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8319Why we don't think the Fed will hike rates
Jun 19, 2026
The Commodities Feed: Oil falls as US-Iran sign deal
Jun 18, 2026
Prospect of August hike in Norway can help the krone
Jun 18, 2026
FX Daily: Dollar enjoys Fed's hawkish adjustment
Jun 18, 2026
Bank of England decision points to prolonged pause
Jun 18, 2026
Benign inflation keeps Swiss National Bank on hold
Jun 18, 2026
What the US-Iran peace deal means for Asia
Jun 18, 2026
Benign UK food inflation keeps CPI below 3%
Jun 17, 2026
Rates Spark: The unveiling of Warsh
Jun 17, 2026
Rates Spark: Warsh's Fed takes inflation seriously
Jun 17, 2026
Strong wages boost spending in Hungary
Jun 17, 2026
Swiss National Bank preview: Little reason to move
Jun 17, 2026
Riksbank's unconvincing hawkish attempt
Jun 17, 2026
Hawkish shift opens the door to Fed rate hikes
Jun 17, 2026
FX Daily: Dollar shrugs off oil sell-off
Jun 16, 2026
The Commodities Feed: Oil falls further
Jun 16, 2026
Riksbank preview: Low inflation limits hawkish scope
Jun 16, 2026
Asia FX Talking: Support measures stacking up
Jun 15, 2026
FX Daily: Risk assets rally, central banks in focus
Jun 15, 2026
The Commodities Feed: US-Iran peace deal
Jun 15, 2026
FX Talking: Forecast table
Jun 15, 2026
Latam FX Talking: A few clouds on the horizon
Jun 15, 2026
Poland confirms unexpected decline in May inflation
Jun 15, 2026
FX Talking: Dollar downturn delayed
Jun 15, 2026
EMEA FX Talking: Hungarian love affair continues
Jun 15, 2026
G10 FX Talking: Dollar stronger for longer
Jun 15, 2026
Rates Spark: The damage has been done
Jun 15, 2026
Despite a softer economic outlook and rising costs, activity in the Netherlands remains resilient
Jun 15, 2026
THINK Ahead: Are rate hikes pointless?
Jun 12, 2026
US sentiment underlines K-shaped consumer strife
Jun 12, 2026
Belgium's economy: three things to watch
Jun 12, 2026
Kevin Warsh navigates a hawkish Fed shift
Jun 12, 2026
What's next for US copper import tariffs
Jun 12, 2026
Rates Spark: Oil still key to ECB outlook
Jun 12, 2026
FX Daily: War is over - maybe
Jun 12, 2026
ING Monthly: Already playing into extra time
Jun 11, 2026
FX Daily: Euro already prices a hawkish ECB
Jun 11, 2026
Our latest views on the major central banks
Jun 11, 2026
Rates Spark: Bracing for a hawkish ECB
Jun 11, 2026
ING Monthly: Already playing into extra time
Jun 11, 2026
Ireland skews eurozone growth data
Jun 11, 2026
Federal Reserve to resist the urge to hike US rates
Jun 11, 2026
CEE: Moving in all directions
Jun 11, 2026
ECB hikes interest rates by 25bp
Jun 11, 2026
China's reflation trend continues to solidify
Jun 10, 2026
FX Daily: Dollar debasement trade in retreat
Jun 10, 2026
Rates Spark: Oil losing control
Jun 10, 2026
Monitoring Turkey: Softening in economic activity
Jun 10, 2026
FX Daily: Dollar consolidates recent gains
Jun 09, 2026
Taiwan's trade boom prompts another growth upgrade
Jun 09, 2026
Shift in power opens a new chapter for Hungary
Jun 08, 2026
Bank of Canada still set to lean dovish
Jun 05, 2026
Turkish inflation beats consensus again in May
Jun 05, 2026
June ECB cheat sheet: How to train your hawks
Jun 05, 2026
Bank of England survey questions need for rate hikes
Jun 05, 2026
Czech spending holds up amid softer inflation
Jun 05, 2026
THINK Ahead: Why an AI bust wouldn't stop at tech
Jun 05, 2026
The Commodities Feed: Dwindling oil inventory cushion leaves market increasingly vulnerable
Jun 04, 2026
Rates Spark: Spread exposures
Jun 03, 2026
National Bank of Poland's governor says the current level of interest rates is adequate
Jun 03, 2026
FX Daily: Dollar support broadens
Jun 03, 2026
A rate hike and then what? Our ECB preview
Jun 03, 2026
Rates Spark: The real deal
Jun 02, 2026
Growth picks up in Hungary but will it last?
Jun 02, 2026
FX Daily: Dollar to build a stronger footing
Jun 01, 2026
Czech industry shows resilience
Jun 01, 2026
Turkey's GDP growth loses momentum in first quarter
Jun 01, 2026
Rates Spark: Sticky circumstances
Jun 01, 2026
Czech economy shows strong domestic fundamentals
May 29, 2026
THINK Ahead: Deal done, hikes axed? Not exactly
May 29, 2026
USD/JPY: Largest quarterly intervention since 2004
May 29, 2026
China: the next Pfizer will be Chinese
May 27, 2026
India: from generics giant to innovation powerhouse?
May 27, 2026
South Korea: Asia's second innovation engine
May 27, 2026
Japan: Asia's Europe?
May 27, 2026
FX Daily: RBNZ joins the hawks
May 27, 2026
Rates Spark: Up and down with oil
May 27, 2026
FX Daily: Bumpy de-escalation
May 26, 2026
Polish consumer spending to slow as caution rises
May 25, 2026
Rates Spark: Differences brought into sharper relief
May 22, 2026
RBNZ preview: A closer call than markets expect
May 22, 2026
FX Daily: A much more cautious de-escalation trade
May 21, 2026
French GDP at risk of contraction
May 21, 2026
FX Daily: More bond fuel for the dollar rally
May 20, 2026
Rates Spark: Still exposed to more upside
May 20, 2026
US Treasuries losing the control they had
May 19, 2026
Latam FX Talking: Revising easing expectations
May 18, 2026
FX Talking: Forecast table
May 18, 2026
FX Talking: Weatherproof markets
May 18, 2026
FX Daily: Hawkish Fed repricing propels USD higher
May 15, 2026
Higher core inflation lifts Poland's CPI in April
May 15, 2026
Asia week ahead: China and Indonesia rate decision, key data from Japan, Korea and Taiwan
May 15, 2026
UK assets markets starting to feel the heat
May 15, 2026
Two anniversaries, one uncomfortable mirror
May 15, 2026
Two anniversaries, one uncomfortable mirror
May 15, 2026
Our latest views on the major central banks
May 15, 2026
Rates Spark: Flip the gaze from China back to Iran
May 14, 2026
0.6% UK growth? Why you should be sceptical
May 14, 2026
FX Daily: Headlines from Beijing can cap USD
May 14, 2026
Rates Spark: The evaporation of real yields
May 13, 2026
Rates Spark: Hard to see a ceiling for gilt yields
May 12, 2026
Why gold isn't acting like a safe haven right now
May 11, 2026
Czech consumer remains resilient so far
May 11, 2026
Rates Spark: A lot not to like for bonds
May 11, 2026
FX Daily: US price check this week
May 11, 2026
THINK Ahead: What markets get wrong on rate hikes
May 08, 2026
Taiwan's exports see a rare miss in April
May 08, 2026
FX Daily: Back on the rollercoaster
May 08, 2026
Rates Spark: Euro rates and the war
May 07, 2026
FX Daily: Testing the 'this is it' trade
May 07, 2026
Norges Bank hikes and keeps guidance hawkish
May 07, 2026
The Commodities Feed: US-Iran peace deal hopes
May 07, 2026
Rates Spark: Feels quite digital this time
May 06, 2026
Polish rates on hold amid rising geopolitical risks
May 06, 2026
Euro Credit Supply: Corporate supply still hefty
May 06, 2026
France's manufacturing bounce may prove short-lived
May 06, 2026
FX Daily: Remarkable resilience of risk assets
May 06, 2026
Rates Spark: Triple-whammy for gilts
May 05, 2026
FX Daily: It's good to be hawkish
May 05, 2026
Turkey's April inflation rises more than expected
May 04, 2026
Rates Spark: 10yr SOFR hits the 4% handle
May 04, 2026
THINK Ahead: The big June gamble
May 01, 2026
US growth driven by tech investment in first quarter
Apr 30, 2026
ECB moves closer to June hike
Apr 30, 2026
Webinar: Asia's energy shock - Who is most exposed?
Apr 30, 2026
Asia week ahead: Australian rate decision and key data from Philippines, South Korea and Taiwan
Apr 30, 2026
JPY intervention - unilateral or joint will be key
Apr 30, 2026
FX Daily: New era of policy dissent?
Apr 30, 2026
Taiwan's GDP growth hits highest level since 1987
Apr 30, 2026
Dutch growth slows
Apr 30, 2026
Rates Spark: A cacophony of mad stuff
Apr 30, 2026
Eurozone economic sentiment tumbles in April
Apr 29, 2026
German inflation increases further in April
Apr 29, 2026
A dovish-leaning hold by the Bank of Canada
Apr 29, 2026
Rates Spark: Big rate decisions as oil tests highs
Apr 29, 2026
Rates Spark: It's Jay's day
Apr 28, 2026
Rates Spark: Snail's pace, but getting there
Apr 27, 2026
THINK Ahead: Central bankers' balancing problems
Apr 24, 2026
Czech consumers are worried about the outlook
Apr 24, 2026
Kazakhstan holds rates, indicates room for cuts
Apr 24, 2026
Rates Spark: Something must give
Apr 23, 2026
April ECB cheat sheet: Ready, aim, hold
Apr 23, 2026
The Philippines kicks off hiking cycle, reasserting inflation control amid rising oil prices
Apr 23, 2026
Polish consumers undeterred by Middle East conflict
Apr 23, 2026
FX Daily: Gauging the oil-equities mix
Apr 23, 2026
Rates Spark: Swap lines imply some pressure
Apr 22, 2026
FX Daily: No smoke, no fire
Apr 22, 2026
Turkish central bank holds rates, remaining cautious
Apr 22, 2026
Rates Spark: Swap lines imply some presssure
Apr 22, 2026
Drop in UK unemployment isn't all it seems
Apr 21, 2026
Rates Spark: Bonds losing their edge as a hedge
Apr 21, 2026
FX Daily: Dollar to weigh up Warsh
Apr 21, 2026
Poland's growth outlook: so far so good
Apr 21, 2026
Kevin Warsh's Fed confirmation faces tough tests
Apr 20, 2026
Czech housing prices and strong demand pose risks
Apr 20, 2026
Belgium's fiscal clean-up still has a long way to go
Apr 17, 2026
Asia FX Talking: North-south divide
Apr 17, 2026
FX Talking: Forecast Table
Apr 17, 2026
FX Talking: A trip down the de-escalator
Apr 17, 2026
EMEA FX Talking: A new dawn for the forint
Apr 17, 2026
Asia Week ahead: Rate decisions in China, Indonesia, Philippines and key data from Japan and Korea
Apr 17, 2026
Asia Week ahead: Rate decisions in China, Indonesia, Philippines and data from Japan and Korea
Apr 17, 2026
Rates Spark: Expectation management
Apr 17, 2026
FX Daily: Equities-oil mix driving G10 divergence
Apr 17, 2026
ECB minutes from March meeting confirm hawkish pivot
Apr 16, 2026
Dutch economy sees recent momentum beginning to fade
Apr 16, 2026
ING Monthly: The world waits for a climbdown
Apr 16, 2026
The world waits for a climbdown
Apr 16, 2026
Energy market outlook hinges on the Middle East
Apr 16, 2026
Our latest views on the major central banks
Apr 16, 2026
'Team Transitory' holds for now in the States
Apr 16, 2026
ECB set to signal an 'insurance' rate hike
Apr 16, 2026
UK growth surge looks too good to be true
Apr 16, 2026
FX Daily: Pushing forward into de-escalation trades
Apr 15, 2026
FX Daily: Plenty of optimism priced in
Apr 14, 2026
Poland's external current account deteriorated in February amid rising flows from China
Apr 13, 2026
Turkey's current account deficit widens further
Apr 13, 2026
Webinar: Energy security under strain - why cutting Europe's gas dependency won't be easy
Apr 13, 2026
FX Daily: First inflation test
Apr 10, 2026
THINK Ahead: Tell us what you really think
Apr 10, 2026
US Money Markets: Slow calm to steady state
Apr 09, 2026
Rates Spark: Continue to play the end-of-war game
Apr 09, 2026
£ Money Markets: Liquidity holding amid turmoil
Apr 09, 2026
FX Daily: Volatile truce
Apr 09, 2026
The Commodities Feed: Hormuz remains blocked for now
Apr 09, 2026
€ Money Markets: Stirred, not shaken
Apr 09, 2026
Hungary's positive economic momentum fades
Apr 08, 2026
FX Daily: Global FX comes back from the brink
Apr 08, 2026
FX Daily: Little reason to leave the dollar just yet
Apr 07, 2026
US Dollar Credit Supply: Very hefty supply in March
Apr 07, 2026
Little evidence of increase in USD hedge ratios
Apr 07, 2026
Rates Spark: A gift from Pakistan
Apr 07, 2026
FX Daily: Back to escalation
Apr 02, 2026
THINK Ahead: An eight-chart Easter Eggstravaganza
Apr 02, 2026
Rates Spark: Markets don't see a solution yet
Apr 02, 2026
Rates Spark: Light at the end of the tunnel?
Apr 01, 2026
US manufacturing showing greater resilience
Apr 01, 2026
Mild increase in Dutch inflation, for now
Mar 31, 2026
The Commodities Feed: Oil eases as report suggests war could end without Hormuz reopening
Mar 31, 2026
FX Daily: Searching for the off-ramp
Mar 31, 2026
Rates Spark: Pessimism sets the tone in markets
Mar 31, 2026
Hungary's wage surge distorted by one-off bonus
Mar 31, 2026
Cooler US jobs keeps a lid on confidence
Mar 31, 2026
How Turkey's local authorities can protect the lira
Mar 31, 2026
French inflation picks up as the economy stalls
Mar 31, 2026
€/USD: Real interest rates still important
Mar 30, 2026
A list of worries that risk flipping much worse
Mar 27, 2026
Unemployment hits 10-year peak in Hungary
Mar 27, 2026
Rates Spark: The € curve is at a delicate balance
Mar 27, 2026
FX Daily: Just another 'anti-decay' Friday
Mar 27, 2026
The Commodities Feed: Oil steadies as Iran deadline pushed back but upside risks persist
Mar 27, 2026
Carsten Brzeski: ECB rate hikes? Not so fast
Mar 27, 2026
Watch: European pharma's fight to stay relevant
Mar 26, 2026
Norges Bank is ready to hike rates
Mar 26, 2026
FX Daily: USD needs a spark for the next leg lower
Mar 26, 2026
FX Daily: Central bankers need to talk tough
Mar 25, 2026
Is the Goldilocks period over for private credit?
Mar 25, 2026
Monitoring Hungary: Tensions are rising
Mar 25, 2026
German Ifo index takes a nose dive in March
Mar 25, 2026
German housing market likely to bend, not break
Mar 25, 2026
The Commodities Feed: Shifting war outlook
Mar 25, 2026
Rates Spark: New hopes, but patience is wearing thin
Mar 25, 2026
FX Daily: Headline-driven trading continues
Mar 24, 2026
The Commodities Feed: De-escalation hopes fade
Mar 24, 2026
Rates Spark: To the brink and back
Mar 24, 2026
FX Daily: Hawkish hangover
Mar 20, 2026
The war and rates - flashing Amber. Let's avoid Red
Mar 20, 2026
Geopolitics alone isn't enough to lift gold
Mar 20, 2026
Watch: Why we still think €/USD can reach 1.20
Mar 20, 2026
Rates Spark: Pushed higher by hawkish shifts
Mar 20, 2026
The Commodities Feed: LNG supply disruptions now a long-term problem as Iran hits Qatari facilities
Mar 20, 2026
ECB makes a hawkish pivot at its March meeting
Mar 19, 2026
ECB keeps rates on hold and shifts to high alert
Mar 19, 2026
Rates Spark: ECB and BoE meet hawkish markets
Mar 19, 2026
ING's updated forecasts amid energy disruption
Mar 19, 2026
Rates Spark: Some calm ahead of the Fed meeting
Mar 18, 2026
Fed suggests rate cuts remain more likely than not
Mar 18, 2026
Bank of Canada to look through inflation threat
Mar 18, 2026
FX Daily: Dot Plot revision can support USD
Mar 18, 2026
FX Daily: First war-driven hike in the books
Mar 17, 2026
Gulf smelter cuts tighten aluminium outlook
Mar 16, 2026
What our new energy price scenarios mean for markets
Mar 16, 2026
G10 FX Talking: This is not 2022
Mar 16, 2026
EMEA FX Talking: Weakness looks to be contained
Mar 16, 2026
Latam FX Talking: Regional variations coming through
Mar 16, 2026
Asia FX Talking: Relatively broad-based pressure
Mar 16, 2026
FX Talking: Same shock, new drill
Mar 16, 2026
FX Talking: Forecast table
Mar 16, 2026
Poland posted a sizeable current account surplus in January, prior to the energy price shock
Mar 16, 2026
FX Daily: Waiting for the central bank response
Mar 16, 2026
Rates Spark: The impact is no longer transitory
Mar 16, 2026
THINK Ahead: ECB hikes, Fed cuts? Don't bet on it
Mar 13, 2026
Fed to delay rate cuts as war clouds the outlook
Mar 13, 2026
FX Daily: Bracing for a prolonged shock
Mar 13, 2026
Rates Spark: The problem children get more cranky
Mar 12, 2026
Watch: Your oil questions answered
Mar 12, 2026
Benign US inflation backdrop ahead of Iran action
Mar 11, 2026
Rates Spark: Waiting for oil prices to come down
Mar 11, 2026
Rates Spark: The epic fury calms
Mar 09, 2026
Baden-Wurttemberg elections: Local trumps global
Mar 08, 2026
Weather and strikes weigh on February US jobs
Mar 06, 2026
Hungarian economy begins to recover from stagnation
Mar 06, 2026
Investments take centre stage in Romanian GDP growth
Mar 06, 2026
Middle East escalation rattles energy markets
Mar 05, 2026
Our latest views on the major central banks
Mar 05, 2026
Eurozone economy in the line of fire
Mar 05, 2026
Germany's five state elections - part one
Mar 05, 2026
How the war in Iran is impacting EM sovereigns
Mar 05, 2026
FX Daily: No quick fix
Mar 05, 2026
Rates Spark: Catching a breath
Mar 05, 2026
Rates Spark: On the verge of breakouts
Mar 05, 2026
US activity was surging ahead of military action
Mar 04, 2026
Divergent Chinese PMIs suggest resilient external demand, but soft domestic environment
Mar 04, 2026
FX Daily: Energy shock prompts broad FX deleveraging
Mar 04, 2026
Spanish momentum slows in February
Mar 04, 2026
Credit - 2022 all over again?
Mar 04, 2026
Rates Spark: Day two and the pendulum swings again
Mar 03, 2026
Inflation in the Netherlands up in February
Mar 03, 2026
Asia's outlook under higher oil prices
Mar 02, 2026
Rates Spark: Could have been worse
Mar 02, 2026
Higher energy prices and delayed rate cuts: how the Middle East conflict is impacting CEE
Mar 02, 2026
Czech PMI in no man's land
Mar 02, 2026
Employment in Hungary hits an almost five-year low
Feb 27, 2026
THINK Ahead: Asking AI whether it's taking your job
Feb 27, 2026
Germany's 'super election year' - 5 elections determining the government's reform efforts
Feb 27, 2026
German inflation falls back below 2%
Feb 27, 2026
FX Daily: Yen remains hard to love in the short term
Feb 26, 2026
FX Daily: Yen remans hard to love in the short term
Feb 26, 2026
Czech Republic: The end of fiscal consolidation
Feb 26, 2026
Why the gold rally isn't over yet
Feb 26, 2026
FX Daily: Nvidia earnings could be big for FX
Feb 25, 2026
FX Daily: Cutting through the AI noise
Feb 24, 2026
Watch: US growth poised for a post-shutdown bounce
Feb 24, 2026
Dollar 2026 decline: more cyclical than structural
Feb 23, 2026
The Commodities Feed: Oil softens ahead of further US-Iran talks, rising tariff uncertainty
Feb 23, 2026
Polish retail weathered the winter storm
Feb 23, 2026
FX Daily: Another bumpy week for the dollar
Feb 23, 2026
New tariffs, new uncertainty
Feb 22, 2026
THINK Ahead: Central banks' two-button oil dilemma
Feb 20, 2026
Tariff slapdown: What the markets say
Feb 20, 2026
Supreme Court pulls plug on Trump's IEEPA tariffs
Feb 20, 2026
Harsh weather cools Poland's economy in early 2026
Feb 19, 2026
Mix of incentives and pressure is needed to unlock senior housing market in the Netherlands
Feb 19, 2026
FX Daily: Fed confirms it checked rates in USD/JPY
Feb 19, 2026
Rates Spark: Pressures rebuild for long dates
Feb 18, 2026
AI monthly: 3 key questions we have for AI in 2026
Feb 18, 2026
Potential Lagarde exit fuels ECB succession talk
Feb 18, 2026
The Commodities Feed: US-Iran talks continue
Feb 18, 2026
FX Daily: Japan starts its US investment programme
Feb 18, 2026
Rates Spark: Quiz Time
Feb 17, 2026
FX Daily: Domestic stories coming to the fore
Feb 17, 2026
National Bank of Hungary preview: It begins now!
Feb 17, 2026
FX Daily: Still searching for a dollar pulse
Feb 16, 2026
RBNZ preview: Watch for hawkish hints
Feb 16, 2026
€EP expansion and the euro - going global
Feb 16, 2026
Aluminium tariff rollback talk brings little relief
Feb 13, 2026
FX Daily: US inflation shouldn't rock the boat
Feb 13, 2026
Asia week ahead: Key growth data from Japan
Feb 13, 2026
Lacklustre end to 2025 for UK growth
Feb 12, 2026
FX Daily: Dollar struggling to catch the tailwind
Feb 12, 2026
Europe shows its cards
Feb 12, 2026
Dutch hospitality 2026: modest portions on the menu
Feb 11, 2026
Latam FX Talking: Early year gains may slow
Feb 10, 2026
Asia FX Talking: PBoC happy to guide renminbi higher
Feb 10, 2026
FX Talking: Forecast table
Feb 10, 2026
Monitoring Hungary: Heading into the great unknown
Feb 10, 2026
FX Talking: Dollar appetite erodes
Feb 10, 2026
FX Daily: JGB stability helps the yen
Feb 10, 2026
Rates Spark: Supply dynamics a global story
Feb 10, 2026
Taiwan's blistering export growth continues in 2026
Feb 09, 2026
FX Daily: Headwinds stiffening for the dollar
Feb 09, 2026
Monitoring Turkey: Turkish policymakers in action
Feb 06, 2026
Czech industry comes out of the woods
Feb 06, 2026
Australia is primed to hike - how to play it
Feb 05, 2026
ECB keeps rates on hold in its February meeting
Feb 05, 2026
FX Daily: Corrective forces in play
Feb 05, 2026
US hiring slowdown points to weaker jobs numbers
Feb 05, 2026
Dutch retail sales set to grow 4.5% in 2026
Feb 05, 2026
Japan election preview: What a big LDP win could mean for the economy, bonds and the yen
Feb 05, 2026
Rates Spark: Ever tighter spreads for Italian debt
Feb 04, 2026
AT1: Adapt or abolish?
