — 2023-11-16
• Limited room for tax changes as UK chancellor gets set to unveil Autumn Statement — 2023-11-16
• EU carbon hits year-to-date lows — 2023-11-16
• Key events in developed markets next week — 2023-11-16
• Eurozone wage growth is set to peak soon — 2023-11-16
• The Commodities Feed: Oil plummets — 2023-11-16
• Rates Spark: Back to competing narratives — 2023-11-16
• Watch: 3 key FX themes for 2024 — 2023-11-15
• The Commodities Feed: US crude oil inventories grow — 2023-11-15
• FX Daily: Government shutdown averted — 2023-11-15
• Why ferrous scrap is emerging as a key strategic raw material — 2023-11-15
• Asia Morning Bites — 2023-11-15
• After off-cycle move, Philippines central bank keeps rates unchanged — 2023-11-15
• Asia week ahead: Regional inflation numbers and a Bank Indonesia decision — 2023-11-15
• The French labour market weakens still further — 2023-11-14
• Good news for the Bank of England as services inflation falls further than expected — 2023-11-14
• Pipeline pressures support the US soft landing view — 2023-11-14
• China: People's Bank of China (PBoC) injects more cash to support the weak economy — 2023-11-14
• Global ESG Bond Supply Outlook: Slowing down in 2024 — 2023-11-14
• Germany suddenly has a €60bn hole in its budget — 2023-11-14
• FX Outlook 2024: Forecast table — 2023-11-14
• FX Outlook 2024: Our main calls — 2023-11-14
• FX Outlook 2024: Waiting for the tide to come in — 2023-11-14
• Latam FX Outlook 2024: Holding firm in the face of rate cuts — 2023-11-14
• CEEMEA FX Outlook 2024: Same region yet so different — 2023-11-14
• Poland's uncertain inflation prospects as commodity prices drop sharply — 2023-11-14
• The Commodities Feed: IEA sees firmer oil demand — 2023-11-14
• Asia FX Outlook 2024: Event risk could dominate — 2023-11-14
• FX Daily: Dollar bears may have jumped the gun — 2023-11-14
• Indonesia's exports fall less than expected — 2023-11-14
• G10 FX Outlook 2024: The dollar's long goodbye — 2023-11-14
• Asia Morning Bites — 2023-11-14
• People's Bank of China injects more cash to support the weak economy — 2023-11-14
• US inflation slowdown has much more to go — 2023-11-13
• The Netherlands' economy is still stuck in recession — 2023-11-13
• FX Daily: Inflation figures carry some downside risks to the dollar — 2023-11-13
• Growth rebounds in Poland as the economy recovers — 2023-11-13
• Recovery begins for the Hungarian economy — 2023-11-13
• Asia Morning Bites — 2023-11-13
• UK wage growth slows fractionally as jobs market cools — 2023-11-13
• The Fed is done and market rates have peaked - so what now? — 2023-11-13
• The Commodities Feed: OPEC sees tight market — 2023-11-13
• Romanian GDP confirms the slowdown — 2023-11-13
• Rates Spark: CPI improvements — 2023-11-13
• Rates Spark: Shifting the rate cycle discount — 2023-11-13
• The Commodities Feed: Oil steady ahead of key monthly reports — 2023-11-12
• An unconvincing dip in Romanian inflation — 2023-11-12
• Poland's current account balance improved in September as trade turnover declined — 2023-11-12
• FX Daily: Spotlight on the US consumer this week — 2023-11-12
• WASDE update: Bearish release weighs on grains — 2023-11-09
• Czech inflation rises on base effects — 2023-11-09
• The Commodities Feed: Oil finds some support — 2023-11-09
• Hungarian inflation falls into single digits — 2023-11-09
• FX Daily: Bond bears give new energy to the dollar — 2023-11-09
• Italian industrial production was stable in September — 2023-11-09
• Asia Morning Bites — 2023-11-09
• Bulgarian activity is weakening — 2023-11-09
• Watch: Why we're confident we'll see 2% US inflation within months — 2023-11-09
• UK economy flatlines in the third quarter — 2023-11-09
• Key events in developed markets and EMEA next week — 2023-11-09
• FX Daily: Buying into the US slowdown — 2023-11-08
• Asia Morning Bites — 2023-11-08
• Chairman Glapiński's press conference confirms a bias shift in Poland — 2023-11-08
• Car market update: Full speed ahead in the run up to 2024 — 2023-11-08
• The Commodities Feed: Brent settles below $80 — 2023-11-08
• China: Inflation dips below zero again on lower pork prices — 2023-11-08
• Hungary's budget posts monthly deficit at start of fourth quarter — 2023-11-08
• Rates Spark: The 4.5% line in the sand is breached — 2023-11-08
• US could soon see 2% inflation — 2023-11-08
• Dutch political parties want to continue fiscal expansion of previous administration — 2023-11-08
• Philippines: 3Q GDP surprises on the upside — 2023-11-08
• Asia week ahead: China activity data plus growth from Japan — 2023-11-08
• Industrial Metals Monthly: Metals assess China's fragile recovery — 2023-11-08
• Rates Spark: A 30yr headache — 2023-11-08
• Monitoring Turkey: Inflation set to persist in the near term — 2023-11-07
• Eurozone retail sales continued to trend down in September — 2023-11-07
• Romanian retail sales are weakening — 2023-11-07
• Has the National Bank of Poland ended the easing cycle? — 2023-11-07
• Rates Spark: Supply test ahead — 2023-11-07
• The Commodities Feed: Oil under pressure — 2023-11-07
• National Bank of Romania review: on hold until 2Q24 — 2023-11-07
• Signs of a 2024 recovery emerge for Dutch commerical real estate — 2023-11-07
• How the plastics industry can go green and at what cost — 2023-11-07
• Asia Morning Bites — 2023-11-07
• Real rising wages are no cure-all, as the Hungarian retail sector can confirm — 2023-11-07
• FX Daily: Quiet data, loud Fed help dollar rebound — 2023-11-07
• China's trade surplus shrinks in October — 2023-11-06
• German industrial production disappoints once again — 2023-11-06
• FX Daily: Waiting for the Fed pushback — 2023-11-06
• Hungarian industry runs on exports alone — 2023-11-06
• Rates Spark: Not called resilient for nothing — 2023-11-06
• RBA hikes rates - market reaction is curious — 2023-11-06
• Credit Outlook 2024: Carry me home — 2023-11-06
• The Commodities Feed: Natural gas under pressure — 2023-11-06
• Asia Morning Bites — 2023-11-06
• Romanian National Bank preview: The NBR to remain on hold until the spring — 2023-11-05
• Asia Morning Bites — 2023-11-05
• The Commodities Feed: Saudis stick to supply cut — 2023-11-05
• FX Daily: Another black November for the dollar? — 2023-11-05
• Growth in Indonesia dips on softer exports and elevated rates — 2023-11-05
• Banks Outlook 2024: Banks in a world of higher for longer — 2023-11-05
• Bank caution to tighten the squeeze on the US economy — 2023-11-05
• Gold prices surge on Middle East tensions — 2023-11-02
• Our view on central banks — 2023-11-02
• The eurozone is flirting with recession — 2023-11-02
• One region but very different stories for CEE countries — 2023-11-02
• Turkey's annual inflation remains flat in October — 2023-11-02
• Soft US jobs report reinforces the message that the Fed's work is done — 2023-11-02
• Key events in EMEA next week — 2023-11-02
• Rates Spark: US jobs data can be key — 2023-11-02
• Key events in developed markets next week — 2023-11-02
• The Italian economy looks set to stagnate over the winter — 2023-11-02
• USD Credit Supply: our forecasts for 2024 — 2023-11-02
• Geopolitics dominate commodity markets — 2023-11-02
• German exports disappoint once again — 2023-11-02
• Policymakers in China look to the future after a crisis averted — 2023-11-02
• EUR Credit supply: What we're expecting in 2024 — 2023-11-02
• UK headed for stagnation as rate hikes start to bite — 2023-11-02
• National Bank of Poland set to cut rates in November followed by a pause — 2023-11-02
• Rates: Still biased to rise — 2023-11-02
• ING's November Monthly: Too early for optimism — 2023-11-02
• FX Daily: EMFX surfs in a sea of green — 2023-11-02
• FX: Dollar to defy seasonal trends — 2023-11-02
• Higher for longer means more headwinds for US growth — 2023-11-02
• Asia Morning Bites — 2023-11-02
• Asia week ahead: RBA meeting and a flurry of regional growth and inflation reports — 2023-11-01
• The Commodities Feed: Positive economic sentiment helps to boost prices — 2023-11-01
• Czech National Bank review: Staying on the safe side — 2023-11-01
• FX Daily: Fed pause renews interest in the carry trade — 2023-11-01
• Asia Morning Bites 2 November 2023 — 2023-11-01
• Rates Spark: Supply relief, weaker data and the Fed proceeding carefully — 2023-11-01
• Bank of England keeps policy steady but pushes back against rate cut expectations — 2023-11-01
• The Commodities Feed: Central banks increase gold reserves — 2023-10-31
• Korea: Exports rebound for the first time in thirteen months — 2023-10-31
• FX Daily: Immobile Fed to give a nod to higher yields — 2023-10-31
• Rates Spark: Don't dismiss the remaining yield upside just yet — 2023-10-31
• US Federal Reserve keeps its options open with another hawkish hold — 2023-10-31
• Asia Morning Bites — 2023-10-30
• Monitoring Hungary: The moment of truth approaches — 2023-10-30
• Italian inflation sees a sharp fall on favourable energy base effects — 2023-10-30
• FX Daily: Bank of Japan's slow move to the exit keeps JPY soft — 2023-10-30
• Eurozone economy sees a small contraction as inflation plunges — 2023-10-30
• China: Momentum waned in October — 2023-10-30
• French growth slows sharply despite a rebound in domestic demand — 2023-10-30
• Asia Morning Bites — 2023-10-30
• Disappointing data signals drop in growth ahead for Japan — 2023-10-30
• The Commodities Feed: Lingering supply risks — 2023-10-30
• Rates Spark: US Treasuries brave the first supply test — 2023-10-30
• French inflation falls in October, but should soon stabilise — 2023-10-30
• Bank of Japan disappoints markets again despite another YCC tweak — 2023-10-30
• Spanish headline inflation remains flat, but should rise further over winter — 2023-10-29
• FX Daily: Strong dollar could be challenged by Asia this week — 2023-10-29
• Poland's fiscal space after the October elections — 2023-10-29
• Why commercial real estate concerns haven't subsided for banks just yet — 2023-10-29
• November rate hike possible for Swedish Riksbank despite negative growth — 2023-10-29
• German inflation drops in October — 2023-10-29
• Eurozone economy braces itself for prolonged sluggishness — 2023-10-29
• German economy remains stuck in stagnation — 2023-10-29
• Poland's new majority to transform election platform into a viable economic strategy — 2023-10-29
• Key events in developed markets next week — 2023-10-26
• Credit Supply Outlook: The Collection — 2023-10-26
• Four scenarios for Thursday's Bank of England meeting, with another pause likely — 2023-10-26
• Czech National Bank Preview: Day of Reckoning — 2023-10-26
• FX Daily: Stark growth gap makes the dollar even harder to sell — 2023-10-26
• Strong Tokyo CPI will likely put pressure on the Bank of Japan — 2023-10-26
• Federal Reserve set to pause again as the market does the heavy lifting — 2023-10-26
• ESG supply by banks set to stay strong in 2024 — 2023-10-26
• Labour hoarding persists in Hungary — 2023-10-26
• Falling real US incomes raise doubts about the outlook for spending and inflation — 2023-10-26
• Why a slowdown in Spanish growth could be here to stay — 2023-10-26
• Key events in EMEA next week — 2023-10-26
• Rates Spark: We're now in a holding pattern — 2023-10-26
• Global storms blow Chile's central bank off course — 2023-10-26
• US GDP surges 4.9% as consumers and government go large — 2023-10-25
• Korea's third-quarter GDP expands more than expected — 2023-10-25
• The Commodities Feed: Operational issues tighten copper supply — 2023-10-25
• Spanish unemployment rate rises slightly in third quarter — 2023-10-25
• Turkey's central bank opts to continue on at the same pace — 2023-10-25
• ECB: A dovish pause now, a peak soon — 2023-10-25
• Asia week ahead: Upcoming Bank of Japan meeting and China PMI reports — 2023-10-25
• ECB keeps rates on hold — 2023-10-25
• Rates Spark: An ECB pause, but no relief for longer rates — 2023-10-25
• Bank of Japan preview: New macro forecasts will shed light on next policy move — 2023-10-25
• FX Daily: Shifting away from the rate discussion — 2023-10-25
• Philippines central bank opts for off-cycle rate hike to ensure 2024 inflation path — 2023-10-25
• FX Daily: Hawks versus data, part one — 2023-10-24
• Bank of Canada hangs on to hawkish bias — 2023-10-24
• The Commodities Feed: Risk premium for oil diminishes — 2023-10-24
• Australia: One more rate hike or is the RBA done? — 2023-10-24
• Eurozone bank lending remained weak in September — 2023-10-24
• The stark differences in electric vehicle uptake across Europe — 2023-10-23
• Soft flash PMIs add to rising concerns over Japan's recovery — 2023-10-23
• Weak UK PMIs bolster case for another BoE pause next week — 2023-10-23
• Watch: Why the future of the US biofuel industry is at a crossroads — 2023-10-23
• Growth in water consumption of data centres needs more attention — 2023-10-23
• Sustainable finance helps data centres reduce their environmental impact — 2023-10-23
• Five factors driving bank bond supply next year — 2023-10-23
• FX Daily: Bond rally provides temporary reprieve to FX markets — 2023-10-23
• Data centre growth proves crucial in the shift towards a digital economy — 2023-10-23
• No relief for eurozone economy at start of 4Q — 2023-10-23
• ECB bank lending survey signals that tighter policy is working — 2023-10-23
• Hungary's real wage growth still stuck in 12-month slump — 2023-10-23
• National Bank of Hungary Review: A careful compromise — 2023-10-23
• Data centres provide a boost to companies' energy efficiency efforts — 2023-10-23
• The Commodities Feed: Unfavourable weather pushes softs higher — 2023-10-23
• Data centre support boosts energy efficiency — 2023-10-23
• October's ECB Cheat Sheet: Anything but guidance — 2023-10-22
• Biofuel demand strengthens the business case for US agribusiness — 2023-10-22
• Polish construction data confirms economic rebound — 2023-10-22
• European Taxonomy: Now the banking sector gears up for more disclosures — 2023-10-22
• The Commodities Feed: Geopolitical risks linger — 2023-10-22
• Another month of political uncertainty for Argentina — 2023-10-22
• FX Daily: Growth differentials on show this week — 2023-10-22
• Singapore's core inflation dips, but the headline number ticks higher — 2023-10-22
• Riksbank's hedging figures fuel FX intervention suspicions — 2023-10-19
• China curbs exports of battery-making graphite as global tech war escalates — 2023-10-19
• FX Daily: Dollar showing texbook overbought behaviour — 2023-10-19
• China curbs exports of battery-making graphite as global tech war escalates — 2023-10-19
• Cheaper fuel helps consumption rebound in Poland — 2023-10-19
• Inflation cools in Japan on the back of energy subsidies and base effects — 2023-10-19
• Key events in developed markets next week — 2023-10-19
• Key events in EMEA next week — 2023-10-19
• National Bank of Hungary preview: The era of positive real rates is here — 2023-10-19
• The Commodities Feed: Strong Chinese oil demand — 2023-10-18
• What banks can expect from the capital requirements regulation review — 2023-10-18
• Asia week ahead: Regional inflation readings plus growth figures from Korea — 2023-10-18
• FX Daily: Defensive positions advised — 2023-10-18
• Business sentiment darkens in France, signalling a general loss of economic dynamism — 2023-10-18
• Little change in Poland's employment numbers but wages remain high — 2023-10-18
• Polish manufacturing bottoming out and producer prices starting to stabilise — 2023-10-18
• Poland's election result turns EU funding risk on its head — 2023-10-18
• China's green sector is boosting its appetite for aluminium — 2023-10-18
• Extreme weather is making major trade routes less reliable, and it's only going to get worse — 2023-10-18
• Bank of Korea keeps policy rate on hold amid fresh uncertainty — 2023-10-18
• Rates Spark: New cycle highs for US Treasury yields — 2023-10-18
• Bank Indonesia surprises with rate hike to steady IDR — 2023-10-18
• Bank of Canada preview: Stretching the 'hawkish hold' approach — 2023-10-17
• Life after TLTROs: Bank liquidity and funding will be tested in 2024 — 2023-10-17
• Asia Morning Bites — 2023-10-17
• Sticky UK services inflation not enough to unlock a November rate hike — 2023-10-17
• Rates Spark: Economic resilience pushes rates higher — 2023-10-17
• FX Daily: Peak optimism versus peak pessimism — 2023-10-17
• China: Activity firms further — 2023-10-17
• Asia Morning Bites — 2023-10-16
• European utilities outlook: more investment but more selective in 2024 — 2023-10-16
• The Commodities Feed: Middle East tensions grow — 2023-10-16
• US retail sales confirms 4% GDP growth is on the cards — 2023-10-16
• Lower UK wage growth points to another Bank of England pause — 2023-10-16
• FX Daily: Consumer resilience to test the dollar today — 2023-10-16
• ECB preview: The best moment to pause — 2023-10-16
• Change of power in Poland should unlock investment potential of the economy — 2023-10-15
• The Commodities Feed: Oil market remains nervous — 2023-10-15
• FX Daily: Geopolitical risks weigh on activity currencies — 2023-10-15
• Asia Morning Bites — 2023-10-15
• Asia Morning Bites — 2023-10-14
• Key events in developed markets and EMEA next week — 2023-10-12
• FX Daily: Geopolitics may start to take over — 2023-10-12
• Rates Spark: Supply sidelines geopolitics — 2023-10-12
• Rebound in industrial production brings few signs of relief for the eurozone — 2023-10-12
• China: September inflation flirting with disinflation again — 2023-10-12
• Defaults expected to rise towards 5.5% in Europe and reach 6% in the US — 2023-10-12
• Polish core inflation sees a sharp drop in September — 2023-10-12
• Singapore: MAS holds fast while GDP surprises on upside — 2023-10-12
• India: September inflation plunges — 2023-10-12
• Poland's balance of payments data disappoints — 2023-10-12
• FX Daily: US CPI to challenge dollar correction — 2023-10-11
• Romanian inflation is stickier than expected — 2023-10-11
• Watch: Bizarre crab connection leaves EU medicine supply in a pinch — 2023-10-11
• Industrial Metals Monthly: Uncertainty the watchword during LME Week — 2023-10-11
• Asia Morning Bites — 2023-10-11
• US inflation keeps a final rate hike on the table — 2023-10-11
• Rates Spark: Inflation unlikely to beat geopolitics — 2023-10-11
• Asia week ahead: Incoming China data and key central bank decisions — 2023-10-11
• ECB minutes highlight growth concerns and wider differences at the last meeting — 2023-10-11