Feb 04, 2026
Poland's central bank extends its wait-and-see mode; we see the next cut around the corner
Feb 04, 2026
The silent risks between banks and NBFIs
Feb 04, 2026
Dutch inflation falls considerably in January
Feb 04, 2026
Rates Spark: Ever tighter spreads for Italian debt
Feb 04, 2026
FX Daily: Data can trigger new leg up in USD
Feb 04, 2026
FX Daily: Bittersweet data delay for the dollar
Feb 03, 2026
Rates Spark: Tentative relief
Feb 03, 2026
€ Money Markets: Gradually less comfortable
Feb 03, 2026
A gold and silver reset, not a reversal
Feb 03, 2026
£ Money Markets: Stable liquidity conditions in 2026
Feb 03, 2026
US Money Markets: Calm as you like on bills buying
Feb 03, 2026
FX Daily: Attempting the re-basement trade
Feb 02, 2026
Webinar: How telecoms will answer the call in 2026
Feb 02, 2026
Taiwan's GDP continues to defy all expectations
Jan 30, 2026
Our view on central banks
Jan 30, 2026
Evolution, not revolution for the Federal Reserve
Jan 30, 2026
Robust US growth, but it lacks breadth
Jan 30, 2026
German economy ends 2025 on a high
Jan 30, 2026
Spain's economy ends 2025 with a bang
Jan 30, 2026
Dutch economy ended the year on a strong note
Jan 30, 2026
The eurozone's cyclical upturn continues
Jan 30, 2026
Asia week ahead: China's purchasing managers' data and key releases from South Korea and Taiwan
Jan 30, 2026
Eurozone countries outlook for 2026
Jan 30, 2026
Czech household consumption to feed core inflation
Jan 30, 2026
AI-driven trade boosts growth in Asia, while Singapore and Australia near policy shifts
Jan 30, 2026
FX Daily: Warsh is the dollar lifeline, for now
Jan 30, 2026
THINK Ahead: When a good place turns bad
Jan 30, 2026
German inflation moves above the 2% line in January
Jan 30, 2026
Dutch parties reach minority coalition deal
Jan 30, 2026
Eurozone economy starts the year on a strong footing
Jan 29, 2026
ECB Preview: The first real "global euro moment"
Jan 29, 2026
CNB preview: A Rubicon moment in March
Jan 29, 2026
Rates Spark: ECB outlook getting more complicated
Jan 29, 2026
ECB preview: The first real 'global euro moment'
Jan 29, 2026
FX Daily: Dollar not out of the woods yet
Jan 29, 2026
Rates Spark: FX and rates doing their own thing
Jan 28, 2026
FX Daily: Dollar sentiment shifts markedly
Jan 28, 2026
Marieke Blom: Tough questions on AI dominated Davos, but Europe's position may be more comfortable than you'd think
Jan 28, 2026
Rates Spark: A Fed Chair walked into a bar
Jan 27, 2026
FX Daily: Here's why the dollar sell-off could stall
Jan 27, 2026
European telecoms set to see modest growth in 2026
Jan 26, 2026
Telecoms Outlook 2026: Communicate, work and play
Jan 26, 2026
January Ifo index pours cold water on hopes of a stellar rebound for the German economy
Jan 26, 2026
The Commodities Feed: Natural gas and precious metals rally amid weather and geopolitical threats
Jan 26, 2026
Silver hits $100/oz for the first time
Jan 23, 2026
Hungary's labour market squeezed from multiple sides
Jan 23, 2026
Asia week ahead: Japan and Australia inflation and GDP updates on Philippines and Taiwan
Jan 23, 2026
A tough road ahead for the Bank of Japan
Jan 23, 2026
Rates Spark: A break from geopolitics
Jan 23, 2026
The guessing game behind Dutch pension flows
Jan 22, 2026
Hydrogen stuck in the pilot phase
Jan 22, 2026
European utilities to see steady currents in 2026
Jan 22, 2026
3 calls for EU sectors in 2026: Tech outperformance, manufacturing growth gaps, small consumer gains
Jan 22, 2026
Turkish central bank delivers a cautious 100bp cut
Jan 22, 2026
FX Daily: Not trusting the dollar sell-off
Jan 21, 2026
Rates Spark: Fiscal trumps geopolitics
Jan 20, 2026
Pharma's 2026 hit list: The White Album
Jan 20, 2026
Slowing UK wage growth points to spring rate cut
Jan 20, 2026
Come Together: Pharma M&A set to accelerate in 2026
Jan 20, 2026
Falling Czech producer prices will shape CPI
Jan 19, 2026
FX Daily: Greenland pressure risks dollar blowback
Jan 19, 2026
France's 2026 budget likely to pass
Jan 18, 2026
THINK Ahead: Powell to the people
Jan 16, 2026
Japan and South Korea: Big moves, big opportunity
Jan 16, 2026
FX Daily: De-dollarisation trend remains elusive
Jan 16, 2026
Asia week ahead: Rate decisions in China, Japan, Indonesia and key data from China, Taiwan, and South Korea
Jan 16, 2026
Polish central bank sees decline in inflation as durable and no longer stresses upside risks
Jan 15, 2026
Rates Spark: Sterling rates and US TIC data
Jan 15, 2026
Eurozone industrial production on the rise
Jan 15, 2026
Italian industrial production rebounds in November
Jan 15, 2026
FX Daily: Cross current to keep ranges intact
Jan 15, 2026
FX Talking: Forecast table
Jan 14, 2026
Latam FX Talking: Resources and politics
Jan 14, 2026
A rates opportunity in China
Jan 14, 2026
Why not everyone's happy with the EU-Mercosur deal
Jan 14, 2026
FX Talking: Choppy waters, Teflon dollar
Jan 14, 2026
Italy: A modest pick-up on a domestic demand drive
Jan 13, 2026
Belgium: Those care-free days are over
Jan 13, 2026
Greece: It's set to remain a growth outperformer
Jan 13, 2026
Germany: The corn's about to pop
Jan 13, 2026
FX Daily: CPI can help USD recover as Fed fears ease
Jan 13, 2026
ING's 2026 Commodities Outlook webinar
Jan 12, 2026
Metals enter a new era
Jan 12, 2026
US job angst grows despite a dip in unemployment
Jan 09, 2026
Turkish Central Bank to buy additional bonds
Jan 09, 2026
THINK Ahead: 2026 in 10 charts (Part two)
Jan 09, 2026
FX Daily: Fateful Friday
Jan 09, 2026
Expect a record year for € corporate supply
Jan 09, 2026
What if the Fed turned 'MAGA dovish'?
Jan 08, 2026
Rates Spark: Can payrolls wake up Treasuries?
Jan 08, 2026
FX Daily: Mixed data fails to give direction
Jan 08, 2026
Recent developments in the global economy
Jan 08, 2026
Prepare to be stress-tested to the max
Jan 08, 2026
FX Daily: Data taking back the wheel
Jan 07, 2026
Rates Spark: Choppy markets unlikely to calm
Jan 07, 2026
Soaring US services clouds the Fed rate cut story
Jan 07, 2026
Webinar: Trump's tariffs on trial - The Supreme Court ruling that could reshape the economic outlook
Jan 07, 2026
Italian inflation only marginally up in December
Jan 07, 2026
Soft Czech inflation brings rate cuts closer
Jan 07, 2026
Rates Spark: The bar is high to move euro rates
Jan 06, 2026
FX Daily: Markets eager to move past Venezuela
Jan 06, 2026
German inflation slows down at the end of 2025
Jan 06, 2026
Rates Spark: Yeah, SNAFU is about right
Jan 05, 2026
THINK Ahead: 2026 in 10 charts (Part one)
Jan 05, 2026
FX Daily: What US adventurism means for the dollar
Jan 05, 2026
Eurozone bank lending growth improved in November
Jan 02, 2026
US growth with a capital K
Dec 23, 2025
THINK Ahead: Your 'festive' reading list
Dec 19, 2025
In Europe, more corporate debt would be a good sign
Dec 19, 2025
FX Daily: BRICS quietly leaving the Treasury market
Dec 19, 2025
FX Daily: Soft dollar trend remains intact
Dec 17, 2025
FX Daily: EMFX ending the year on a strong footing
Dec 16, 2025
The Commodities Feed: Ceasefire hopes weigh on oil
Dec 16, 2025
FX Daily: Dollar stays soft ahead of a busy week
Dec 15, 2025
Romanian inflation holds firm in November
Dec 12, 2025
FX Daily: It could have been worse for dollar bears
Dec 11, 2025
Rates Spark: Funds rate now below 10yr SOFR
Dec 11, 2025
ECB preview: Driving home for Christmas
Dec 11, 2025
Another Fed cut, but there is growing dissent
Dec 10, 2025
Rates Outlook 2026: Situation Normal, All Fuddled Up
Dec 10, 2025
The Commodities Feed: European gas finds a floor
Dec 10, 2025
Italian industry shows signs of weakness
Dec 10, 2025
Lovin' normality, as the alternatives are troubling
Dec 10, 2025
Rates Outlook 2026: Situation Normal, All Fuddled Up
Dec 10, 2025
FX Daily: Prepping for a hawkish Fed cut
Dec 10, 2025
Rates Spark: One more 25bp cut, and then we wait
Dec 09, 2025
Hungary's inflation rollercoaster ride has begun
Dec 09, 2025
German exports stagnate in October
Dec 09, 2025
Euro Credit Supply: Record-breaking November supply
Dec 09, 2025
Rates Spark: A sudden jump to new equilibria
Dec 08, 2025
FX Talking: Forecast Table
Dec 08, 2025
FX Talking: We need to talk about Kevin
Dec 08, 2025
G10 FX Talking: Riding out the Fed story
Dec 08, 2025
Volatility remains set to drive silver
Dec 08, 2025
Gold's bull run to continue in 2026
Dec 08, 2025
Iron ore heads towards a softer year
Dec 08, 2025
Nickel still capped by surplus
Dec 08, 2025
Aluminium deficit will support prices in 2026
Dec 08, 2025
Copper upside building on tight supply
Dec 08, 2025
Falling allowance supply to tighten EU carbon market
Dec 08, 2025
LNG surge eases European gas market supply concerns
Dec 08, 2025
The Dutch economy in 2026: Moderate growth ahead
Dec 08, 2025
Bearish oil outlook, but upside risks abound
Dec 08, 2025
Energy cools as metals heat up
Dec 08, 2025
FX Daily: Markets start to price some hikes
Dec 08, 2025
FX Daily: Yen finally finds some support
Dec 05, 2025
Asia week ahead: Rate decisions in the Philippines and Australia and key data on China and Taiwan
Dec 05, 2025
French industrial rebound loses steam
Dec 05, 2025
Rates Spark: Those long rates are looking up
Dec 05, 2025
Poland's central bank governor adopts wait-and-see approach, but there's still room for cuts
Dec 04, 2025
Brace for a slowdown: 3 calls for global trade
Dec 04, 2025
A taste of things to come
Dec 04, 2025
10 risks for the global economy in 2026
Dec 04, 2025
Outlook 2026: The world right now
Dec 04, 2025
Waiting for a sudden surge: the eurozone's Big 4
Dec 04, 2025
Asia 2026: 10 questions for China's year ahead
Dec 03, 2025
Asia 2026: Our top 6 questions shaping the outlook
Dec 03, 2025
FX Daily: Markets firm up the Hassett trade
Dec 03, 2025
Rates Spark: Bunds still rich, Treasuries ponderous
Dec 03, 2025
Asia 2026: 6 questions for Korea's recovery
Dec 03, 2025
FX Daily: Dollar downside risks persist
Dec 02, 2025
Hungary faces growing risk of another difficult year
Dec 02, 2025
Rates Spark: Long end rates untethered
Dec 01, 2025
White House prepares for overruling of IEEPA tariffs
Dec 01, 2025
FX Daily: Last chance for the hawks
Dec 01, 2025
Rates Spark: A good place for rates and sentiment
Nov 28, 2025
Hungary can't shift its labour woes
Nov 28, 2025
FX Daily: Waiting for a peace deal breakthrough
Nov 28, 2025
The Czech economy remains on solid ground
Nov 28, 2025
German labour market improves in November
Nov 28, 2025
Eurozone sentiment is gradually improving
Nov 27, 2025
FX Daily: Reeves keeps sterling afloat
Nov 27, 2025
Rates Spark: Stakes are high for the UK budget
Nov 26, 2025
FX Daily: Sterling faces dual risks on Budget day
Nov 26, 2025
FX Daily: The dollar is due a correction
Nov 25, 2025
The Polish economy is in its comfort zone
Nov 24, 2025
Asia week ahead: Bank of Korea rate decision and key data from China, Taiwan, Japan, India
Nov 21, 2025
FX Daily: €/USD hanging in there
Nov 21, 2025
Eurozone remains on track for solid growth in 4Q
Nov 21, 2025
THINK Ahead: How inflation could surprise us in 2026
Nov 21, 2025
French business sentiment lifted by services
Nov 21, 2025
Mixed messages on US jobs will keep the Fed hawkish
Nov 20, 2025
Webinar: ING's global economic outlook for 2026
Nov 20, 2025
Rates Spark: Blinkers on into payrolls
Nov 19, 2025
Knightley: The real state of the US economy
Nov 19, 2025
FX Daily: Bracing for the tech shock
Nov 19, 2025
Data centres race to innovate as power demands surge
Nov 19, 2025
Rates Spark: An eye on risk sentiment
Nov 18, 2025
National Bank of Hungary review: No change in sight
Nov 18, 2025
Pricing in Czech manufacturing remains tepid
Nov 18, 2025
FX Daily: Yen missing out on equity sell-off
Nov 18, 2025
Rates Spark: A frustrated Fed on liquidity watch
Nov 17, 2025
US LNG export build-out to boost natural gas demand
Nov 17, 2025
FX Daily: Fed looks better priced
Nov 17, 2025
FX Daily: Fiscal risk hitting the pound
Nov 14, 2025
Signs of life return to the Romanian economy
Nov 14, 2025
ETS2 more a tail risk to Poland's inflation path
Nov 14, 2025
German government announces relief for industry
Nov 14, 2025
The Commodities Feed: US crude oil stocks jump
Nov 14, 2025
Asia week ahead: Rate decisions in China and Indonesia and key data from Japan, Taiwan, Singapore
Nov 14, 2025
Bank bond supply in 2026: Still riding the wave
Nov 13, 2025
Turner: The FX winners and losers in 2026
Nov 13, 2025
Rates Spark: US rates are bracing for volatility
Nov 13, 2025
Poland's growth outstrips EU and CEE peers
Nov 13, 2025
The Commodities Feed: Oil surplus expectations grow
Nov 13, 2025
Romanian inflation stays on track in October
Nov 12, 2025
FX Daily: Carry trade is proving persistent
Nov 12, 2025
Strong currency keeps Hungarian inflation at bay
Nov 11, 2025
Monitoring Turkey: No room for complacency
Nov 11, 2025
Rates Spark: The shutdown is not all that pains
Nov 11, 2025
Dutch inflation hovers at 3% in October
Nov 11, 2025
FX Outlook 2026: Play the ball, not the man
Nov 10, 2025
FX Outlook 2026: Our latest forecasts
Nov 10, 2025
Carry in 26: Crossing into the final frontier
Nov 10, 2025
FX Daily: Shutdown progress gives risk a lift
Nov 10, 2025
Latam FX Outlook 2026: Full metal jacket
Nov 10, 2025
G10 FX Outlook 2026: Looking beyond the dollar
Nov 10, 2025
FX Outlook 2026: Our main calls
Nov 10, 2025
Czech real retail sales disappoint
Nov 07, 2025
FX Daily: More noise than signals for the dollar
Nov 07, 2025
Rates Spark: Bumpy! But back to where we started
Nov 07, 2025
Our major central bank calls this November
Nov 06, 2025
Eurozone economy sees glimmers of hope
Nov 06, 2025
US government shutdown weighs more heavily on growth
Nov 06, 2025
All the small things are adding up
Nov 06, 2025
Why we're raising Japan's growth forecasts
Nov 06, 2025
Rates Spark: Heavy man
Nov 06, 2025
German industry shows tentative signs of life
Nov 06, 2025
Global trade: respite but no relief
Nov 06, 2025
Czech industry will likely see better times ahead
Nov 06, 2025
All the small things are adding up
Nov 06, 2025
FX Daily: Dollar rally looking tired
Nov 06, 2025
US Supreme Court starts hearings on tariffs
Nov 05, 2025
FX Daily: Equity correction casts a shadow over FX
Nov 05, 2025
Rates Spark: The drama is in the plumbing
Nov 05, 2025
Monitoring Hungary: Trapped in stagnation
Nov 05, 2025
Gold Monthly: Fundamentals remain strong
Nov 05, 2025
US Dollar Credit Supply: Large supply in October
Nov 04, 2025
Rates Spark: Volatility calms - we'll take it
Nov 04, 2025
Rates Spark: Volatility calms-we'll take it
Nov 04, 2025
FX Daily: Data dependency without the data
Nov 04, 2025
Webinar: ING's 2026 FX Outlook
Nov 04, 2025
US manufacturing continues to struggle
Nov 03, 2025
FX Daily: Tight money lending support to dollar
Nov 03, 2025
A surprise big drop in Italian inflation
Oct 31, 2025
Strong Japanese industrial output and accelerating inflation raise chances of December rate hike
Oct 31, 2025
Asia week ahead: RBA rate decision and key data on China, Japan, Korea, Taiwan, and Philippines
Oct 31, 2025
THINK Ahead: Play your inflation cards right!
Oct 31, 2025
Watch: Why America needs every energy source
Oct 31, 2025
Dutch elections show a return to the centre
Oct 30, 2025
Germany's economy still stuck in stagnation
Oct 30, 2025
Dutch GDP growth outperforms in the third quarter
Oct 30, 2025
Hungary's economy can't find its way out
Oct 30, 2025
French GDP defies expectations
Oct 30, 2025
How rare earths became the next trade war weapon
Oct 30, 2025
FX Daily: Fed discord delays dollar drop
Oct 30, 2025
Rates Spark: Fed and ECB in a good place
Oct 30, 2025
Eurozone GDP growth slightly better than expected
Oct 30, 2025
Italy's economy stagnates in the third quarter
Oct 30, 2025
Spanish activity slows as tariffs start to bite
Oct 29, 2025
German Ifo index surprises in October
Oct 27, 2025
Federal Reserve preview: Inching closer to neutral
Oct 24, 2025
US sanctions rattle the oil market
Oct 24, 2025
FX Daily: Why the US CPI may be a non-event
Oct 24, 2025
Belgian consumers: Brave, confident... and spending!
Oct 23, 2025
Bank of Korea kept rates unchanged, signaling uncertainty over the timing of its next cut
Oct 23, 2025
Rates Spark: Risks around Dutch pension reforms
Oct 23, 2025
Three reasons to skip next week's ECB meeting
Oct 22, 2025
The Commodities Feed: Profit taking hits gold
Oct 22, 2025
LME Week takeaways: Metals find their footing
Oct 22, 2025
Strong September boosts Polish GDP growth outlook
Oct 22, 2025
Webinar: the pharmaceutical industry's global reset
Oct 21, 2025
Rates Spark: Front ends are steady but lots going on
Oct 21, 2025
FX Daily: Tentative calm fuels dollar rebound
Oct 21, 2025
Poland's industrial awakening might prove temporary
Oct 20, 2025
FX Daily: Looking for 'cockroaches'
Oct 20, 2025
Watch: Why the US dollar is set to fall futher
Oct 17, 2025
Watch: Why the US dollar is set to fall further
Oct 17, 2025
Rates Spark: Gilts gaining confidence
Oct 17, 2025
FX Daily: An unexpected perfect storm for the dollar
Oct 17, 2025
Weak pricing in Czech industry suggests fragility
Oct 16, 2025
The Commodities Feed: Gold extends record rally
Oct 16, 2025
FX Daily: A glimmer of light for France and the euro
Oct 15, 2025
Why only 11% of Belgians use fibre technology
Oct 14, 2025
IPO momentum builds in Benelux telecom
Oct 14, 2025
FX Daily: China isn't backing down
Oct 14, 2025
FX Talking: No data, no bears
Oct 13, 2025
FX Daily: Dollar shows its vulnerable side
Oct 13, 2025
FX Talking: Forecast Table
Oct 13, 2025
EMEA FX Talking: Forint strength is questioned
Oct 13, 2025
Rates Spark: Benign environment for carry trades
Oct 10, 2025
The Commodities Feed: Natural gas under pressure
Oct 10, 2025
Czech services inflation remains elevated
Oct 10, 2025
Carsten: Europe is praying that France gets a grip
Oct 10, 2025
US job worries sour sentiment
Oct 10, 2025
Asia's export pulse weakens, policy support persists
Oct 09, 2025
'Go your own way', sing Lagarde and Powell
Oct 09, 2025
Our view on the major central banks
Oct 09, 2025
Tame tariff impact gives the US Fed room to cut
Oct 09, 2025
Gold Monthly: All that glitters is gold
Oct 09, 2025
Growth gears grinding in the eurozone
Oct 09, 2025
Germany: Searching for a higher gear
Oct 09, 2025
China's summer slowdown may spark economic deja vu
Oct 09, 2025
FX Daily: French politics delivers some euro support
Oct 09, 2025
Rates Spark: Holding up amid tumultuous times
Oct 09, 2025
The USA could easily spend billions on AI
Oct 09, 2025
Taiwan's September export numbers hold up well
Oct 09, 2025
Europe prays that France gets a grip
Oct 09, 2025
Europe prays that France gets a grip
Oct 09, 2025
US tariffs persist beyond the headlines
Oct 09, 2025
Why energy prices are finally set to fall next year
Oct 09, 2025
Rates Spark: Euro rates in a comfortable position
Oct 08, 2025
Polish rates cut on better inflation outlook
Oct 08, 2025
Hungarian budget under pressure
Oct 08, 2025
US Dollar Credit Supply: September supply surge
Oct 07, 2025
Euro Credit Supply: Substantial supply in September
Oct 07, 2025
Gold futures hit historic $4,000
Oct 07, 2025
The Commodities Feed: European gas moves higher
Oct 07, 2025
FX Daily: Yen under pressure, but this is no 2013
Oct 07, 2025
Gold hits historic $4,000
Oct 07, 2025
Gold futures hit historic $4,000
Oct 07, 2025
FX Daily: Prepare for another abnormal week
Oct 06, 2025
CIS macro and credit: A strong regional play
Oct 06, 2025
Food prices bring Czech inflation down
Oct 06, 2025
FX Daily: Ain't nothing going on but AI
Oct 03, 2025
THINK Ahead: Show me the data!
Oct 03, 2025
Eurozone unemployment ticked up to 6.3% in August
Oct 02, 2025
FX Daily: Outsized tier-two data sensitivity
Oct 02, 2025
AI Monthly: Rising usage, uneven gains
Oct 02, 2025
India rate cut deferred, not dismissed
Oct 01, 2025
FX Daily: Shutdown and slowdown weigh on the dollar
Oct 01, 2025
India rate cut deferred, not dismissed
Oct 01, 2025
Don't worry at all about higher eurozone inflation
Oct 01, 2025
Unexpected jump in Dutch inflation in September
Oct 01, 2025
The Commodities Feed: Oil falls amid signs OPEC+ may bring supply back quicker than expected
Oct 01, 2025
Rates Spark: Flying blind
Oct 01, 2025
Polish inflation holds steady amid food price relief
Sep 30, 2025
FX Daily: US government shutdown to favour the yen
Sep 30, 2025
Subdued sentiment limits the upside for US growth
Sep 30, 2025
Italian inflation stable at 1.6%
Sep 30, 2025
FX Daily: Dollar rebound shouldn't have long legs
Sep 26, 2025
The Commodities Feed: Precious metals surge
Sep 26, 2025
Italian confidence data broadly stable in September
Sep 26, 2025
THINK Ahead: Are rate cuts pointless?
Sep 26, 2025
Rates Spark: Whimsical data clouds the Fed's path
Sep 26, 2025
Rates Spark: Risks of complacency
Sep 25, 2025
German optimism falls back to earth as Ifo tumbles
Sep 24, 2025
FX Daily: Loonie to remain G10's black sheep
Sep 23, 2025
FX Daily: Central bank speakers take centre stage
Sep 22, 2025
FX Daily: Rare positive news on US jobs
Sep 19, 2025
THINK Ahead: We're eyeing up the Fed+r_*
Sep 19, 2025
Rates Spark: The long-end bias is still up
Sep 18, 2025
Coffee still caught in the trade war crossfire
Sep 18, 2025
Coffee still caught in the trade war crossfire
Sep 18, 2025
Rates Spark: Feels a bit like a hike, for bonds
Sep 17, 2025
Today's Bank of Canada cut shouldn't be the last one
Sep 17, 2025
FX Daily: Fed needs to deliver for dollar bears
Sep 17, 2025
FX Daily: Fed needs to deliver for dollar bears
Sep 17, 2025
Rates Spark: Resilient risk sentiment
Sep 16, 2025
UK wage growth to ease further as jobs market cools
Sep 16, 2025
FX Daily: Dollar drifts lower ahead of FOMC meeting
Sep 16, 2025
US spending comes in stronger, but challenges remain
Sep 16, 2025
Hungarian wage growth remains elevated
Sep 16, 2025
France's fiscal credibility under pressure
Sep 15, 2025
Asia FX Talking: Regional diversity
Sep 15, 2025
FX Talking: Fed-powered rally has legs
Sep 15, 2025
FX Talking: Forecast table
Sep 15, 2025
EMEA FX Talking: Carry dominates fiscal concerns
Sep 15, 2025
FX Daily: Policy convergence raises €/USD potential
Sep 12, 2025
FX Daily: Policy convergence raises €/USD potential
Sep 12, 2025
Bank of Canada set to resume rate cuts
Sep 12, 2025
THINK Ahead: Central banks take the spotlight
Sep 12, 2025
Rates Spark: Bulls pushing down the back end
Sep 11, 2025
Rate Spark: Bulls pushing down the back end
Sep 11, 2025
A narrow call for a Norges Bank cut next week
Sep 11, 2025
ECB keeps rates on hold
Sep 11, 2025
Europe's summer of disillusionment
Sep 11, 2025
Europe's summer of disillusionment
Sep 11, 2025
Trade update: a risk of higher, not lower, tariffs
Sep 11, 2025
OPEC+ continues with supply hikes
Sep 11, 2025
Our latest views on the major central banks
Sep 11, 2025
The eurozone remains mired in sluggish growth
Sep 11, 2025
Job worries push the US Fed into action
Sep 11, 2025
The pivotal Lisa Cook case: a tipping point?
Sep 11, 2025
India's GDP faces large tariff hit
Sep 11, 2025
Romanian inflation climbs visibly in August
Sep 11, 2025
FX Daily: US CPI to cement dovish conviction
Sep 11, 2025
FX Daily: Liquidity-fuelled rally trumps geopolitics
Sep 10, 2025
The Commodities Feed: Gold hits another record high
Sep 09, 2025
Rates Spark: Not the end to France's problems
Sep 09, 2025
Monitoring Turkey: Downsizing rate cuts?
Sep 09, 2025
Hungarian inflation stagnates at elevated level
Sep 09, 2025
Belgium is not France (yet...)
Sep 09, 2025
French government falls, fiscal uncertainty deepens
Sep 08, 2025
Czech industry joins the growth pack
Sep 08, 2025
Prepare for some whipsaw in US Treasuries
Sep 05, 2025
Dip in Czech retail sales unlikely to last long
Sep 05, 2025
Romania's growth stalls near zero
Sep 05, 2025
Rates Spark: The US 10yr sniffs an excuse to test 4%
Sep 04, 2025
FX Daily: Mood on jobs worsens ahead of US payrolls
Sep 04, 2025
Spanish business sentiment remains expansionary
Sep 03, 2025
Cooling US jobs market becoming more apparent
Sep 03, 2025
Rates Spark: Dealing with eurozone disinflation
Sep 02, 2025
Rates Spark: Just assume tariffs are for good
Sep 02, 2025
Global car market: sales resilient despite tariffs
Sep 02, 2025
FX Daily: Dollar could find some seasonal support
Sep 02, 2025
FX Daily: Big week for US labour data and the dollar
Sep 01, 2025
Czech PMI contracts but confidence is upbeat
Sep 01, 2025
Eurozone unemployment ticks down to 6.2% once again
Sep 01, 2025
THINK Ahead: Five ways autumn could surprise us
Aug 29, 2025
Unemployment remains a bright spot for Hungary
Aug 28, 2025
FX Daily: Making the renminbi great again
Aug 28, 2025
Webinar: The 'global euro' 100-day report card
Aug 28, 2025
Rates Spark: The Lisa Cook affair and the curve
Aug 27, 2025
Rates Spark: The Lisa Cook affair and the curve
Aug 27, 2025
Rates Spark: The bottoming out of the 2Y Bund
Aug 26, 2025
German businesses accentuate the positives
Aug 25, 2025
French growth stalls as business sentiment falters
Aug 22, 2025
THINK Ahead: The data? She's hardly econometric...
Aug 22, 2025
Fed Chair Powell pivots to cutting mode
Aug 22, 2025
Asia week ahead: Rate decisions in South Korea and Philippines and key data on Japan, India, and China
Aug 22, 2025
FX Daily: EM and China remain in demand
Aug 21, 2025
Rates Spark: Chair Powell to be his own man
Aug 21, 2025
Webinar: The 'global euro' 100-day report card
Aug 21, 2025
Should we worry about falling US bank reserves?
Aug 21, 2025
EUR/USD: Our latest views
Aug 20, 2025
Rates Spark: Inflation blinkers on
Aug 20, 2025
Rates Spark: Index disappointment versus AAA squeeze
Aug 19, 2025
FX Daily: Cautious peace optimism fails to lift euro
Aug 19, 2025
Czech industry grapples with ongoing price pressures
Aug 18, 2025
FX Daily: Markets giving peace a chance
Aug 18, 2025
Rates Spark: Heavier Treasuries despite the buying
Aug 18, 2025
Watch: Too late to cut? The Fed's inflation dilemma
Aug 15, 2025
Riksbank to keep rates on hold as inflation heats up
Aug 15, 2025
Romania's economy continues to show subdued momentum
Aug 14, 2025
FX Daily: Time to talk about 50bp?
Aug 14, 2025
Poland's economy gains momentum as services thrive
Aug 13, 2025
FX Daily: Laser focused on a September cut
Aug 13, 2025
Dutch inflation drops in July
Aug 12, 2025
Rates Spark: Steepening and room for more
Aug 12, 2025
UK jobs markets shows hints of improvement
Aug 12, 2025
UK jobs market shows hints of improvement
Aug 12, 2025
Euro Credit Supply: Corporate supply is very active this summer while financials slow down
Aug 11, 2025
Norges Bank preview: No surprises this time
Aug 11, 2025
FX Daily: Data to prevail over geopolitics, for now
Aug 11, 2025
THINK Ahead: Why central banks can't agree
Aug 08, 2025
RBA preview: Data supports a rate cut next week
Aug 08, 2025
Asia FX Talking: North Asia continues to outperform
Aug 08, 2025
Carsten: The global power play is far from over
Aug 08, 2025
FX Talking: Cracks in the dollar's shield
Aug 08, 2025
FX Daily: Diverging central bank stories
Aug 08, 2025
FX Talking: Forecast table
Aug 08, 2025
G10 FX Talking: Door opens to a weaker dollar
Aug 08, 2025
Rates Spark: A triple tail in the US
Aug 07, 2025
Bank of England cuts rates in dramatic meeting
Aug 07, 2025
Monitoring Turkey: More cuts to come
Aug 07, 2025
CNB review: Rate stability is the central scenario
Aug 07, 2025
FX Daily: Ukraine truce hopes regain centrality
Aug 07, 2025
FX Daily: Two Kevins, one spot
Aug 06, 2025
Italian industrial production edges up marginally
Aug 06, 2025
Listen: Pharma's bitter dose of tariff pressure
Aug 05, 2025
Czech inflation to hover above the target
Aug 05, 2025
FX Daily: BRICS under fire
Aug 05, 2025
Turkish inflation undershoots expectations in July
Aug 04, 2025
Rates Spark: Saving the most exciting for last
Aug 01, 2025
The dollar's handbrake turn
Aug 01, 2025
Eurozone inflation holds steady at 2% in July
Aug 01, 2025
FX Daily: Laser-focused on data despite new tariffs
Aug 01, 2025
German inflation unchanged at 2% in July
Jul 31, 2025
US 15% tariff on South Korea is largely as expected
Jul 31, 2025
Italian inflation remains stable
Jul 31, 2025
Bank of Japan pauses while hiking inflation outlook
Jul 31, 2025
FX Daily: Powell's tough talk powers dollar rally
Jul 31, 2025
Hungary's economy wraps up a muted first half
Jul 30, 2025
Dutch GDP ekes out small second quarter growth
Jul 30, 2025
Rates Spark: Both eurozone growth and Fed on hold
Jul 30, 2025
FX Daily: Trade deals fuel sense of optimism
Jul 25, 2025
Hungarian labour supply and demand softens
Jul 25, 2025
Four calls for Trump's pharmaceutical tariffs
Jul 25, 2025
Czech consumer confidence beats expectations
Jul 24, 2025
South Korea grew stronger than expected, with even quicker growth expected in second half
Jul 24, 2025
Eurozone PMI says the economy is doing... fine
Jul 24, 2025
ECB leaves for the summer with a touch of Doris Day
Jul 24, 2025
Watch: 3 things driving an uncertain dollar
Jul 23, 2025
July ECB cheat sheet: Currency heatwave
Jul 22, 2025
FX Daily: Time to take tariffs more seriously?
Jul 22, 2025
Listen: How far can the dollar fall?
Jul 18, 2025
Asia week ahead: Key data on South Korea, Japan, Taiwan, while China holds lending rate steady
Jul 18, 2025
FX Daily: Dollar rebound can gather some pace
Jul 18, 2025
THINK Ahead: Central banks' unwritten rule
Jul 17, 2025
National Bank of Hungary Preview: Staying the course
Jul 17, 2025
FX: What our customers are thinking
Jul 17, 2025
The Commodities Feed: OPEC leaves outlook unchanged
Jul 16, 2025
Real wage growth in Hungary drops to multi-year low
Jul 16, 2025
FX Daily: A higher bar for bearish dollar bets
Jul 16, 2025
Pricing in Czech industry remains mostly dormant
Jul 16, 2025
FX Daily: Sterling succumbs to macro pressure
Jul 15, 2025
Rates Spark: Politics and fiscal issues muddy waters
Jul 15, 2025
Gold Monthly: In need of a fresh catalyst
Jul 15, 2025
Assessing rate cut potential for Brazil and Mexico
Jul 15, 2025
China's trade growth rebounds after tariff de-escalation, offering a boost to first-half growth
Jul 14, 2025
Asia FX Talking: North Asian FX set to outperform
Jul 14, 2025
Rates Spark: Will tariffs show up in US CPI?
Jul 14, 2025
FX Talking: Powell plays dollar defence
Jul 14, 2025
What if Powell leaves?
Jul 11, 2025
Listen: Tariff gambit shifts to August. Then what?
Jul 11, 2025
Carsten: No respite from the economic heat
Jul 11, 2025
Asia week ahead: Key data on China, Japan, South Korea, while Indonesia seen leaving rates unchanged
Jul 10, 2025
Dutch hospitality outlook: growth with caution
Jul 10, 2025
Letters from America: Trump's tariff saga continues
Jul 10, 2025
FX Daily: Tariff spillover remains local
Jul 10, 2025
The Powell-Trump clash is set to escalate
Jul 10, 2025
No holiday respite from this economic heat
Jul 10, 2025
Our latest views on the major central banks
Jul 10, 2025
Dutch manufacturing slips back into stagnation
Jul 09, 2025
FX Daily: How big is the FOMC dovish front?
Jul 09, 2025
Webinar: FX Talking - How far can the dollar fall?
Jul 09, 2025
Rates Spark: Fiscal fears everywhere
Jul 08, 2025
FX Daily: Market shrugs off new tariff levels
Jul 08, 2025
Letter Day brings back the spirit of Liberation Day
Jul 07, 2025
FX Daily: Preparing for a noisy week on trade
Jul 07, 2025
Philippine data underscores room for policy easing
Jul 07, 2025
Hungarian industry back at rock bottom
Jul 04, 2025
Rates Spark: Bearish environment for US Treasuries
Jul 04, 2025
THINK Ahead: Do tariffs matter anymore?
Jul 04, 2025
FX Daily: US jobs market update threatens the dollar
Jul 03, 2025
Assessing the impact of the US-Vietnam trade deal
Jul 03, 2025
Rates Spark: Can payrolls hang in there?
Jul 02, 2025
Is the first CNB rate hike closer than we think?
Jul 02, 2025
FX Daily: Lacklustre dollar support into key events
Jul 02, 2025
Eurozone inflation lands right at ECB target in June
Jul 01, 2025
Japanese businesses positive despite US trade uncertainty, supporting BoJ's rate hike cycle
Jul 01, 2025
Rates Spark: Back end vulnerabilities
Jul 01, 2025
Czech PMI flips into expansion zone
Jul 01, 2025
AI Monthly: is AI making us less intelligent?
Jul 01, 2025
ECB gives itself a pat on the back
Jun 30, 2025
FX Daily: Short week, big risks
Jun 30, 2025
Italian inflation sees slight increase in June
Jun 30, 2025
FX Daily: The search for dovish validation continues
Jun 27, 2025
The Commodities Feed: Focus shifting back to tariffs
Jun 27, 2025
Rates Spark: Things are lining up for the doves
Jun 27, 2025
Spending stalls as US consumers feel more pressure
Jun 27, 2025
Surprise uptick in Spanish core inflation in June
Jun 27, 2025
Czech GDP breakdown shows solid private spending
Jun 27, 2025
Rates Spark: Let the spending begin
Jun 26, 2025
German consumers not yet ignited by Merz magic
Jun 26, 2025
FX Daily: Data holds the key to FOMC balance
Jun 26, 2025
Listen: Iran-Israel ceasefire holds but risks remain
Jun 26, 2025
EUR/USD: 1.20 is in sight - how do we get there?
Jun 26, 2025
The Commodities Feed: Calm, for now
Jun 25, 2025
FX Daily: Refocusing on US macro
Jun 25, 2025
Rates Spark: Back to fiscal plans
Jun 25, 2025
US Fed Chair Powell still in no hurry to lower rates
Jun 24, 2025
FX Daily: Focus shifts from Middle East to Powell
Jun 24, 2025
US strikes on Iran intensify oil supply risks
Jun 23, 2025
FX Daily: Geopolitics impact on FX remains contained
Jun 23, 2025
Asia week ahead: Tokyo inflation and retail sales from Japan, and industrial data from China and Taiwan
Jun 20, 2025
THINK Ahead: Fed Chair Powell on the defence
Jun 20, 2025
Norges Bank rate cut isn't that surprising
Jun 19, 2025
Swiss National Bank cuts key rate to 0%
Jun 19, 2025
The Commodities Feed: Oil on edge
Jun 18, 2025
Asia FX: Searching for outperformers
Jun 18, 2025
First CSRD disclosures: a messy start
Jun 18, 2025
FX Daily: Oil dominates FX, Fed impact secondary
Jun 18, 2025
US retail sales highlights consumer caution
Jun 17, 2025
From Sell America to Buy America Back? What's next
Jun 16, 2025
Rates Spark: On edge, but risk perception calms
Jun 16, 2025
Czech industry prices buck the broader trend
Jun 16, 2025
THINK Ahead: Good cut, bad cut
Jun 13, 2025
Rates Spark: Geopolitics add to bullish impulses
Jun 13, 2025
Oil soars on Middle East escalation
Jun 13, 2025
OPEC+ move to defend market share
Jun 12, 2025
ING Monthly: A blockbuster plot worth following
Jun 12, 2025
Irish 'boom' disguises eurozone weakness
Jun 12, 2025
A blockbuster plot worth following
Jun 12, 2025
Asian growth set to slow
Jun 12, 2025
UK starts the second quarter on the back foot
Jun 12, 2025
Asia week ahead: Central bank meetings in Japan, China, Indonesia, Taiwan, and Philippines
Jun 12, 2025
Trade swings mask cooling US demand growth
Jun 12, 2025
Our latest views on the major central banks
Jun 12, 2025
Rates Spark: Bonds get some bullish pills
Jun 11, 2025
FX Daily: Dollar unimpressed by US-China agreement
Jun 11, 2025
Shock UK job losses help cement August rate cut
Jun 10, 2025
FX Daily: Investors return to carry in quiet markets
Jun 10, 2025
Food, services and rent drive rising Czech inflation
Jun 10, 2025
Monitoring Turkey: Disinflation on track
Jun 10, 2025
The Commodities Feed: US drilling slows further
Jun 09, 2025
Rates Spark: Global markets brace for US payrolls
Jun 06, 2025
THINK Ahead: Is that your final answer?
Jun 06, 2025
German April macro data disappoints
Jun 06, 2025
US Dollar Credit Supply: YTD supply at strong levels
Jun 05, 2025
ECB signals a summer pause after today's rate cut
Jun 05, 2025
FX Daily: Dovish ECB could keep euro gains in check
Jun 05, 2025
FX Daily: Awaiting the Trump-Xi call
Jun 04, 2025
US surveys slide further on trade uncertainty
Jun 04, 2025
Spanish business activity moderates
Jun 04, 2025
Bank of Canada holds, but July cut quite possible
Jun 04, 2025
Hungary's GDP growth may struggle to reach 1%
Jun 03, 2025
The Dutch coalition has collapsed. Now what?
Jun 03, 2025
FX Daily: Dollar close to peak risk premium
Jun 03, 2025
Turkish inflation drops sharply in May
Jun 03, 2025
Czech manufacturing PMI nosedives
Jun 02, 2025
FX Daily: Trade and tax story weigh on the dollar
Jun 02, 2025
The cost of resilience in a more fragmented world
Jun 02, 2025
AI Monthly: The AI race shifts East
Jun 02, 2025
THINK Ahead: The tariff hokey cokey
May 30, 2025
German inflation edges closer to ECB's 2% benchmark
May 30, 2025
Robust Czech growth masks underlying weaknesses
May 30, 2025
Domestic demand drives Turkey's economic growth
May 30, 2025
Asia week ahead: South Korean election and key data from Korea, Japan, China, and Taiwan
May 30, 2025
FX Daily: Softer US spending weighs on the dollar
May 30, 2025
The German labour market continues to worsen
May 28, 2025
FX Daily: EUR/USD back at the 1.13 anchor
May 28, 2025
FX Daily: Constrained dollar, global euro?
May 27, 2025
Encouraging start to Poland's second quarter
May 26, 2025
Hungarian employment hits two-year low
May 23, 2025
Trump makes the German economy great again, for now
May 23, 2025
Watch: Europe's Reverse Yankee credit boost
May 23, 2025
German Ifo index increases in May
May 22, 2025
Minutes of the ECB's April meeting show dovish unity
May 22, 2025
FX Daily: Focus on G7 summit headlines
May 21, 2025
The UK inflation numbers aren't as bad as they look
May 21, 2025
Rates Spark: Steeper curves amid US concerns
May 21, 2025
Hungary's wage growth slowdown continues
May 20, 2025
Why the Bank of England can relax about inflation
May 20, 2025
FX Daily: Emerging FX in demand
May 20, 2025
EU Retail: Moderate growth amid ongoing challenges
May 19, 2025
Rates Spark: Bearish headwinds
May 19, 2025
G7: FX language shift could rattle the dollar
May 19, 2025
Foreign investors key to absorbing Bund supply
May 14, 2025
Latam FX Talking: Quietly appreciating
May 14, 2025
G10 FX Talking: The damaged dollar
May 14, 2025
FX Daily: Dollar rally proves short-lived
May 14, 2025
EMEA FX Talking: Local challenges
May 14, 2025
FX Talking: Forecast table
May 14, 2025
Romanian inflation holds steady as pressures persist
May 13, 2025
FX Daily: Some calm returns to FX
May 13, 2025
Rates Spark: Vote on Dutch pension reforms postponed
May 12, 2025
AI Monthly: The productivity frontrunners
May 12, 2025
FX Daily: Reality check on US-China talk progress
May 12, 2025
THINK Ahead: Imagine what could go wrong...
May 09, 2025
Asia week ahead: Japan GDP and China inflation data
May 09, 2025
OPEC+ policy shift clashes with demand uncertainty
May 08, 2025
German industrial production improved in March
May 08, 2025
The eurozone is still heading for a slowdown
May 08, 2025
Widening divergence across the CEE region
May 08, 2025
Listen: China's playbook for US trade talks
May 08, 2025
Our latest views on the major central banks
May 08, 2025
The world is caught like a deer in the headlights
May 08, 2025
FX Daily: Dollar bounce has been lacklustre
May 07, 2025
OPEC+ goes with another big supply hike
May 05, 2025
Fed to push back against calls for rate cuts
May 02, 2025
US jobs market holds firm ahead of the tariff storm
May 02, 2025
Bank of Japan on hold, trade uncertainty the reason
May 01, 2025
Rates Spark: US Treasuries primed to react
May 01, 2025
Taiwan's growth surprise down to frontloading
Apr 30, 2025
FX Daily: Dollar can survive a negative GDP print
Apr 30, 2025
US economy shrinks on import surge
Apr 30, 2025
Singapore: Lowering our GDP forecast for 2025
Apr 30, 2025
German inflation continues to slow
Apr 30, 2025
Chinese yuan at a glance: There and back again
Apr 29, 2025
FX Daily: Hopping from tariffs to data
Apr 29, 2025
Rates Spark: Kicking off a data-driven week
Apr 28, 2025
FX Daily: Hard data to determine dollar's next move
Apr 28, 2025
Asia week ahead: Japanese rate decision and data from South Korea, China, Taiwan, Australia
Apr 25, 2025
THINK Ahead: How to (not) spot a recession
Apr 25, 2025
French manufacturers optimistic despite trade war
Apr 25, 2025
FX Daily: USD/JPY dodges the currency accord bullet
Apr 25, 2025
Sustainability reporting overhaul: unpacking the European Commission's Omnibus proposal
Apr 24, 2025
South Korea GDP contracts more than expected, increasing odds of recession and rate cuts
Apr 24, 2025
South Korea GDP contracted more than expected, increasing odds of recession and rate cuts
Apr 24, 2025
Mood in Czech industry turns gloomy
Apr 24, 2025
German Ifo index surprises in April
Apr 24, 2025
The Commodities Feed: All is not well within OPEC+
Apr 24, 2025
FX Daily: Bessent throws US assets a lifeline
Apr 23, 2025
Eurozone PMI drops in April (but less than feared)
Apr 23, 2025
Mediocre start to the year for the Polish economy
Apr 23, 2025
What the Canadian election means for markets
Apr 23, 2025
Rates Spark: Eurozone to US gap to keep on widening
Apr 22, 2025
Watch: How AI could bridge Europe's productivity gap
Apr 22, 2025
FX Daily: Trump-Powell standoff harms the dollar
Apr 22, 2025
Trade tensions weigh on eurozone consumer confidence
Apr 22, 2025
The Commodities Feed: Gold hits fresh record high
Apr 22, 2025
The Commodities Feed: Gold hits fresh record high
Apr 22, 2025
Japanese inflation accelerates, complicating BoJ's rate decision amid global uncertainty
Apr 18, 2025
Japanese export growth slowed in March, and US tariffs are sure to accelerate the downshift
Apr 17, 2025
FX Daily: Forget the old central bank currency link
Apr 17, 2025
THINK Ahead: The IMF's high wire act
Apr 16, 2025
FX Talking: Forecast table
Apr 16, 2025
Rates Spark: The dust settles, angst remains
Apr 16, 2025
Europe's job market is increasingly AI-ready
Apr 16, 2025
Latam FX Talking: Hit by the global growth downgrade
Apr 16, 2025
Bank of Canada pause shouldn't last long
Apr 16, 2025
FX Talking: 'You wanted a weaker dollar'
Apr 16, 2025
Asia FX Talking: Pressure builds on the renminbi
Apr 16, 2025
IMO's net-zero strategy for global shipping starts with pricing carbon but it's not perfect
Apr 16, 2025
Rates: US Treasuries have become a 'pain trade'
Apr 15, 2025
Rates Spark: Equity optimism not shared by rates
Apr 15, 2025
Carsten on the damage done by Trump's tariff chaos
Apr 15, 2025
Listen: Credit caught in the tariff turmoil
Apr 15, 2025
The renewed pressure on global central banks
Apr 15, 2025
UK jobs market stays solid despite big tax hikes
Apr 15, 2025
China holds strong as trade war crescendos
Apr 15, 2025
FX: Ranking currencies in a new world order
Apr 15, 2025
FX Daily: EUR/USD can return to 1.15
Apr 15, 2025
Turkey's current account deficit rises and future will be shaped by global trade tensions
Apr 14, 2025
ECB is forced to cut rates again this week
Apr 14, 2025
The Commodities Feed: Is Tariff relief real?
Apr 14, 2025
FX Daily: 90-day trade negotiations to involve FX?
Apr 14, 2025
FX Daily: Dollar crisis can extend
Apr 11, 2025
Asia week ahead: Upbeat data from Japan and China, but coming bite from tariffs keeps markets on edge
Apr 11, 2025
Romanian inflation steadies as trade risks mount
Apr 11, 2025
Sentiment slumps on US stagflation fears
Apr 11, 2025
THINK Ahead: That was the week that was...
Apr 11, 2025
The Commodities Feed: The tariff pause
Apr 10, 2025
FX Daily: Dollar slow to reclaim losses
Apr 10, 2025
Rates Spark: Demand for safety to stay
Apr 10, 2025
FX Daily: Dollar close to another confidence crisis
Apr 09, 2025
FX Daily: Watch for misplaced optimism
Apr 08, 2025
Significant Hungarian budget deficit in March
Apr 08, 2025
The Commodities Feed: Downside risks persist
Apr 08, 2025
Dutch pension funds' feared storm is unfolding
Apr 08, 2025
Rates Spark: Is sell America Inc. now a thing?
Apr 08, 2025
US Treasuries - bullish. But it's complicated
Apr 07, 2025
Germany's final message from a lost macro world
Apr 07, 2025
Rates Spark: Messy it remains
Apr 07, 2025
FX Daily: Flight to safety continues to favour JPY
Apr 07, 2025
The impact of Trump's tariffs so far
Apr 07, 2025
The Commodities Feed: Tariff-induced sell-off
Apr 07, 2025
FX Daily: When the dollar is no longer a safe haven
Apr 04, 2025
THINK Ahead: Wanted! A superhero to save the markets
Apr 04, 2025
Stronger US jobs numbers feel like ancient history
Apr 04, 2025
Rates spark: Liberation hangover
Apr 04, 2025
Rates Spark: Trump's bitter liberation
Apr 03, 2025
Asia takes big tariffs hit: Vietnam, Thailand most affected, while exemptions ease impact for India, Singapore
Apr 03, 2025
Tariffs on, risk off: credit set to leak
Apr 03, 2025
Sharp dovish pivot by the National Bank of Poland governor opens the door for a rate cut in May
Apr 03, 2025
FX Daily: What to expect on 'liberation day'
Apr 02, 2025
Rate rise pressure underestimated in Japan
Apr 01, 2025
Tariffs are failing to give US manufacturing a lift
Apr 01, 2025
Rates Spark: No liberation for volatility
Apr 01, 2025
Euro Credit Supply: Underwhelming supply in 1Q25
Apr 01, 2025
Hungarian labour market shows some softening
Mar 31, 2025
Commodities Feed: Risk off mood
Mar 31, 2025
FX Daily: 'Liberation' week for the dollar?