• The Commodities Feed: Supply fears ease — 2023-10-10
• Asia Morning Bites — 2023-10-10
• FX Daily: Don't get too excited with the bond rally — 2023-10-10
• End of Europe's block exemption for container ship alliances adds to challenging market conditions — 2023-10-10
• Rates Spark: No mood for 5% right now — 2023-10-10
• End of Europe's exemption for ship alliances adds to tough market conditions — 2023-10-10
• The Commodities Feed: European gas security concern grows — 2023-10-10
• Asia Morning Bites — 2023-10-09
• Surprising drop in Czech inflation opens the door to rate cuts in November — 2023-10-09
• Rates Spark: Flight to safety — 2023-10-09
• Hungarian inflation drops on large base effects — 2023-10-09
• The Commodities Feed: Uncertainty lingers — 2023-10-09
• The EU's endless drug shortage, its fragile supply chains and the bizarre crab connection — 2023-10-09
• Italian industrial production sees a small summer rebound — 2023-10-09
• Spanish house prices move against the eurozone trend — 2023-10-09
• FX Daily: Letting the term premium do the tightening — 2023-10-09
• Sweden: Estimating the FX impact of the Riksbank's hedging operations — 2023-10-09
• Oil rallies on Middle East tension — 2023-10-08
• EMEA FX Talking: Politics very much in focus — 2023-10-08
• First takeaways from Germany's regional elections — 2023-10-08
• Latam FX Talking: Carry trade unwind recommends caution — 2023-10-08
• FX Talking: Forecast table — 2023-10-08
• August industrial data fuels new recession risk in Germany — 2023-10-08
• Asia Morning Bites — 2023-10-08
• Hungary's budget challenges are far from over — 2023-10-08
• G10 FX Talking: Tighter financial conditions to support the dollar — 2023-10-08
• FX Daily: Middle East conflict may provide another leg up to the dollar — 2023-10-08
• Asia FX Talking: China will be praying for a weaker dollar — 2023-10-08
• Asia Morning Bites — 2023-10-07
• Monitoring Turkey: All eyes remain on policy moves — 2023-10-05
• FX Daily: Waiting for payrolls to jump back into the dollar? — 2023-10-05
• Key events in developed markets and EMEA next week — 2023-10-05
• Poland's central bank governor maintains ultra-dovish stance — 2023-10-05
• Rates Spark: Another payrolls lottery — 2023-10-05
• Hungarian industry still limited by domestic demand — 2023-10-05
• Blowout US jobs report puts 5% 10Y yields in sight — 2023-10-05
• Listen: Why oil prices will stay high and add to stagflation risk — 2023-10-05
• Mixed signals for earnings and spending in Japan, but the BoJ is likely to move on — 2023-10-05
• Asia week ahead: Regional inflation readings and an MAS decision — 2023-10-05
• Rates Spark: Testing pain thresholds — 2023-10-04
• Markets are right to rethink the Bank of England as rates reach a peak — 2023-10-04
• Oil prices to remain well supported — 2023-10-04
• What's next for the US after the summer spending splurge — 2023-10-04
• Korea's faster-than-expected inflation will worry the central bank — 2023-10-04
• How China is dodging the doom loop — 2023-10-04
• French industrial production and retail sales weak in August — 2023-10-04
• LME Week: The Fed, China and the green transition in the spotlight — 2023-10-04
• German exports disappoint in August — 2023-10-04
• What central banks are set to do next — 2023-10-04
• The labour market conundrum keeps the eurozone economy just about afloat — 2023-10-04
• CIS Sovereigns: Budget policy matters — 2023-10-04
• Carsten: Why central bankers are now facing some inconvenient truths — 2023-10-04
• Philippines: Inflation surges anew as rice prices jump — 2023-10-04
• CEE: Central bank hesitations — 2023-10-04
• National Bank of Romania review: On hold for longer — 2023-10-04
• Surging oil prices: a new concern for central banks — 2023-10-04
• Higher-for-longer rates narrative takes the shine off gold — 2023-10-04
• Key risks to the global outlook — 2023-10-04
• Oil takes a hit — 2023-10-04
• ING Monthly: An inconvenient truth for central banks - the full report — 2023-10-04
• An inconvenient truth for central banks — 2023-10-04
• FX Daily: Hard to follow a dollar correction now — 2023-10-04
• Korea's industrial production rebounds on strong chip demand — 2023-10-03
• FX Daily: Nowhere to hide, but in dollars — 2023-10-03
• US Dollar Credit Supply: Decent supply in September — 2023-10-03
• Our latest calls for central banks — 2023-10-03
• National Bank of Poland slows pace of monetary easing — 2023-10-03
• Hot summer and cold Hungarian retail performance — 2023-10-03
• Euro Credit Supply: Supply is large in September, but not substantial — 2023-10-03
• Romanian National Bank preview: on hold for longer — 2023-10-03
• Large drop in eurozone retail sales in August does not bode well for 3Q GDP — 2023-10-03
• CEE Sovereigns: Where we stand on EU funds — 2023-10-03
• How elections and the RBNZ disinflation gamble can steer the Kiwi dollar — 2023-10-02
• Turkey's annual inflation continued to rise in September — 2023-10-02
• The Commodities Feed: It's all about the yields — 2023-10-02
• Rates Spark: Bear steepening momentum is unbroken — 2023-10-02
• Rates Spark: Turning into a rout — 2023-10-02
• FX Daily: Back to the status quo — 2023-10-02
• The Commodities Feed: OPEC+ meeting — 2023-10-01
• Eurozone unemployment ticked down again in August — 2023-10-01
• Monitoring Hungary: Risks accumulating — 2023-10-01
• Asia Morning Bites — 2023-10-01
• US production boosts case for 4% GDP growth — 2023-10-01
• FX Daily: Settling into a stronger dollar — 2023-10-01
• Asia Morning Bites — 2023-09-30
• Italian inflation continued to decelerate in September, if at a slower pace — 2023-09-28
• Watch: Our key takeaways from New York Climate Week — 2023-09-28
• Rates Spark: Time for a breather? — 2023-09-28
• Key events in developed markets next week — 2023-09-28
• US inflation slows, but higher savings mean a resilient consumer — 2023-09-28
• Encouraging drop in eurozone inflation in September but concerns remain — 2023-09-28
• Hungarian labour market remains surprisingly stable — 2023-09-28
• Key events in EMEA next week — 2023-09-28
• The Commodities Feed: Gasoil cracks strengthen — 2023-09-28
• Polish CPI back to single digits for first time since February last year — 2023-09-28
• Italian bonds and the euro: Will it be different this time? — 2023-09-28
• FX Daily: A dangerous correlation for the euro — 2023-09-28
• French inflation stabilises in September — 2023-09-28
• Indonesia sees robust growth amid external challenges — 2023-09-27
• Spanish inflation edges higher again — 2023-09-27
• German inflation set to drop to lowest level since start of Ukraine war — 2023-09-27
• Germany's economic health check shows further signs of weakness — 2023-09-27
• FX Daily: Perfect storm drives dollar stronger still — 2023-09-27
• Asia week ahead: Two key central bank meetings — 2023-09-27
• Eurozone selling price expectations give a mixed picture of inflation outlook — 2023-09-27
• Asia Morning Bites — 2023-09-27
• Confidence deteriorates across the board in Italy — 2023-09-27
• FX Daily: King dollar, queen krona — 2023-09-26
• Czech National Bank review: The rate-cutting strategy is ready — 2023-09-26
• US government shutdown makes it likely the Fed is finished hiking — 2023-09-26
• Rates Spark: No let up for now — 2023-09-26
• Eurozone bank lending still under pressure from higher rates — 2023-09-26
• Rates Spark: Not stretched enough yet — 2023-09-26
• Australia: Inflation back on the rise — 2023-09-26
• The Commodities Feed: Oil resists risk-off move — 2023-09-26
• Asia Morning Bites — 2023-09-25
• FX Daily: US bond market sets the FX tone — 2023-09-25
• Gauging EUR/USD downside risks in a bearish bond market — 2023-09-25
• Surging oil prices: a new concern for central banks — 2023-09-25
• Rates Spark: Steepening from the back end — 2023-09-25
• National Bank of Hungary review: Delivering the promise — 2023-09-25
• The Commodities Feed: European gas rallies — 2023-09-25
• Increase in minimum reserves would hit bank liquidity at crucial moment — 2023-09-24
• Hungarian wage growth slides on composition effects — 2023-09-24
• FX Daily: This is not a June reboot — 2023-09-24
• Asia Morning Bites — 2023-09-24
• Why India is bucking the global slowdown trend — 2023-09-24
• The Commodities Feed: Oil fundamentals remain supportive — 2023-09-24
• New York Climate Week: It's all about acting faster and together — 2023-09-24
• German Ifo index drops again in September — 2023-09-24
• Asia Morning Bites 25 September 2023 — 2023-09-23
• Key events in developed markets — 2023-09-21
• Rates Spark: Drawing out the cycles — 2023-09-21
• Key events in EMEA next week — 2023-09-21
• Weak UK PMIs bolster chances of November BoE pause — 2023-09-21
• Bank of Japan keeps policy unchanged and sticks to dovish stance — 2023-09-21
• Here's why 5% for the US 10yr can happen — 2023-09-21
• Eurozone PMI once again signals contraction in activity in September — 2023-09-21
• Watch: Focus shifts to rate cuts as the Bank of England breaks its cycle — 2023-09-21
• Our latest calls on the National Bank of Hungary — 2023-09-21
• Diesel supply concerns grow with Russian export ban — 2023-09-21
• Copper prices slump as LME stocks continue to pile up — 2023-09-21
• Czech National Bank preview: Last meeting before first rate cut — 2023-09-21
• FX Daily: Re-pricing for a world of higher US rates — 2023-09-21
• US housing feels the squeeze from high mortgage rates — 2023-09-20
• The Commodities Feed: Hawkish Fed pause caps oil — 2023-09-20
• Asia Morning Bites — 2023-09-20
• Monitoring Romania — 2023-09-20
• French business climate stable again, but inflationary pressures on the rise — 2023-09-20
• National Bank of Hungary preview: Entering phase two — 2023-09-20
• Asia week ahead: Flurry of data from Japan and Korea — 2023-09-20
• Turkey's central bank hikes interest rate to 30% in a bid to control inflation — 2023-09-20
• Positive signs in Poland's August data — 2023-09-20
• Rates Spark: Still upside after a hawkish Fed, BoE next — 2023-09-20
• Riksbank's half-hawkish hike leaves the krona vulnerable — 2023-09-20
• Norges Bank hikes and promises one more in December — 2023-09-20
• A surprise pause by the Swiss National Bank, which could last for some time — 2023-09-20
• Bank Indonesia extends pause for eighth consecutive meeting — 2023-09-20
• The Bank of England's tightening cycle may well be over — 2023-09-20
• FX Daily: Fed's hawkish hold prolongs late cycle dollar strength — 2023-09-20
• Philippines central bank maintains policy rate amid slowing growth — 2023-09-20
• Dutch government budget for 2024 offers more help to the poor — 2023-09-19
• Central banks: How your views compare to ours — 2023-09-19
• Polish industrial production still weak, but with first green shoots — 2023-09-19
• Asia Morning Bites — 2023-09-19
• UK inflation surprise boosts chances of Bank of England pause — 2023-09-19
• The Commodities Feed: Oil holding firm heading into the FOMC — 2023-09-19
• Fed holds US rates steady, but markets are reluctant to buy into the more hawkish messaging — 2023-09-19
• Oil's rally has more room to run — 2023-09-19
• FX Daily: A pre-scripted FOMC meeting, but watch the 2024 dot plot — 2023-09-19
• Listen: Central banks and the rate cut countdown — 2023-09-19
• Polish labour market tightness persists as unemployment hits record low — 2023-09-19
• Asia Morning Bites — 2023-09-18
• Rates Spark: Hawkish tail risks — 2023-09-18
• FX Daily: One last quiet day — 2023-09-18
• Norges Bank preview: One last hike, focus on new projections — 2023-09-18
• The Commodities Feed: Why oil could soon hit $100 a barrel — 2023-09-18
• Why the Bank of England might not raise rates on Thursday — 2023-09-17
• FX Daily: Up and down - a big week for policy rates and currencies — 2023-09-17
• Carsten's take on the ECB rate hike — 2023-09-14
• Single-digit CPI inflation in Poland expected for remainder of 2023 — 2023-09-14
• Key events in developed markets next week — 2023-09-14
• Carsten's take on the last ECB rate hike — 2023-09-14
• US industry posts solid gains, inflation expectations plunge — 2023-09-14
• FX Daily: A dovish hike ahead of a hawkish hold — 2023-09-14
• Rates Spark: Transitioning from level to duration — 2023-09-14
• China: Some spots of improvement in activity — 2023-09-14
• Key events in EMEA next week — 2023-09-14
• Spanish food and agriculture sector set for a post-inflation recovery — 2023-09-14
• Spanish food inflation is past its peak but will remain elevated — 2023-09-14
• Fed set to hold, but signal the potential for a final hike — 2023-09-14
• ECB announces final rate hike — 2023-09-13
• Rates Spark: A last one for the road — 2023-09-13
• Asia Morning Bites — 2023-09-13
• FX Daily: ECB to hike, but don't get too excited for the euro — 2023-09-13
• ECB hikes by 25bp and signals end to hiking cycle — 2023-09-13
• Asia week ahead: Key regional central banks to decide on policy — 2023-09-13
• Australia: Strong labour report complicates Reserve Bank (RBA) rate decision — 2023-09-13
• The Commodities Feed: Further gas supply disruptions — 2023-09-13
• WASDE update: Tighter wheat and looser corn market — 2023-09-12
• FX Daily: Sticky US inflation to keep dollar bid — 2023-09-12
• UK economic output falls further than expected in July — 2023-09-12
• Poland's current account still in surplus — 2023-09-12
• Lingering US inflation fears leave a final rate hike on the table — 2023-09-12
• Asia Morning Bites — 2023-09-12
• Higher-than-expected Romanian inflation is not as bad as it looks — 2023-09-12
• Invite: Central banks and the rate cut countdown — 2023-09-12
• The Commodities Feed: Growing oil deficit — 2023-09-12
• UK economic output falls further than expected in July — 2023-09-12
• FX Daily: Muddling through — 2023-09-11
• The Commodities Feed: Oil remains well supported — 2023-09-11
• The UK jobs report is more dovish than it looks — 2023-09-11
• Asia Morning Bites — 2023-09-11
• Rates Spark: Slowly gearing up to the key events — 2023-09-11
• Korean won: The benefits of deliverability — 2023-09-11
• Asia FX Talking: Manning the renminbi barricades — 2023-09-10
• FX Daily: Hawkish vibes from Asia — 2023-09-10
• FX Talking: Forecasts table — 2023-09-10
• EMEA FX Talking: An aggressive easing cycle unnerves the zloty — 2023-09-10
• Latam FX Talking: Large easing cycles in Brazil and Chile — 2023-09-10
• ECB cheat sheet: Is a hike hawkish enough? — 2023-09-10
• G10 FX Talking: US 'exceptionalism' can't last — 2023-09-10
• Turkey's current account deficit widens in July — 2023-09-10
• Asia Morning Bites — 2023-09-10
• FX Talking September: Strong dollar overstays its welcome — 2023-09-10
• Asia Morning Bites — 2023-09-09
• Rates Spark: My home is my castle — 2023-09-07
• Asia week ahead: Major China data release and India's inflation report — 2023-09-07
• Another unpleasant budget figure for Hungary — 2023-09-07
• Temporary slowdown in Hungarian disinflation — 2023-09-07
• US household wealth leapt $5.5tn in the second quarter — 2023-09-07
• Dutch healthcare outlook: Capacity constraints could become chronic — 2023-09-07
• FX Daily: Resistance to dollar strength is futile — 2023-09-07
• Monitoring Turkey: More rate hikes needed to tame inflation — 2023-09-07
• Key events in developed markets and EMEA next week — 2023-09-07
• The Commodities Feed: Strong Chinese oil imports — 2023-09-07
• Watch: Four areas to keep an eye on for aluminium — 2023-09-07
• French industrial output rebounds in July — 2023-09-07
• Riksbank set for at least one more hike despite fragile economic backdrop — 2023-09-06
• German industrial production goes from bad to worse — 2023-09-06
• US Dollar Credit Supply: Relatively low supply seen in August — 2023-09-06
• Economic growth in Romania slows — 2023-09-06
• Asia Morning Bites — 2023-09-06
• Dovish National Bank of Poland press conference and de-facto easing guidance — 2023-09-06
• Rates Spark: Service sector oomph — 2023-09-06
• Swedish krona still searching for the bottom, but the Riksbank can help — 2023-09-06
• Euro Credit Supply: Expect higher supply in September — 2023-09-06
• Refined products: Middle distillate tightness to persist — 2023-09-06
• FX Daily: Higher-for-longer narratives unfold — 2023-09-06
• Hungarian industry shows summer upturn — 2023-09-06
• Good news for the Bank of England as corporate price expectations fall further — 2023-09-06
• Industrial Metals Monthly: China's stimulus in focus — 2023-09-06
• The Commodities Feed: LNG strike action delayed — 2023-09-06
• Asia Morning Bites — 2023-09-05
• US service sector's strong summer boosted by concerts and movies — 2023-09-05
• Hungarian retail sector continues to struggle — 2023-09-05
• Hawkish hold from the Bank of Canada, but we think rates have peaked — 2023-09-05
• A sharp start to the easing cycle in Poland — 2023-09-05
• The Commodities Feed: Saudi and Russian oil cuts — 2023-09-05
• Rates Spark: Dis-inversion from the back end — 2023-09-05
• FX Daily: The Saudi squeeze brings energy back into the FX mix — 2023-09-05
• Australia: GDP holding up better than expected — 2023-09-05
• Eurozone retail sales dip further than expected in July — 2023-09-05
• ECB meeting preview: A final hike — 2023-09-05
• Philippines: Crucial 3 could drive renewed acceleration of inflation — 2023-09-04
• The Commodities Feed: Oil spreads strengthen — 2023-09-04
• Rates Spark: Close calls — 2023-09-04
• This is the real reason why the eurozone is suffering from labour shortages — 2023-09-04
• FX Daily: Economic resilience keeps dollar 'expensive' — 2023-09-04
• German exports disappoint in July — 2023-09-03
• Monitoring Hungary: Full-year growth outlook downgraded — 2023-09-03
• Marieke Blom: Why the Dutch economy is well positioned for the green transition — 2023-09-03
• Moody's latest decision on Hungary gives false sense of security — 2023-09-03
• FX Daily: The indestructible dollar — 2023-09-03
• Swiss economy slows sharply — 2023-09-03
• Turkish inflation surges in August — 2023-09-03
• Canadian growth shocker confirms central bank to pause — 2023-09-03
• Europe's construction sector set to slow as demand plummets — 2023-09-03
• The Commodities Feed: Oil cuts and LNG supply risks — 2023-09-03
• Asia Morning Bites — 2023-09-03
• Asia Morning Bites — 2023-09-02
• Rates Spark: When the hawks seem dovish — 2023-08-31
• India: GDP growth accelerates in 2Q23 — 2023-08-31
• Key events in EMEA next week — 2023-08-31
• Four-quarter technical recession confirmed in Hungary — 2023-08-31
• FX Daily: Peso too strong, renminbi too weak, dollar just right — 2023-08-31
• Korean activity data point to a cloudy third-quarter — 2023-08-31
• Spanish tourist season on track to beat pre-Covid levels for the first time — 2023-08-31
• Gold gains after data fuels hopes of a Fed pause — 2023-08-31
• Mexican peso corrects: Don't panic! — 2023-08-31
• Watch: Why Germany is emerging as the 'sick man of Europe' — 2023-08-31
• The Commodities Feed: Russia to extend oil export curbs — 2023-08-31
• Softening US jobs market suggests the Fed's work is done — 2023-08-31
• Key events in developed markets next week — 2023-08-31
• Fading domestic demand fuels a drop in Italian GDP — 2023-08-31
• US ISM reports remain consistent with GDP slowdown despite the construction boom — 2023-08-31
• National Bank of Poland meeting preview — 2023-08-31
• ECB minutes confirm hawkishness amid growing concerns about growth — 2023-08-30
• The Commodities Feed: US crude oil inventories drop — 2023-08-30
• FX: Real rate convergence still on the cards — 2023-08-30
• Rates Spark: Different focus, different outcomes — 2023-08-30
• We're worried about China, but things could be worse — 2023-08-30
• Gloomy growth prospects ahead for Central and Eastern Europe — 2023-08-30
• Rates: Why market rates remain under upward pressure — 2023-08-30
• Eurozone inflation stagnates ahead of ECB September meeting — 2023-08-30
• Revising our Polish GDP forecast lower after poor second-quarter data — 2023-08-30
• US spending surges, but it's not sustainable — 2023-08-30
• Cracks in the UK economy will give the Bank of England pause for thought — 2023-08-30
• Commodities news is dominated by strengthening oil and volatile gas prices — 2023-08-30
• ING's September Monthly: Summertime sadness — 2023-08-30
• FX Daily: Low vol environment continues — 2023-08-30
• Italian inflation continued to decelerate in August — 2023-08-30
• China PMIs remain downbeat — 2023-08-30
• French inflation back on the rise — 2023-08-30
• Can Germany rid itself of the 'Sick man of Europe' label? — 2023-08-30
• Asia week ahead: Reserve Bank of Australia to decide on rates — 2023-08-30
• The eurozone's summer tourist boom should give way to a significant slowdown — 2023-08-30
• Rates Spark: Losing buoyancy — 2023-08-29
• Italian business confidence falls in August — 2023-08-29
• FX Daily: Eurozone inflation, round one — 2023-08-29
• Inflation's second wave: Are we really watching a 70s rerun? — 2023-08-29
• Asia Morning Bites — 2023-08-29
• Food inflation finally cools in Europe after a long hot summer — 2023-08-29
• German inflation continues to fall very gradually — 2023-08-29
• Australia: Rate hike forecast is hanging by a thread — 2023-08-29
• High 2024 borrowing needs in Poland no longer fundable locally — 2023-08-29
• Spanish headline inflation rises for second month in a row — 2023-08-29
• The Commodities Feed: Australian LNG strike risk grows — 2023-08-28
• Asia Morning Bites — 2023-08-28
• German government sends in the paramedics — 2023-08-28
• FX Daily: ECB hawkish pushback to face key inflation test — 2023-08-28
• Rising rice and energy prices in the Philippines fuel inflation concerns — 2023-08-28
• National Bank of Hungary review: Monetary policy to come off autopilot soon — 2023-08-28
• Eurozone bank lending continues to weaken as money growth turns negative — 2023-08-27
• Singapore's industrial production is down again, but could we see a reversal ahead? — 2023-08-24
• Australian supply risks hang over the gas market — 2023-08-24
• Powell signals Fed to tread carefully, but that rates will stay high — 2023-08-24
• FX Daily: Lagarde faces a harder test than Powell — 2023-08-24
• Key events in developed markets next week — 2023-08-24
• Belgian house prices set to fall as demand plunges — 2023-08-24
• Key events in EMEA next week — 2023-08-24
• Latest Ifo index adds to Germany's economic woes — 2023-08-24
• German stagnation in the second quarter confirmed — 2023-08-24
• Why Hungary's labour market remains strong despite a year-long technical recession — 2023-08-24
• Why Hungary's labour market remains strong despite a year-long recession — 2023-08-24
• Rates Spark: Not the end of the story — 2023-08-23
• Asia Morning Bites — 2023-08-23
• Dutch retail sales volumes expected to shrink for the first time in a decade — 2023-08-23
• The Bank of Korea's hawkish pause continued on the back of inflation concerns — 2023-08-23
• BRICS expansion: The Saudi surprise adds momentum to the de-dollarisation debate — 2023-08-23
• Turkey's central bank announces surprise rate hike — 2023-08-23
• Bank Indonesia keeps rates steady again to ensure FX stability — 2023-08-23
• National Bank of Hungary preview: The moment of truth — 2023-08-23
• FX Daily: Attention turns to Turkey — 2023-08-23
• The Commodities Feed: Australian LNG strike risks ease — 2023-08-23
• Asia week ahead: India's GDP and regional PMI reports — 2023-08-23
• UK service sector enters contraction as rate hikes begin to bite — 2023-08-22
• Eurozone PMI paints worrisome growth picture — 2023-08-22
• FX Daily: A busy day ahead of Jackson Hole — 2023-08-22
• Asia Morning Bites — 2023-08-22
• Rates Spark: A wedge between US and EUR rates — 2023-08-22
• The Commodities Feed: Iranian oil flows edge higher — 2023-08-22
• Rates Spark: Kicking off with new highs — 2023-08-21
• Polish retail sales disappoint in July — 2023-08-21
• FX Daily: Manning the renminbi barricade — 2023-08-21
• Polish construction activity remains lacklustre in July — 2023-08-21
• Asia Morning Bites — 2023-08-21
• FX Daily: Treasury slide keeps markets nervous — 2023-08-20
• Further signs of weakness in the Polish labour market — 2023-08-20
• The Commodities Feed: LNG strike action looms — 2023-08-20
• Poland's industrial production and producer prices fall sharply in July — 2023-08-20
• FX Daily: Quiet G10 markets despite Chinese turmoil — 2023-08-17
• Key events in developed markets next week — 2023-08-17
• Key events in EMEA next week — 2023-08-17
• Central Bank of Turkey set to maintain the pace of hikes — 2023-08-17
• Rates Spark: Dis-inversion in vogue — 2023-08-17
• A bond bear market made in America — 2023-08-16
• BRICS expansion and the dollar: Would a larger bloc mean faster de-dollarisation? — 2023-08-16
• Rates Spark: Let's start talking louder about 4.5% — 2023-08-16
• Tightness takes hold of the oil market — 2023-08-16
• The Commodities Feed: WTI oil falls below $80 a barrel — 2023-08-16
• FX Daily: Someone is still hiking — 2023-08-16
• BRICS expansion and what it means for the US dollar — 2023-08-16
• Philippines central bank carries out another hawkish pause — 2023-08-16
• One year on: America's Inflation Reduction Act is closer to reshaping the US clean energy industry — 2023-08-16
• Asia week ahead: Key central bank meetings and inflation reports — 2023-08-16
• Power and grid investment: a smooth transition towards Poland's low-carbon future — 2023-08-16
• Norges Bank hikes rates and signals a final move in September — 2023-08-16
• The Commodities Feed: China macro concerns grow — 2023-08-15
• FX Daily: More volunteers to support the US dollar — 2023-08-15
• Fed minutes indicate a bias to hike, but we don't think it will carry through — 2023-08-15
• US housing market in gridlock, with risks emerging — 2023-08-15
• Longest technical recession on record in Hungary — 2023-08-15
• Romanian GDP falls below expectations in the second quarter — 2023-08-15
• Polish GDP continues to shrink in 2Q23 — 2023-08-15
• Rates Spark: Risk-off as a contributor — 2023-08-15
• UK services inflation nudges higher on surging social rents — 2023-08-15
• The Netherlands falls into a technical recession — 2023-08-15
• Strong consumer keeps US on track for 3% GDP growth — 2023-08-14
• Surprise UK wage growth pick-up helps cement September hike — 2023-08-14
• Asia Morning Bites — 2023-08-14
• Rates Spark: Bearish structure still — 2023-08-14
• FX Daily: Unruly EM currencies keep the dollar in demand — 2023-08-14
• The Commodities Feed: China macro data disappoints — 2023-08-14
• Indonesia: Trade surplus narrows further — 2023-08-14
• China: PBoC cuts rates amidst data weakness — 2023-08-14
• Asia Morning Bites — 2023-08-13
• FX Daily: Risk assets feel the squeeze — 2023-08-13
• G10 FX Talking: The case against the dollar isn't strong enough — 2023-08-13
• Poland sees further improvement in trade balance, but on poor imports — 2023-08-13
• The Commodities Feed: Tighter market supports prices — 2023-08-13
• Latam FX Talking: Full steam ahead with easing cycles — 2023-08-13
• EMEA FX Talking: Broad range of local drivers — 2023-08-13
• FX Talking: Forecasts table — 2023-08-13
• Polish CPI inflation falls; a rate cut is surely coming — 2023-08-13
• Watch: The dollar's still got the groove — 2023-08-13
• Asia FX Talking: Renminbi drags regional FX lower — 2023-08-13
• FX Talking August: The dollar's still got the groove — 2023-08-13
• WASDE update: Unfavourable weather impacts US crop — 2023-08-13
• Asia Morning Bites — 2023-08-12
• UK manufacturing surge lifts second quarter growth — 2023-08-10
• Drop in Turkey's annual current account deficit — 2023-08-10
• Key events in EMEA next week — 2023-08-10
• The Commodities Feed: LNG supply risks linger — 2023-08-10
• More room for Fed flexibility as US inflation fears recede — 2023-08-10
• France's solid labour market is starting to cool — 2023-08-10
• Romanian inflation finally dips into single digits — 2023-08-10
• Key events in developed markets next week — 2023-08-10
• FX Daily: Dollar benefits from a lack of alternatives — 2023-08-10
• Rates Spark: Not enough yet for rates to fall — 2023-08-10
• US inflation boosts case for no further rate hikes — 2023-08-09
• Rates Spark: Energy and food inflation is ringing more alarm bells — 2023-08-09
• Asia week ahead: Regional inflation data and the Philippines' rate decision — 2023-08-09
• Philippines: 2Q GDP disappoints as revenge-spending fades and rate hikes finally weigh on momentum — 2023-08-09
• The Commodities Feed: Supply risks from Australia push European gas prices higher — 2023-08-09
• India: RBI holds repo rate steady — 2023-08-09
• FX Daily: Is disinflation enough to get the dollar lower? — 2023-08-09
• Inflation in the Czech Republic on track to hit 2% target — 2023-08-09
• Asia Morning Bites — 2023-08-08
• The Commodities Feed: Higher prices help oil supply — 2023-08-08
• Inflation's here to stay, say European consumers — 2023-08-08
• FX Daily: Temporary and contrasting drivers — 2023-08-08
• Industrial Metals Monthly: Dim global economic growth clouds metals outlook — 2023-08-08
• Rates Spark: Still feeling heavy for bonds — 2023-08-08
• Hungarian disinflation continued in July — 2023-08-07
• The Commodities Feed: Disappointing China trade data weighs on sentiment — 2023-08-07
• Big swings in 2023, but global sustainable finance remains in rude health — 2023-08-07
• Rates Spark: Action at both ends of the curve — 2023-08-07
• FX Daily: Currencies starting to detach from bond dynamics — 2023-08-07
• To hike or to hold? Three scenarios for the Bank of England's next steps — 2023-08-07
• Australia: How to ride a bumpy disinflationary path — 2023-08-07
• The Hungarian budget is bad, but stable — 2023-08-07
• Monitoring Turkey: Inflation fever — 2023-08-06
• The Commodities Feed: Russia-Ukraine tensions add to oil supply risks — 2023-08-06
• US consumer spending remains vulnerable to credit dynamics — 2023-08-06
• Does Japan's higher rate cap materially hurt Treasuries? — 2023-08-06
• FX Daily: Waiting game keeps the dollar in demand — 2023-08-06
• Indonesia's GDP growth surprise to the upside — 2023-08-06
• Asia Morning Bites — 2023-08-06
• National Bank of Romania review: It's largely going according to plan but... — 2023-08-06
• German industrial 'bad news show' continues — 2023-08-06
• Asia Morning Bites — 2023-08-05
• Key events in EMEA next week — 2023-08-03
• Mixed US jobs data signals September pause — 2023-08-03
• FX Daily: Looking beyond the bond sell-off — 2023-08-03
• Philippines: Inflation slows further in July — 2023-08-03
• Key events in developed markets next week — 2023-08-03
• Hungary's industrial and retail sectors still a shadow of their former selves — 2023-08-03
• Italian industrial production picks up in June, but continues to drag on growth — 2023-08-03
• The Commodities Feed: Saudi output cuts propel crude higher — 2023-08-03
• Asia week ahead: China inflation and trade data — 2023-08-02
• Turkey sees record high CPI inflation in July — 2023-08-02
• Czech National Bank review: One step closer to a rate cut — 2023-08-02
• The Commodities Feed: Risk-off sentiment weighs on the complex — 2023-08-02
• Listen: Why China is no 1990s Japan — 2023-08-02
• FX Daily: US Treasury wobble unnerves risk assets — 2023-08-02
• German exports still stuck in stagnation — 2023-08-02
• Bank of England opts for smaller rate hike after better inflation news — 2023-08-02
• ISM surveys point to softer US jobs and growth numbers ahead — 2023-08-02
• China is no 1990s Japan - but it could have been — 2023-08-02
• Asia Morning Bites — 2023-08-02
• Romanian National Bank preview: on autopilot for a while — 2023-08-02
• US Dollar Credit Supply: Revising our forecasts marginally higher — 2023-08-01
• Euro Credit Supply: Revising our forecasts marginally higher — 2023-08-01
• The Commodities Feed: Tight supplies lift oil prices — 2023-08-01
• FX Daily: Brazil set to start its easing cycle — 2023-08-01
• The 'real' dynamics of core inflation in the eurozone — 2023-08-01
• The Commodities Feed: Copper drops from three-month high after weak China manufacturing data — 2023-07-31
• Polish PMI dips in July on falling new orders — 2023-07-31
• US industrial activity feels the headwinds — 2023-07-31
• Asia Morning Bites — 2023-07-31
• German labour market shows very first cracks — 2023-07-31
• Reserve Bank of Australia takes another breather — 2023-07-31
• FX Daily: RBA's pause isn't the endgame — 2023-07-31
• CEE: July indicates a change in bond supply — 2023-07-31
• Why market rates may continue to rise after the Fed peaks — 2023-07-31
• Weaker than expected Italian GDP may help disinflation process — 2023-07-30
• Asia Morning Bites — 2023-07-30
• Eurozone inflation dropped to 5.3% in July as all eyes turn to services — 2023-07-30
• Banks put the squeeze on US economy as lending conditions tighten further — 2023-07-30
• September rate cut on the cards as Polish inflation falls in July — 2023-07-30
• Eurozone inflation dropped to 5.3% in July as all eyes turn to services — 2023-07-30
• Eurozone economy returns to positive growth but underlying weakness remains — 2023-07-30
• China: PMI's show non-manufacturing growth slowing further — 2023-07-30
• Most European banks prove resilient in bank stress tests — 2023-07-30
• Most European banks prove resilient in bank stress tests — 2023-07-30
• The Commodities Feed: Supply tightness could support copper — 2023-07-30
• FX Daily: Carry trade en vogue despite monetary hikes, pauses and cuts — 2023-07-30
• Monitoring Hungary: Disinflation shifts into a higher gear — 2023-07-30
• Asia Morning Bites — 2023-07-29
• Eurozone economic sentiment indicator confirms weak start to third quarter — 2023-07-27
• Key events in EMEA next week — 2023-07-27
• Listen: Electric vehicles face roadblocks ahead — 2023-07-27
• Surprisingly strong second-quarter growth in France — 2023-07-27
• Key events in developed markets next week — 2023-07-27
• Regional German inflation data show hidden disinflationary trend — 2023-07-27
• German economy stagnated in the second quarter — 2023-07-27
• Seasonal work pushes labour market participation rate to record high in Hungary — 2023-07-27
• Bank of Japan surprises the market with yield curve control tweak — 2023-07-27
• Firm spending and softer inflation boost the US soft landing thesis — 2023-07-27
• FX Daily: Diverging G3 trends dominate — 2023-07-27
• Rates Spark: Don't look down, yet — 2023-07-26
• Goldilocks GDP feeds the US soft landing narrative — 2023-07-26
• Asia week ahead: Reserve Bank of Australia policy move and regional PMI data — 2023-07-26
• The ECB switches off autopilot — 2023-07-26
• FX Daily: Fed patience provides breathing room for risk assets — 2023-07-26
• Momentum slows in the Philippines as headwinds mount — 2023-07-26
• Asia Morning Bites — 2023-07-26
• ECB hikes rates by 25bp — 2023-07-26
• Turkey's central bank more than doubles inflation forecast for 2023 — 2023-07-26
• Czech National Bank preview: How to change the market's mind — 2023-07-26
• Rates Spark: Don't look down, yet — 2023-07-26
• FX Daily: Dollar to stay supported into the Fed — 2023-07-25
• Eurozone bank lending falls again in June as ECB hikes take effect — 2023-07-25
• Tightening supply shakes up battery metal dynamics — 2023-07-25
• Global electric vehicle supply chains struggle to keep up as demand surges — 2023-07-25
• Fed raises rates 25bp, retains a bias to do more — 2023-07-25
• Australia: June inflation falls further — 2023-07-25
• Asia Morning Bites — 2023-07-25
• Rates Spark: The Fed set to keep the pressure on — 2023-07-25
• Bank of England preview: Better inflation news allows for a smaller 25bp rate hike — 2023-07-25
• Rates Spark: Can Christine sound as calm as Jerome? — 2023-07-25
• The Commodities Feed: All eyes on the Fed — 2023-07-25
• Geopolitics, policy and sustainability to forge new electric vehicle partnerships — 2023-07-25
• Asia Morning Bites — 2023-07-24
• FX Daily: European pessimism, Chinese optimism — 2023-07-24
• The German economy is in a 'slowcession' and needs a new reform agenda — 2023-07-24
• When can the Bank of Japan be confident that inflation is sustainable? — 2023-07-24
• National Bank of Hungary review: Sticking to the script — 2023-07-24
• Korea: 2Q23 GDP improved but with disappointing details — 2023-07-24
• ECB bank lending survey shows tighter conditions and weaker demand for loans — 2023-07-24
• Indonesian central bank extends pause again to preserve FX stability — 2023-07-24
• The Commodities Feed: Supply risks grow — 2023-07-24
• Hungarian wage growth remains strong — 2023-07-24
• ECB cheat sheet: Half a gear down — 2023-07-23
• National Bank of Hungary preview: Normalisation to continue unabated — 2023-07-23
• FX Daily: Market running short dollars into this week's event risks — 2023-07-23