Mar 31, 2025
Rates Spark: Market rates getting tempted lower
Mar 31, 2025
FX Daily: "Liberation" week for the dollar?
Mar 31, 2025
FX Daily: A loss of confidence in the dollar?
Mar 28, 2025
Italian confidence data takes a hit in March
Mar 28, 2025
US stagflation fears rise ahead of tariff hit
Mar 28, 2025
Eurozone sentiment weakens ahead of steeper tariffs
Mar 28, 2025
Germany's labour market continues to cool
Mar 28, 2025
Daily FX: Auto tariffs barely dent FX
Mar 27, 2025
Rates Spark: Still steeper curves
Mar 27, 2025
FX Daily: Auto tariffs barely dent FX
Mar 27, 2025
UK Spring Statement: Chancellor avoids deeper bond sell-off but tough decisions loom in the autumn
Mar 26, 2025
Rates Spark: How to spend it
Mar 25, 2025
German economy shows first signs of spring fever
Mar 25, 2025
Sliding sentiment adds to US growth concerns
Mar 25, 2025
Rates Spark: Treasuries steal a march on Bunds
Mar 24, 2025
FX Daily: Another week of a data-tariff dichotomy
Mar 24, 2025
The Commodities Feed: Sanctions push oil higher
Mar 21, 2025
Japanese core inflation data supports May rate hike
Mar 21, 2025
CNB preview: Easing story comes to an end
Mar 21, 2025
FX Daily: Dollar rebound can continue
Mar 21, 2025
France's economy shows early signs of recovery
Mar 21, 2025
More fertile ground for monetary easing in Poland
Mar 20, 2025
FX Daily: Two holds and a cut today
Mar 20, 2025
The Commodities Feed: European gas surges
Mar 20, 2025
Rates Spark: Lower yield test, but there are limits
Mar 20, 2025
Our latest macro and market forecast updates
Mar 19, 2025
Bank of Japan holds rates with a hike likely in May
Mar 19, 2025
FX Daily: Fed could throw dollar a lifeline
Mar 19, 2025
Rates Spark: Treasuries on Powell-demeanor-watch
Mar 18, 2025
Rates Spark: Treasuries on "Powell-demeanor-watch"
Mar 18, 2025
Monitoring Hungary: Inflation in the spotlight
Mar 18, 2025
FX Daily: Data giving no respite to the dollar
Mar 18, 2025
The Commodities Feed: Geopolitical risks heat up
Mar 18, 2025
FX Daily: Risk assets test Washington's tolerance
Mar 17, 2025
China's first data dump of 2025 beats expectations
Mar 17, 2025
Listen: Europe's road to rearmament
Mar 14, 2025
Federal Reserve preview: No imminent pressure, but downside growth risks point to 2H rate cuts
Mar 14, 2025
FX Talking: Forecast table
Mar 14, 2025
G10 FX Talking: Re-rating the euro
Mar 14, 2025
FX Talking: Dollar falls back to earth
Mar 14, 2025
EMEA FX Talking: More CEE divergence
Mar 14, 2025
FX Daily: EUR/USD optimism starts to wane
Mar 14, 2025
Italian industry bounces right back
Mar 14, 2025
Gold tops $3,000/oz for the first time
Mar 14, 2025
White smoke in Berlin
Mar 14, 2025
The Commodities Feed: Big drop in US gasoline stocks
Mar 13, 2025
Hawkish tone maintained at NBP press conference
Mar 13, 2025
Rates Spark: Issuance pressure versus safety flight
Mar 13, 2025
FX Daily: Dollar rebound might have legs
Mar 13, 2025
Where's the credit?
Mar 13, 2025
Cocoa prices tumble on supply forecasts
Mar 13, 2025
The Commodities Feed: Risk-off trend intensifies
Mar 13, 2025
FX Daily: Another tariff-led rate cut in Canada
Mar 12, 2025
Three semiconductor innovations to watch in 2025
Mar 12, 2025
Brexit revisited: why closer UK-EU ties won't lessen Britain's squeezed public finances
Mar 12, 2025
Turkish current account continues to widen
Mar 12, 2025
Deep tariff angst - where now for US rates?
Mar 11, 2025
Monitoring Turkey: Easing bias remains intact
Mar 11, 2025
Rates Spark: The game of tariff poker dominates
Mar 11, 2025
FX Daily: Focus shifts to China
Mar 10, 2025
Rates Spark: Big divergence trade ongoing
Mar 10, 2025
The Commodities Feed: Saudis cut prices
Mar 10, 2025
Kazakhstan hikes rates as inflation fears rise
Mar 07, 2025
Taiwan trade data shows resilience in early 2025
Mar 07, 2025
China's trade data points to weak start to 2025
Mar 07, 2025
Resilience of US job creation set to be tested
Mar 07, 2025
The economic and political risks of re-arming Europe
Mar 07, 2025
FX Daily: Don't rush to pick the EUR/USD top
Mar 06, 2025
Monitoring Romania: Balancing progress and risks
Mar 06, 2025
US soybeans a big loser amid rising trade tension
Mar 06, 2025
ReArming the European market outlook
Mar 06, 2025
Third 250bp rate cut from the Turkish central bank
Mar 06, 2025
Euro Credit Supply: Strong supply set to continue
Mar 05, 2025
Exploring new trade deals amid rising protectionism
Mar 05, 2025
The Commodities Feed: Tariff uncertainty intensifies
Mar 05, 2025
Unexpected decline in France's industrial output
Mar 05, 2025
FX Daily: ReArming the euro
Mar 05, 2025
Our view on the Swedish krona after a stellar month
Mar 04, 2025
Rates: A volatile world warrants EUR steepeners
Mar 04, 2025
The Commodities Feed: OPEC+ set to increase supply
Mar 04, 2025
Rates Spark: Markets struggle to keep up with Trump
Mar 04, 2025
Germany thinks big again
Mar 04, 2025
Hungary's GDP growth could still reach 2% in 2025
Mar 04, 2025
US manufacturing shows signs of tariff concerns
Mar 03, 2025
FX Daily: Another tariff cliffhanger
Mar 03, 2025
March ECB cheat sheet: The "restrictive" dilemma
Mar 03, 2025
Rates Spark: Push and pull between US and Euro rates
Mar 03, 2025
Global shipping: navigating the waves of geopolitics
Mar 03, 2025
Tanker shipping keeps the balance in restless waters
Mar 03, 2025
Another ECB rate cut and then what?
Feb 28, 2025
FX Daily: Tariffs bring back full defensive mode
Feb 28, 2025
Rates Spark: Markets seek signals among the noise
Feb 28, 2025
THINK Ahead: Tariffs, US jobs, and the ECB in focus
Feb 28, 2025
German inflation remains unchanged in February
Feb 28, 2025
Italian inflation edges up marginally in February
Feb 28, 2025
Rates Spark: National first!
Feb 27, 2025
UK: Don't overdo the gloom just yet
Feb 27, 2025
Spanish headline inflation edges up in February
Feb 27, 2025
Peace deal hopes and tariff risks drive commodities
Feb 27, 2025
Our latest views on the major central banks
Feb 27, 2025
North American construction outlook: US Trump boost comes at a cost for Canada and Mexico
Feb 27, 2025
It's a mad world
Feb 27, 2025
Italian confidence data still mixed in February
Feb 27, 2025
Geopolitics take centre stage for the eurozone
Feb 27, 2025
The Commodities Feed: Mineral deals and tariffs
Feb 26, 2025
What to watch for at the 2025 China Two Sessions
Feb 26, 2025
Sustainable Finance: Paint it Green
Feb 26, 2025
Rates Spark: The glass half empty trade
Feb 25, 2025
National Bank of Hungary Review: A hawkish swan song
Feb 25, 2025
FX Daily: Markets cautious on tariff risk
Feb 25, 2025
The Commodities Feed: Sentiment sours
Feb 24, 2025
FX Daily: Euro welcomes German election result
Feb 24, 2025
Corporate calm vs economists' concerns: why opinions are divided on the impact of geopolitics
Feb 24, 2025
German elections bring complicated coalition talks
Feb 23, 2025
FX Daily: US exceptionalism doubts hit the dollar
Feb 21, 2025
We've changed our 5.5 per cent call for the US 10yr
Feb 21, 2025
We've changed our 5.5% call for the US 10yr
Feb 21, 2025
Mood among Czech consumers slides as industry tanks
Feb 21, 2025
FX Daily: Fiscal risk premium to go into the euro
Feb 20, 2025
Polish investment recovers and wage pressures ease
Feb 20, 2025
FX Daily: Euro paying EU's isolation
Feb 19, 2025
The Commodities Feed: Supply risks vs peace talks
Feb 19, 2025
Rates Spark: Europe bracing to spend on defence
Feb 18, 2025
Term and Repo in vogue in US money markets
Feb 18, 2025
UK jobs market stable despite growing pessimism
Feb 18, 2025
FX Daily: Dollar starts its rebound
Feb 18, 2025
FX Daily: Don't chase the dollar correction
Feb 17, 2025
RBNZ Preview: Another outsized cut
Feb 14, 2025
FX Talking: Forecast Table
Feb 14, 2025
US: Subdued start to 2025
Feb 14, 2025
Dutch GDP better than headline figure suggests
Feb 14, 2025
Asia FX Talking: Hard to find value just yet
Feb 14, 2025
FX Talking: Silver Linings Playbook
Feb 14, 2025
Latam FX Talking: Don't trust the rally
Feb 14, 2025
EMEA FX Talking: CEE may struggle to hold gains
Feb 14, 2025
Poland's growth pick-up set to continue in 2025
Feb 13, 2025
The Commodities Feed: Oil edges lower
Feb 13, 2025
FX Daily: Prospects of a ceasefire lift European FX
Feb 13, 2025
Food prices drive Czech inflation
Feb 12, 2025
FX Daily: Is a euro re-rating underway?
Feb 12, 2025
How the European Union could counter US tariffs
Feb 12, 2025
The Commodities Feed: Oil trading under pressure
Feb 12, 2025
US inflation surge dampens Fed rate cut odds
Feb 12, 2025
National Bank of Romania to stay on hold amid persistent inflation and fiscal uncertainty
Feb 12, 2025
Trump's tariff war: Asia's winners and losers
Feb 12, 2025
Rates Spark: A US CPI shocker - yields up!
Feb 12, 2025
Italian industrial production plunged in December
Feb 12, 2025
FX Daily: Scandies and CEE outperform
Feb 11, 2025
Romania's trade deficit remained high in 2024
Feb 10, 2025
Rates Spark: USD-EUR spreads can widen more
Feb 10, 2025
Industrial Metals Monthly: Tariff chaos
Feb 10, 2025
FX Daily: Spreads and tariffs keep dollar in demand
Feb 10, 2025
German tv duel Scholz vs Merz ends with a draw
Feb 09, 2025
US jobs report better than feared
Feb 07, 2025
THINK Ahead: Inflation confidence shifts to caution
Feb 07, 2025
German industrial production disappoints in December, while exports show some front loading
Feb 07, 2025
FX Daily: Payroll revision risk
Feb 07, 2025
Global central banks are treading carefully
Feb 06, 2025
Top Trumps: the global economy's House of Cards
Feb 06, 2025
Czech inflation slows down, but less than expected
Feb 06, 2025
Energy markets shaken by tariff talk and sanctions
Feb 06, 2025
Gold Monthly: $3,000 is now in sight
Feb 06, 2025
FX Daily: Sterling could hand back recent gains
Feb 06, 2025
The UK Treasury's tax and spend tightrope
Feb 06, 2025
Tariffs and other stuff pushing rates around
Feb 06, 2025
Monitoring Hungary: Moving in the wrong direction
Feb 06, 2025
The National Bank of Poland governor sees no scope for interest rate cuts in 2025 but his tone was softer
Feb 06, 2025
Trump's whirlwind leaves the world breathless
Feb 06, 2025
Stagnant eurozone economy faces more headwinds
Feb 06, 2025
Christmas spending went well in Czechia
Feb 05, 2025
US Dollar Credit Supply: Decent start for USD supply
Feb 05, 2025
Rates Spark: Trump wants a lower 10yr yield too!
Feb 05, 2025
Euro Credit Supply: Supply underwhelming in January
Feb 05, 2025
The Commodities Feed: Tariffs delayed
Feb 04, 2025
FX Daily: Lessons from a very short trade war
Feb 04, 2025
FX Daily: Tariffs - ready, fire, aim
Feb 03, 2025
Rates Spark: The tarriff on/off switch
Feb 03, 2025
The Commodities Feed: Tariffs rattle markets
Feb 03, 2025
Italian inflation edged up in January
Feb 03, 2025
President Trump announces tariffs on Canada, Mexico and China and the world holds its breath
Feb 02, 2025
US inflation cools amid tariff uncertainty
Jan 31, 2025
Why French inflation should remain cool in 2025
Jan 31, 2025
FX Daily: Tariff countdown
Jan 31, 2025
Watch: Trump, the Fed, and the uneasy path ahead
Jan 31, 2025
Rates Spark: Growth disappointments on ECB day
Jan 31, 2025
Hungary's economy sees a sluggish recovery
Jan 30, 2025
Poland's economic growth outshines CEE peers
Jan 30, 2025
FX Daily: Central banks back in action
Jan 29, 2025
Hawkish hold from the Fed to test Trump's patience
Jan 29, 2025
Rates Spark: Fed holds, but ECB to keep cutting
Jan 29, 2025
Bank of Canada prepares for a trade war
Jan 29, 2025
Dutch pension reforms suddenly at risk
Jan 28, 2025
NBH Review: Rising inflation risks
Jan 28, 2025
Rates Spark: The Fed will not do nothing
Jan 28, 2025
The Commodities Feed: Risk-off move
Jan 28, 2025
FX Daily: Tech and tariff rollercoaster
Jan 28, 2025
The Commodities Feed: Sentiment sours
Jan 27, 2025
Why manufacturing continues to weigh on eurozone growth: it's the inventory cycle, stupid!
Jan 27, 2025
January ECB cheat sheet: Expect the expected
Jan 27, 2025
Rates Spark: Tech jitters
Jan 27, 2025
FX Daily: Washington flexes the tariff muscle
Jan 27, 2025
The Commodities Feed: Trump sends oil prices lower
Jan 24, 2025
Taiwan GDP growth boosted by solid domestic demand
Jan 24, 2025
Carsten: Europe has some serious questions to answer
Jan 24, 2025
FX Daily: BoJ hike and China tariff threat unwinding
Jan 24, 2025
Eurozone PMI better than expected in January
Jan 24, 2025
Poland: Year two of record bond issuance
Jan 23, 2025
NBH Preview: New year, same story
Jan 23, 2025
Turkey: More reliance on local funding
Jan 23, 2025
Federal Reserve set for an extended pause
Jan 23, 2025
Europe's running out of road
Jan 23, 2025
Hungary: Reorientation back to HGBs issuance
Jan 23, 2025
Poland outshines CEE peers in GDP growth
Jan 23, 2025
Germany: how to make the economy great again
Jan 23, 2025
Report: CEE Issuance Outlook 2025
Jan 23, 2025
Portugal: growth pickup after a challenging year
Jan 23, 2025
Spain: sustained growth amid shifting drivers
Jan 23, 2025
Economic activity remains very weak in France
Jan 23, 2025
CEE Issuance Outlook 2025
Jan 23, 2025
Italy: Moderate growth in an uncertain environment
Jan 23, 2025
An ECB rate cut next week looks like a no-brainer
Jan 22, 2025
Renewable Power: Growth calls for system improvement
Jan 22, 2025
Rates Spark: Lots to get excited about... next week
Jan 22, 2025
Hydrogen: Beyond the hype it is all about execution
Jan 22, 2025
European Utilities: Big investments and bigger debt
Jan 22, 2025
European Utilities: A bittersweet year for earnings
Jan 22, 2025
Energy Outlook 2025: Growth amid challenges
Jan 22, 2025
Growth returns to Europe's construction sector
Jan 21, 2025
Rates Spark: Still tactically long
Jan 21, 2025
How GenAI is shaping the future of the flex industry
Jan 21, 2025
UK wage growth elevated even as jobs market cools
Jan 21, 2025
Rates Spark: Trump's government is now a fact
Jan 21, 2025
FX Daily: Day one volatility
Jan 21, 2025
FX Daily: Executive decisions incoming
Jan 20, 2025
The Commodities Feed: Inauguration day
Jan 20, 2025
Germany's three most pressing structural problems
Jan 19, 2025
FX Daily: All eyes on Monday's inauguration
Jan 17, 2025
More signs of a US manufacturing revival
Jan 17, 2025
The Commodities Feed: Sanction risks linger
Jan 17, 2025
The Commodities Feed: Crude continues its rally
Jan 16, 2025
FX Daily: Focus is on the new US Treasury Secretary
Jan 16, 2025
Rates Spark: Rates having a peek to the downside
Jan 16, 2025
The Commodities Feed: Energy supply uncertainty
Jan 15, 2025
5G: Overpromised, underdelivered?
Jan 15, 2025
Telecom Outlook 2025: A high-frequency future
Jan 15, 2025
How AI could drive growth in European telecoms
Jan 15, 2025
TMT growth takes centre stage
Jan 15, 2025
Rates Spark: Don't expect the relief to last long
Jan 15, 2025
Eurozone industrial production ticked up in November
Jan 15, 2025
The Draghi report: The Good, the Bad and the Ugly
Jan 15, 2025
Watch: Trump's currency, your problem!
Jan 15, 2025
An unpleasant surprise in Hungarian core inflation
Jan 14, 2025
Romanian inflation: No surprises this time
Jan 14, 2025
FX Daily: First set of US inflation data today
Jan 14, 2025
FX Daily: First set of US inflation data today
Jan 14, 2025
LATAM FX Talking: 2025 will be non-vintage
Jan 13, 2025
FX Talking: Forecast Table
Jan 13, 2025
National Bank of Romania preview: On hold for now
Jan 13, 2025
EMEA FX Talking: CEE currencies are coping admirably
Jan 13, 2025
FX Daily: Dollar powers ahead
Jan 13, 2025
Czech inflation briefly hits 3% threshold
Jan 13, 2025
The US tightens oil sanctions against Russia
Jan 13, 2025
G10 FX Talking: Dollar powers ahead
Jan 13, 2025
FX Talking: Trump's currency, your problem
Jan 13, 2025
China's trade surplus hit a record high in 2024
Jan 13, 2025
The Commodities Feed: European gas weaker
Jan 10, 2025
THINK Ahead: Mixed inflation data
Jan 10, 2025
Recent developments in the global economy
Jan 09, 2025
A mixed picture of economic activity in Hungary
Jan 09, 2025
November rebound in German industry comes too late to avoid another quarter of stagnation
Jan 09, 2025
Weak automotive sector drags down Czech industry
Jan 09, 2025
FX Daily: Sterling exceptionalism hits a speed bump
Jan 09, 2025
US Rates heading deeper into the Zone of Interest
Jan 09, 2025
Hungary's budget ended 2024 on a positive note
Jan 09, 2025
The global economy is not yet a 'Better Man'
Jan 09, 2025
China's CPI edged down to end the year
Jan 09, 2025
The Commodities Feed: China adds to gold reserves
Jan 08, 2025
Record UK gilt yields are justified, for now
Jan 08, 2025
Dutch housing construction to pick up again in 2025
Jan 08, 2025
FX Daily: US inflation concerns return
Jan 08, 2025
China sheds light on its 2025 fiscal policy focus
Jan 08, 2025
The Commodities Feed: European gas moves lower
Jan 07, 2025
Italian inflation was stable in December
Jan 07, 2025
Rates Spark: Stars align for record Gilt yields
Jan 07, 2025
FX Daily: Dollar corrections should have short legs
Jan 06, 2025
The pared back US tariff report that never was
Jan 06, 2025
German inflation ends the year too high
Jan 06, 2025
THINK Ahead: Jobs data in focus
Jan 03, 2025
Benign food prices help Turkey's disinflation path
Jan 03, 2025
US manufacturing shows encouraging signs of life
Jan 03, 2025
FX Daily: More of the same to start the year
Jan 03, 2025
Czech PMI falls amid stumbling automotive sector
Jan 02, 2025
Confidence dive hits Czech industry
Dec 23, 2024
Polish consumers show renewed enthusiasm in November
Dec 20, 2024
THINK Ahead: CEE region in focus
Dec 20, 2024
European homeowners decide with their wallets when it comes to energy-efficient renovation
Dec 19, 2024
FX Daily: Dollar sprints to the finish line
Dec 19, 2024
Belgian real estate market to rebound in 2025
Dec 19, 2024
The yen weakens as the BoJ holds
Dec 19, 2024
Monitoring Hungary: A wish for a better year ahead
Dec 19, 2024
Sticky UK services inflation to come lower in 2025
Dec 18, 2024
A perfect storm for the Canadian dollar
Dec 18, 2024
The Commodities Feed: WTI holds at $70/bbl
Dec 18, 2024
German Ifo index signals rough times ahead
Dec 17, 2024
The Commodities Feed: European gas under pressure
Dec 17, 2024
Hot UK wage data will embolden Bank of England hawks
Dec 17, 2024
Riksbank preview: Another cut on the path to 2%
Dec 16, 2024
FX Daily: Euro area PMIs to set the tone
Dec 16, 2024
Rates Spark: Markets sniffing out some 2025 impulses
Dec 16, 2024
The Commodities Feed: Rangebound crude
Dec 16, 2024
THINK Ahead: A Christmas pantomime
Dec 13, 2024
National Bank of Hungary Preview: The pause goes on
Dec 13, 2024
FX Daily: EUR/USD bears survive the ECB test
Dec 13, 2024
Asia FX Talking: PBoC to fight devaluation pressure
Dec 12, 2024
Trailer market: seeking new horizons after setbacks
Dec 12, 2024
Truck and trailer market outlook 2025: navigating a greener future after extraordinary times
Dec 12, 2024
G10 FX Talking: Dollar rides out seasonal weakness
Dec 12, 2024
Rates Spark: Not as dovish as hoped
Dec 12, 2024
FX Talking: Waiting on Storm Trump
Dec 12, 2024
The Commodities Feed: Oil sanctions risk
Dec 12, 2024
EMEA FX Talking: Some diverging trends in CEE
Dec 12, 2024
FX Talking: Forecast Table
Dec 12, 2024
Trump and China add to copper headwinds in 2025
Dec 11, 2024
Iron ore set to struggle amid subdued steel demand
Dec 11, 2024
Weaker natural gas assuming no surprises
Dec 11, 2024
Oil market set to be in surplus despite OPEC+ action
Dec 11, 2024
Downside risks persist for nickel amid supply glut
Dec 11, 2024
Aluminium deficit to support prices in 2025
Dec 11, 2024
Commodities Outlook 2025: A bearish horizon
Dec 11, 2024
A sluggish year ahead for carbon demand
Dec 11, 2024
Back to the future for rates
Dec 11, 2024
Rates Spark: A fourth ECB cut incoming
Dec 11, 2024
Gold's rally isn't over just yet
Dec 11, 2024
Spreads to the US to widen for most of 2025
Dec 10, 2024
Rates Outlook 2025: Rates go back to the future
Dec 10, 2024
Rates go back to the future
Dec 10, 2024
Steeper EUR curves from both sides
Dec 10, 2024
Hungarian inflation increases in a bigger step
Dec 10, 2024
Czech headline inflation remains unchanged
Dec 10, 2024
Dutch pension funds are prepping for big reforms
Dec 10, 2024
Three calls for the Dutch economy in 2025: consumption, inflation and productivity growth
Dec 10, 2024
Monitoring Turkey: Central bank setting the stage
Dec 09, 2024
FX Daily: Little reason to leave the dollar now
Dec 09, 2024
Live Event: Rates Outlook 2025
Dec 09, 2024
Surprisingly low Hungarian November deficit
Dec 09, 2024
Rates Spark: CPI Tuesday a test for longs
Dec 09, 2024
Rates Spark: CPI Wednesday a test for longs
Dec 09, 2024
Germany's industrial slump continued in October
Dec 06, 2024
OPEC+ kicking the can down the road
Dec 06, 2024
FX Daily: Dollar awaits incoming US payrolls data
Dec 06, 2024
OPEC+ kicking the can down the road
Dec 06, 2024
THINK Ahead: The Christmas gift edition
Dec 06, 2024
Softish US jobs report favours a December rate cut
Dec 06, 2024
Three calls for the UK: What's that over there?