• Eurozone PMI suggests worsening economic conditions — 2023-07-23
• Spanish elections cast a shadow over the economic outlook — 2023-07-23
• Asia Morning Bites — 2023-07-23
• Asia Morning Bites — 2023-07-22
• ECB preview: The final countdown — 2023-07-22
• FX Daily: Dollar bears being asked for patience — 2023-07-20
• Fed to keep up the squeeze with another 25bp hike — 2023-07-20
• Poland's retail trade improves as goods inflation eases further — 2023-07-20
• Collapse of grain deal rattles the market — 2023-07-20
• Key events in developed markets and EMEA next week — 2023-07-20
• Rates Spark: The stretch before two key central bank meetings — 2023-07-20
• Watch: Decarbonisation pressure picks up for the petrochemicals sector — 2023-07-20
• Continued disinflation in Poland supports prompt central bank easing — 2023-07-19
• FX Daily: Tiptoeing back into the dollar — 2023-07-19
• Gold shines again with an end to the Fed's tightening cycle in sight — 2023-07-19
• The Commodities Feed: USD holds oil back — 2023-07-19
• Asia week ahead: Key central bank meetings in Japan and Indonesia — 2023-07-19
• Another climate change casualty: property prices — 2023-07-19
• Dutch construction faces sharp decline in 2024 — 2023-07-19
• Rates Spark: Toning down the extremes — 2023-07-19
• Hydrogen sparks change for the future of green steel production — 2023-07-18
• The Commodities Feed: Middle distillates firm up — 2023-07-18
• Good news on UK inflation bolsters chances of a 25bp August hike — 2023-07-18
• FX Daily: The pound's big repricing is finally happening — 2023-07-18
• FX Daily: Dollar risk premium consolidating — 2023-07-17
• Mixed US activity picture supports July hike then another pause — 2023-07-17
• The Commodities Feed: Black Sea Grain deal ends — 2023-07-17
• Rates Spark: Competing narratives — 2023-07-17
• Tequila Turn: Mexico to front run the US — 2023-07-17
• Political uncertainty in the Netherlands to slow green synthetic fuel transition in shipping and aviation — 2023-07-16
• The green transition takes hold of Germany's property market — 2023-07-16
• Decarbonisation of petrochemicals needs more cross-sector effort — 2023-07-16
• The Commodities Feed: China's GDP falls short — 2023-07-16
• UK inflation data to make or break a 50bp August rate hike — 2023-07-16
• FX Daily: How much more fuel in the disinflation tank? — 2023-07-16
• Stalling imports widen Indonesia's trade surplus — 2023-07-16
• FX Talking: Forecasts table — 2023-07-13
• Latam FX Talking: The beneficiary of emerging market portfolio flows — 2023-07-13
• The Commodities Feed: USD boosts the complex — 2023-07-13
• Asia FX Talking: Listless Chinese recovery holds regional currencies back — 2023-07-13
• Rates Spark: Don't get carried away — 2023-07-13
• FX Daily: Tectonic shifts in FX positioning — 2023-07-13
• Poland's inflation may fall to single digits in August but pace of disinflation to slow — 2023-07-13
• EMEA FX Talking: Improving global environment provides support — 2023-07-13
• G10 FX Talking: US disinflation opens the door to recovery trades — 2023-07-13
• Key events in developed markets and EMEA next week — 2023-07-13
• FX Talking July: The dollar's break point — 2023-07-13
• Poland's current account surplus with net exports to support GDP growth — 2023-07-13
• Czech inflation back in single digits — 2023-07-12
• UK economy more resilient than expected in May — 2023-07-12
• WASDE update: Bearish numbers for corn and soybeans — 2023-07-12
• Watch: A weak eurozone recovery, but signs of hope ahead — 2023-07-12
• The Commodities Feed: Brent breaks above $80 — 2023-07-12
• Rates Spark: Are we there yet? — 2023-07-12
• Dutch chemical industry outlook: Calmer waters after sharp declines — 2023-07-12
• Asia Morning Bites — 2023-07-12
• Eurozone industrial production confirms no strong GDP bounce back for 2Q — 2023-07-12
• Asia week ahead: Key economic data for China next week — 2023-07-12
• Bank of Korea's hawkish pause extended on slowing inflation — 2023-07-12
• FX Daily: Dollar drops on the disinflation trade — 2023-07-12
• Minutes of the June ECB meeting underline its hawkishness — 2023-07-12
• Eurozone Country Update: More accidents on the road to recovery — 2023-07-11
• French economic outlook is weak amid social tensions — 2023-07-11
• Spanish elections unlikely to hamper growth outlook — 2023-07-11
• Bank of Canada hikes again as inflation fears linger — 2023-07-11
• FX Daily: Underdogs make a comeback ahead of US CPI — 2023-07-11
• Watch: A weak recovery, but signs of hope ahead — 2023-07-11
• Tomato prices shift inflation higher in India — 2023-07-11
• Trying to ride the election wave in Greece — 2023-07-11
• Low growth after a technical recession in the Netherlands — 2023-07-11
• Sticky inflation hurts Austria's competitiveness — 2023-07-11
• The service sector is driving Italy's growth — 2023-07-11
• Nothing comes for free in Belgium — 2023-07-11
• Germany needs an 'Agenda 2030' — 2023-07-11
• The Commodities Feed: Key US CPI release — 2023-07-11
• Good news on US inflation won't prevent a July rate hike — 2023-07-11
• Rates Spark: In search of that curve-steepening optimism — 2023-07-10
• Italian industrial production rebounds in May, but it could prove temporary — 2023-07-10
• UK wage growth surprise could spell repeat 50bp rate hike — 2023-07-10
• Fiscal consolidation and reduction of borrowing needs in the pipeline for the Czech Republic — 2023-07-10
• Higher deficit and unidentified outflows weigh on reserves in Turkey — 2023-07-10
• Asia Morning Bites — 2023-07-10
• FX Daily: Is equity rotation helping EUR/$? — 2023-07-10
• The Commodities Feed: China hopes lift the complex — 2023-07-10
• Political uncertainty in the Netherlands to slow greening of the economy — 2023-07-09
• Asia Morning Bites — 2023-07-09
• FX Daily: Short-term dollar bearishness remains unconvincing — 2023-07-09
• Dutch manufacturing outlook: Struggling with weak demand — 2023-07-09
• The Commodities Feed: Further US SPR purchases — 2023-07-09
• Nickel underperforms as surplus builds — 2023-07-09
• Asia Morning Bites — 2023-07-08
• German industrial production drops in May — 2023-07-06
• Hungarian inflation falls on food deflation — 2023-07-06
• FX Daily: Dollar late to the party — 2023-07-06
• Key events in developed markets and EMEA next week — 2023-07-06
• Monitoring Turkey: Normalisation at a slow pace — 2023-07-06
• US jobs show signs of slowdown, but it won't deter the Fed — 2023-07-06
• Bank of Canada likely to hike again to ensure inflation returns sustainably to target — 2023-07-06
• Rates Spark: The burning question is whether payrolls agrees with the ADP — 2023-07-06
• National Bank of Poland ends tightening and starts easing cycle — 2023-07-06
• Inflation outlook in Poland should improve, leading to rate cuts — 2023-07-05
• Rates Spark: ISM is a dancer — 2023-07-05
• MGCCC jitters in Korea to continue while the government will try to prevent a bank run — 2023-07-05
• FX Daily: Hawkish Fed minutes raise the bar for data disappointment — 2023-07-05
• Bank of England survey raises hope of lower inflation — 2023-07-05
• UK set for further rate hikes despite mortgage squeeze — 2023-07-05
• Asia Morning Bites — 2023-07-05
• Our view on the major central banks — 2023-07-05
• How long can core inflation linger in the eurozone? — 2023-07-05
• A languishing eurozone economy — 2023-07-05
• Stuck in the twilight zone between stagnation and recession — 2023-07-05
• Key risks to the global outlook — 2023-07-05
• Hungary's retail sales and industrial output continue to plunge — 2023-07-05
• Twitchy gas and rangebound oil — 2023-07-05
• China to see weak growth and limited stimulus — 2023-07-05
• Disinflation continues across CEE at varying speeds — 2023-07-05
• US downturn delayed — 2023-07-05
• Inflation still falling in Turkey despite recent FX moves — 2023-07-04
• Rates Spark: Long end rates are also diverging — 2023-07-04
• FX Daily: Dollar bears still need data evidence — 2023-07-04
• Spain's housing market is contracting, but a soft landing remains likely — 2023-07-04
• French industrial production rebounds — 2023-07-04
• Asia Morning Bites — 2023-07-04
• The Commodities Feed: Further Saudi cuts — 2023-07-03
• China strikes back in the tech war, restricting exports of gallium and germanium — 2023-07-03
• US Dollar Credit Supply: Small pickup in financial supply — 2023-07-03
• German exports disappoint again — 2023-07-03
• FX Daily: A hawkish 'skip' by the Reserve Bank of Australia — 2023-07-03
• Dutch staffing industry outlook: Temp hiring slows down — 2023-07-03
• Euro Credit Supply: Supply set to slow in the second half of the year — 2023-07-03
• A bright future ahead for Dutch IT services — 2023-07-03
• Rates Spark: Transmission issues — 2023-07-03
• Asia Morning Bites — 2023-07-03
• Monitoring Poland: National Bank of Poland looks set to ease — 2023-07-03
• Renovation is taking centre stage in the construction sector — 2023-07-02
• Inflation slips in Indonesia, but central bank expected to keep rates on hold — 2023-07-02
• Challenges mount for US manufacturing, construction and services — 2023-07-02
• FX Daily: Quiet start to an intense week — 2023-07-02
• Asia Morning Bites — 2023-07-02
• The Commodities Feed: Specs reduce oil net long — 2023-07-02
• Asia Morning Bites — 2023-07-01
• June trade balance turns positive in Korea on strong transportation exports — 2023-06-30
• Polish inflation in June signals September rate cut — 2023-06-29
• Inflation eases in France; consumption remains weak — 2023-06-29
• Key events in developed markets and EMEA next week — 2023-06-29
• Glimmers of hope for US inflation slowdown — 2023-06-29
• Listen: There may be trouble ahead — 2023-06-29
• South Korea: stronger-than-expected activity data indicates recovery continues this quarter — 2023-06-29
• Japan remains on the recovery path despite weaker industrial production — 2023-06-29
• Painting a 3% to 4% range for the US 10yr — 2023-06-29
• China: Non-manufacturing activity slows — 2023-06-29
• Why is the Riksbank thinking about 'hedging' its FX reserves? — 2023-06-29
• The Commodities Feed: More positive US data — 2023-06-29
• Rates Spark: US resilience persists — 2023-06-29
• Eurozone inflation remains on track for a bumpy ride down — 2023-06-29
• FX Daily: Hard to argue with the strong dollar — 2023-06-29
• Swedish Riksbank hikes rates and lifts bond sales amid krona weakness — 2023-06-28
• Rates Spark: Balance sheet chatter — 2023-06-28
• Spanish inflation falls below 2% for the first time in two years — 2023-06-28
• Asia week ahead: Australian central bank likely to keep rates on hold — 2023-06-28
• The irony of the financial system's largest 'known unknown' — 2023-06-28
• Asia Morning Bites — 2023-06-28
• German disinflationary trend pauses for the summer — 2023-06-28
• The irony of the financial system's largest 'known unknown' — 2023-06-28
• The Commodities Feed: Hawkish Fed comments weigh on the complex — 2023-06-28
• FX Daily: Riksbank needs to show the krona some love — 2023-06-28
• Rates Spark: Different causes, same effect — 2023-06-27
• Italian inflation plunges in June — 2023-06-27
• Global transport and logistics outlook: normalisation in a different world — 2023-06-27
• Australia: May inflation drop should be enough to keep policy rates unchanged in July — 2023-06-27
• Europe's industry outlook: we're still riding the energy and pandemic shockwaves — 2023-06-27
• The Commodities Feed: Positive US macro data increases likelihood of further rate hikes — 2023-06-27
• Eurozone monetary transmission remains fast at work — 2023-06-27
• Global shipping outlook: It's all about capacity as the tide turns — 2023-06-27
• FX Daily: How "contagious" are Sintra's hawks? — 2023-06-27
• The greenium of German public issuers — 2023-06-27
• Global container shipping outlook: pressure mounts amid flood of new capacity — 2023-06-27
• Monitoring Hungary: Technical recession set to end soon — 2023-06-27
• Global aviation outlook: Air fares climb higher amid the unprecedented recovery of travel — 2023-06-27
• Rates Spark: The battle to keep policy tight — 2023-06-26
• Italy: Confidence data points to a mixed economic outlook — 2023-06-26
• Asia Morning Bites 28 June 2023 — 2023-06-26
• The Commodities Feed: Supply risks vs demand concerns — 2023-06-26
• FX Daily: Hawkish Sintra kicks off — 2023-06-26
• German Ifo index plunges in June — 2023-06-25
• Asia Morning Bites — 2023-06-25
• FX Daily: Inflation remains the market's priority — 2023-06-25
• The Commodities Feed: The need for a risk premium — 2023-06-25
• Greece's New Democracy party wins a second term — 2023-06-25
• Asia Morning Bites — 2023-06-24
• Key events in developed markets and EMEA next week — 2023-06-22
• Eurozone PMI drops again in June, confirming weakness in economy — 2023-06-22
• UK retail sales bounce, but recession risk is rising amid rate hikes — 2023-06-22
• The dilemma of Hungary's strong labour market — 2023-06-22
• The Commodities Feed: Oil dips following hawkish comments from Fed Chair Powell — 2023-06-22
• FX Daily: The perks of an inverted yield curve — 2023-06-22
• Correlations with China's yuan are weakening in Asia — 2023-06-22
• Rates Spark: Whatever it takes, until it breaks — 2023-06-22
• Norges Bank turns hawkish in fight against weaker krone — 2023-06-21
• The Commodities Feed: Stronger middle distillates — 2023-06-21
• US: Dearth of housing supply keeps prices and construction supported — 2023-06-21
• FX Daily: 25, 50 and 1150bp rate hikes on the table today — 2023-06-21
• Bank Indonesia keeps rate unchanged as expected — 2023-06-21
• SNB hikes rates by 25bp and signals further tightening still to come — 2023-06-21
• Asia Morning Bites — 2023-06-21
• Rates Spark: No pushback — 2023-06-21
• Falling retail sales in Poland confirm consumption weakness in the second quarter — 2023-06-21
• Philippine central bank keeps rates on hold as inflation moderates — 2023-06-21
• Turkey: Gradual approach in policy normalisation — 2023-06-21
• Bank of England hikes more aggressively following shock inflation data — 2023-06-21
• Poland: Construction activity shrinks in May — 2023-06-21
• The Czech National Bank fights dovish market expectations — 2023-06-21
• France: business climate stabilises, but growth outlook remains weak — 2023-06-21
• UK inflation shock piles pressure on the Bank of England — 2023-06-20
• Unibail's new hybrid and debt swap illustrates the large extension risk — 2023-06-20
• Poland: Further declines in industrial activity and PPI — 2023-06-20
• FX Daily: Powell set to sail FX markets into the next data releases — 2023-06-20
• Watch: UK inflation troubles weigh on the Bank of England — 2023-06-20
• Rates Spark: The worry about curve inversion — 2023-06-20
• The Commodities Feed: Strong Russian oil flows to China — 2023-06-20
• Poland: Solid wage growth in May while labour demand improves — 2023-06-20
• Rates Spark: Where rates upside could come from — 2023-06-19
• National Bank of Hungary Review: Normalisation remains a function of market stability — 2023-06-19
• Asia Morning Bites — 2023-06-19
• FX Daily: Dollar trapped between inverted curves and rallying equities — 2023-06-19
• China: Loan prime rates lowered — 2023-06-19
• Riksbank set for 25bp rate hike as September move hangs in the balance — 2023-06-19
• Asia Morning Bites — 2023-06-18
• FX Daily: Currencies gear up for another big week of central bank meetings — 2023-06-18
• Key events in developed markets next week — 2023-06-15
• Central banks: How your views compare to ours — 2023-06-15
• Watch: The next steps in the Fed's inflation fight — 2023-06-15
• National Bank of Hungary Preview: Systematic easing continues — 2023-06-15
• Key events in EMEA next week — 2023-06-15
• Bank of Japan keeps policy settings unchanged - for now — 2023-06-15
• Why the Bank of England is unlikely to push back against lofty interest rate expectations — 2023-06-15
• Rates Spark: Keeping upward pressure on the front end — 2023-06-15
• Poland's 2023 budget deficit higher as government plans to reduce liquidity buffer — 2023-06-15
• FX Daily: June tells us the dollar is not the only game in town — 2023-06-15
• Lagarde pre-announces another ECB rate hike for July — 2023-06-14
• ECB hikes policy rates by 25bp — 2023-06-14
• The Commodities Feed: US crude oil inventory increases sharply — 2023-06-14
• Poland's CPI is declining, but core inflation remains persistently high — 2023-06-14
• Australia: Why markets may be pricing in too much tightening — 2023-06-14
• Mixed US data offers little clarity on prospect of July Fed rate hike — 2023-06-14
• Rates Spark: Raising the hawkishness bar — 2023-06-14
• China: Further rate cuts and weak activity data — 2023-06-14
• FX Daily: Hard times to sell a hawkish narrative — 2023-06-14
• Asia week ahead: Bank Indonesia and Bangko Sentral ng Pilipinas likely to extend pause — 2023-06-14
• Consolidation in Dutch IT services: Slowing but not stopping — 2023-06-14
• Asia Morning Bites — 2023-06-13
• Rates Spark: Is it a pause, or is it a skip? — 2023-06-13
• Eurozone industrial production up in April but with lots of underlying weakness — 2023-06-13
• Hawkish hold from the Fed offers maximum flexibility — 2023-06-13
• FX Daily: Fed's hawkish hold can put a floor under the dollar — 2023-06-13
• The Commodities Feed: Oil recovers on demand hopes — 2023-06-13
• The Commodities Feed: China surprises with a cut in short-term rates — 2023-06-12
• Indian inflation still falling — 2023-06-12
• Asia Morning Bites — 2023-06-12
• Solid UK jobs report helps cement June rate hike — 2023-06-12
• Directional Economics EMEA: Making the best of it — 2023-06-12
• Listen: Central banks, inflation and why the battle isn't over — 2023-06-12
• Directional Economics EMEA: Making the best of it — 2023-06-12
• Listen: Central banks, inflation and why the battle isn't over — 2023-06-12
• US inflation numbers boost chances of a pause in Fed rate hikes — 2023-06-12
• China cuts rates ahead of monthly activity data — 2023-06-12
• Rates Spark: Inflation in focus before central bank meetings — 2023-06-12
• FX Daily: Jumping on the inflation swing — 2023-06-12
• The eurozone's improving inflation outlook could leave the ECB behind the curve — 2023-06-11
• FX Daily: Unloved EMFX finds a few friends despite the strong dollar — 2023-06-11
• Latam FX Talking: Things are looking up — 2023-06-11
• Asia FX Talking: Prospects of monetary easing weigh on renminbi — 2023-06-11
• EMEA FX Talking: CE4 easing cycles moving nearer — 2023-06-11
• FX Talking: Forecasts table — 2023-06-11
• FX Talking: Burden of proof — 2023-06-11
• G10 FX Talking: Waiting on evidence of disinflation — 2023-06-11
• Sticky UK wage growth means no rate cuts for the Bank of England until 2024 — 2023-06-11
• The Commodities Feed: USDA pushes up wheat supply estimates — 2023-06-11
• Asia Morning Bites 12 June 2023 — 2023-06-10
• Philippines: Exports and imports drop in April — 2023-06-08
• Italy's industrial production decline worsens in April — 2023-06-08
• Rates Spark: Getting into position for a decisive week — 2023-06-08
• FX Daily: Data sensitivity at its highest — 2023-06-08
• Fed likely to skip, but it's going to be close — 2023-06-08
• Fed to skip, but it's going to be close — 2023-06-08
• Key events in developed markets and EMEA next week — 2023-06-08
• Hungarian inflation drops further than expected — 2023-06-07
• Economics Live: Central banks, inflation and why the battle isn't over yet — 2023-06-07
• The Commodities Feed: Gold demand remains firm from central banks — 2023-06-07
• Rates Spark: Worries that more might be needed — 2023-06-07
• FX Daily: Late cycle dollar strength meets the carry trade — 2023-06-07
• Hungarian budget posts lowest May deficit in years — 2023-06-07
• Condensing complex macro readings into one number for rates — 2023-06-07
• Asia week ahead: BoJ meeting plus retail sales from China — 2023-06-07
• US household wealth rose $3tn in the first quarter — 2023-06-07
• Eurozone in technical recession after all — 2023-06-07
• ECB Preview: Don't look back in anger — 2023-06-06
• The Commodities Feed: China's imports recover — 2023-06-06
• Poland in global supply chains: worldwide opportunities and local risks — 2023-06-06
• Bank of Canada surprises with a hike and hints at more to come — 2023-06-06
• Poland: Rising chances for a 2023 rate cut — 2023-06-06
• FX Daily: A close call on the Bank of Canada today — 2023-06-06
• Hungarian industry faces opposing forces — 2023-06-06
• Rates Spark: Enough out there to nudge market rates higher — 2023-06-06
• Norway: Our updated Norges Bank and NOK calls — 2023-06-06
• Australian GDP slows further — 2023-06-06
• German industrial production remains weak in April — 2023-06-06
• The Commodities Feed: Copper spread tightens on inventory withdrawals — 2023-06-05
• Hungarian retail sales still in decline — 2023-06-05
• Rates Spark: Rates volatility goldilocks continues — 2023-06-05
• National Bank of Poland leaves rates unchanged, focus on tomorrow's press conference — 2023-06-05
• Australia's Reserve Bank lifts cash rate again — 2023-06-05
• FX Daily: Surprise RBA hike gives the dollar food for thought — 2023-06-05
• The Dutch Economy Chart Book: Large revision, but same view — 2023-06-05
• Singapore: Retail sales surprise on the upside again in April — 2023-06-04
• OPEC+ meeting brings deeper Saudi cuts — 2023-06-04
• Turkey: Headline inflation down but services remain sticky — 2023-06-04
• Euro Credit Supply: Large supply played a role in weaker spreads — 2023-06-04
• German export rebound in April is too small to make us happy — 2023-06-04
• Indonesia: Inflation back within target but BI likely on hold until end of year — 2023-06-04
• FX Daily: Trading the 50-50 risk — 2023-06-04
• ISM reports add to US recession fears — 2023-06-04
• US Dollar Credit Supply: Large corporate supply vs low financial supply — 2023-06-04
• Korea: consumer prices slow to 3.3% in May — 2023-06-01
• Key events in EMEA next week — 2023-06-01
• The Commodities Feed: Debt ceiling deal helps to improve sentiment — 2023-06-01
• Mixed messages on US jobs leaves the market little wiser — 2023-06-01
• A hawkish hold from the Bank of Canada next week — 2023-06-01
• Key events in developed markets next week — 2023-06-01
• FX Daily: Debt ceiling deal lifts sentiment, with Asian FX even getting a boost — 2023-06-01
• National Bank of Poland rates set to be unchanged with dovish rhetoric likely — 2023-06-01
• French industrial output rebounds — 2023-06-01
• Rates Spark: The inflation story steals the show — 2023-06-01
• James Smith: Why we disagree with markets on the Bank of England — 2023-05-31
• Rob Carnell: Asia rebound could be weaker and later — 2023-05-31
• Rates Spark: Data does the talking — 2023-05-31
• The sustainability of France's public debt moves back into the spotlight — 2023-05-31
• James Knightley: Risks skewed towards higher-for-longer US interest rates — 2023-05-31
• ING's June Monthly: We're only human — 2023-05-31
• FX Daily: Dollar skips to the Fed beat — 2023-05-31
• Eurozone inflation sharply down to 6.1% in May — 2023-05-31
• Padhraic Garvey: Lower rates by the end of 2023, but there are risks — 2023-05-31
• Warren Patterson: China's economic recovery could push oil demand to record levels this year — 2023-05-31
• What to watch for in Friday's US jobs report — 2023-05-31
• The Commodities Feed: LME zinc inventories surge — 2023-05-31
• Carsten Brzeski: We're only human — 2023-05-31
• Peter Vanden Houte: Eurozone growth is already dwindling — 2023-05-31
• The sustainable food packaging choices that don't come ready-wrapped — 2023-05-31
• Asia week ahead: Reserve Bank of Australia to decide on policy rate — 2023-05-31
• The sustainable food packaging choices that don't come ready-wrapped — 2023-05-31
• Chris Turner: Sticky US inflation is the biggest threat to our FX views — 2023-05-31
• France: consumption plunges while inflation moderates — 2023-05-30
• Domestic demand drove Italy's GDP in the first quarter — 2023-05-30
• Italian inflation resumes its declining path in May — 2023-05-30
• The Commodities Feed: Weak economic data weigh on sentiment — 2023-05-30
• Turkey: No change in growth drivers — 2023-05-30
• The economic impact of Spain's political uncertainty — 2023-05-30
• Rates Spark: Sterling rates most likely to fall, dollar rates more likely to rise — 2023-05-30
• Polish first-quarter GDP shows disinflationary structure, with odds of a rate cut growing — 2023-05-30
• Disinflationary trend in Germany gains momentum in May — 2023-05-30
• FX Daily: Add poor Chinese data to the bullish dollar mix — 2023-05-30
• The Commodities Feed: Risk-off sentiment prevails — 2023-05-29
• Why small suppliers are key to digitalising production chains — 2023-05-29
• How Dutch infrastructure companies are defying low profit margins — 2023-05-29
• Eurozone bank lending weakened further in April on monetary tightening — 2023-05-29
• Spain's tourism renaissance will drive economic growth this year — 2023-05-29
• FX Daily: Markets steady ahead of final push on the debt deal — 2023-05-29
• Rates Spark: Debt ceiling deal adds to bond angst — 2023-05-29
• Spanish core inflation falls for third month in a row — 2023-05-29
• Eurozone sentiment survey for May adds to growth worries — 2023-05-29
• Asia week ahead: Inflation data from Australia plus growth numbers from India — 2023-05-25
• There's no cheap way of decarbonising air travel, but regulation might leave no other option — 2023-05-25
• US spending and inflation numbers boost the case for another rate hike — 2023-05-25
• Italian confidence data softens across the board in May — 2023-05-25
• Rates Spark: Data still holds the key — 2023-05-25
• UK retail activity rebounds after weather-distorted March — 2023-05-25
• Watch: The next steps for US interest rates — 2023-05-25
• FX Daily: Emerging market FX misfires — 2023-05-25
• Key events in developed markets and EMEA next week — 2023-05-25
• The construction sector's sinking circular foundations — 2023-05-25
• UK inflation shock raises chance of June rate hike — 2023-05-23
• FX Daily: Dollar grinding higher — 2023-05-23
• Federal Reserve splits highlighted by May FOMC minutes — 2023-05-23
• New growth concerns for Germany after latest IFO numbers — 2023-05-23
• Rates Spark: Sterling bonds in the market's crosshairs — 2023-05-23
• Latest German Ifo index reading adds to new growth concerns — 2023-05-23
• Hungarian real wages continue to plunge as inflation bites — 2023-05-23
• Sweden: Hard to pick a bottom for the unloved krona — 2023-05-23
• A challenging year ahead for Dutch hospitality — 2023-05-23
• Copper's plunge indicates that China's rebound may be fading — 2023-05-23
• Poland: Drop in retail sales add to disappointing April data — 2023-05-22
• Rates Spark: June hike angst and supply pressure yields higher — 2023-05-22
• FX Daily: Low volatility sees carry trade in focus — 2023-05-22
• Inflation in Singapore heats up again in April — 2023-05-22
• The Commodities Feed: Debt ceiling talks & a more hawkish Fed — 2023-05-22
• Eurozone PMI dropped in May due to manufacturing contraction — 2023-05-22
• National Bank of Hungary Review: Normalisation seasoned with hawkishness — 2023-05-22
• Poland: Drop in retail sales adds to disappointing April data — 2023-05-22
• Asia Morning Bites — 2023-05-21
• FX Daily: This could be another good week for the dollar — 2023-05-21
• The Commodities Feed: Specs continue to cut oil longs — 2023-05-21
• Poland's economic rebound in doubt as industry slows — 2023-05-21
• RBNZ preview: Fiscal spending argues for a hawkish 25bp hike — 2023-05-21
• Asia Morning Bites — 2023-05-20
• Watch: Has copper bottomed out? — 2023-05-18
• Key events in developed markets next week — 2023-05-18
• FX Daily: The ideal mix for the dollar - for now — 2023-05-18
• Rates Spark: Nothing new on the dovish front — 2023-05-18
• National Bank of Hungary Preview: Ready, steady, go — 2023-05-17
• Greeks head to the polls on Sunday, but another election could quickly follow — 2023-05-17
• Rates Spark: Yields are looking up again — 2023-05-17
• The Commodities Feed: Black Sea grain deal extended — 2023-05-17
• Asia week ahead: Central banks decide on policy next week — 2023-05-17
• Greeks head to the polls on Sunday, but another election could quickly follow suit — 2023-05-17
• US home sales hit by affordability and supply constraints — 2023-05-17
• FX Daily: Time for the dollar to pause? — 2023-05-17
• Asia Morning Bites — 2023-05-17
• Sweden: How the Riksbank has made the krona's path to recovery even narrower — 2023-05-17
• Philippines central bank keeps rates on hold as inflation moderates — 2023-05-17
• Key events in EMEA next week — 2023-05-17
• The Commodities Feed: Stronger oil demand — 2023-05-16
• Japan: stronger-than-expected GDP supports BoJ policy normalization — 2023-05-16
• FX Daily: Glass half empty — 2023-05-16
• Asia Morning Bites — 2023-05-16
• Rates Spark: Supply binge in the last chance saloon — 2023-05-16
• France: Unemployment still historically low, for now — 2023-05-16
• Australia: Wage price index supports further RBA tightening — 2023-05-16
• Japan: stronger-than-expected GDP supports BoJ policy normalisation — 2023-05-16
• Spanish construction sector growing strongly, but challenges remain — 2023-05-15
• EMEA FX Talking: Politics makes a comeback — 2023-05-15
• Rates Spark: Bonds under pressure now but looking to cuts — 2023-05-15
• Dutch GDP sees a sharp drop in the first quarter — 2023-05-15
• Disappointing activity data in China suggests more fiscal support is needed — 2023-05-15
• Polish economy proves its resilience with only minor GDP contraction in the first quarter — 2023-05-15
• Technical recession continues in Hungary — 2023-05-15
• Nothing in UK wage data that screams the need for another rate hike — 2023-05-15
• FX Daily: A key day for debt-limit negotiations — 2023-05-15
• The Commodities Feed: US announces SPR purchase — 2023-05-15
• Latam FX Talking: The irrepressible Mexican peso — 2023-05-15
• G10 FX Talking: US default stands in the path to a weaker dollar — 2023-05-15
• Asia Morning Bites — 2023-05-15
• German ZEW index adds to recent growth worries — 2023-05-15
• Asia FX Talking: Out of favour - for the time being — 2023-05-15
• FX Talking: Forecasts table — 2023-05-15
• FX Talking: The rocky path to a weaker dollar — 2023-05-15
• Synthetic fuels could be the answer to shipping's net-zero goals, but don't count on them yet — 2023-05-14
• The Commodities Feed: Sentiment remains negative — 2023-05-14
• Eurozone industrial production weakens in March — 2023-05-14
• Asia morning bites — 2023-05-14
• Synthetic fuels could be the answer to shipping's net-zero goals, but don't count on them yet — 2023-05-14
• Small factors combine to pressure credit — 2023-05-14
• Poland: CPI inflation slowdown confirmed, but core remains elevated — 2023-05-14
• FX Daily: Conflicting forces, but debt ceiling dominates — 2023-05-14
• WASDE update: USDA's first crop estimates for 2023/24 — 2023-05-14
• Synthetic fuels could be the answer to shipping's net-zero goals, but don't count on them yet — 2023-05-14
• Sizeable surplus in Poland's current account but domestic demand is weak — 2023-05-14
• How American and European banks are dealing with the fallout from the US banking turmoil — 2023-05-11
• Debt ceiling stresses heighten US recession risk — 2023-05-11
• Disinflation in Romania is becoming more evident — 2023-05-11
• Our view on the major central banks — 2023-05-11
• Three key risks to the global outlook — 2023-05-11
• Commodities: So much for OPEC+ cuts — 2023-05-11
• We're in a polycrisis, and this is what it means — 2023-05-11
• The Commodities Feed: Renewed pressure — 2023-05-11
• China's domestic economy is thriving, but exports remain vulnerable — 2023-05-11
• Asia not towing the FX line — 2023-05-11
• UK economy sees surprise contraction in March — 2023-05-11
• Key events in developed markets next week — 2023-05-11
• Carsten on the polycrisis — 2023-05-11
• Key events in EMEA next week — 2023-05-11
• FX Daily: Washington holds the key to the dollar's correction — 2023-05-11
• The US economy is holding up, despite significant challenges — 2023-05-11
• The UK inflation story is starting to turn a corner — 2023-05-11
• ING Monthly: We're in a polycrisis, and this is what it means — 2023-05-11
• The eurozone's flying on one engine — 2023-05-11
• Rates Spark: Balancing data and risk factors — 2023-05-11
• Czech Republic: CPI inflation edges below CNB estimate, challenging possible hike — 2023-05-10
• Turkey's annual current account deficit dropped in March — 2023-05-10
• Iron ore slump shows Chinese economy is still struggling — 2023-05-10
• Philippines' first quarter GDP surprises on the upside but could mark the peak — 2023-05-10
• Rates Spark: Hawkish white noise — 2023-05-10
• Climate targets expedite the take-off of sustainable aviation fuels — 2023-05-10
• Stronger supply of sustainable aviation fuels crucial to securing uptake — 2023-05-10
• The Commodities Feed: CPI numbers weigh on complex — 2023-05-10
• FX Daily: Bank of England still averse to the dovish pivot? — 2023-05-10
• National Bank of Poland President says discussion about rate cuts is premature — 2023-05-10
• Asia week ahead: Policy meetings in China and the Philippines — 2023-05-10
• Bank of England hikes rates and keeps options open for further increases — 2023-05-10
• Rates unchanged in Poland; balance of risks skewed to earlier cuts — 2023-05-09
• Rates Spark: US CPI looks sticky, but primed to fall — 2023-05-09
• US inflation continues to run too hot, but there are glimmers of hope — 2023-05-09
• April delivers the first marked drop in Hungarian inflation — 2023-05-09
• FX Daily: Debt-limit impasse giving dollar a lifeline — 2023-05-09
• The Commodities Feed: SPR refill — 2023-05-09
• Another month of contracting industrial production in Italy — 2023-05-09
• European utilities' commitment to investment remains high — 2023-05-08
• Hungarian budget posts biggest April deficit on record — 2023-05-08
• Asia Morning Bites — 2023-05-08
• Singapore: High inflation and slowing trade make for a challenging year — 2023-05-08
• China's contracting imports poses a challenge for future exports — 2023-05-08
• FX Daily: Testing the easing pushback — 2023-05-08
• The Commodities Feed: Further oil supply disruptions — 2023-05-08
• Rates Spark: Crunch time — 2023-05-08
• Asia Morning Bites — 2023-05-07
• Disappointing German March macro data increase risk of technical recession — 2023-05-07
• Banks intensify the squeeze on US growth prospects — 2023-05-07
• Poland central bank preview — 2023-05-07
• Poland central bank preview — 2023-05-07
• Asia Morning Bites — 2023-05-06
• The Commodities Feed: Oil looking for a floor — 2023-05-04
• Eurozone retail sales fell more than expected in March — 2023-05-04
• Listen: Hiking into a banking crisis — 2023-05-04
• Bank of England: Four scenarios for the May meeting — 2023-05-04
• Gold nears all-time high on likely Fed pause — 2023-05-04
• FX Daily: Tense markets, but dollar bear trend should win out — 2023-05-04
• Monitoring Turkey: Focus on elections — 2023-05-04
• There's still life in the US jobs market, but challenges are mounting — 2023-05-04
• Key events in EMEA next week — 2023-05-04
• Hungary's retail sales and industrial output continue to tumble — 2023-05-04
• Key events in developed markets next week — 2023-05-04
• Indonesia: first quarter GDP steady despite high inflation and slowing global trade — 2023-05-04
• Rates Spark: End-of-cycle vibes in rates markets — 2023-05-04
• National Bank of Romania preview: waiting for inflation to fall — 2023-05-04
• Three make-or-break crises impacting the US — 2023-05-04
• Philippines: Inflation edges lower again in April — 2023-05-04
• Asia Morning Bites — 2023-05-03
• Lagarde keeps door open for further rate hikes — 2023-05-03
• FX Daily: Transatlantic divergence keeping EUR/USD bid — 2023-05-03
• ECB enters final stage of tightening cycle — 2023-05-03
• Asia week ahead: Inflation readings from China and India — 2023-05-03
• Spanish tourism boom propping up a weakening economy — 2023-05-03
• Rates Spark: No peak rate in Europe, not yet anyway — 2023-05-03
• FX Daily: What to watch as the Fed hits the peak — 2023-05-02
• The Czech National Bank is sounding more hawkish — 2023-05-02
• US Dollar Credit Supply: Very low year-to-date supply for financials — 2023-05-02
• Euro Credit Supply: Expect an increase in supply in May — 2023-05-02
• US: A final 25bp hike from the Fed as tighter lending conditions weigh heavily — 2023-05-02
• Rates Spark: US regional banks cast long shadow over FOMC — 2023-05-02
• The Commodities Feed: Oil slides — 2023-05-02
• Inflation in Turkey continues to fall — 2023-05-02
• Asia Morning Bites — 2023-05-02
• Asia Morning Bites — 2023-05-01