Dec 05, 2024
Watch: Our top calls for the global economy in 2025
Dec 05, 2024
FX Daily: Most focus is on the yen
Dec 05, 2024
The eurozone Big 4: Politics is a drag
Dec 05, 2024
Economics, actually: Our 2025 hit list
Dec 05, 2024
AI Monthly: The world of AI from A to Z
Dec 05, 2024
Three calls for the US: We're in for some surprises
Dec 05, 2024
Poland's central bank governor delivers most hawkish conference of year despite weak data
Dec 05, 2024
Rates Spark: Payrolls Friday to settle things
Dec 05, 2024
Outlook 2025: The world right now
Dec 05, 2024
ECB preview: Gut feeling vs model-based judgement
Dec 05, 2024
Three calls for rates: German angst versus US oomph
Dec 05, 2024
Three calls for FX: All hail the mighty dollar
Dec 05, 2024
Accelerating Czech wages are a pro-inflationary risk
Dec 04, 2024
Australia: GDP growth firms up in the third quarter
Dec 04, 2024
10 questions for China in 2025
Dec 04, 2024
Euro Credit Supply: Large supply in 2024
Dec 04, 2024
Asia Morning Bites
Dec 03, 2024
Rates Spark: Eyes on France
Dec 03, 2024
FX Daily: BRICS currencies under pressure
Dec 03, 2024
The Commodities Feeds: OPEC+ week
Dec 02, 2024
Czech PMI weakens but does not flip into panic mode
Dec 02, 2024
Asia Morning Bites
Dec 02, 2024
FX Daily: US data to test the dollar this week
Dec 02, 2024
Rates Spark: French politics and the Trump vacuum
Dec 02, 2024
Eurozone unemployment remains at historic low
Dec 02, 2024
Asia Morning Bites
Nov 29, 2024
Czech consumers shine amid a soft economic recovery
Nov 29, 2024
Rates Spark: Last call for 50bp in December
Nov 29, 2024
Eurozone inflation ticks up, but 'core' is stable
Nov 29, 2024
The German consumer is worried
Nov 29, 2024
Hungary's labour market remains tight
Nov 29, 2024
Watch: The FX fallout from Trump's tariff tirade
Nov 29, 2024
FX Daily: Limited activity amid diverging signals
Nov 29, 2024
Sweden's real estate sector rebounds amid rate cuts
Nov 28, 2024
Live Event: The global economy in 2025
Nov 28, 2024
Asia week ahead: PMIs and CPI data take centre stage
Nov 28, 2024
German inflation is good news for ECB hawks
Nov 28, 2024
Sharp slowdown in Poland's third-quarter consumption
Nov 28, 2024
Asia Morning Bites
Nov 28, 2024
FX Daily: EUR/USD enjoys Schnabel snapback
Nov 28, 2024
Rates Spark: French problems; politics and PMIs
Nov 28, 2024
Monitoring Hungary: Rising uncertainty
Nov 28, 2024
Australia: Current low inflation likely to unwind
Nov 27, 2024
FX Daily: Sticky inflation to keep dollar supported
Nov 27, 2024
Asia Morning Bites
Nov 27, 2024
Trump trade tensions and the EU's strategic edge
Nov 27, 2024
Asia Morning Bites
Nov 26, 2024
The Commodities Feed: Trump threatens more tariffs
Nov 26, 2024
FX Daily: New Season - Trump tariff show
Nov 26, 2024
Rates Spark: Looking down still
Nov 26, 2024
Asia Morning Bites
Nov 25, 2024
Strong start to the quarter for Polish industry
Nov 25, 2024
The Commodities Feed: Natural gas prices jump higher
Nov 25, 2024
FX Daily: G3 December monetary policy in focus
Nov 25, 2024
FX Daily: Big PMI day for the euro
Nov 22, 2024
Asia Morning Bites
Nov 22, 2024
Hungarian wage growth moderates but remains strong
Nov 22, 2024
Eurozone PMI sounds the alarm about growth once more
Nov 22, 2024
Rates Spark: The steepening has taken a break
Nov 22, 2024
THINK Ahead: Shouting at the Quiet Price Hikers
Nov 22, 2024
Polish investment activity remains subdued
Nov 21, 2024
France's economic outlook darkens
Nov 21, 2024
The Commodities Feed: Geopolitical risks build
Nov 21, 2024
G10 FX valuation round-up
Nov 21, 2024
FX Daily: Soft euro story dominates
Nov 21, 2024
Why bets are rising on a December rate cut in Turkey
Nov 21, 2024
The Commodities Feed: Russia-Ukraine escalation
Nov 20, 2024
Asia Morning Bites
Nov 20, 2024
Rates Spark: Risk-off reflexes at work
Nov 20, 2024
The Commodities Feed: Russian gas flows continue
Nov 19, 2024
FX Daily: Focus on the Treasury Secretary pick
Nov 19, 2024
Everything corporate leaders should know about COP29
Nov 18, 2024
Asia week ahead: A quiet week on the cards
Nov 15, 2024
China ends tax incentives on aluminium exports
Nov 15, 2024
FX Daily: Powell keeps market cautious on the Fed
Nov 15, 2024
THINK Ahead: A song for Europe
Nov 15, 2024
UK growth slows considerably in the third quarter
Nov 15, 2024
EMEA FX Talking: CEE in harm's way
Nov 14, 2024
National Bank of Hungary Preview: Pandora's box
Nov 14, 2024
FX Talking: Forecast table
Nov 14, 2024
FX Daily: A taste of what's to come
Nov 14, 2024
G10 FX Talking: Dollar appreciation dominates
Nov 14, 2024
Asia FX Talking: China will try to hold the line
Nov 14, 2024
Rates Spark: Markets relieved by consensus US CPI
Nov 14, 2024
FX Talking: Playing the long dollar game
Nov 14, 2024
Greening aluminium: How to cut emissions
Nov 14, 2024
How preferred is preferred senior?
Nov 13, 2024
ECB rate cuts will benefit bank loan quality
Nov 13, 2024
Less sustainable issuance by banks in 2025
Nov 13, 2024
Rates Spark: Another hot US CPI expected
Nov 13, 2024
From peaks to plateau: EUR bank bond supply in 2025
Nov 13, 2024
Asia Morning Bites
Nov 13, 2024
FX Daily: CPI may keep dollar going
Nov 13, 2024
Bank Outlook 2025: Bank risks and market shifts
Nov 13, 2024
FX Markets in 2025 - ING's big calls
Nov 13, 2024
The Commodities Feed: Natural gas surges
Nov 12, 2024
Turkey's current account remains benign in September
Nov 12, 2024
Hungarian inflation sees a slight increase
Nov 12, 2024
Live Event: FX Markets in 2025
Nov 11, 2024
THINK Ahead: Expect the...expected
Nov 08, 2024
Rates Spark: BoE and Fed follow up with more cuts
Nov 08, 2024
The upside and downside risks to our global outlook
Nov 07, 2024
FX Daily: Back to the central bankers
Nov 07, 2024
US: Trump emboldened by strong mandate
Nov 07, 2024
Hungarian retail sales struggle
Nov 07, 2024
German industrial production still not bottoming out
Nov 07, 2024
Asia week ahead: China data dump in focus
Nov 07, 2024
New President, new EUR/USD forecasts
Nov 07, 2024
The Commodities Feed: Complex recovers
Nov 07, 2024
Rates: On Bunds swap spreads...
Nov 07, 2024
OPEC+ adds to uncertainty in the oil market
Nov 07, 2024
Czech spenders go wild as retail sales surge
Nov 07, 2024
Carsten: What a second Trump term means for you
Nov 07, 2024
The US election aftermath for central banks
Nov 07, 2024
CEE: Fiscal risk amid global turbulence
Nov 07, 2024
Rates Spark: Markets move as predicted
Nov 07, 2024
The UK's bond yield spike is reaching its limits
Nov 07, 2024
The Commodities Feed: Markets await election outcome
Nov 06, 2024
FX Daily: Markets call a Republican clean sweep
Nov 06, 2024
What Donald Trump's victory means for China
Nov 06, 2024
Trump wins: Tax cuts come with a cost
Nov 06, 2024
Poland's central bank holds rates steady amid rising inflation forecasts and slower growth
Nov 06, 2024
Hungarian industry still shows gloomy picture
Nov 06, 2024
Watch: How Trump's win is changing market sentiment
Nov 06, 2024
What Donald Trump's victory means for China
Nov 06, 2024
Asia Morning Bites
Nov 06, 2024
National Bank of Poland preview: Policymakers to wait for the March inflation projection
Nov 05, 2024
Asia Morning Bites
Nov 05, 2024
FX Daily: Markets preparing for high volatility
Nov 05, 2024
RBA leaves cash rate steady, leaving options open
Nov 05, 2024
Rates Spark: Minor adjustment in Trump trade
Nov 05, 2024
The Commodities Feed: OPEC+ delays supply increase
Nov 04, 2024
FX Daily: Let US election volatility begin
Nov 04, 2024
Bank of England: Five things to watch this week
Nov 04, 2024
Live event: ING Outlook - Credit Markets in 2025
Nov 01, 2024
Asia Morning Bites
Nov 01, 2024
Rates Spark: Payrolls Friday looms
Nov 01, 2024
Rates Spark: More reasons for rates to go up
Oct 31, 2024
FX Daily: Dust settles on a slightly weaker pound
Oct 31, 2024
Poland faces tougher borrowing as 2024 deficit rises
Oct 31, 2024
Italian inflation up marginally in October
Oct 31, 2024
Taiwan's third-quarter GDP beats expectations
Oct 31, 2024
Polish CPI inflation up to 5.0%YoY in October
Oct 31, 2024
Asia week ahead: China's Standing Committee meeting amid regional trade and inflation data
Oct 31, 2024
Chinese EV tariffs push production in Europe; Western brands set to feel the impact too
Oct 30, 2024
FX Daily: Sterling can dodge the budget bullet
Oct 30, 2024
Hungary slips into technical recession again
Oct 30, 2024
German economy surprises in the third quarter
Oct 30, 2024
US consumers keep their feet on the gas
Oct 30, 2024
UK bond yields spike as budget boosts borrowing
Oct 30, 2024
The Austrian economy is on thin ice
Oct 30, 2024
Rates Spark: Issuance pressure remains a thing too
Oct 29, 2024
FX Daily: Watch the liquidity factor
Oct 29, 2024
The Commodities Feed: Supply risks subside for now
Oct 29, 2024
FX Daily: Dollar hegemony intact
Oct 28, 2024
The Commodities Feed: Israel responds, oil sells off
Oct 28, 2024
Rates Spark: Gilts uneasy about UK budget plans
Oct 25, 2024
THINK Ahead: Look at all this on the horizon!
Oct 25, 2024
FX Daily: The dollar's rally may only be on pause
Oct 25, 2024
Watch: Political gridlock and post-election Fed cuts
Oct 24, 2024
Credit Supply Outlook 2025: Our forecasts
Oct 24, 2024
FX Daily: ECB doves float below neutral rates
Oct 24, 2024
Rates Spark: Markets stick to frontloaded ECB cuts
Oct 24, 2024
The Commodities Feed: Palladium sanction concern
Oct 24, 2024
De-dollarisation: More BRICS in the wall
Oct 23, 2024
Bank of Canada frontloads easing to support growth
Oct 23, 2024
Labour hoarding keeps wage growth high in Hungary
Oct 22, 2024
National Bank of Hungary Review: Press pause
Oct 22, 2024
FX and US election cheat sheet
Oct 22, 2024
FX Daily: More signs of pre-election deleveraging
Oct 22, 2024
FX Daily: Geopolitical overload
Oct 21, 2024
Rates Spark: Treasuries bully direction
Oct 21, 2024
The Commodities Feed: Gold hits another record high
Oct 18, 2024
FX Daily: Dollar momentum continues to build
Oct 18, 2024
Asia week ahead: Tokyo inflation takes centre stage
Oct 18, 2024
Asia Morning Bites
Oct 17, 2024
ECB cuts rates again as growth concerns take over
Oct 17, 2024
Canada debates whether to supersize rate cuts
Oct 17, 2024
FX Daily: Trump's spectre hangs over the FX market
Oct 17, 2024
The Commodities Feed: Oil holds steady
Oct 17, 2024
Real Estate € Supply Outlook 2025
Oct 17, 2024
Solid US spending points to cautious cuts
Oct 17, 2024
National Bank of Hungary preview: Chasing stability
Oct 17, 2024
Asia Morning Bites
Oct 16, 2024
October's ECB cheat sheet: Reluctant mark-to-market
Oct 15, 2024
Asia Morning Bites
Oct 15, 2024
Indonesia: Trade figures show signs of strain
Oct 15, 2024
Eurozone industrial production surged in August
Oct 15, 2024
China's trade surplus contracts in September
Oct 14, 2024
China's September credit activity beats forecasts
Oct 14, 2024
HOLD FX Talking: Forecast Table
Oct 14, 2024
FX Daily: Settling into ranges
Oct 14, 2024
FX Talking: Forecast Table
Oct 14, 2024
EMEA FX Talking: A mixed story across the region
Oct 14, 2024
FX Talking: Groundhog Day for the dollar?
Oct 14, 2024
Asia Morning Bites
Oct 14, 2024
G10 FX Talking: November 5th will set the direction
Oct 14, 2024
Asia Morning Bites
Oct 13, 2024
Asia Morning Bites
Oct 11, 2024
FX Daily: Sticky rates, sticky dollar
Oct 11, 2024
THINK Ahead: Rummaging around in the undergrowth
Oct 11, 2024
Gold Monthly: US rate cut drives gold rally
Oct 11, 2024
US data contradictions make life tricky for the Fed
Oct 10, 2024
Central bankers left holding the baby
Oct 10, 2024
Mixed US data keeps the Fed guessing
Oct 10, 2024
We've downgraded the eurozone's growth outlook again
Oct 10, 2024
Our latest views on the major central banks
Oct 10, 2024
Central bank rate cuts: How fast and how far?
Oct 10, 2024
ING Monthly: Central bankers left holding the baby
Oct 10, 2024
The Commodities Feed: US crude inventories build
Oct 10, 2024
Three big questions on China's stimulus blitz
Oct 10, 2024
Hungarian inflation reaches target after 44 months
Oct 10, 2024
Middle East escalation pushes energy prices higher
Oct 10, 2024
FX Daily: Fed minutes keep dollar supported
Oct 10, 2024
Asia Morning Bites
Oct 09, 2024
FX Daily: Is next week's ECB cut really a done deal?
Oct 08, 2024
Significant Hungarian budget surplus in September
Oct 08, 2024
Czech consumers drive economic recovery
Oct 08, 2024
The Commodities Feed: Oil remains volatile
Oct 08, 2024
US Dollar Credit Supply: Strong supply continues
Oct 08, 2024
Euro Credit Supply: Expect a slowdown from here
Oct 08, 2024
Hungarian retail sales give reason for optimism
Oct 07, 2024
US market rates peacock, but for how long?
Oct 07, 2024
Asia Morning Bites
Oct 07, 2024
Asia Morning Bites
Oct 06, 2024
FX Daily: A dollar correction may be short-lived
Oct 04, 2024
NBR review: Better treat uncertainties seriously
Oct 04, 2024
Rates Spark: If 150k is delivered, we head for 4%
Oct 03, 2024
Hungarian industry is still in the doldrums
Oct 03, 2024
The Commodities Feed: Markets await Israeli response
Oct 03, 2024
Services remain a key risk to disinflation in Turkey
Oct 03, 2024
FX Daily: Higher bar for a weaker dollar
Oct 03, 2024
The Commodities Feed: Middle East escalation
Oct 02, 2024
FX Daily: Middle East turmoil takes over
Oct 02, 2024
Monitoring Hungary: Looking for bright spots
Oct 02, 2024
AI Monthly: Hungry for power
Oct 01, 2024
FX Daily: EUR/USD downside risks grow
Oct 01, 2024
New York Climate Week highlights the importance of critical thinking toward sustainability
Oct 01, 2024
Rates Spark: Geopolitics are only part of the mix
Oct 01, 2024
Here's why we should not get too down on Mexico
Oct 01, 2024
Why France's budget headache is back in the news
Sep 30, 2024
Japan's industrial production plummets in August
Sep 30, 2024
ECB doves bolstered by German disinflation
Sep 30, 2024
The Commodities Feed: Further China support measures
Sep 30, 2024
Rates Spark: October ECB cut more likely than ever
Sep 30, 2024
More bright spots for Dutch industry in 2025
Sep 30, 2024
Italian inflation decelerated in September
Sep 30, 2024
The eurozone housing market's 'G-Factor'
Sep 27, 2024
Spanish inflation continues to cool in September
Sep 27, 2024
French inflation sees a sharp downward surprise
Sep 27, 2024
Benign US inflation allows the Fed to focus on jobs
Sep 27, 2024
Hungarian labour market story remains positive
Sep 27, 2024
Asia week ahead: Regional inflation and trade data in focus ahead of China's Golden Week
Sep 26, 2024
Asia Morning Bites
Sep 26, 2024
Eurozone bank lending continues to recover slowly
Sep 26, 2024
The Commodities Feed: US oil inventories fall
Sep 25, 2024
Live event: Directional Economics CEE - Why beating the Middle-Income Trap isn't enough
Sep 25, 2024
FX Daily: China stimulus gives EMFX a lift
Sep 25, 2024
Australia: Inflation falls within the target range
Sep 25, 2024
US households are noticing the cooling jobs market
Sep 24, 2024
FX Daily: China adds to the reflationary mix
Sep 24, 2024
National Bank of Hungary review: Back in business
Sep 24, 2024
Asia Morning Bites
Sep 24, 2024
German Ifo index drops again in September
Sep 24, 2024
The Commodities Feed: Supportive measures from China
Sep 24, 2024
Real wage growth in Hungary remains elevated
Sep 23, 2024
German elections reflect a land of the 'againsts'
Sep 23, 2024
Sweden's Riksbank set to cut rates for a third time
Sep 23, 2024
Asia Morning Bites
Sep 23, 2024
The early cutting cycle - what the US 10yr should do
Sep 23, 2024
Another lacklustre month for Polish construction
Sep 23, 2024
Ano movement gains in Czech regional elections
Sep 23, 2024
FX Daily: Tide turning against the dollar
Sep 20, 2024
THINK Ahead: 50 basis point rate cuts? How about 200
Sep 20, 2024
Asia week ahead: Inflation dominates the calendar in Asia - could free up some local policy easing
Sep 19, 2024
Asia Morning Bites
Sep 19, 2024
Why the next direction for Bund yields is up
Sep 19, 2024
The Commodities Feed: The Fed goes big
Sep 19, 2024
Rates Spark: That's how to sell a 50bp cut!
Sep 19, 2024
FX Daily: Soft dollar once the dust settles
Sep 19, 2024
Asia Morning Bites
Sep 18, 2024
Rates Spark: Growing momentum for a 50bp rate cut
Sep 17, 2024
The Commodities Feed: European gas sell-off
Sep 17, 2024
The Commodities Feed: Chinese oil demand falls
Sep 16, 2024
Soft Czech pricing signals imminent CNB rate cuts
Sep 16, 2024
Asia Morning Bites
Sep 16, 2024
Asia Morning Bites
Sep 15, 2024
THINK Ahead: Central banks tread carefully, for now
Sep 13, 2024
FX Daily: Can markets push the Fed to cut 50bp?
Sep 13, 2024
The Fed's set for a 25bp cut, but it's a close call
Sep 13, 2024
Rates Spark: ECB presser bear flattened the curve
Sep 13, 2024
Asia Morning Bites
Sep 12, 2024
The Commodities Feed: The complex moves higher
Sep 12, 2024
FX Daily: Scope for a euro bounce today
Sep 12, 2024
ECB cuts rates by 25bp and more to come
Sep 12, 2024
Asia Morning Bites
Sep 11, 2024
Romanian inflation slowed as expected in August
Sep 11, 2024
Rates Spark: Harris win preferred by USTs
Sep 11, 2024
The Commodities Feed: Brent below $70/bbl
Sep 11, 2024
Asia Morning Bites
Sep 10, 2024
The Commodities Feed: Tough decisions for OPEC+
Sep 10, 2024
FX Talking: Soft landing or recession?
Sep 10, 2024
LATAM FX Talking: Domestic stories dominate
Sep 10, 2024
FX Daily: The high stakes debate in Philly
Sep 10, 2024
FX Talking: Forecast Table
Sep 10, 2024
Improvement in Hungary's inflation outlook
Sep 10, 2024
Asia FX Talking: Re-rating of Asia is hard work
Sep 10, 2024
EMEA FX Talking: CEE easing remains in play
Sep 10, 2024
Food and services prices drive Czech inflation
Sep 10, 2024
G10 FX Talking: Dollar softer into the election
Sep 10, 2024
Asia Morning Bites
Sep 09, 2024
Taiwan's net exports surged to record high in August
Sep 09, 2024
Gold Monthly: Gold's rally is just getting started
Sep 09, 2024
The Commodities Feed: Oil pressure
Sep 09, 2024
US election guide for the FX market
Sep 09, 2024
THINK Ahead: Great minds think alike
Sep 06, 2024
We're lowering our Romanian growth forecasts
Sep 06, 2024
Another blow for Germany as industry disappoints
Sep 06, 2024
No end to the weakness in Czech industry, and auto-sector holidays are only partly to blame
Sep 06, 2024
US job jitters prompts the Fed into action
Sep 05, 2024
Recovery in peril for the CEE region
Sep 05, 2024
The summer's feel-good factor didn't last long
Sep 05, 2024
Euro Credit Supply: Primary markets reopen early
Sep 05, 2024
The eurozone recovery is stuck in first gear
Sep 05, 2024
FX: November will be a game-changer
Sep 05, 2024
Oil demand worries and natural gas supply risks
Sep 05, 2024
Our Asian central bank barometer
Sep 05, 2024
Michel Barnier appointed French Prime Minister
Sep 05, 2024
Eurozone retail sales continue to flatline
Sep 05, 2024
Czech recovery bolstered by consumer spending
Sep 05, 2024
Asia week ahead: Data from China in focus
Sep 05, 2024
Hungarian retail sales give no reason to cheer
Sep 05, 2024
At a glance: The world right now
Sep 05, 2024
Rates Spark: If payrolls come in line with consensus, then forget the 50bp cut narrative
Sep 05, 2024
Summer's feel-good factor didn't last long
Sep 05, 2024
FX Daily: Dollar sentiment slowly sours
Sep 05, 2024
FX Daily: Growing risks for high-beta currencies
Sep 04, 2024
The Commodities Feed: Oil sell-off
Sep 04, 2024
The Commodities Feed: Potential OPEC+ supply delay
Sep 04, 2024
Rates Spark: US 2's and 10's touch 3.75%
Sep 04, 2024
Asia Morning Bites
Sep 04, 2024
FX Daily: Gearing up for the next big move
Sep 03, 2024
Rates Spark: A week of decisive US data ahead
Sep 03, 2024
Second quarter contraction in Hungary confirmed
Sep 03, 2024
Rates Spark: Bonds rally on risk-off sentiment
Sep 03, 2024
Turkish GDP growth loses momentum
Sep 02, 2024
Asia Morning Bites
Sep 02, 2024
FX Daily: An important week for the dollar
Sep 02, 2024
Asia Morning Bites
Sep 01, 2024
Polish CPI up in August but core inflation is stable
Aug 30, 2024
Watch: Our turbo-charged guide to the US election
Aug 30, 2024
Eurozone inflation drops to 2.2% in August
Aug 30, 2024
THINK Ahead: Back to the 90s
Aug 30, 2024
FX Daily: US and eurozone inflation in focus
Aug 30, 2024
Italian inflation falls slightly
Aug 30, 2024
Mind the gap(s) as the Fed cuts rates
Aug 30, 2024
The Commodities Feed: Libyan oil output declines
Aug 29, 2024
FX Daily: Dollar's bearish holding pattern continues
Aug 29, 2024
Eurozone sentiment ticked up in August
Aug 29, 2024
Where now for the US 10yr rate?