• FX Daily: Lots of noise, little trend — 2023-05-01
• Eurozone inflation surprisingly increased in April — 2023-05-01
• Italian headline inflation bounces in April on base effects — 2023-05-01
• Australia: Reserve Bank surprises with 25bp hike — 2023-05-01
• Indonesia: Headline inflation dips again in April — 2023-05-01
• Norway: Krone's weakness remains central ahead of another rate hike — 2023-05-01
• ECB cheat sheet: Difficult to pull away from the Fed — 2023-05-01
• Poland's PMI dips further in April amid poor output and orders — 2023-05-01
• How the EU's carbon border tax will affect the global metals trade — 2023-05-01
• Negative impact of ECB tightening cycle and banking turmoil is unfolding — 2023-05-01
• Asia Morning Bites — 2023-04-30
• China: Manufacturing PMI contracts in April — 2023-04-30
• Monitoring Hungary: Gloom with some silver linings — 2023-04-27
• Federal Reserve preview: A final hike as US recession fears mount — 2023-04-27
• Bank of Japan stays on hold but policy adjustment is coming — 2023-04-27
• Italian GDP growth surprisingly strong in first quarter — 2023-04-27
• France: Exports boost GDP while inflation increases again — 2023-04-27
• Key events in EMEA next week — 2023-04-27
• Stability and Growth Pact set for another makeover — 2023-04-27
• FX Daily: BoJ asks markets for patience — 2023-04-27
• Rates Spark: The last piece of the jigsaw — 2023-04-27
• Spain's economic growth picks up while core inflation falls again — 2023-04-27
• Eurozone economy grew marginally in the first quarter of 2023, but divergence is high — 2023-04-27
• German economy not out of recessionary danger, yet — 2023-04-27
• Poland's CPI inflation down in April on food prices — 2023-04-27
• Watch: The future for US rates — 2023-04-27
• German headline inflation continues gradual downward trend in April — 2023-04-27
• Taiwan's GDP contracted more than expected in first quarter — 2023-04-27
• Hungary's unemployment does not budge — 2023-04-27
• Key events in developed markets next week — 2023-04-27
• Improvement in eurozone economic sentiment starts to level off — 2023-04-26
• Czech National Bank Preview: Rates likely unchanged; hawks rear their heads — 2023-04-26
• Rates Spark: Waiting for that smoking gun — 2023-04-26
• FX Daily: Euro's attractiveness on the rise — 2023-04-26
• Spanish unemployment rate rises slightly — 2023-04-26
• The Commodities Feed: Oil sell-off continues — 2023-04-26
• Asia week ahead: RBA policy meeting plus regional trade data — 2023-04-26
• US GDP growth disappoints as corporate America comes under pressure — 2023-04-26
• Italy: April confidence data point to a decent second quarter — 2023-04-26
• Turkish Central Bank keeps rates on hold — 2023-04-26
• Riksbank: Growing dissent hinders efforts to support the krona — 2023-04-25
• Asia Morning Bites — 2023-04-25
• ECB preview: a 25bp compromise rate hike — 2023-04-25
• Australia: March inflation falls further — 2023-04-25
• Rates Spark: Bonds are back...in their range — 2023-04-25
• Base effects distort Hungarian wages data — 2023-04-25
• The Commodities Feed: Complex under pressure — 2023-04-25
• FX Daily: Hawkish Riksbank can lift the krona today — 2023-04-25
• Asia Morning Bites — 2023-04-24
• Taiwan's economic outlook: a challenging year as global semiconductor sales slump — 2023-04-24
• FX Daily: Dollar's rate advantage is narrowing — 2023-04-24
• Monitoring Czech Republic: The inflationary tide is slowly receding — 2023-04-24
• A fair-weather bounce in US housing — 2023-04-24
• Rates Spark: Range-bound ahead of inflation releases — 2023-04-24
• National Bank of Hungary Review: A new beginning without commitment — 2023-04-24
• US electric vehicle market set for sustained growth despite stricter subsidy rules — 2023-04-23
• The Commodities Feed: Brent declines — 2023-04-23
• Poland's economy has bottomed but anaemic growth lies ahead — 2023-04-23
• Watch: Climate change becomes a 'code red for humanity' — 2023-04-23
• Central banks: Our latest calls ahead of a dramatic month — 2023-04-23
• South Korea: 1Q23 GDP rebounds due to private consumption and exports — 2023-04-23
• FX Daily: European FX showing some resilience — 2023-04-23
• German Ifo improves marginally in April — 2023-04-23
• Asia Morning Bites — 2023-04-23
• Asia Morning Bites — 2023-04-22
• Rates Spark: Ranges are holding for now — 2023-04-20
• Eurozone economy boosted by service sector growth — 2023-04-20
• FX Daily: Time to take more defensive positioning — 2023-04-20
• Key events in EMEA next week — 2023-04-20
• Worst behind us for UK retail despite fall in sales — 2023-04-20
• Poland's labour market cools but wage pressures persist — 2023-04-20
• Key events in developed markets next week — 2023-04-20
• Spanish business confidence improves, but may be short-lived — 2023-04-19
• World trade to see big shifts and weaker growth in 2023 — 2023-04-19
• National Bank of Hungary Preview: Dipping a toe into the shark tank — 2023-04-19
• Riksbank preview: A hawkish 50bp hike to support the krona — 2023-04-19
• Asia week ahead: Bank of Japan's first meeting with new governor — 2023-04-19
• France: business outlook worsens — 2023-04-19
• Asia Morning Bites 21 April 2023 — 2023-04-19
• Taiwan's export orders fall more than expected — 2023-04-19
• ECB minutes signal growing divide about size of future rate hikes — 2023-04-19
• Rates Spark: Higher-for-longer gains further traction — 2023-04-19
• The Commodities Feed: Demand worries linger — 2023-04-19
• Japan's economic recovery is being driven by a tourism boom — 2023-04-19
• FX Daily: A glimpse of future easing — 2023-04-19
• Eurozone consumer confidence continues to improve at low levels — 2023-04-19
• Listen: Emerging markets remain resilient amid uncertainty — 2023-04-18
• The Commodities Feed: Strong Chinese activity data — 2023-04-18
• Rates Spark: The yield race to the top continues — 2023-04-18
• Sticky UK inflation data helps unlock May rate hike — 2023-04-18
• FX Daily: Time for some stabilisation? — 2023-04-18
• Looking past the peak of Fed key rates — 2023-04-18
• Climate science vs energy security: the new challenges to reaching net zero — 2023-04-18
• Asia Morning Bites — 2023-04-18
• FX Daily: Choppy trading — 2023-04-17
• China's GDP for 1Q23 is better than expected — 2023-04-17
• Asia Morning Bites — 2023-04-17
• The Commodities Feed: Black Sea grain uncertainty — 2023-04-17
• Faster UK wage growth unwelcome news for the Bank of England — 2023-04-17
• Rates Spark: Range trading within a declining channel — 2023-04-17
• China's better than expected GDP for 1Q23 surprises the market — 2023-04-17
• Indonesia's central bank extends pause as currency steadies — 2023-04-17
• China: PBoC leaves 1Y MLF unchanged - suggesting 1Q23 GDP won't be too bad — 2023-04-16
• Indonesia's trade surplus narrows in March — 2023-04-16
• This year's Hungarian budget is manageable, but 2024 looks bleaker — 2023-04-16
• Hungary's bond issuance needs under control — 2023-04-16
• The Commodities Feed: Higher prices & weaker margins — 2023-04-16
• Asia Morning Bites — 2023-04-16
• FX Daily: FX markets position for May tightening — 2023-04-16
• Asia Morning Bites — 2023-04-15
• Poland: CPI falls from its peak but core inflation continues to rise — 2023-04-13
• EM Sovereigns: IMF remains cautious on World Economic Outlook — 2023-04-13
• US: Fed set to hike in May, but it is likely to mark the peak — 2023-04-13
• Key events in developed markets and EMEA next week — 2023-04-13
• Singapore's central bank maintains policy settings as growth slows — 2023-04-13
• The Commodities Feed: OPEC sees tighter market — 2023-04-13
• Rates Spark: Divergent paths — 2023-04-13
• FX Daily: Dollar decline gains some momentum — 2023-04-13
• The UK data that will make-or-break a May rate hike — 2023-04-13
• Poland's current account surplus was surprisingly high in February — 2023-04-12
• FX Daily: Dollar softening through some big psychological levels — 2023-04-12
• Eurozone industry shows strong production growth in February — 2023-04-12
• Rates Spark: Compression pressure — 2023-04-12
• Asia week ahead: Policy meetings from China and Indonesia — 2023-04-12
• Czech inflation moderates but there's still risk from a tight labour market — 2023-04-12
• The Commodities Feed: US CPI pushes oil higher — 2023-04-12
• Another month of lacklustre industrial production data for Italy — 2023-04-12
• Romanian inflation continues to soften — 2023-04-12
• China surprises with big export jump in March — 2023-04-12
• Watch: Survival of the fittest in FX markets — 2023-04-12
• This year's Hungarian budget is manageable, but 2024 looks bleaker — 2023-04-11
• Czech inflation likely moderated in March — 2023-04-11
• USD/JPY: Bracing for the second half US recession — 2023-04-11
• FX Daily: IMF warns of a 'perilous phase' — 2023-04-11
• Hungarian inflation proves stickier than expected — 2023-04-11
• North America construction outlook: Banking woes trigger risk of a hard landing — 2023-04-11
• Encouraging signs in US CPI, but Fed still set to hike in May — 2023-04-11
• The Commodities Feed: All eyes on US CPI — 2023-04-11
• Rates Spark: Reverse goldilocks for bonds — 2023-04-11
• FX Talking: Survival of the fittest — 2023-04-10
• China: disappointing inflation data point to weakness in the economy — 2023-04-10
• G10 FX Talking: Tightening cycles coming to a close — 2023-04-10
• Eurozone retail sales down again in February despite upbeat surveys — 2023-04-10
• FX Daily: Conditions continue to settle ahead of US data — 2023-04-10
• EMEA FX Talking: Upside down — 2023-04-10
• China's very strong loan growth in March signals more investment — 2023-04-10
• Asia FX Talking: Underperforming — 2023-04-10
• Latam FX Talking: Temporary setback for the Mexican peso — 2023-04-10
• Bank of Korea stands pat again amid slowing inflation — 2023-04-10
• FX Talking: Forecasts table — 2023-04-10
• Taiwan's softer inflation and weak exports should make the central bank pause and weaken the currency — 2023-04-10
• The Commodities Feed: Speculators boost positioning in oil — 2023-04-10
• Weak Turkish capital flows add pressure to international reserves — 2023-04-09
• Tight US jobs market favours 25bp Fed rate hike — 2023-04-06
• Belgium: Core inflation rises, but the peak is near — 2023-04-05
• FX Daily: Is gold telling us something about the dollar? — 2023-04-05
• The Commodities Feed: Gold approaches all-time high — 2023-04-05
• Following the collapse of Silicon Valley Bank, where do the risks lie for small banks? — 2023-04-05
• Strong industrial data alleviates recession risk in Germany — 2023-04-05
• Carsten on rates, recession and why we're still extremely cautious — 2023-04-05
• Singapore's central bank faces tough balancing act — 2023-04-05
• Asia week ahead: China's growth momentum to pick up despite sluggish exports — 2023-04-05
• Romanian retail sales confirm economic slowdown — 2023-04-05
• National Bank of Poland press conference: No rate cuts in 2023 — 2023-04-05
• What we expect from China's first-quarter GDP report — 2023-04-05
• Covered bonds will not escape tougher ESG disclosure requirements — 2023-04-05
• Rates Spark: When it rains it pours — 2023-04-05
• Key events in EMEA next week — 2023-04-05
• Key events in developed markets next week — 2023-04-05
• Strong industrial data take away recession risk in Germany — 2023-04-05
• Hungarian retail sales fall off a cliff — 2023-04-05
• The freefall of Hungary's industry continues — 2023-04-04
• France: Industrial production rebounds but outlook remains sluggish — 2023-04-04
• Poland's central bank keeps rates unchanged; Council cautious on inflation target — 2023-04-04
• Chinese economy dragged down by external demand — 2023-04-04
• UK finished with rate hikes as inflationary pressures ease — 2023-04-04
• FX: Timing the dollar sell-off is now the key challenge — 2023-04-04
• Everything, everywhere, almost all at once — 2023-04-04
• Conflicting forces lead to subdued growth for the eurozone — 2023-04-04
• The discount for angst deepens in rates markets — 2023-04-04
• FX Daily: Data adds pressure to fragile dollar — 2023-04-04
• Why short term financial stresses could actually de-stress the ECB in the long run — 2023-04-04
• The US braces for a harder landing — 2023-04-04
• 6 key things to know about the financial world right now — 2023-04-04
• Our view on the major central banks — 2023-04-04
• No change at April's Bank of Japan meeting — 2023-04-04
• Commodities: Europe ends winter with comfortable gas storage — 2023-04-04
• Euro credit supply: Market turmoil dampened supply in March — 2023-04-04
• Spain's service sector goes from strength to strength — 2023-04-04
• Inflation is falling in the CEE region, but it's too early for monetary easing — 2023-04-04
• US Dollar Credit Supply: Market turmoil results in low supply — 2023-04-04
• Australia's lucky economy — 2023-04-04
• South Korea: Consumer inflation slowed in March, mainly due to falling fuel prices — 2023-04-03
• FX Daily: Crisis playbook keeps dollar offered — 2023-04-03
• The Commodities Feed: Oil holds onto gains — 2023-04-03
• Rates Spark: Higher oil prices meet a slowing global economy — 2023-04-03
• RBNZ Preview: A 25bp hike but peak rate of 5.50% looks hard to reach — 2023-04-02
• Turkey: Inflation falls to 50.5% on large base effects — 2023-04-02
• OPEC+ shocks market with supply cuts — 2023-04-02
• FX Daily: OPEC+ output cut gives dollar a lifeline — 2023-04-02
• OPEC+ shocks oil market with supply cuts — 2023-04-02
• How the US is slowly catching up with Europe on ESG and climate policies — 2023-04-02
• China's PMIs show growing risk from slowing external demand — 2023-04-02
• Poland: Central bank preview — 2023-04-02
• Indonesia: Inflation moderates further in March — 2023-04-02
• South Korea: Exports decline on sluggish demand for semiconductor chips — 2023-03-31
• Key events in developed markets and EMEA next week — 2023-03-30
• FX Daily: EUR/USD zeroing in on 1.10 — 2023-03-30
• Japanese recovery continues, but weakening labour data is a concern — 2023-03-30
• The Commodities Feed: The OPEC+ JMMC meets next week — 2023-03-30
• South Korea: Industrial production contracts more than expected in February — 2023-03-30
• Eurozone inflation drops as expected but core continues to rise — 2023-03-30
• Watch: 3 things that have changed for rates markets — 2023-03-30
• Monitoring Hungary: Peaks and troughs — 2023-03-30
• Rates Spark: Banking stresses ease, inflation stresses won't do so easily — 2023-03-30
• France: Inflation falls, but not by much, and consumption drops — 2023-03-30
• Listen: Constructive on credit — 2023-03-30
• Italian inflation continues to fall as energy costs subside — 2023-03-30
• Romanian National Bank preview: Keep the course, change the tone — 2023-03-30
• EM Credit Supply: Lightning start to year but slowdown begins — 2023-03-29
• Has the eurozone economy started a quiet revival? — 2023-03-29
• FX Daily: Unorthodox correlations — 2023-03-29
• Spain: core inflation down for the first time in 23 months — 2023-03-29
• Never waste a good crisis - a profit-price spiral in Germany — 2023-03-29
• The Commodities Feed: Supply disruptions persist — 2023-03-29
• Asia week ahead: Policy rate decisions from Australia and India — 2023-03-29
• Rates Spark: Your timely inflation reminder — 2023-03-29
• German inflation drops but there's no sign of broader downward trends — 2023-03-29
• Digitalised production chains are central to manufacturing's productivity puzzle — 2023-03-28
• The Commodities Feed: EU extends gas demand cuts — 2023-03-28
• FX Daily: Hawkish pushback — 2023-03-28
• Czech National Bank Review: Copy paste but still different — 2023-03-28
• Australia: Softer inflation hints at pause in rates — 2023-03-28
• Why Spain's housing market is set to cool this year — 2023-03-28
• Rates Spark: Rates price out systemic risk, but unevenly — 2023-03-28
• China's central bank pumps more liquidity into market — 2023-03-28
• Sign up to THINK emails — 2023-03-28
• US sentiment holds firm despite banking stresses — 2023-03-27
• Hungary's central bank ain't got no room for change — 2023-03-27
• Italian business and consumer confidence improves in March — 2023-03-27
• Safe haven buying boosts gold prices — 2023-03-27
• Asia Morning Bites — 2023-03-27
• Market turmoil leaves credit in limbo — 2023-03-27
• Hungarian real wages drop amid sky-high inflation — 2023-03-27
• Rates Spark: No news is good news for rates — 2023-03-27
• FX Daily: Policy divergence leaves dollar vulnerable — 2023-03-27
• France: Business climate indicates a resilient economy — 2023-03-27
• FX Daily: Risk re-assessment? — 2023-03-26
• The Commodities Feed: Further spec liquidation — 2023-03-26
• German Ifo continues upward trend — 2023-03-26
• Eurozone bank lending dampened by ECB's monetary tightening — 2023-03-26
• Singapore: Industrial production down for a fifth month — 2023-03-23
• Market turmoil: Making sure you don't make a drama out of a crisis... yet — 2023-03-23
• Key events in EMEA next week — 2023-03-23
• Rates Spark: Late-cycle dynamics — 2023-03-23
• Asia week ahead: Inflation data from Australia and Japan — 2023-03-23
• Key events in developed markets next week — 2023-03-23
• Carsten on a crisis avoided, at least for now — 2023-03-23
• US Banks: The good and the bad — 2023-03-23
• Asia Morning Bites — 2023-03-23
• Czech National Bank preview: No action, with a preference for stability — 2023-03-23
• Hungarian unemployment edges up — 2023-03-23
• FX Daily: Trading places — 2023-03-23
• Eurozone PMI posts surprise jump in March — 2023-03-23
• Difficult budget discussions in Belgium — 2023-03-22
• Asia Morning Bites — 2023-03-22
• Norges Bank hikes and signals more tightening in May and beyond — 2023-03-22
• SNB stands firm in the face of market turbulence with 50bp rate hike — 2023-03-22
• FX Daily: A spoonful of sugar — 2023-03-22
• Philippines: BSP downshifts to 25bp increase — 2023-03-22
• Bank of England tightening likely done as it hikes by 25bp — 2023-03-22
• Singapore: Core inflation steady while headline inflation decelerates further — 2023-03-22
• Taiwan surprises with rate hike — 2023-03-22
• Rates Spark: A job nearly done — 2023-03-22
• Listen: Price stability vs financial stability — 2023-03-22
• Central Bank of Turkey keeps policy rate on hold — 2023-03-22
• The Commodities Feed: Fed hikes — 2023-03-22
• The Commodities Feed: FOMC day — 2023-03-21
• UK inflation resurgence points to final 25bp rate hike this week — 2023-03-21
• CSRD: preparing for a deluge of sustainability disclosures — 2023-03-21
• Rates Spark: The dam holds, just in time for the Fed — 2023-03-21
• Fed hikes US interest rates by 25bp, but acknowledges we are close to the peak — 2023-03-21
• Fed hikes interest rates by 25bp, but acknowledges we are close to the peak — 2023-03-21
• FX Daily: Hiking confidence — 2023-03-21
• National Bank of Hungary Preview: Sensitivity of forint leaves no choice — 2023-03-21
• Weak Polish retail sales add to gloomy outlook — 2023-03-20
• Sharp drop in Canadian inflation suggests rates have peaked — 2023-03-20
• Asia Morning Bites — 2023-03-20
• Credit chaos: is the worst behind us? — 2023-03-20
• The Commodities Feed: Gold benefits from haven demand — 2023-03-20
• Rates Spark: Contained contagion risk puts hikes back on the table — 2023-03-20
• FX Daily: Testing the market's cautious optimism — 2023-03-20
• Polish construction rebounds in February — 2023-03-20
• Bank of England set for 25bp hike barring further turmoil — 2023-03-19
• FX Daily: Gear up for another rough week — 2023-03-19
• Asia Morning Bites — 2023-03-19
• EU construction outlook: Two years of modest decline in the building sector — 2023-03-19
• The Commodities Feed: Speculators pull back — 2023-03-19
• Romania: Issuance leader in the region — 2023-03-19
• Polish data points to first quarter GDP contraction and sizable price pressures — 2023-03-19
• Dollar funding solutions get beefed up — 2023-03-18
• FX Daily: Data dependent or financial stability dependent? — 2023-03-16
• EU enters race with the US to produce clean tech in bid to reduce reliance on China — 2023-03-16
• Fed to hike 25bp should conditions allow — 2023-03-16
• Key events in EMEA next week — 2023-03-16
• Why China's central bank has cut its required reserve ratio — 2023-03-16
• Oil caught up in broader market weakness — 2023-03-16
• Watch: A tough call for the Fed amid banking turmoil — 2023-03-16
• Bank Indonesia keeps rates unchanged again — 2023-03-15
• Australia: Employment surges — 2023-03-15
• Asia Morning Bites — 2023-03-15
• Surprising surpluses in Poland's current account and trade balance — 2023-03-15
• The Commodities Feed: Oil plunges — 2023-03-15
• Asia week ahead: Regional central bank meetings and trade data — 2023-03-15
• FX Daily: Confidence crisis sparks wrong kind of dollar rally — 2023-03-15
• ECB hikes by 50bp and drops forward guidance, while keeping the door open to more hikes — 2023-03-15
• Key events in developed markets next week — 2023-03-15
• ECB hikes rates by 50bp — 2023-03-15
• Rates Spark: Almost there, but still hiking — 2023-03-15
• Rates Spark: ECB, part of the solution or part of the problem — 2023-03-15
• China shows a gradual recovery — 2023-03-14
• Eurozone industrial production ticks up in January — 2023-03-14
• Asia Morning Bites — 2023-03-14
• The Commodities Feed: Brent falls — 2023-03-14
• US pipeline price pressures ease, giving another excuse for a Fed pause — 2023-03-14
• Rates Spark: Cautious, with a hint of optimism — 2023-03-14
• UK Chancellor's medium-term challenges remain despite near-term boost — 2023-03-14
• FX Markets: Pressure switches to Europe — 2023-03-14
• Poland: CPI inflation peak behind us, but disinflation will be gradual — 2023-03-14
• FX Daily: A nervous calm returns to FX markets — 2023-03-14
• FX Daily: What to expect from another day of market mayhem — 2023-03-13
• Rates Spark: System stresses are key — 2023-03-13
• Slower UK wage growth welcome news for the Bank of England — 2023-03-13
• The Commodities Feed: Risk-off move — 2023-03-13
• Aluminium smelter shutdowns threaten Europe's green transition — 2023-03-13
• Soft start to 2023 for Italian industrial production — 2023-03-13
• Turkey: Another soft cap on personal need loans — 2023-03-13
• US financial stability trumps near-term inflation — 2023-03-13
• Asia Morning Bites 13 March 2023 — 2023-03-12
• Here's why EUR/USD is not trading higher on the Fed re-pricing — 2023-03-12
• UK Budget: Short-term positives to be met with medium-term caution — 2023-03-12
• Turkey: External financing remains a concern — 2023-03-12
• FX Daily: Policymakers move to limit SVB fallout — 2023-03-12
• ECB Cheat Sheet: Predictably unpredictable — 2023-03-12
• The Commodities Feed: Natural gas prices surge — 2023-03-12
• Belgian construction sector faces a difficult year — 2023-03-12
• Assessing the Silicon Valley Bank fallout — 2023-03-12
• Key events in developed markets and EMEA next week — 2023-03-09
• The Commodities Feed: Risk off move continues — 2023-03-09
• Asia Morning Bites — 2023-03-09
• Strong US jobs, but market angst means the Fed is in the balance — 2023-03-09
• Surprise UK growth rebound means technical recession could be avoided — 2023-03-09
• Listen: Higher for longer — 2023-03-09
• Rates Spark: Payrolls are key, but the system is too — 2023-03-09
• FX Daily: US banking stress sends ripples across FX markets — 2023-03-09
• India: Another solid year ahead for the economy — 2023-03-09
• Poland: Bank governor optimistic on inflation outlook, no end to tightening cycle — 2023-03-08
• Rates Spark: Bracing for more — 2023-03-08
• Poland: Bank governor optimistic on inflation outlook, no end to tightening cycle — 2023-03-08
• The Commodities Feed: First US crude draw this year — 2023-03-08
• WASDE update: Argentine crops downgraded — 2023-03-08
• Asia Morning Bites — 2023-03-08
• Poland's bank governor optimistic on inflation outlook, no end to tightening cycle — 2023-03-08
• Asia week ahead: Flurry of data from China plus key central bank meeting — 2023-03-08
• FX Daily: Biden's budget serves as debt ceiling reminder — 2023-03-08
• Watch: Dollar bear trend takes a rain check — 2023-03-08
• Indonesia: Looking to consumption to carry the load — 2023-03-08
• Unchanged rates in Poland amid slightly lower inflation projections — 2023-03-07
• Stagnating eurozone GDP is worse than it seems — 2023-03-07
• ECB preview: 50bp next week but how far will the ECB still go? — 2023-03-07
• History repeats itself as Hungary's budget deficit soars — 2023-03-07
• German industry rebounds in January — 2023-03-07
• Bank of Canada bets on disinflationary path — 2023-03-07
• FX Daily: Hawkish Powell lends his wings to the dollar — 2023-03-07
• Asia Morning Bites — 2023-03-07
• Hungarian inflation peak is behind us — 2023-03-07
• The Commodities Feed: Testimony weighs on the complex — 2023-03-07
• Rates Spark: Upping the ante on policy rates — 2023-03-07
• China's imports unexpectedly enter deeper contraction — 2023-03-06
• Philippines: February inflation slips as transport inflation eases — 2023-03-06
• Fed nerves open the door to more hikes — 2023-03-06
• No one saw this big drop coming in Hungarian industry — 2023-03-06
• FX Daily: Dollar can hold gains on limited Powell pushback — 2023-03-06
• Rates Spark: Powell takes markets for a spin — 2023-03-06
• Asia Morning Bites — 2023-03-06
• The Commodities Feed: El Nino weighs on agriculture supplies — 2023-03-06
• Eurozone retail sales tick up less than expected in January — 2023-03-05
• Economics live: Central Banks and why we're not at the peak — 2023-03-05
• Asia FX Talking: Finding support after a tough February — 2023-03-05
• The Commodities Feed: China's 2023 growth target underwhelms markets — 2023-03-05
• February US jobs report preview - was January a fluke? — 2023-03-05
• EMEA FX Talking: Too much or not yet — 2023-03-05
• Korea: Consumer inflation moderated more than expected in February — 2023-03-05
• Latam FX Talking: Yields and nearshoring power MXN ahead — 2023-03-05
• FX Daily: Climbing the wall of worry — 2023-03-05
• French strikes will cause limited economic impact — 2023-03-05
• Dutch transport & logistics outlook 2023: Aviation rebound continues, freight logistics slows — 2023-03-05
• G10 FX Talking: Policy tightening delays the dollar descent — 2023-03-05
• FX Talking: Dollar decline takes a raincheck — 2023-03-05
• FX Talking: Forecasts table — 2023-03-05
• Hungarian retail sales deteriorate further — 2023-03-05
• FX Talking: Dollar decline takes a rain check — 2023-03-05
• China: Two Sessions sets 5% growth, focus on technology and ESG — 2023-03-04
• China's Two Sessions sets 5% growth, with a focus on technology and ESG — 2023-03-04
• US Dollar Credit Supply: Substantial corporate supply in February — 2023-03-02
• Japan: Inflation may have peaked in January — 2023-03-02
• The Commodities Feed: Oil maintains positive momentum — 2023-03-02
• French industrial production falls — 2023-03-02
• Bank of Canada preview: At the top with only downside to come — 2023-03-02
• Spanish economy picks up sharply in February — 2023-03-02
• German exports rebound in January — 2023-03-02
• Singapore: Retail sales unexpectedly contract in January — 2023-03-02
• FX Daily: The ISM litmus test — 2023-03-02
• Turkey: Continuing broad-based deterioration in price dynamics — 2023-03-02
• Key events in developed markets next week — 2023-03-02
• Italian GDP contraction driven by consumption and inventories — 2023-03-02
• Euro Credit Supply: Pre-funding before CSPP & CBPP3 tapering — 2023-03-02
• Key events in EMEA next week — 2023-03-02
• South Korea: Industrial production temporarily rebounded in January — 2023-03-01
• UK: Three events that will shape the outlook this month — 2023-03-01
• Commodities: Energy concerns ease further — 2023-03-01
• CEE: Inflation finally heading down but still sticky — 2023-03-01
• Make no mistake, ECB tightening is having its desired effect — 2023-03-01
• Asia Morning Bites — 2023-03-01
• Our latest major central bank calls — 2023-03-01
• Rates Spark: Inflation breakevens continue to add pressure — 2023-03-01
• FX Daily: Caught between inflation and a recovery — 2023-03-01
• China's recovery is not much of a surprise — 2023-03-01
• Hungary: Technical recession will be shallow — 2023-03-01
• Minutes of ECB's February meeting show determination to hike rates beyond March — 2023-03-01
• Eurozone: Better than expected doesn't mean good — 2023-03-01
• Bank of England survey highlights easing price pressures — 2023-03-01
• A last hurrah for Asian inflation — 2023-03-01
• Eurozone inflation stickier than expected in February — 2023-03-01
• The Commodities Feed: US oil inventory increases further — 2023-03-01
• Belgian property market on the back foot in race to climate neutrality — 2023-03-01
• Belgian housing market to see weaker demand and price correction — 2023-03-01
• The search for a new equilibrium: ING's March Monthly — 2023-03-01
• The search for a new equilibrium — 2023-03-01
• US: Smoke, mirrors and uncertainty by the truckload — 2023-03-01
• Asia week ahead: Reserve Bank of Australia meeting plus regional inflation data — 2023-03-01
• Indonesia: Headline inflation ticks higher but core sustains downtrend — 2023-02-28
• Australia: Growth and inflation both slow — 2023-02-28
• China's solid PMIs hint at a high GDP target at the Two Sessions — 2023-02-28
• German inflation stable in February — 2023-02-28
• Rates Spark: Inversion stretches deeper — 2023-02-28
• US: Production sectors continue to struggle, but China reopening offers some hope — 2023-02-28
• FX Daily: Upbeat China PMIs lift the mood — 2023-02-28
• The Commodities Feed: Complex moves higher on strong China data — 2023-02-28
• Asia Morning Bites 1 March 2023 — 2023-02-28
• The Commodities Feed: Metals markets eye key China meeting that might drive demand — 2023-02-27
• Latest UK-EU deal no game changer for sterling — 2023-02-27
• What to expect from China's Two Sessions — 2023-02-27
• The dominant Chinese electric car market is slowing — 2023-02-27
• Spanish headline and core inflation rise again — 2023-02-27
• Poland's GDP up 2% in fourth quarter — 2023-02-27
• Rates Spark: Update on the rates view in light of latest impulses — 2023-02-27
• FX Daily: Risk sentiment too fragile for a big dollar correction — 2023-02-27
• Turkey: fourth-quarter GDP growth driven by domestic demand — 2023-02-27
• France: Inflation continues to rise while consumption rebounds slightly — 2023-02-27
• National Bank of Hungary Review: Not fooled by promises, waiting for proof — 2023-02-27
• Asia Morning Bites — 2023-02-27
• The Commodities Feed: Bearish macro keeps pressure on oil — 2023-02-26
• Rates Spark: The mood for risk is key ahead — 2023-02-26
• Eurozone monetary tightening progresses at the start of the year — 2023-02-26
• Eurozone sentiment stable in February — 2023-02-26
• FX Daily: Sticky inflation keeps dollar higher for longer — 2023-02-26
• US: Fed inflation fears keeps the pressure on for rate hikes — 2023-02-23
• FX Daily: Geopolitics sees pro-risk trades unwind — 2023-02-23
• The Commodities Feed: Brent rebounds — 2023-02-23
• German GDP growth of -0.4% proves that a recession is in the making — 2023-02-23
• Watch: The potential answer to aviation's net-zero goals — 2023-02-23
• Policy implementation and infrastructure building are key to US hydrogen development — 2023-02-23
• US announces tariffs on Russian metals including aluminium — 2023-02-23
• Listen: Ukraine war, one year on — 2023-02-23
• Rates Spark: Bonds are cheaper now, but does anyone want them? — 2023-02-23
• Key events in EMEA next week — 2023-02-23
• Key events in developed markets next week — 2023-02-23
• Asia Morning Bites — 2023-02-23
• High inflation in Hungary motivates people to look for work — 2023-02-23
• Rates Spark: Hawkish Fed continues to simmer — 2023-02-22
• This is what China's economic recovery will look like — 2023-02-22
• ECB suffers financially under its own rate hikes — 2023-02-22
• The Commodities Feed: Henry Hub weakness — 2023-02-22
• Monitoring Romania — 2023-02-22
• Synthetic fuel could be the answer to aviation's net-zero goal — 2023-02-22
• Singapore: Inflation slips below expectations but stays hot — 2023-02-22
• Asia week ahead: growth and inflation reports from major economies — 2023-02-22
• Bank of Korea puts brakes on rate hike but keeps hawkish tilt — 2023-02-22
• South Africa: Key takeaways from the 2023 budget — 2023-02-22
• Europe will not get a boost from Chinese tourism until 2024 — 2023-02-22
• Central Bank of Turkey cuts rates and commits to supportive financial conditions — 2023-02-22
• FX Daily: Dollar bears will have to be patient — 2023-02-22
• National Bank of Hungary preview: Not there yet — 2023-02-22
• Green sovereign bond sales stabilise and so does the greenium — 2023-02-21
• French business climate signals economic resilience in February — 2023-02-21
• German Ifo improves but those recession fears haven't gone away — 2023-02-21
• Asia Morning Bites — 2023-02-21
• How the ECB's rate hikes are filtering through to the eurozone economy — 2023-02-21
• Food companies under pressure to source deforestation-free products under new EU law — 2023-02-21
• FX Daily: Geopolitical risk strikes back — 2023-02-21
• How the ECB's rate hikes are filtering through to the eurozone economy — 2023-02-21
• French business climate signals economic resilience in February — 2023-02-21
• Inventory overhang will be a modest headwind for eurozone growth — 2023-02-21
• The Commodities Feed: Carbon strength — 2023-02-21
• Rates Spark: Hawkish rates alongside higher inflation expectations — 2023-02-21
• The Commodities Feed: Aluminium production cuts — 2023-02-20
• Poland: temporary rebound in construction output — 2023-02-20
• FX Daily: Growth stories back in focus — 2023-02-20
• Rent regulation in the Dutch housing market: help or hindrance? — 2023-02-20
• Rates Spark: Looking backward to economic data and forward to geopolitics — 2023-02-20
• Eurozone PMI shows strong increase in February — 2023-02-20
• Poland's industrial production disappoints in January — 2023-02-19
• The Commodities Feed: Hawkishness weighs on the complex — 2023-02-19
• FX Daily: Is the dollar rally getting tired? — 2023-02-19
• Poland: Solid wage growth in January, boosted by hike in the minimum wage — 2023-02-19
• FX Daily: Hawks in the ascendancy — 2023-02-16
• UK retail sales bounce on January discounting — 2023-02-16
• Key events in developed markets next week — 2023-02-16
• Rates Spark: Riding the hawkish wave while it lasts — 2023-02-16
• Key events in EMEA next week — 2023-02-16
• Watch: The future of UK rate hikes — 2023-02-16
• Asia Morning Bites — 2023-02-16
• RBNZ Preview: 50bp hike, but the peak is close — 2023-02-15
• Philippines' central bank hikes rates after blowout CPI report — 2023-02-15
• Asia week ahead: Australian wages, Singaporean inflation, Bank of Korea meeting — 2023-02-15
• Rates Spark: Crucial levels ahead — 2023-02-15
• FX Daily: Short end continues to drive the dollar — 2023-02-15
• Bank Indonesia keeps rates untouched as inflation moderates — 2023-02-15
• Poland: ECJ guidance on FX mortgages casts shadow over the zloty — 2023-02-14
• The Commodities Feed: Inventory pressure — 2023-02-14
• Rates Spark: Higher for longer hits selectively, for now — 2023-02-14
• Surprise UK services inflation dip bolsters case for rate hike pause — 2023-02-14
• US retail sales surge on stark weather contrast — 2023-02-14
• Indonesia's trade balance beats estimates but still smallest since May — 2023-02-14
• FX Daily: Data can still lift the dollar — 2023-02-14
• Eurozone industrial production drops in December — 2023-02-14
• Asia Morning Bites — 2023-02-14
• Poland's CPI inflation surprised to the downside in January — 2023-02-14
• Asia Morning Bites — 2023-02-13
• UK wage growth points to another rate hike in March — 2023-02-13
• Poland: Composition of GDP facilitating disinflation, price growth to remain high — 2023-02-13
• Rates Spark: Hawkish markets head into US inflation — 2023-02-13
• FX Daily: Asymmetrical upside risks for the dollar today — 2023-02-13
• US inflation remains sticky, but a slowdown is coming — 2023-02-13
• The Netherlands avoids recession for now with positive fourth quarter — 2023-02-13
• Romanian growth remains strong while inflation undershoots — 2023-02-13
• Japan: 4Q22 GDP rebounded, but less than expected — 2023-02-13
• Technical recession confirmed in Hungary — 2023-02-13
• Poland's external imbalance narrowing amid slowing trading dynamics — 2023-02-12
• FX Daily: Preparing for deflation reality checks — 2023-02-12
• Turkey: 12M rolling current account deficit highest since 2018 — 2023-02-12
• Asia Morning Bites — 2023-02-12
• The Commodities Feed: Russian supply cut — 2023-02-12
• The Commodities Feed: US CPI in focus — 2023-02-12