Aug 28, 2024
Asia Morning Bites
Aug 28, 2024
FX Daily: Modest dollar rebound is possible
Aug 28, 2024
Rates Spark: Steadier, but big moves coming
Aug 28, 2024
Australia: Inflation declines in July
Aug 28, 2024
What we learned from Poland's draft budget for 2025
Aug 28, 2024
The Commodities Feed: Libyan oil supply disruption
Aug 27, 2024
FX Daily: Soft landing versus recession
Aug 27, 2024
Asia Morning Bites
Aug 26, 2024
Wage growth is cooling in Hungary, but risks persist
Aug 26, 2024
Asia Morning Bites
Aug 25, 2024
Rates Spark: PMIs mostly better than expected
Aug 23, 2024
THINK Ahead: Central bank Top Trumps
Aug 23, 2024
The Commodities Feed: All eyes on Jackson Hole
Aug 23, 2024
FX Daily: The art of saying nothing
Aug 23, 2024
Powell confirms a September Fed rate cut
Aug 23, 2024
Asia week ahead: A week of upbeat data beckons
Aug 22, 2024
Six reasons credit spreads are set to stay tight
Aug 22, 2024
FX Daily: Sticky wages, stronger euro
Aug 22, 2024
National Bank of Hungary Preview: Treading carefully
Aug 22, 2024
Asia Morning Bites
Aug 22, 2024
Eurozone PMI picks up in August amid Olympics boost
Aug 22, 2024
Asia Morning Bites
Aug 21, 2024
Polish labour market softens but remains firm
Aug 21, 2024
FX Daily: Revision risk
Aug 21, 2024
The Commodities Feed: European gas weakens
Aug 21, 2024
Asia Morning Bites
Aug 20, 2024
The Commodities Feed: Ceasefire hopes
Aug 20, 2024
FX Daily: EUR/USD presses top of medium term range
Aug 20, 2024
Turkish central bank keeps rates unchanged at 50%
Aug 20, 2024
FX Daily: Exploring the dollar's downside
Aug 19, 2024
Asia Morning Bites
Aug 19, 2024
EUR/CHF: Swiss exporters want it at 0.98
Aug 16, 2024
Rates Spark: More weakness needed for 50bp Fed cut
Aug 16, 2024
THINK Ahead: When the facts change, I shake it off
Aug 16, 2024
Gold tops $2,500 for the first time
Aug 16, 2024
FX Daily: Holding patterns
Aug 16, 2024
Philippines central bank cuts rates by 25bp
Aug 15, 2024
Rates Spark: No big surprises from US CPI
Aug 15, 2024
The Commodities Feed: US oil stocks rise
Aug 15, 2024
Australia: Labour data remains strong in July
Aug 15, 2024
Asia Morning Bites
Aug 15, 2024
FX Daily: Time for a break above 1.10 in EUR/USD
Aug 14, 2024
Eurozone industry continues to struggle
Aug 14, 2024
Asia Morning Bites
Aug 14, 2024
The Commodities Feed: Oil trades under pressure
Aug 13, 2024
Asia Morning Bites
Aug 13, 2024
China's credit activity remained weak in July
Aug 13, 2024
Rates Spark: Bonds still trading at a premium
Aug 13, 2024
FX Daily: First inflation test of the week
Aug 13, 2024
Turkish current account as expected in June
Aug 13, 2024
G10 FX Talking: Fed to ease, dollar to settle lower
Aug 12, 2024
FX Daily: US prices and activity in the spotlight
Aug 12, 2024
FX Talking: Forecast Table
Aug 12, 2024
Commodities Feed: Cocoa price jumps
Aug 12, 2024
Latam FX Talking: Politics, fiscal & copper in play
Aug 12, 2024
Asia FX Talking: Renminbi will struggle to rally
Aug 12, 2024
EMEA FX Talking: Selective opportunities
Aug 12, 2024
Asia Morning Bites
Aug 11, 2024
FX Daily: Ultra-high data sensitivity
Aug 09, 2024
The Commodities Feed: Gas surges
Aug 09, 2024
Turkey's monetary policy under focus
Aug 08, 2024
RBNZ Preview: Hold now, bigger cuts later?
Aug 08, 2024
LNG flows to Europe remain under pressure
Aug 08, 2024
Rates Spark: Yields back up as sentiment improves
Aug 08, 2024
Monthly repricing in Hungary back to elevated levels
Aug 08, 2024
July brings a surplus in the Hungarian budget
Aug 08, 2024
FX Daily: Upside gaps filled, now what?
Aug 08, 2024
The Commodities Feed: Gas supply risks build
Aug 08, 2024
Gold Monthly: Rally might not be over just yet
Aug 08, 2024
Marieke's eye on the economy
Aug 08, 2024
Asia Morning Bites
Aug 07, 2024
German industrial data paints mixed picture
Aug 07, 2024
The Commodities Feed: Pressure on the complex
Aug 06, 2024
Eurozone retail trade weakness continued in June
Aug 06, 2024
Romanian retail sales remain on a strong footing
Aug 06, 2024
Rates Spark: Rates markets risk overreacting
Aug 06, 2024
Hungarian retail sales continue to underperform
Aug 06, 2024
Asia Morning Bites
Aug 06, 2024
Asia Morning Bites
Aug 05, 2024
Asia Morning Bites
Aug 04, 2024
THINK Ahead: To cut or to hold? Best not ask AI
Aug 02, 2024
Euro Credit Supply: Summer slowdown
Aug 02, 2024
Mounting US job fears to push the Fed into action
Aug 02, 2024
FX Daily: Dual mandate test for the dollar
Aug 02, 2024
JPY: Peeling back the carry trade onion
Aug 02, 2024
Rates Spark: Bank of England cut likely
Aug 01, 2024
AI Monthly: The world of the unknown
Aug 01, 2024
Asia Morning Bites
Aug 01, 2024
FX Daily: A softer dollar is 'on the table'
Aug 01, 2024
US slowdown fears heighten the odds of Fed rate cuts
Aug 01, 2024
Asia week ahead: Keep an open mind on rate surprises
Aug 01, 2024
The Commodities Feed: Geopolitical risks reignite
Aug 01, 2024
Polish inflation picks up on energy shield withdrawal; rate cuts set to be a 2025 discussion
Jul 31, 2024
Asia Morning Bites
Jul 31, 2024
FX Daily: BoJ hike doesn't rock the market
Jul 31, 2024
German unemployment increases in July
Jul 31, 2024
China's PMI data softened slightly in July
Jul 31, 2024
South Korea: Production fell in June due to sluggish construction and public administration activity
Jul 30, 2024
German economy falls back into contraction
Jul 30, 2024
Asia Morning Bites
Jul 30, 2024
Another set of disappointing GDP data for Hungary
Jul 30, 2024
German inflation provides new argument for ECB hawks
Jul 30, 2024
The Commodities Feed: Pressure remains on oil
Jul 30, 2024
FX Daily: A hike, a hold and a cut
Jul 29, 2024
Asia Morning Bites
Jul 29, 2024
The Commodities Feed: Speculators head for the exit
Jul 29, 2024
Asia Morning Bites
Jul 28, 2024
FX Daily: Multiple factors still at play in FX
Jul 26, 2024
Rates Spark: Euro rates eyeing quicker ECB cuts
Jul 26, 2024
The Commodities Feed: Gold slumps to two-week low
Jul 26, 2024
THINK Ahead: Central banks' 'brat summer'
Jul 26, 2024
German Ifo index plunges in July
Jul 25, 2024
Asia Morning Bites
Jul 25, 2024
The Commodities Feed: Oil inventory draws
Jul 25, 2024
FX Daily: JPY correction - small, medium or massive?
Jul 25, 2024
Asia Morning Bites
Jul 25, 2024
Eurozone loan growth shows signs of bottoming out
Jul 25, 2024
July PMIs point to a very sluggish eurozone recovery
Jul 24, 2024
Why the Scandinavian FX selloff looks overdone
Jul 24, 2024
The Commodities Feed: Oil supply risks linger
Jul 24, 2024
Czech business and consumer confidence takes a hit
Jul 24, 2024
FX Daily: The return of the Magnificent Seven
Jul 23, 2024
Dutch pension funds shun risk until transition
Jul 23, 2024
The Commodities Feed: Further downward pressure
Jul 23, 2024
Asia Morning Bites
Jul 23, 2024
The Commodities Feed: Middle East tensions build
Jul 22, 2024
Asia's AI-chip trade growth continues to boom
Jul 22, 2024
FX Daily: Barely a ripple from Biden's withdrawal
Jul 22, 2024
Asia Morning Bites
Jul 22, 2024
Asia Morning Bites
Jul 21, 2024
Japanese consumer inflation rose in June, putting pressure on the Bank of Japan to raise interest rates
Jul 19, 2024
FX Daily: $/JPY caught between carry and politics
Jul 19, 2024
The Commodities Feed: Rangebound crude
Jul 19, 2024
THINK Ahead: US inflation and CEE data in focus
Jul 19, 2024
Poland's labour market is gradually slowing
Jul 18, 2024
Rates Spark: ECB unlikely to satisfy doves
Jul 18, 2024
Bank of Canada preview: Another one down
Jul 18, 2024
Global LNG supply set to balloon
Jul 18, 2024
ECB's Lagarde: We're ditching forward guidance
Jul 18, 2024
Polish industry shows unexpected strength in June
Jul 18, 2024
LNG demand growth hinges on Asia
Jul 18, 2024
FX Daily: Dollar back to softest levels since March
Jul 18, 2024
The ECB's gentle start to the summer season
Jul 18, 2024
The US and Qatar to drive LNG supply growth
Jul 18, 2024
Asia week ahead: China's loan prime rates and Singapore's Monetary Policy, alongside more regional data releases
Jul 18, 2024
Rates Spark: Pricing of ECB cuts facing limits
Jul 17, 2024
FX Daily: Inflation divergence widens in G10
Jul 17, 2024
The Commodities Feed: China oil demand worries
Jul 16, 2024
US retailers receive a summer boost
Jul 16, 2024
Investment in Poland through the eyes of business
Jul 16, 2024
FX Daily: Pre-emptive US election positioning
Jul 16, 2024
July's ECB cheat sheet: The less I know the better
Jul 16, 2024
FX Daily: Focused on macro
Jul 15, 2024
China's 2Q GDP slowed by more than expected in new challenge to achieving growth target
Jul 15, 2024
The Commodities Feed: USD strength weighs on complex
Jul 15, 2024
Poland's current account close to balance in May
Jul 15, 2024
Polish inflation close to target but set to increase
Jul 15, 2024
ECB on mission "Gentle Summer Break"
Jul 14, 2024
THINK Ahead: Three lions, three cuts?
Jul 12, 2024
US resilience continues to be challenged
Jul 11, 2024
FX Daily: Look at the decimals
Jul 11, 2024
OPEC+ policy remains key for oil outlook
Jul 11, 2024
UK economy springs back into life
Jul 11, 2024
We're still playing the central bank waiting game
Jul 11, 2024
China's growth drivers are shifting
Jul 11, 2024
Asia week ahead: China's third plenum, Bank Indonesia and regional data releases take the spotlight
Jul 11, 2024
The focus on local FX champions
Jul 11, 2024
The global economy needs a half-time pep talk
Jul 11, 2024
The Bank of England's game of two halves
Jul 11, 2024
A lacklustre effort from the eurozone's Big Three
Jul 11, 2024
Asia: Rate hikes and cuts, a game of two halves
Jul 11, 2024
Rates Spark: US CPI is key for rates ahead
Jul 10, 2024
Asia FX Talking: Keeping the Trump risk on the side
Jul 10, 2024
Philippines trade deficit is steady in May
Jul 10, 2024
The Commodities Feed: TTF under further pressure
Jul 10, 2024
FX Daily: Powell fails to revamp FX volatility
Jul 10, 2024
FX Talking: Forecasts table
Jul 10, 2024
FX Talking: Tight defence, star performers
Jul 10, 2024
Asia Morning Bites
Jul 10, 2024
G10 FX Talking: Dollar decline should be selective
Jul 10, 2024
Asia Morning Bites
Jul 09, 2024
FX Daily: Macron and the euro face a stalemate
Jul 09, 2024
3 reasons for weak investment in the eurozone
Jul 09, 2024
3 reasons for weak investment in the US
Jul 09, 2024
The Commodities Feed: Hurricane concerns ease
Jul 09, 2024
Core inflation remains a red flag in Hungary
Jul 09, 2024
The Commodities Feed: Hurricane risk lingers
Jul 08, 2024
Asia Morning Bites
Jul 08, 2024
Rates Spark: The Fed builds while the ECB monitors
Jul 08, 2024
Achieving the deficit target in Hungary has improved
Jul 08, 2024
Gold Monthly: The bull run is not over yet
Jul 08, 2024
Asia Morning Bites
Jul 07, 2024
THINK Ahead: The latest cats getting the cream
Jul 05, 2024
German industrial disappointment continues
Jul 05, 2024
Eurozone retail sales continue to creep up slowly
Jul 05, 2024
FX Daily: Inflection point?
Jul 05, 2024
The Commodities Feed: Oil prices hold steady
Jul 05, 2024
Philippine inflation falls in June
Jul 05, 2024
Rates Spark: No payroll surprise please
Jul 05, 2024
Britain's political earthquake: what it means for growth, the pound and public finances
Jul 04, 2024
FX Daily: The only fireworks are in the US
Jul 04, 2024
Rates Spark: Euro rates almost back to normality
Jul 04, 2024
The Commodities Feed: Brent breaks above $87
Jul 04, 2024
FX Daily: US data and Fed minutes in focus
Jul 03, 2024
Rates Spark: Working towards the jobs data
Jul 03, 2024
Turkish inflation beats expectations in June
Jul 03, 2024
Asia Morning Bites
Jul 03, 2024
US jobs market reverting to pre-pandemic norms
Jul 02, 2024
FX Daily: Trump bets drive dollar higher
Jul 02, 2024
Rates Spark: Politics everywhere all at once
Jul 02, 2024
The Commodities Feed: Oil rises on supply woes
Jul 02, 2024
Eurozone inflation ticks down in June
Jul 02, 2024
AI Monthly: Ready or not, here AI come
Jul 01, 2024
The Commodities Feed: US drilling slows
Jul 01, 2024
German inflation slows in June
Jul 01, 2024
Asia Morning Bites
Jul 01, 2024
FX Daily: French politics can still cap the euro
Jul 01, 2024
Czech manufacturing PMI loses momentum
Jul 01, 2024
Asia Morning Bites
Jun 30, 2024
No downside surprise for Polish CPI
Jun 28, 2024
CNB review: Easing continues at unchanged pace with potential inflationary pressures ahead
Jun 28, 2024
THINK Ahead: Storms over Sintra
Jun 28, 2024
South Korea: Monthly activity data contracted in May, pointing to a slowdown in current quarter GDP
Jun 28, 2024
Hungary's labour market continues to improve
Jun 28, 2024
Asia week ahead: Inflation and PMIs in focus
Jun 28, 2024
Rates Spark: First round but then one more to go
Jun 28, 2024
Asia Morning Bites
Jun 27, 2024
Rates Spark: Bumps on the final stretch
Jun 27, 2024
Asia Morning Bites
Jun 26, 2024
FX Daily: Don't forget policy divergence
Jun 26, 2024
The Commodities Feed: US oil stocks build
Jun 26, 2024
Rates Spark: Excessive deficits proceeding
Jun 26, 2024
Looming ESRS to heighten focus on company disclosure
Jun 26, 2024
FX Daily: Investors struggle to stay bearish
Jun 25, 2024
EU-China trade talks to shape tariff impact
Jun 25, 2024
Rates Spark: Words don't solve fiscal problems
Jun 25, 2024
Directional Economics Summer 2024 Update: Nearshoring trends in Central and Eastern Europe
Jun 25, 2024
Asia Morning Bites
Jun 25, 2024
Supply risks keep gas market on tenterhooks
Jun 24, 2024
The German recovery is still stuttering
Jun 24, 2024
FX Daily: Three hot weeks ahead
Jun 24, 2024
Asia Morning Bites
Jun 23, 2024
German housing market has yet to bottom out
Jun 21, 2024
FX Daily: European doves help the dollar
Jun 21, 2024
THINK Ahead: Sweden's Midsummer Night's Dream
Jun 21, 2024
Eurozone recovery gets reality check in June
Jun 21, 2024
Wage outflow remains strong in Hungary
Jun 21, 2024
Rates Spark: EU underlines fiscal concerns
Jun 20, 2024
FX Daily: Central bank meetings in Europe dominate
Jun 20, 2024
FX Daily: Central bank meetings in Europe dominate
Jun 20, 2024
Asia Morning Bites
Jun 20, 2024
Rates Spark: Pieces falling into place
Jun 20, 2024
Asia week ahead: It's not all about rate cuts
Jun 19, 2024
Europeans willing to pay over €200 on average to secure the European Championship title
Jun 19, 2024
The eurozone returns to fiscal prudency
Jun 19, 2024
Rates Spark: Rate cut momentum is sustained
Jun 18, 2024
Asia Morning Bites
Jun 18, 2024
FX Daily: Four G10 central banks in action this week
Jun 17, 2024
FX Talking: Politics vs Policy
Jun 17, 2024
Asia Morning Bites
Jun 17, 2024
FX Talking: Forecasts Table
Jun 17, 2024
Latam FX Talking: The end of a love affair
Jun 17, 2024
THINK Ahead: Central banks take one for the team
Jun 14, 2024
Rates Spark: The rate cut discount hardens
Jun 14, 2024
Battle of the bad news stories - Brazil or Mexico?
Jun 14, 2024
Rates Spark: More of the same is needed
Jun 13, 2024
Asia Week Ahead: Central Bank decisions next week
Jun 13, 2024
FX Daily: Investors fall out of love with Latam
Jun 13, 2024
Australia: Another decent labour report
Jun 13, 2024
Asia Morning Bites
Jun 13, 2024
Inflation relief boosts case for US rate cuts
Jun 12, 2024
Rates Spark: Nervousness ahead of US CPI
Jun 12, 2024
Asia Morning Bites
Jun 12, 2024
Industrial Metals Monthly: Aluminium rally foiled
Jun 12, 2024
Dutch hotel industry forecast looks bright
Jun 11, 2024
Real estate taxonomy disclosures: Mind the gap
Jun 11, 2024
Hungary's inflation is trending up
Jun 11, 2024
FX Daily: The euro faces a long June
Jun 11, 2024
The Commodities Feed: Brent back above $80
Jun 11, 2024
Rates Spark: Bond spreads return to the spotlight
Jun 11, 2024
Asia Morning Bites
Jun 11, 2024
Federal Reserve preview: More delays
Jun 10, 2024
Asia Morning Bites
Jun 10, 2024
Gold Monthly: The rally stalls
Jun 10, 2024
FX Daily: Euro takes a hit on the European elections
Jun 10, 2024
Macron's snap election: A tactical move?
Jun 10, 2024
Watch: All eyes on Europe
Jun 07, 2024
All eyes on Europe
Jun 07, 2024
The case for US interest rate cuts
Jun 07, 2024
FX Daily: Dialling back phase
Jun 07, 2024
The May commodities rally comes to an abrupt end
Jun 07, 2024
The Reserve Bank of India delivers a hawkish hold
Jun 07, 2024
THINK Ahead: Are you thinking what we're thinking?
Jun 07, 2024
Our view on the major central banks
Jun 07, 2024
US jobs growth beats all expectations
Jun 07, 2024
Growth slows in Romania but the outlook is brighter
Jun 07, 2024
Hungarian industry continues to disappoint
Jun 07, 2024
Cautious monetary easing in the eurozone has started
Jun 07, 2024
ECB cuts interest rates by 25bp
Jun 06, 2024
Asia Morning Bites
Jun 06, 2024
Three takeaways from today's ECB meeting
Jun 06, 2024
A surprise drop in Hungary's retail sales
Jun 06, 2024
FX Daily: The big reveal from the ECB
Jun 06, 2024
Taiwan's May inflation edged higher but stable core inflation should keep rates on hold
Jun 06, 2024
Rates Spark: Cuts underpin bullish sentiment
Jun 06, 2024
Romanian retail sales: Living in the moment(um)
Jun 06, 2024
Australia: GDP growth slows further
Jun 05, 2024
Bank of Canada cuts rates by 25bp
Jun 05, 2024
The Commodities Feed: Oil sell-off overdone
Jun 05, 2024
Asia Morning Bites
Jun 05, 2024
Rebound in US service sector may overstate the story
Jun 05, 2024
Rates Spark: US growth pessimism drives yields lower
Jun 05, 2024
Monitoring Turkey: Growing interest
Jun 05, 2024
FX Daily: JOLTS could hit the dollar today
Jun 04, 2024
CEE Issuance Outlook 2024: Our mid-year update
Jun 04, 2024
Asia Morning Bites
Jun 04, 2024
Services lead Hungary's economic recovery
Jun 04, 2024
ECB cuts pave the way to higher term risk premia
Jun 04, 2024
ECB Cheat Sheet: Start and stop
Jun 04, 2024
Czech wage growth increases well above expectations
Jun 04, 2024
Rates Spark: Euro rates rely on US data for guidance
Jun 04, 2024
The Commodities Feed: Oil slumps and gas surges
Jun 04, 2024
Czech manufacturing PMI emerges out of the shadows
Jun 03, 2024
Watch: The 'weird state' of credit markets
Jun 03, 2024
Euro Credit Supply: Record breaking corporate supply
Jun 03, 2024
OPEC+ extends cuts
Jun 03, 2024
Asia Morning Bites
Jun 03, 2024
US electric car transition awaits the next wave
Jun 03, 2024
FX Daily: A path to a weaker dollar exists
Jun 03, 2024
Asia Morning Bites
Jun 02, 2024
South Korea: Industrial production beat the market consensus, adding upside risks to growth in 2Q24
May 31, 2024
Let's get real on US rates
May 31, 2024
FX Daily: All to play for with the core PCE deflator
May 31, 2024
Eurozone inflation jumps ahead of ECB meeting
May 31, 2024
Turkey sees continued strength in domestic demand
May 31, 2024
The Commodities Feed: All eyes on OPEC+
May 31, 2024
Why Vietnam's economy is in need of cooling down
May 30, 2024
FX Daily: Bond sell-off softens risk environment
May 30, 2024
Asia Morning Bites
May 30, 2024
Rates Spark: Supply indigestion
May 30, 2024
Asia Morning Bites
May 29, 2024
ECB Preview: 'One is none' or 'one and done'?
May 29, 2024
Rates Spark: Inflation is the theme of the week
May 29, 2024
Mixed signals from Italian confidence figures
May 29, 2024
Monitoring Hungary: Sensing some optimism
May 29, 2024
The Commodities Feed: Oil finds support
May 29, 2024
Bank of Canada preview: Time is ripe for a cut
May 29, 2024
FX Daily: Australian inflation weighs on risk assets
May 29, 2024
German inflation increases in May
May 29, 2024
Asia Morning Bites
May 28, 2024
FX Daily: No news is good news
May 28, 2024
The Commodities Feed: OPEC+ meeting
May 27, 2024
Ifo index gives cold shower to optimists
May 27, 2024
Asia Morning Bites
May 26, 2024
German economy leaves stagnation behind
May 24, 2024
Czech confidence softens but recovery goes on
May 24, 2024
FX Daily: ECB looking through higher wages
May 24, 2024
Rates Spark: Rate cuts pushed back again
May 24, 2024
The eurozone's economic recovery gains momentum
May 23, 2024
The Commodities Feed: Gas supply risks
May 23, 2024
Bank of Korea extended its hawkish pause amid stubbornly high inflation and solid growth
May 23, 2024
Rates Spark: ECB rate cuts pricing more in balance
May 23, 2024
UK election: Five reasons why markets seem relaxed
May 23, 2024
Asia Morning Bites
May 23, 2024
Polish households remain cautious on spending
May 23, 2024
Rates Spark: High issuance amid light data calendar
May 22, 2024
Asia Morning Bites
May 22, 2024
FX Daily: Divergence, divergence, divergence
May 22, 2024
Watch: The worrying US wealth divide
May 21, 2024
Watch: The worrying US wealth divide
May 21, 2024
FX Daily: Domestic stories gain centrality
May 21, 2024
The Commodities Feed: Record highs for copper
May 21, 2024
Bank of Korea preview: A patchy recovery ahead
May 21, 2024
Watch: The worrying US wealth divide
May 21, 2024
The Commodities Feed: Metals surge higher
May 20, 2024
FX Daily: Post-CPI trading may lead to fragile yen
May 20, 2024
Asia Morning Bites
May 19, 2024
FX Daily: Calm waters ahead
May 17, 2024
May RBNZ preview: Not enough reasons to turn dovish
May 17, 2024
The Commodities Feed: US natural gas climbs
May 17, 2024
Rates Spark: Patience needed for next data guidance
May 17, 2024
THINK ahead: How Europe could pull Swiftly ahead
May 17, 2024
FX Daily: Bearish dollar momentum may not last
May 16, 2024
Australia: Mixed news from the labour front
May 16, 2024
Asia Morning Bites
May 16, 2024
The Commodities Feed: IEA sees weaker demand
May 16, 2024
Eurozone industrial production increases in March
May 15, 2024
Asia Morning Bites
May 15, 2024
The Commodities Feed: US CPI release
May 15, 2024
Australia and US economies - a comparison
May 15, 2024
Australian and US economies - a comparison
May 15, 2024
Rates Spark: All eyes on US CPI
May 15, 2024
REVISED - FX Daily: Optimistic bias to the test
May 15, 2024
Asia Morning Bites
May 14, 2024
FX Daily: Slow disinflation, low volatility
May 14, 2024
The Commodities Feed: Rangebound trading for oil
May 14, 2024
WASDE update: Supportive grain estimates for 2024/25
May 13, 2024
FX Talking: Under Starter's Orders
May 13, 2024
EMEA FX Talking: CE3 FX divergence to emerge
May 13, 2024
Asia Morning Bites
May 13, 2024
G10 FX Talking: Easier monetary policy on its way
May 13, 2024
Asia FX Talking: China continues to hold the FX line
May 13, 2024
Latam FX Talking: Hawkish Banxico extends peso gains
May 13, 2024
Rates: Back to the noughties!
May 13, 2024
Improvement in Turkey's deficit loses momentum
May 13, 2024
FX Talking: Forecasts table
May 13, 2024
FX Daily: Close call on a Romania rate cut today
May 13, 2024
Asia Morning Bites
May 12, 2024
Watch: Why Europe's dancing to a different tune
May 10, 2024
FX Daily: Slower US jobs narrative gaining traction
May 10, 2024
Disinflation ends in Hungary
May 10, 2024
Philippines: First quarter GDP falls short of expectations but don't count on a BSP cut just yet
May 09, 2024
FX: Tokyo struggles to turn the tide
May 09, 2024
FX Daily: Sterling on the edge
May 09, 2024
China: Modest recovery of April trade data as impact from NEVs and AI race remains clear
May 09, 2024
Gold Monthly: Gold breaks new highs
May 09, 2024
Rates: ECB to lead the Fed - what then?
May 09, 2024
Hungary's monthly budget deficit improves
May 09, 2024
ING Monthly: I wanna dance with somebody
May 09, 2024
I wanna dance with somebody
May 09, 2024
Getting some answers from the US consumer puzzle
May 09, 2024
National Bank of Poland keeps rates unchanged in May
May 09, 2024
Our answers to your global economy questions
May 09, 2024
Our latest views on the major central banks
May 09, 2024
Monitoring Turkey: Improving outlook
May 08, 2024
Asia Morning Bites
May 08, 2024
Hungarian industry in freefall
May 08, 2024
Rates Spark: Bullish sentiment carries on for now
May 08, 2024
Dutch pension funds set to retire long-dated hedges
May 08, 2024
FX Daily: European divergence check
May 08, 2024
The Commodities Feed: Oil remains under pressure
May 08, 2024
Taiwan's April exports came in weaker than expected
May 08, 2024
The export-driven growth model is back in Germany
May 07, 2024
European gas rallies despite bearish outlook
May 07, 2024
Hungarian retail sales surge raises some questions
May 07, 2024
Asia Morning Bites
May 07, 2024
Asia Morning Bites
May 06, 2024
The Commodities Feed: Saudis raise OSPs
May 06, 2024
Asia Morning Bites
May 05, 2024
The Commodities Feed: European gas rallies
May 03, 2024
Key events in developed markets and EMEA
May 03, 2024
Monitoring Hungary: An uncertain recovery
May 03, 2024
Asia Morning Bites
May 02, 2024
US Dollar Credit Supply: Primary markets remain busy
May 02, 2024
FX Daily: Dovish Powell keeps dollar bulls in check
May 02, 2024
The Commodities Feed: What goes up, must come down
May 02, 2024
Asia Morning Bites
May 01, 2024
Fed holds policy steady: rate hikes remain "unlikely" despite lack of inflation progress
May 01, 2024
FX Daily: DXY closing in on year's high ahead of Fed
May 01, 2024
Rates Spark: Has Powell seen Friday's payrolls?
May 01, 2024
Italian GDP growth accelerates in the first quarter
Apr 30, 2024
Watch: The tech titans battling for AI dominance
Apr 30, 2024
The German economy can still grow after all
Apr 30, 2024
French GDP grows faster than expected
Apr 30, 2024
Italian inflation softens again in April
Apr 30, 2024
French inflation slowly continues to moderate
Apr 30, 2024
China's April manufacturing PMI moderated to 50.4 but still points to expansion for a second consecutive month
Apr 29, 2024
Asia Morning Bites
Apr 29, 2024
FX Daily: Likely FX intervention from Japan
Apr 29, 2024
The Commodities Feed: Speculators dump oil
Apr 29, 2024
The eurozone's economic recovery sputters in April
Apr 29, 2024
Asia Morning Bites
Apr 28, 2024
Key events in developed markets and EMEA next week
Apr 26, 2024
US inflation not as bad as feared, but still too hot
Apr 26, 2024
Deterioration in Hungarian labour market stalls
Apr 26, 2024
Rates Spark: Bonds braced for another inflation pop
Apr 26, 2024
FX Daily: The dollar should be stronger
Apr 26, 2024
FX Daily: When the second decimal place counts
Apr 25, 2024
Decarbonisation and climate resiliency step into the spotlight for the US buildings sector
Apr 25, 2024
Asia Morning Bites
Apr 25, 2024
German consumers take an optimistic turn
Apr 25, 2024
Japanese FX intervention: Primed and Ready
Apr 25, 2024
FX Daily: Survey divergence hits the dollar
Apr 24, 2024
Asia Morning Bites
Apr 24, 2024
The purchasing power of Hungarian wages is slowing
Apr 24, 2024
Rates Spark: Upbeat sentiment helps yields higher
Apr 24, 2024
Data is the new gold for AI development
Apr 24, 2024
AI services will become more affordable over time
Apr 24, 2024
The Commodities Feed: Oil risk premium eases
Apr 24, 2024
AI revolution driven by new supercomputers
Apr 24, 2024
FX Daily: Sterling makes its move
Apr 23, 2024
National Bank of Hungary Review: Gentle braking
Apr 23, 2024
The Commodities Feed: Middle East tensions ease
Apr 23, 2024
Eurozone PMI signals a pickup in growth
Apr 23, 2024
Rates Spark: The stakes get raised
Apr 23, 2024
Optimism returns to Germany as the Ifo jumps again
Apr 23, 2024
Asia Morning Bites
Apr 23, 2024
The return of optimism in Germany
Apr 23, 2024
North America Construction Outlook: Politics and policy rates test the sector's resilience
Apr 23, 2024
Asia Morning Bites
Apr 22, 2024
Poland's labour market remains tight
Apr 22, 2024
FX Daily: Data to regain centrality
Apr 22, 2024
The Commodities Feed: Specs boost Brent longs
Apr 22, 2024
Asia Morning Bites
Apr 21, 2024
Cooler inflation ahead of the Bank of Japan meeting
Apr 19, 2024
The Commodities Feed: Oil surges on escalation fears
Apr 19, 2024
Watch: Why we've made big changes to our US outlook
Apr 19, 2024
Key events in developed markets and EMEA next week
Apr 19, 2024
Rates Spark: The lost term premium to return
Apr 18, 2024
Middle East escalation boosts oil supply risks
Apr 17, 2024
Rates Spark: Differing degrees of decoupling
Apr 17, 2024
Asia Week Ahead: BoJ meeting and inflation readings from Australia, Japan and Singapore
Apr 17, 2024
FX Talking: Go your own way
Apr 16, 2024
FX Daily: The big unwinding
Apr 16, 2024
The Commodities Feed: Oil remains in limbo
Apr 16, 2024
Asia FX Talking: Renminbi remains under pressure
Apr 16, 2024
Asia Morning Bites
Apr 16, 2024
G10 FX Talking: The dollar's divergent path
Apr 16, 2024
FX Talking: Forecasts table
Apr 16, 2024
A falling euro is not the ECB's biggest headache
Apr 16, 2024
The Commodities Feed: Wait-and-see mode
Apr 16, 2024
Asia Morning Bites
Apr 15, 2024
US household spending holds firm
Apr 15, 2024
FX Daily: Limited follow-through from Iranian attack
Apr 15, 2024
Asia Morning Bites
Apr 14, 2024
Key events in developed markets and EMEA next week
Apr 12, 2024
The Commodities Feed: Gas rallies on supply risks
Apr 12, 2024
UK economy starts to rebound as outlook brightens
Apr 12, 2024
FX Daily: From Fed dependence to Fed divergence
Apr 12, 2024
WASDE update: A largely bearish affair
Apr 12, 2024
Poland's current account surplus narrows in February, but trade turnover rebounds slightly
Apr 12, 2024
Warning signs for Europe's north
Apr 11, 2024
Reasons for cautious optimism about China
Apr 11, 2024
China's CPI inflation fell more than expected due to drag from vehicles and household appliances
Apr 11, 2024
Hello, hello, hello, how low?
Apr 11, 2024
Rates Spark: Rates markets unmoved by Lagarde
Apr 11, 2024
Services inflation heats up in Hungary
Apr 11, 2024
US resilience scuppers the case for early rate cuts
Apr 11, 2024
Hope springs eternal for the eurozone
Apr 11, 2024
Our view on the major central banks
Apr 11, 2024
ECB officially opens the door to a June rate cut
Apr 11, 2024
ING's April Monthly: Hello, hello, hello, how low?
Apr 11, 2024
Asia Morning Bites
Apr 11, 2024
Bank of Canada leaves the door open to a June cut
Apr 10, 2024
Czech inflation remains at the central bank's target
Apr 10, 2024
The Bank of Japan's new path ahead
Apr 10, 2024
Rates Spark: US CPI unlikely to please markets
Apr 10, 2024
The Commodities Feed: Sentiment in oil weakens
Apr 10, 2024
Asia Morning Bites
Apr 10, 2024
Rates Spark: ECB meets as US CPI casts a long shadow
Apr 10, 2024
FX Daily: CPI time
Apr 10, 2024
The Commodities Feed: Another record for gold
Apr 09, 2024
FX Daily: Dollar awaiting bullish catalyst
Apr 09, 2024
Hungary's deficit target rises to 4.5%
Apr 09, 2024
April's ECB Cheat Sheet: Eyes on the target
Apr 08, 2024
Gold Monthly: Gold's hot run continues
Apr 08, 2024
The Commodities Feed: Brent back below $90
Apr 08, 2024
FX Daily: Dollar should be doing better
Apr 08, 2024
Asia Morning Bites
Apr 07, 2024
FX Daily: Clues versus evidence
Apr 05, 2024
Key events in EMEA next week
Apr 05, 2024
Monitoring Turkey: Focus shifts to economy
Apr 05, 2024
Europe exits winter with record gas storage
Apr 05, 2024
US jobs strength continues despite survey weakness
Apr 05, 2024
Here's why 5% is again a risk for the US 10yr
Apr 05, 2024
Key events in developed markets next week
Apr 05, 2024
Hungarian industry and retail sector diverge
Apr 05, 2024
French industrial output rebounds slightly
Apr 05, 2024
Rates Spark: Rolling the payrolls dice
Apr 04, 2024
The Commodities Feed: No change to OPEC+ policy
Apr 04, 2024
FX Daily: Dollar steps back from the brink
Apr 04, 2024
Watch: The eurozone's sunnier spring forecast
Apr 04, 2024
The Bank of England's road to rate cuts
Apr 03, 2024
Rates Spark: A path to 4.5%
Apr 03, 2024
US Dollar Credit Supply: Notable supply in 1Q24
Apr 03, 2024
FX Daily: Dollar at the crossroads
Apr 03, 2024
CIS macro and credit: The path to normality
Apr 03, 2024
FX Daily: Rate spreads widen to late 22 levels
Apr 02, 2024
ECB: Final stop before the cut
Apr 02, 2024
Rates Spark: Presumption of resilience
Apr 02, 2024
Easter bunny cannot stop German disinflation
Apr 02, 2024
Singapore's central bank likely to retain all settings next week as inflation remains sticky
Apr 02, 2024
The Commodities Feed: Gold hits record highs
Apr 02, 2024
The return of US manufacturing growth lifts optimism
Apr 01, 2024
Asia Morning Bites
Apr 01, 2024
Disinflation accelerates in France
Mar 29, 2024
German labour market remains resilient on the outside but shows weakening from the inside
Mar 28, 2024
The Commodities Feed: Bearish EIA report
Mar 28, 2024
Monitoring Romania
Mar 28, 2024
Asia week ahead: RBI on hold, rising regional inflation and a potential China PMI data rebound
Mar 28, 2024
Key events in EMEA next week
Mar 28, 2024
German consumers still in hibernation
Mar 28, 2024
Korea: Industrial production rebounded while construction and retail sales weakened in February
Mar 28, 2024
Key events in developed markets next week
Mar 28, 2024
Asia Morning Bites
Mar 27, 2024
FX Daily: Riksbank to resist dovish temptation
Mar 27, 2024
Riksbank opens the door to May rate cut
Mar 27, 2024
Monitoring Hungary: Waiting for more clarity
Mar 27, 2024
The Commodities Feed: US inflation data in focus
Mar 26, 2024
FX Daily: Global stabilisation
Mar 26, 2024
Asia Morning Bites
Mar 26, 2024
National Bank of Hungary review: Back to 75
Mar 26, 2024
France's public deficit widens sharply
Mar 26, 2024
FX Daily: PBoC pushback softens the dollar bull case
Mar 25, 2024
Asia Morning Bites
Mar 25, 2024
Rates Spark: Starting the week with pushback
Mar 25, 2024
CNY: Second-guessing the PBOC proves a challenge
Mar 25, 2024
G10 FX Talking: Winding up for a lower dollar
Mar 22, 2024
Rates Spark: A dovish week
Mar 22, 2024
German Ifo index improves in March
Mar 22, 2024
FX Talking: Laser-focused on a lower dollar
Mar 22, 2024
Asia Morning Bites
Mar 22, 2024
Key events in developed markets and EMEA next week
Mar 22, 2024
Germany's housing slump finally looks to be ending
Mar 22, 2024
FX Talking: Forecasts table
Mar 22, 2024
Asia FX Talking: Slow-going
Mar 22, 2024
FX Daily: Fed fires up the soft landing story
Mar 21, 2024
The Commodities Feed: Oil rally runs out of steam
Mar 21, 2024
Asia Morning Bites
Mar 21, 2024
AI will fundamentally transform the job market but the risk of mass unemployment is low
Mar 21, 2024
Australian employment surges in February
Mar 21, 2024
Oil market set to tighten amid growing supply risks
Mar 21, 2024
Poland sees double-digit real wage growth
Mar 20, 2024
India: Full speed ahead
Mar 20, 2024
Why Chile needs the Fed to start cutting pronto
Mar 20, 2024
What a shift in Fed Dots would mean for G10 FX
Mar 20, 2024
The Commodities Feed: Sentiment remains positive
Mar 20, 2024
Asia Morning Bites
Mar 20, 2024
FX Daily: Dots in focus
Mar 20, 2024
Monitoring Bulgaria: Crawling towards the eurozone
Mar 19, 2024
FX Daily: BoJ lift-off underwhelms the yen
Mar 19, 2024
Asia Morning Bites
Mar 19, 2024
The Commodities Feed: Energy supply risks
Mar 19, 2024
Bank of Japan pivot proves underwhelming for markets
Mar 19, 2024
Reserve Bank of Australia drops its tightening bias
Mar 19, 2024
Copper's bull run is only just beginning
Mar 18, 2024
FX Daily: All smoke and no fire?
Mar 18, 2024
The UK's improving inflation outlook in six charts
Mar 18, 2024
The Commodities Feed: Risk premium increases for oil
Mar 18, 2024
Key events in developed markets next week
Mar 15, 2024
The Commodities Feed: IEA sees tighter oil market
Mar 15, 2024
Key events in EMEA next week
Mar 15, 2024
Asia Morning Bites
Mar 15, 2024
Indonesia: February trade surplus shrinks sharply
Mar 15, 2024
China housing prices continued to slump in February
Mar 15, 2024
PBOC held rates steady in March
Mar 15, 2024
The Commodities Feed: Copper surges to 11-month high
Mar 14, 2024
Central banks: How our views compare to yours
Mar 14, 2024
FOMC preview: Fed remains inclined to cut
Mar 14, 2024
Asia Week Ahead: will the Bank of Japan hike rates?
Mar 14, 2024
Asia Morning Bites
Mar 14, 2024
The Commodities Feed: US CPI weighs on the complex
Mar 13, 2024
Rates Spark: Still adjusting to stickier inflation
Mar 13, 2024
Asia Morning Bites 13 March 2024
Mar 13, 2024
UK wage growth slows as jobs market cools
Mar 12, 2024
Asia Morning Bites
Mar 12, 2024
Rates Spark: Curbing the lower rates enthusiasm
Mar 12, 2024
The Commodities Feed: Markets await US CPI print
Mar 12, 2024
The Commodities Feed: Gold nears $2,200/oz
Mar 11, 2024
FX Daily: Data versus Powell, round two
Mar 11, 2024
Rates Spark: Bonds need better than 0.3% MoM for CPI
Mar 11, 2024
Asia Morning Bites
Mar 11, 2024
US manufacturing outlook: Better times are coming
Mar 11, 2024
WASDE update: Corn and soybean markets tighten
Mar 11, 2024
Key events in EMEA next week
Mar 08, 2024
Hungary sees an extreme monthly deficit in February
Mar 08, 2024
Key events in developed markets next week
Mar 08, 2024
Asia Morning Bites
Mar 08, 2024
Rates Spark: The payrolls lottery
Mar 08, 2024
Hungarian disinflation slows
Mar 08, 2024
Where are we now directionally for the US 10yr?
Mar 07, 2024
What's next for gold?
Mar 07, 2024
Rates: Euribor gets an update
Mar 07, 2024
Digital infrastructure investment is crucial if generative AI is to seriously boost economic growth
Mar 07, 2024
Asia Morning Bites
Mar 07, 2024
ECB keeps rates and communication unchanged
Mar 07, 2024
Lagarde opens the door slightly to June rate cuts
Mar 07, 2024
Rates Spark: Still a near-term holding pattern
Mar 07, 2024
FX Daily: Powell testimony and UK budget in focus
Mar 06, 2024
The Commodities Feed: Gold surges to record high
Mar 06, 2024
Bank of Canada sticks to cautious approach
Mar 06, 2024
Sectoral divergence continues in Hungary
Mar 06, 2024
Egypt: Reforms picking up steam
Mar 06, 2024
Asia Morning Bites
Mar 06, 2024
The Commodities Feed: Gold nears record highs
Mar 05, 2024
Rates Spark: Down but not out
Mar 05, 2024
Asia Morning Bites
Mar 05, 2024
Euro Credit Supply: Record-breaking corporate supply
Mar 05, 2024
Sharp fall in French manufacturing output
Mar 05, 2024
FX Daily: Fed hawks consider 'pent-up exuberance'
Mar 05, 2024
China's Two Sessions sets the stage for 2024
Mar 05, 2024
4% annual GDP growth in Hungary looks out of reach
Mar 05, 2024
Turkey faces continuing price pressures
Mar 04, 2024
Dutch commercial property market sees first signs of recovery, but uncertainty remains high
Mar 04, 2024
Rates Spark: Market rates still pressured higher
Mar 04, 2024
FX Daily: Waiting for a volatility shake-up
Mar 04, 2024
Asia Morning Bites
Mar 04, 2024
Korea: Weaker-than-expected activity in January could weigh on GDP in the first quarter of 2024
Mar 04, 2024
The Commodities Feed: Cocoa supplies tighten further
Mar 01, 2024
Deciphering the cycle
Mar 01, 2024
The way is down (or up) for Australia
Mar 01, 2024
Monitoring Hungary: Dancing on thin ice
Mar 01, 2024
Italian inflation stable in February
Mar 01, 2024
Rates: Worried about stubborn inflation
Mar 01, 2024
Key events in developed markets next week
Mar 01, 2024
ING's March Monthly: Deciphering the cycle
Mar 01, 2024
FX: A dollar decline is delayed, not deterred
Mar 01, 2024
Gold awaits clarity on Fed easing path
Mar 01, 2024
Three things to watch at next week's ECB meeting
Mar 01, 2024
Our latest calls for central banks
Mar 01, 2024
US soft landing still threatened by turbulence
Mar 01, 2024
Key events in EMEA next week
Mar 01, 2024
Eurozone economy helped by another mild winter
Mar 01, 2024
Asia Morning Bites
Mar 01, 2024
UK rate cut timing hinges on spring inflation data
Mar 01, 2024
FX Daily: A higher bar for a lower dollar?
Mar 01, 2024
Asia Morning Bites
Feb 29, 2024
Turkey: Long way to go to rebalance economy
Feb 29, 2024
The Commodities Feed: Large US oil stocks build
Feb 29, 2024
The Commodities Feed: Large US oil stocks build
Feb 29, 2024
FX Daily: Not trusting antipodean weakness
Feb 28, 2024
Mixed signals from Italian confidence data
Feb 28, 2024
Rates Spark: Hot inflation already baked in
Feb 28, 2024
The Commodities Feed: Spreads tighten for crude oil
Feb 28, 2024
Asia Morning Bites
Feb 28, 2024
Australian inflation remains unchanged in January
Feb 28, 2024
Asia Morning Bites
Feb 27, 2024
FX Daily: Yen dodges a bullet
Feb 27, 2024
Rates Spark: Shifting the timing, not the landing
Feb 27, 2024
FX Daily: A week of key inflation tests
Feb 26, 2024
Asia Morning Bites
Feb 26, 2024
How AI can help speed up the green energy transition
Feb 26, 2024
How AI can help speed up the green energy transition
Feb 26, 2024
Ifo index not strong enough to bring back optimism
Feb 23, 2024
Key events in developed markets next week
Feb 23, 2024
Global car market to hit the speed bumps in 2024
Feb 23, 2024
Key events in EMEA next week
Feb 23, 2024
Hungary's labour market sends mixed signals
Feb 23, 2024
Asia week ahead: India's GDP and China PMI readings plus regional trade and inflation numbers
Feb 22, 2024
Colombia can cut big, but there are ifs
Feb 22, 2024
Rates Spark: Safer in Bunds than Treasuries
Feb 22, 2024
UK PMI suggests the technical recession is over
Feb 22, 2024
FX Daily: FOMC minutes suggest Fed is in no rush
Feb 22, 2024
Asia Morning Bites
Feb 21, 2024
FX Daily: Rand in focus on pre-election budget
Feb 21, 2024
Polish construction falls sharply in early 2024
Feb 21, 2024
Dutch high street malaise not over yet
Feb 21, 2024
FX Daily: Wage test for the euro
Feb 20, 2024
The Commodities Feed: Gold holds above $2,000/oz
Feb 20, 2024
People's Bank of China surprised markets with a 25bp cut to the five-year loan prime rate
Feb 20, 2024
Wage pressure remains strong in Poland
Feb 20, 2024
The Commodities Feed: Risk-off mode
Feb 19, 2024
FX Daily: China re-opening barely causes a ripple
Feb 19, 2024
UK retail sales surge after shock December plunge
Feb 16, 2024
Key events in EMEA next week
Feb 16, 2024
Latam FX Talking: Rethinking the real
Feb 16, 2024
Asia Morning Bites
Feb 16, 2024
Asia FX Talking: Chinese stimulus in focus
Feb 16, 2024
FX Daily: Patience is a central banker privilege
Feb 16, 2024
Key events in developed markets next week
Feb 16, 2024
FX Talking: Disinflation trade hits a speed bump
Feb 16, 2024
FX Talking: Disinflation trade hits a speed bump
Feb 16, 2024
EMEA FX Talking: Stark divergences emerge within CE4
Feb 16, 2024
G10 FX Talking: Another month of a strong dollar
Feb 16, 2024
FX Talking: Forecasts table
Feb 16, 2024
Belgian's construction sector faces a tougher year
Feb 15, 2024
Asia Morning Bites
Feb 15, 2024
Czech inflation returns to target after three years
Feb 15, 2024
Rates Spark: Bund yields have some catching up to do
Feb 15, 2024
Polish inflation falls sharply at start of 2024
Feb 15, 2024
FX Daily: Yen negatives build
Feb 15, 2024
Rates Spark: We still like the fade here
Feb 14, 2024
The Commodities Feed: Gold breaks below $2,000
Feb 14, 2024
Romanian economy picks up in 2023
Feb 14, 2024
Romanian economy lost speed in 2023
Feb 14, 2024
Asia Morning Bites
Feb 14, 2024
Economic recovery comes to an abrupt halt in Hungary
Feb 14, 2024
The Netherlands exits its shallow recession
Feb 14, 2024
FX Daily: Dollar set to hold gains through February
Feb 14, 2024
German ZEW index increases in February
Feb 13, 2024
The Commodities Feed: Middle distillate strength
Feb 13, 2024
The Commodities Feed: Oil trades softer
Feb 12, 2024
FX Daily: A week of disinflation tests
Feb 12, 2024
Rates Spark: Growth surprises could nudge up yields
Feb 09, 2024
The Commodities Feed: Brent breaks above US$80/bbl
Feb 09, 2024
Key events in EMEA next week
Feb 09, 2024
Key events in developed markets next week
Feb 09, 2024
Our view on central banks
Feb 08, 2024
The Commodities Feed: Refined product strength
Feb 08, 2024
Czech National Bank review: Time for a looser policy
Feb 08, 2024
Reasons to be cheerful, Part 3
Feb 08, 2024
Pain from ECB hikes is set to shift south
Feb 08, 2024
Hungary's deficit target set for an official update
Feb 08, 2024
US recession risks recede, but growth fears linger
Feb 08, 2024
FX Daily: A tale of two stock markets
Feb 08, 2024
China: Jan CPI inflation fell to the lowest level since 2009, likely to mark the bottom
Feb 08, 2024
Our main calls for the global economy
Feb 08, 2024
The eurozone economy is bottoming out
Feb 08, 2024
Asia-Pacific is not just China
Feb 08, 2024
Asia Morning Bites
Feb 08, 2024
German industrial production plunges again
Feb 07, 2024
The Commodities Feed: Rangebound trading
Feb 07, 2024
FX Daily: Yen funded carry continues to perform
Feb 07, 2024
Asia Morning Bites
Feb 07, 2024
Rates Spark: Holding pattern, so edge up
Feb 06, 2024
Asia Morning Bites
Feb 06, 2024
Philippines: Inflation slides again in January
Feb 06, 2024
FX Daily: On the path to KRW deliverability
Feb 06, 2024
Rates Spark: Reasons to test 4.25%
Feb 05, 2024
Indonesia's GDP growth hits expectations
Feb 05, 2024
Asia Morning Bites
Feb 05, 2024
The Commodities Feed: Middle East risks linger
Feb 05, 2024
Rate Spark: Reasons to test 4.25%
Feb 05, 2024
FX Daily: Flip Flop
Feb 05, 2024
Asia Morning Bites
Feb 02, 2024
FX Daily: US employment continues on a benign trend?