• Key events in EMEA next week — 2023-02-09
• Bank of Japan to welcome Kazuo Ueda as its new governor — 2023-02-09
• Italian industrial production rebounded in December, beating expectations — 2023-02-09
• The Commodities Feed: Azeri flows still disrupted — 2023-02-09
• Czech Republic: Headline inflation accelerated further in January — 2023-02-09
• UK economy avoids technical recession - for now — 2023-02-09
• Share of Russian metal grows in LME warehouses — 2023-02-09
• Hungary's inflation likely peaked in January — 2023-02-09
• FX Daily: The waiting game is on — 2023-02-09
• Key events in developed markets next week — 2023-02-09
• China's loan growth beats consensus but results are unbalanced — 2023-02-09
• Rates Spark: Putting disinflation to the test — 2023-02-09
• Asia week ahead: Indian inflation, Australian jobs data plus key central bank decisions — 2023-02-08
• Asia Morning Bites — 2023-02-08
• Asia Morning Bites — 2023-02-08
• Riksbank hikes by 50bp amid concerns about weak krona — 2023-02-08
• Bank of England: Two data points that will make or break a March rate hike — 2023-02-08
• The Commodities Feed: US oil and product stocks grow — 2023-02-08
• Poland's central bank expects rapid disinflation, rate cut discussion premature — 2023-02-08
• FX Daily: Riksbank needs to stay hawkish today — 2023-02-08
• German inflation increases and drops at the same time — 2023-02-08
• Rates Spark: Taking stock of the impact of recent central bank comments — 2023-02-08
• Rates Spark: The range is your friend — 2023-02-07
• India: Reserve Bank hikes and keeps tightening stance — 2023-02-07
• The Commodities Feed: Ceyhan flows ordered to restart — 2023-02-07
• Asia Morning Bites — 2023-02-07
• Philippines: Signs point to growth falling short of target in 2023 — 2023-02-07
• Hungary's budget starts 2023 in deficit — 2023-02-07
• FX Daily: Dodged bullet — 2023-02-07
• National Bank of Poland keeps rates flat, waits for disinflation to kick in — 2023-02-07
• Romanian National Bank preview: time to talk the talk — 2023-02-06
• Telecoms Outlook 2023: Navigating challenges at the speed of light — 2023-02-06
• In with the old: navigating the road to circular IT — 2023-02-06
• Philippines: Inflation blows past expectations to hit 8.7% — 2023-02-06
• Asia Morning Bites — 2023-02-06
• Startling differences in fibre connectivity across Europe — 2023-02-06
• Why telecoms operators can largely shoulder higher interest rates — 2023-02-06
• Germany's sudden halt in December is confirmed — 2023-02-06
• Fibre technology and photonics are advancing at speed — 2023-02-06
• More Europeans set to benefit from 5G networks in 2023 — 2023-02-06
• Fed still looks for disinflation despite jobs shock — 2023-02-06
• Rates Spark: Kicking a bond when it's down — 2023-02-06
• Hungarian industry surprises on the upside — 2023-02-06
• FX Daily: The dollar comeback hinges on Powell, again — 2023-02-06
• The Commodities Feed: Potential US aluminium tariffs — 2023-02-06
• How telecom companies are weathering the impact of rising energy prices — 2023-02-06
• M&A activity slowly moving forward in the TMT sector — 2023-02-06
• Australia: Reserve Bank hikes and says job not done — 2023-02-06
• Riksbank set for 50bp rate hike on weak krona and tight jobs market — 2023-02-06
• Latam FX: Lula knows best — 2023-02-05
• FX Daily: Three key themes for this week — 2023-02-05
• G10 FX: Goldilocks or black swan? — 2023-02-05
• FX Talking: Forecasts table — 2023-02-05
• Monitoring Poland: Resilient economy, persistent core CPI — 2023-02-05
• US jobs: Should we change our view? — 2023-02-05
• Hungarian retail sales suffer from record inflation — 2023-02-05
• EMEA FX: Bad boy leads the pack — 2023-02-05
• FX Talking: Soft Landing, Hard Landing, No Landing? — 2023-02-05
• Indonesia: fourth quarter GDP surprises on the upside but growth momentum is fading — 2023-02-05
• The Commodities Feed: EU refined products ban starts — 2023-02-05
• Asia FX: Chinese tailwind to keep Asian FX in demand — 2023-02-05
• Asia Morning Bites — 2023-02-05
• Romanian consumers shrug off pessimism into year-end — 2023-02-05
• Turkey: Second-highest January reading in current inflation series — 2023-02-02
• Listen: Are we there yet? — 2023-02-02
• FX Daily: Eyes back on data after Fed and ECB communication troubles — 2023-02-02
• Lower gas prices point to a more modest recession in the UK — 2023-02-02
• The Commodities Feed: Russian products ban imminent — 2023-02-02
• The eurozone's been saved, in part, by the weather — 2023-02-02
• Moment of truth for Central and Eastern Europe — 2023-02-02
• Key events in EMEA next week — 2023-02-02
• Key events in developed markets next week — 2023-02-02
• This could well be a 'fool's spring' — 2023-02-02
• The Bank of Japan faces tough choices ahead of policy normalisation — 2023-02-02
• French industrial production continues to catch up — 2023-02-02
• China's rebound starts with consumption — 2023-02-02
• Asia Morning Bites — 2023-02-02
• Commodities: Milder winter offers some comfort to energy markets — 2023-02-02
• US jobs surge catches everyone off-guard — 2023-02-02
• Singapore: December retail sales rise by 7.4% — 2023-02-02
• Rates Spark: What really happened yesterday and will it reverse? — 2023-02-02
• Easing US inflation fears boost hopes for a Fed rescue — 2023-02-02
• FX: Timing the dollar decline — 2023-02-02
• South Korea: Consumer inflation accelerated again in January — 2023-02-01
• FX Daily: A more relaxed Fed powers the rally — 2023-02-01
• Bank of England hikes by 50bp but hints at tightening cycle nearing its end — 2023-02-01
• Spanish tourism rebounded last year but still lagged pre-Covid levels — 2023-02-01
• EUR/USD: Looking beyond the market's trust issues with the Fed and ECB — 2023-02-01
• ECB hikes rates by 50bp — 2023-02-01
• US Dollar Credit Supply: Low net supply to kick-start the year — 2023-02-01
• Credit squeezing into central banks - what next? — 2023-02-01
• Euro Credit Supply: Big start to the year with record-breaking supply — 2023-02-01
• Dutch industry goes from top gear into reverse — 2023-02-01
• Rates Spark: The end is near — 2023-02-01
• Asia week ahead: Regional inflation data, Taiwan trade numbers and Indonesia's GDP — 2023-02-01
• Czech National Bank Review: Rates higher for longer — 2023-02-01
• ECB press conference brings more fog than clarity — 2023-02-01
• Dutch utilities: Addressing the capex and opex challenges — 2023-01-31
• The Fed opts for a 25bp rate rise, with at least one more hike to come — 2023-01-31
• Monitoring Hungary: Glimmering light at the end of the tunnel — 2023-01-31
• Rates Spark: It's not all about the Fed today — 2023-01-31
• The Commodities Feed: FOMC day — 2023-01-31
• Italian headline inflation decelerates in January, courtesy of energy — 2023-01-31
• FX Daily: Peak? What peak? — 2023-01-31
• Eurozone inflation looks encouraging, but be careful interpreting the data — 2023-01-31
• Spanish manufacturing output shrinks for seventh consecutive month in January — 2023-01-31
• India: A look at the Union Budget for 2023-24 — 2023-01-31
• Asia Morning Bites — 2023-01-31
• US slowdown continues, which will hit jobs — 2023-01-31
• South Korea: trade deficit hit record in January — 2023-01-31
• Italian GDP fell slightly at the end of 2022 — 2023-01-30
• Rising inflation in France adds to the ECB's reasons to hike — 2023-01-30
• FX Daily: Bracing for volatility — 2023-01-30
• Rates Spark: Economic releases in the driving seat today — 2023-01-30
• The Commodities Feed: OPEC+ meeting ahead — 2023-01-30
• South Korea: Weak IP report suggests a bleak outlook for 1Q23 GDP — 2023-01-30
• Eurozone avoids contraction but domestic demand falters — 2023-01-30
• Sweden: Krona increasingly pricing in domestic woes — 2023-01-30
• Many European sectors will suffer from a weak economy in 2023 — 2023-01-30
• US house prices come under further pressure — 2023-01-30
• Eurozone bank lending survey confirms bleak outlook for investment — 2023-01-30
• France escapes recession, for now — 2023-01-30
• German labour market starts the year off strongly — 2023-01-30
• Asia Morning Bites — 2023-01-29
• Drastic shift in natural gas outlook — 2023-01-29
• Eurozone sentiment continues to improve — 2023-01-29
• FX Daily: Stress testing the consensus view — 2023-01-29
• Czech National Bank Preview: No change in the current tone — 2023-01-29
• Poland's economy set to slow but we're more optimistic than most — 2023-01-29
• ECB cheat sheet: Wake up, this isn't the Fed! — 2023-01-29
• Spanish inflation up again as core inflation strengthens — 2023-01-29
• The Commodities Feed: Middle East tensions — 2023-01-29
• German economy falls into winter recession — 2023-01-29
• Energy Outlook 2023: Drastic shift in natural gas outlook — 2023-01-29
• Credit Q&A: where do we go from here? — 2023-01-26
• US consumers lose momentum as inflation undershoots Fed's predictions — 2023-01-26
• Asia Morning Bites — 2023-01-26
• Four Bank of England scenarios for February's meeting — 2023-01-26
• Garvey: No deal on the debt ceiling will have disastrous consequences — 2023-01-26
• Eurozone monetary developments show transmission is working — 2023-01-26
• FX Daily: US pessimism softens ahead of a busy week — 2023-01-26
• US debt ceiling torture heightens recession risk — 2023-01-26
• Spanish economy shows resilience in fourth quarter — 2023-01-26
• Rates Spark: Central banks vs economic data — 2023-01-26
• Federal Reserve: Back to 25bp hikes as slowdown fears mount — 2023-01-26
• FX Daily: Bank of Canada softens up the dollar — 2023-01-25
• Rates Spark: Primed for pivot — 2023-01-25
• Spanish unemployment rate grows — 2023-01-25
• Eurozone industry holds up better than expected in the pandemic aftermath — 2023-01-25
• Asia Morning Bites — 2023-01-25
• Asia week ahead: PMI data from China and India — 2023-01-25
• ECB preview: Still licensed to hike — 2023-01-25
• Philippines: Growth momentum sustained by solid consumption in the fourth quarter of 2022 — 2023-01-25
• Korea's fourth quarter GDP shrinks on weak exports, private spending — 2023-01-25
• Australia: Inflation rise means more rate hikes for the Reserve Bank of Australia — 2023-01-24
• The Commodities Feed: Natural gas under pressure — 2023-01-24
• Rates Spark: Can't keep a Bund down — 2023-01-24
• The Commodities Feed: OPEC+ noise begins — 2023-01-24
• FX Daily: Bank of Canada to hit the peak — 2023-01-24
• German Ifo index improves again in January — 2023-01-24
• National Bank of Hungary review: Good things come to those who wait — 2023-01-24
• Asia Morning Bites — 2023-01-24
• Rates Spark: Drawing a line under EUR rates — 2023-01-23
• French companies expect just a short-lived economic slowdown — 2023-01-23
• FX Daily: PMIs lead the way — 2023-01-23
• Eurozone PMI improves as mild winter helps economy — 2023-01-23
• FX Daily: So far, so good — 2023-01-22
• Poland's December data underwhelms but cheaper energy improves outlook — 2023-01-22
• The Commodities Feed: Copper near seven-month high on China optimism — 2023-01-22
• Bank of Canada hits the peak — 2023-01-22
• Key events in EMEA next week — 2023-01-19
• Watch: Why we've radically changed our euro forecast — 2023-01-19
• Lower gas prices offer rare good news for squeezed UK consumers — 2023-01-19
• FX Daily: Looking for some balance — 2023-01-19
• EUR/SEK: Four scenarios for 2023 — 2023-01-19
• Rates Spark: More headwinds for euro bonds next week — 2023-01-19
• Key events in developed markets next week — 2023-01-19
• Poland: Labour market remains firm but cooling is evident — 2023-01-19
• National Bank of Hungary preview: Not a good time to be bold — 2023-01-19
• Belgium: Short-term resilience, medium-term challenges — 2023-01-18
• Spain: leads the pack for European growth in 2023 — 2023-01-18
• ECB minutes show that the job is far from done — 2023-01-18
• Germany: Recession avoided - for now — 2023-01-18
• France: Activity to stagnate, inflation to peak — 2023-01-18
• Austria: Warm weather a double-edged sword for growth — 2023-01-18
• Ireland: maintains strong growth trend — 2023-01-18
• Turkey's central bank continues in same direction — 2023-01-18
• Italy: A soft growth patch vulnerable to inflation developments — 2023-01-18
• Greece: Uncertainty to grow amid upcoming elections — 2023-01-18
• Asia week ahead: Australian inflation data plus regional GDP reports — 2023-01-18
• The Netherlands: sluggish growth in 2023 — 2023-01-18
• FX Daily: Dazed and confused — 2023-01-17
• Jump in UK services inflation provides ammunition to BoE hawks — 2023-01-17
• Rates Spark: Europe joins the party — 2023-01-17
• Bank of Japan defies market speculation; keeps policy steady — 2023-01-17
• The Commodities Feed: Oil moves higher — 2023-01-17
• Asia Morning Bites — 2023-01-17
• China reopening rally to drive up iron ore prices — 2023-01-16
• FX Daily: China data supports 2023 FX trends — 2023-01-16
• UK jobs market remains resilient despite incoming recession — 2023-01-16
• Rates Spark: Bond bull traps — 2023-01-16
• Euro sovereign spreads don't reflect the 2023 supply surge — 2023-01-16
• Singapore: NODX dips for a third straight month — 2023-01-16
• Here's why US market rates should not really collapse from here — 2023-01-16
• Car Market Outlook 2023: Seeing is believing — 2023-01-16
• China: Big beat in December activity data means growth could rebound in 2023 — 2023-01-16
• Hungary's inflation accelerates, but less than expected — 2023-01-15
• Concrete prices won't fall before spring despite lower energy prices — 2023-01-15
• Czech Republic: Higher needs but net issuance unchanged — 2023-01-15
• China reopening boosts copper outlook — 2023-01-15
• EUR/USD: We're giving our euro dollar forecast a factory reset — 2023-01-15
• German economy still defies recession — 2023-01-12
• Warnings over Britain's 'long' and 'deep' recession are exaggerated — 2023-01-12
• FX Daily: USD/JPY in the driving seat — 2023-01-12
• WASDE update: Tighter US grain balances — 2023-01-12
• China's export contraction means more infrastructure spending to support recovery — 2023-01-12
• Key events in developed markets next week — 2023-01-12
• Rates Spark: No inflation worries, it seems — 2023-01-12
• Key events in EMEA next week — 2023-01-12
• Bank of Korea delivers another 25bp hike with hawkish tilt — 2023-01-12
• Romania's inflation softening — 2023-01-12
• The Commodities Feed: US crude oil stocks swell — 2023-01-11
• Rates Spark: Market positioning is for another friendly inflation report — 2023-01-11
• Asia week ahead: China activity data, Australia's jobs report plus key central bank decisions — 2023-01-11
• US inflation points to 25 basis point Fed moves from now on — 2023-01-11
• Euro Credit Supply: 2023 Supply forecasts — 2023-01-11
• FX Daily: CPI to press play/pause on the rally — 2023-01-11
• Asia Morning Bites — 2023-01-11
• Euro Credit Supply 2023: Supply forecasts — 2023-01-10
• Energy Performance of Buildings Directive review: major renovations ahead — 2023-01-10
• Energy Performance of Buildings Directive review: how will banks be affected? — 2023-01-10
• Rates Spark: Sticking to their knitting — 2023-01-10
• FX Daily: Dollar remains vulnerable — 2023-01-10
• Turkey posts better-than-expected current account deficit — 2023-01-10
• US Dollar Credit Supply: 2023 Supply forecasts — 2023-01-10
• Czech Republic: December inflation good news for the central bank — 2023-01-10
• South Korea: the weaker-than-expected labour report is another sign of a recession ahead — 2023-01-10
• Australia: Inflation not beaten yet — 2023-01-10
• The Commodities Feed: Markets await CPI data — 2023-01-10
• FX Daily: Cautious optimism prevails — 2023-01-09
• Asia Morning Bites — 2023-01-09
• Philippines: Exports post another strong month of growth while imports contract — 2023-01-09
• The Commodities Feed: USD weakness & China optimism — 2023-01-09
• Romanian Central Bank review: It's not over till it's over — 2023-01-09
• Rates Spark: Headline risk — 2023-01-09
• Any drop in euro interest rates in 2023 will be temporary — 2023-01-09
• Eurozone labour market still going strong with unemployment at 6.5% — 2023-01-08
• Asia Outlook 2023: Darkest before the dawn — 2023-01-08
• Philippines: 'Revenge' spending to fade as new central bank governor takes over — 2023-01-08
• South Korea: Recovery from recession will only come later in the year — 2023-01-08
• China: Timing of recovery is a big question mark — 2023-01-08
• Japan: A modest recovery will continue to be supported by accommodative macro policies — 2023-01-08
• India will do better than most of its Asian peers in 2023 — 2023-01-08
• The Commodities Feed: US CPI release is key for markets this week — 2023-01-08
• FX Daily: US recession fears and China pivot support risk rally — 2023-01-08
• Singapore to feel impact from slowing trade — 2023-01-08
• German industry stagnates at too low level — 2023-01-08
• Taiwan's economy under pressure as trade woes continue — 2023-01-08
• Indonesia to miss boost from commodity boom as Jokowi's term winds down — 2023-01-08
• Asia Outlook 2023: Darkest before the dawn — 2023-01-08
• Another solid US jobs report, but cracks are showing — 2023-01-05
• FX Daily: Tight US labour market supports the dollar — 2023-01-05
• Key events in EMEA next week — 2023-01-05
• Eurozone inflation back in the single digits — 2023-01-05
• Rates Spark: Labouring higher — 2023-01-05
• Asia Morning Bites — 2023-01-05
• Mediocre Hungarian retail sales continue to drag on growth — 2023-01-05
• Hungary's labour market holds up well; bad news for inflation — 2023-01-05
• Romanian National Bank preview: a hike which could go unnoticed — 2023-01-05
• ING's January Monthly: The heat is on, thankfully — 2023-01-04
• German exports weaken further in November — 2023-01-04
• National Bank of Poland president has a positive disinflationary message for the new year — 2023-01-04
• Asia Morning Bites — 2023-01-04
• FX Daily: Energy markets dominate — 2023-01-04
• Asia week ahead: Inflation reports from Australia and India and Bank of Korea meeting — 2023-01-04
• Italian inflation slows in December — 2023-01-04
• Rates Spark: Low on energy — 2023-01-04
• Poland sees surprisingly sharp fall in inflation amid cheaper subsidised coal — 2023-01-04
• The Commodities Feed: A sea of red — 2023-01-04
• Poland: Rates unchanged and tightening cycle seems completed — 2023-01-03
• US jobs numbers could soon start to turn — 2023-01-03