Feb 02, 2024
French industrial output continues its rebound
Feb 02, 2024
Key events in developed markets and EMEA next week
Feb 02, 2024
US jobs surge means no March rate cut
Feb 02, 2024
Czech National Bank Preview: Time to catch up
Feb 02, 2024
Euro Credit Supply: Strong demand for new issues
Feb 02, 2024
2024 year of the smart home
Feb 01, 2024
Trade bellwether Korea recorded solid exports and a manufacturing PMI of 51.2 in January
Feb 01, 2024
Telecoms Outlook 2024: Stepping into the future
Feb 01, 2024
Telecom tycoons on the move?
Feb 01, 2024
The Bank of England not quite as dovish as expected
Feb 01, 2024
Trade bellwether Korea recorded solid exports and a manufacturing PMI of 51.2 in January
Feb 01, 2024
European telecom sector faces additional regulation
Feb 01, 2024
FX Daily: Two more reasons to hold dollars
Feb 01, 2024
Asia Morning Bites
Feb 01, 2024
Italian inflation continued to rise in January
Feb 01, 2024
Rates Spark: Growing stresses pushing rates down
Feb 01, 2024
Slow turnaround in Polish economy in 2023
Jan 31, 2024
National Bank of Hungary Review: Maintaining control
Jan 31, 2024
French inflation eases more than expected
Jan 31, 2024
Korea: Industrial production decelerated mildly in December but with encouraging details
Jan 31, 2024
Australian inflation drops sharply in December
Jan 31, 2024
FX Daily: US data does the talking
Jan 31, 2024
Rates Spark: Hawkish blinkers
Jan 31, 2024
Asia Morning Bites
Jan 31, 2024
Eurozone narrowly avoids technical recession
Jan 30, 2024
Rates Spark: Cuts are coming, just not that early
Jan 30, 2024
Indonesia: Currency slips ahead of elections
Jan 30, 2024
German economy still stuck in recession
Jan 30, 2024
FX Daily: Euro back under pressure
Jan 30, 2024
The Commodities Feed: Crude oil retreats
Jan 30, 2024
Asia Morning Bites
Jan 30, 2024
Stagnation continues in France
Jan 30, 2024
One more cut from Brazil and the Selic is 'neutral'
Jan 29, 2024
FX Daily: Hard to fight the dovish narrative
Jan 29, 2024
Energy markets are better supplied
Jan 29, 2024
Asia Morning Bites
Jan 29, 2024
Asia Morning Bites
Jan 26, 2024
Key events in developed markets and EMEA next week
Jan 26, 2024
Dutch medicine shortage gets even worse
Jan 26, 2024
Asia Morning Bites
Jan 25, 2024
Czech Republic: On the way back to the good old days
Jan 25, 2024
Romania: Just slightly lower issuance than last year
Jan 25, 2024
Hungary: Low bond supply thanks to diversification
Jan 25, 2024
FX Daily: Fed cancels the free lunch
Jan 25, 2024
Southern European tourism back to pre-Covid levels
Jan 25, 2024
Rates Spark: Feeding the doves
Jan 25, 2024
Poland: Record-high borrowing needs
Jan 25, 2024
Asia Morning Bites
Jan 24, 2024
FX Daily: Unwinding the spurious dollar rally
Jan 24, 2024
Asia Morning Bites
Jan 24, 2024
FX Daily: Asia in the driver's seat
Jan 23, 2024
Asia Morning Bites
Jan 23, 2024
Mixed December data from Poland's industry
Jan 22, 2024
Poland's retail sales disappoint at year-end
Jan 22, 2024
Mexico: Plenty of room for rates to go lower
Jan 22, 2024
FX Daily: Central bank meetings and US GDP in focus
Jan 22, 2024
Polish construction sees a solid year-end rebound
Jan 22, 2024
FX Daily: Mounting evidence against a March Fed cut
Jan 19, 2024
Key events in developed markets next week
Jan 19, 2024
Asia Morning Bites
Jan 19, 2024
Key events in EMEA next week
Jan 19, 2024
Italy: Exit from stagnation looks set to be slow
Jan 18, 2024
Rates Spark: A hawkish send off
Jan 18, 2024
What to expect from European sectors in 2024
Jan 18, 2024
The Netherlands: From stagnation to modest expansion
Jan 18, 2024
Belgium: Defying the laws of economics
Jan 18, 2024
FX Daily: UK markets demo sticky inflation playbook
Jan 18, 2024
Greece: Getting ready for a rebound
Jan 18, 2024
FX Daily: Enthusiasm has been curbed
Jan 17, 2024
The Commodities Feed: USD surge holds complex back
Jan 17, 2024
Rates Spark: More recalibration
Jan 17, 2024
FX Daily: Fed's Waller speech will be key today
Jan 16, 2024
ECB preview: Resisting the push back
Jan 16, 2024
Rates Spark: The ECB pushes back
Jan 16, 2024
How UK inflation can fall to 1.5% by May
Jan 15, 2024
Asia Morning Bites
Jan 15, 2024
Poland's December CPI inflation revised up to 6.2%
Jan 15, 2024
German economy shrank in 2023
Jan 15, 2024
How UK inflation can fall to 1.5% by May
Jan 15, 2024
FX Talking: Forecasts table
Jan 15, 2024
WASDE update: Higher US corn and soybean supplies
Jan 15, 2024
What's really going on with Australian inflation
Jan 15, 2024
FX Talking January: Waiting on the dollar departure
Jan 15, 2024
FX Daily: Not too hot to handle
Jan 12, 2024
Romanian inflation edges lower
Jan 12, 2024
Turkey sees slow adjustment in its current account
Jan 12, 2024
Asia Morning Bites
Jan 12, 2024
Key events in developed markets and EMEA next week
Jan 12, 2024
FX, Rates and Commodities at a glance
Jan 11, 2024
The world right now
Jan 11, 2024
Rates Spark: Mean reversion to 4% can't last forever
Jan 11, 2024
Daring to question the markets' rate expectations
Jan 11, 2024
Asia Morning Bites
Jan 11, 2024
FX Daily: US CPI not a game-changer in FX
Jan 11, 2024
Why the UK economic outlook is looking brighter
Jan 11, 2024
Rates Spark: Inflation is still too high for comfort
Jan 10, 2024
Asia Morning Bites
Jan 10, 2024
Philippines: Trade deficit widens again in November
Jan 10, 2024
Monitoring Turkey: The hiking cycle is about to end
Jan 09, 2024
FX Daily: If in doubt, seek carry
Jan 09, 2024
Rates Spark: Front-end driven
Jan 09, 2024
The Commodities Feed: Sentiment weakens
Jan 09, 2024
Hungarian industry surprises to the downside
Jan 09, 2024
Growth in the Balkans: Between zero and hero
Jan 09, 2024
Growth in the Balkans: Between zero and hero
Jan 09, 2024
Asia Morning Bites
Jan 09, 2024
German industrial production disappoints in November
Jan 09, 2024
FX Daily: Navigating data inconsistency
Jan 08, 2024
The Commodities Feed: Libyan force majeure
Jan 08, 2024
The eurozone's shallow recession is nearing an end
Jan 08, 2024
Hungarian retail sales gradually improve
Jan 08, 2024
Asia Morning Bites
Jan 08, 2024
German trade rebounds in November
Jan 08, 2024
Polish inflation below expectations in December
Jan 05, 2024
Key events in EMEA next week
Jan 05, 2024
The Commodities Feed: Bearish EIA report
Jan 05, 2024
FX Daily: Soft landings playbook
Jan 05, 2024
Key events in developed markets next week
Jan 05, 2024
Italian inflation only slightly down in December
Jan 05, 2024
Asia Morning Bites
Jan 05, 2024
Asia Morning Bites
Jan 04, 2024
Euro Credit Supply: Gearing up for a busy January
Jan 04, 2024
The Commodities Feed: Middle East tensions grow
Jan 04, 2024
German inflation rebounds in December
Jan 04, 2024
Turkish inflation rises in December
Jan 03, 2024
Rates Spark: The term premium - why so negative?
Jan 03, 2024
US data confirms the cooling narrative
Jan 03, 2024
FX Daily: A dollar rally to start the New Year
Jan 03, 2024
German labour market ends 2023 on a negative note
Jan 03, 2024
Key events in developed markets and EMEA this week
Jan 03, 2024
Small glimmer of hope for Dutch housing construction
Jan 03, 2024
Rates Spark: Enough to hold rates down
Jan 02, 2024
Less appetite for Dutch hospitality in 2024
Dec 20, 2023
Polish manufacturing struggles to overcome weakness
Dec 20, 2023
FX Daily: Cautious BoJ hits the yen
Dec 19, 2023
Poland's adjustment in retail electricity and gas prices postponed to second half of next year
Dec 19, 2023
FX Daily: One last big central bank meeting
Dec 18, 2023
German Ifo index drops in December on fiscal woes
Dec 18, 2023
Asia Morning Bites test
Dec 15, 2023
Marked decline in core inflation in Poland
Dec 15, 2023
Asia Morning Bites
Dec 15, 2023
China's sputtering recovery continues
Dec 15, 2023
Key events in developed markets for the rest of 2023
Dec 15, 2023
Key events in EMEA for the rest of 2023
Dec 15, 2023
The Commodities Feed: Positive sentiment continues
Dec 15, 2023
Rates Spark: Already overshooting to the downside
Dec 15, 2023
The Commodities Feed: Sentiment improves
Dec 14, 2023
Rates Spark: Does the Fed know something we don't?
Dec 14, 2023
How much floating rate debt should you have?
Dec 14, 2023
Can sodium-ion batteries replace lithium-ion ones?
Dec 14, 2023
US consumers remain resilient despite Fed dovishness
Dec 14, 2023
The Swiss National Bank appears slightly more dovish
Dec 14, 2023
FX Daily: Fed brings tidings of comfort and joy
Dec 14, 2023
FX Daily: Fed brings tidings of comfort and joy
Dec 14, 2023
Asia Morning Bites
Dec 14, 2023
FX Talking December: Calibrating the turn
Dec 14, 2023
The Commodities Feed: Oil gives up gains
Dec 13, 2023
Germany finally has a budget plan for 2024
Dec 13, 2023
Asia Morning Bites
Dec 13, 2023
Watch: Our top calls for metals in 2024
Dec 13, 2023
Rates Spark: There is still a job to get done
Dec 13, 2023
Romanian inflation surprises to the downside
Dec 13, 2023
US inflation progress stalls on sticky services
Dec 12, 2023
This is a test
Dec 12, 2023
This is a test
Dec 12, 2023
Rates Spark: A bond market looking for validation
Dec 08, 2023
Key events in developed markets and EMEA next week
Dec 08, 2023
FX Daily: Yen bulls turn to US payrolls
Dec 08, 2023
Directional Economics: CEEMEA in 2024
Dec 07, 2023
FX Daily: Yen back in the spotlight
Dec 07, 2023
Asia week ahead: Inflation from China and India, a BSP pause and Australian unemployment
Dec 07, 2023
Three calls for the Dutch economy in 2024
Dec 07, 2023
Rates Spark: Science fiction?
Dec 07, 2023
The Commodities Feed: Oil demand risks linger
Dec 07, 2023
FX Daily: Hard to buck the euro downtrend
Dec 06, 2023
Rates Spark: Pressure at the extremities
Dec 06, 2023
ECB preview: The long dovish shift
Dec 06, 2023
Eurozone retail trade ticks up slightly in October
Dec 06, 2023
Bank of Canada retains its hawkish bias
Dec 06, 2023
Australia: 3Q23 GDP growth softens
Dec 06, 2023
Asia Morning Bites
Dec 06, 2023
The Commodities Feed: Oil under pressure
Dec 06, 2023
Hungary's economic recovery remains on hold
Dec 06, 2023
Headline inflation drops again in the Philippines
Dec 05, 2023
The Commodities Feed: OPEC+ cuts
Dec 05, 2023
FX Daily: Data check as Fed dovish bets peak
Dec 05, 2023
Euro Credit Supply: Notable jump in November
Dec 05, 2023
Rates Spark: No desire to micro manage
Dec 05, 2023
Commodities Outlook 2024: Cautious optimism
Dec 04, 2023
Subdued carbon
Dec 04, 2023
Nickel's underperformance to continue
Dec 04, 2023
Commodities Outlook 2024: Cautious optimism
Dec 04, 2023
Comfortable European gas market
Dec 04, 2023
The Commodities Feed: Gold hits record highs
Dec 04, 2023
FX Daily: Euro remains the weakest link
Dec 04, 2023
OPEC+ policy key for oil outlook
Dec 04, 2023
Aluminium surplus to persist as demand disappoints
Dec 04, 2023
Asia Morning Bites
Dec 04, 2023
Gold to hit fresh highs in 2024
Dec 04, 2023
Cautious on commodities in 2024
Dec 04, 2023
Uncertain global economic recovery looms over copper
Dec 04, 2023
China stimulus optimism supports iron ore prices
Dec 04, 2023
Asia Morning Bites
Dec 01, 2023
Hungary: Coming out of the thick of the forest
Dec 01, 2023
Deeper OPEC+ supply cuts
Dec 01, 2023
Rates Spark: Markets are cutting rates
Dec 01, 2023
Key events in developed markets and EMEA next week
Dec 01, 2023
Italian GDP up slightly in the third quarter
Dec 01, 2023
Asia Morning Bites
Nov 30, 2023
Three calls for China
Nov 30, 2023
No magic spell for a brighter world
Nov 30, 2023
Why consumers are not yet putting the climate first
Nov 30, 2023
Three calls for the eurozone
Nov 30, 2023
Consumers put brake on Turkish growth figures
Nov 30, 2023
Three calls for the eurozone's big three
Nov 30, 2023
Three calls for the UK
Nov 30, 2023
Three scenarios for the major economies
Nov 30, 2023
Three calls for the US
Nov 30, 2023
The Commodities Feed: OPEC+ day
Nov 30, 2023
French inflation falls more sharply than expected
Nov 30, 2023
Our view on central banks in 2024
Nov 30, 2023
Bank of Canada preview: Dovish pressure mounting
Nov 30, 2023
Carsten on what to expect in 2024
Nov 30, 2023
A cooling US economy points to swifter rate cuts
Nov 30, 2023
At a glance: The world right now
Nov 30, 2023
Rates Spark: All about inflation
Nov 30, 2023
Australia: Some welcome news on inflation
Nov 29, 2023
Asia Morning Bites
Nov 29, 2023
Spanish inflation below expectations in November
Nov 29, 2023
German inflation drops further in November
Nov 29, 2023
Rates Spark: Effective pushback looks different
Nov 29, 2023
Asia Morning Bites
Nov 28, 2023
FX Daily: Too early for a move above 1.10
Nov 28, 2023
The Commodities Feed: Gold holds above $2,000
Nov 28, 2023
Rates Spark: Looking down, just about
Nov 28, 2023
FX Daily: Too early for a move above 1.10
Nov 28, 2023
Asia Morning Bites
Nov 27, 2023
What companies and investors should know about COP28
Nov 27, 2023
FX Daily: Don't chase the dollar bear trend
Nov 27, 2023
The Commodities Feed: OPEC+ week
Nov 26, 2023
The significant steepening potential on the US curve
Nov 24, 2023
Asia Morning Bites
Nov 24, 2023
The impact of the ECB's framework review
Nov 24, 2023
The lure of rate cuts in 2024
Nov 24, 2023
Key events in developed markets and EMEA next week
Nov 24, 2023
The big US fiscal deficit and effect on market rates
Nov 24, 2023
EUR direction and curve
Nov 24, 2023
EUR bond supply and spreads
Nov 24, 2023
FX Daily: Is less growth pessimism enough?
Nov 24, 2023
Rates Outlook 2024: EUR bond supply and spreads
Nov 24, 2023
Rates Outlook 2024: EUR direction and curve
Nov 24, 2023
Rates Outlook 2024: Fair winds and following seas
Nov 24, 2023
Hungary's labour market cools slightly
Nov 24, 2023
Rates Spark: Feeble pushback
Nov 24, 2023
Asia Morning Bites
Nov 23, 2023
ECB minutes confirm more cautious take on growth
Nov 23, 2023
Eurozone is likely in a shallow technical recession
Nov 23, 2023
The Commodities Feed: OPEC+ meeting delayed
Nov 23, 2023
Singapore inflation rises more than expected
Nov 23, 2023
FX Daily: No turkey for dollar bears
Nov 23, 2023
FX Daily: Hard to get excited by the same story
Nov 22, 2023
Asia Morning Bites
Nov 22, 2023
Asia Morning Bites
Nov 21, 2023
Listen: The dollar's long goodbye
Nov 21, 2023
FX Daily: Renminbi shorts on the run
Nov 21, 2023
The Commodities Feed: USD supports the complex
Nov 21, 2023
Poland sees lacklustre industrial recovery
Nov 21, 2023
FX Daily: Bearish unwind into Thanksgiving
Nov 20, 2023
The Commodities Feed: All eyes on OPEC+
Nov 20, 2023
Key events in EMEA next week
Nov 17, 2023
Eurozone wage growth is set to peak soon
Nov 17, 2023
FX Daily: Consolidative phase
Nov 17, 2023
Rates Spark: Back to competing narratives
Nov 17, 2023
EU carbon hits year-to-date lows
Nov 17, 2023
Asia Morning Bites
Nov 17, 2023
Key events in developed markets next week
Nov 17, 2023
The Commodities Feed: Oil plummets
Nov 17, 2023
Asia Morning Bites
Nov 16, 2023
The Commodities Feed: US crude oil inventories grow
Nov 16, 2023
Watch: 3 key FX themes for 2024
Nov 16, 2023
FX Daily: Government shutdown averted
Nov 16, 2023
FX Daily: Dollar bears may have jumped the gun
Nov 15, 2023
FX Outlook 2024: Waiting for the tide to come in
Nov 15, 2023
G10 FX Outlook 2024: The dollar's long goodbye
Nov 15, 2023
The French labour market weakens still further
Nov 15, 2023
The Commodities Feed: IEA sees firmer oil demand
Nov 15, 2023
Pipeline pressures support the US soft landing view
Nov 15, 2023
Asia Morning Bites
Nov 15, 2023
FX Outlook 2024: Forecast table
Nov 15, 2023
Global ESG Bond Supply Outlook: Slowing down in 2024
Nov 15, 2023
CEEMEA FX Outlook 2024: Same region yet so different
Nov 15, 2023
Indonesia's exports fall less than expected
Nov 15, 2023
Germany suddenly has a €60bn hole in its budget
Nov 15, 2023
FX Outlook 2024: Our main calls
Nov 15, 2023
Asia FX Outlook 2024: Event risk could dominate
Nov 15, 2023
Recovery begins for the Hungarian economy
Nov 14, 2023
The Commodities Feed: OPEC sees tight market
Nov 14, 2023
Rates Spark: Shifting the rate cycle discount
Nov 14, 2023
US inflation slowdown has much more to go
Nov 14, 2023
The Netherlands' economy is still stuck in recession
Nov 14, 2023
Rates Spark: CPI improvements
Nov 14, 2023
Romanian GDP confirms the slowdown
Nov 14, 2023
Asia Morning Bites
Nov 14, 2023
Growth rebounds in Poland as the economy recovers
Nov 14, 2023
FX Daily: Spotlight on the US consumer this week
Nov 13, 2023
An unconvincing dip in Romanian inflation
Nov 13, 2023
UK economy flatlines in the third quarter
Nov 10, 2023
Hungarian inflation falls into single digits
Nov 10, 2023
FX Daily: Bond bears give new energy to the dollar
Nov 10, 2023
Bulgarian activity is weakening
Nov 10, 2023
Asia Morning Bites
Nov 10, 2023
Czech inflation rises on base effects
Nov 10, 2023
Key events in developed markets and EMEA next week
Nov 10, 2023
The Commodities Feed: Oil finds some support
Nov 10, 2023
WASDE update: Bearish release weighs on grains
Nov 10, 2023
Asia Morning Bites
Nov 09, 2023
Philippines: 3Q GDP surprises on the upside
Nov 09, 2023
The Commodities Feed: Brent settles below $80
Nov 09, 2023
Rates Spark: The 4.5% line in the sand is breached
Nov 09, 2023
US could soon see 2% inflation
Nov 09, 2023
Rates Spark: A 30yr headache
Nov 09, 2023
FX Daily: Buying into the US slowdown
Nov 09, 2023
Rates Spark: Supply test ahead
Nov 08, 2023
Romanian retail sales are weakening
Nov 08, 2023
Asia Morning Bites
Nov 08, 2023
FX Daily: Quiet data, loud Fed help dollar rebound
Nov 08, 2023
National Bank of Romania review: on hold until 2Q24
Nov 08, 2023
The Commodities Feed: Oil under pressure
Nov 08, 2023
The Commodities Feed: Natural gas under pressure
Nov 07, 2023
German industrial production disappoints once again
Nov 07, 2023
China's trade surplus shrinks in October
Nov 07, 2023
FX Daily: Waiting for the Fed pushback
Nov 07, 2023
Hungarian industry runs on exports alone
Nov 07, 2023
Rates Spark: Not called resilient for nothing
Nov 07, 2023
RBA hikes rates - market reaction is curious
Nov 07, 2023
Asia Morning Bites
Nov 07, 2023
Credit Outlook 2024: Carry me home
Nov 07, 2023
FX Daily: Another black November for the dollar?
Nov 06, 2023
The Commodities Feed: Saudis stick to supply cut
Nov 06, 2023
Asia Morning Bites
Nov 06, 2023
USD Credit Supply: our forecasts for 2024
Nov 03, 2023
Rates Spark: US jobs data can be key
Nov 03, 2023
Key events in EMEA next week
Nov 03, 2023
FX: Dollar to defy seasonal trends
Nov 03, 2023
Key events in developed markets next week
Nov 03, 2023
Gold prices surge on Middle East tensions
Nov 03, 2023
Higher for longer means more headwinds for US growth
Nov 03, 2023
Asia Morning Bites
Nov 03, 2023
FX Daily: EMFX surfs in a sea of green
Nov 03, 2023
UK headed for stagnation as rate hikes start to bite
Nov 03, 2023
Rates: Still biased to rise
Nov 03, 2023
Our view on central banks
Nov 03, 2023
German exports disappoint once again
Nov 03, 2023
Geopolitics dominate commodity markets
Nov 03, 2023
The eurozone is flirting with recession
Nov 03, 2023
EUR Credit supply: What we're expecting in 2024
Nov 03, 2023
ING's November Monthly: Too early for optimism
Nov 03, 2023
Turkey's annual inflation remains flat in October
Nov 03, 2023
Asia Morning Bites 2 November 2023
Nov 02, 2023
Czech National Bank review: Staying on the safe side
Nov 02, 2023
The Commodities Feed: Lingering supply risks
Oct 31, 2023
Asia Morning Bites
Oct 31, 2023
China: Momentum waned in October
Oct 31, 2023
Monitoring Hungary: The moment of truth approaches
Oct 31, 2023
Asia Morning Bites
Oct 31, 2023
German inflation drops in October
Oct 30, 2023
German economy remains stuck in stagnation
Oct 30, 2023
Poland's fiscal space after the October elections
Oct 30, 2023
Rates Spark: We're now in a holding pattern
Oct 27, 2023
Credit Supply Outlook: The Collection
Oct 27, 2023
Key events in EMEA next week
Oct 27, 2023
ESG supply by banks set to stay strong in 2024
Oct 27, 2023
Global storms blow Chile's central bank off course
Oct 27, 2023
Key events in developed markets next week
Oct 27, 2023
Labour hoarding persists in Hungary
Oct 27, 2023
Czech National Bank Preview: Day of Reckoning
Oct 27, 2023
FX Daily: Shifting away from the rate discussion
Oct 26, 2023
ECB keeps rates on hold
Oct 26, 2023
Korea's third-quarter GDP expands more than expected
Oct 26, 2023
ECB: A dovish pause now, a peak soon
Oct 26, 2023
Bank of Canada hangs on to hawkish bias
Oct 25, 2023
Eurozone bank lending remained weak in September
Oct 25, 2023
FX Daily: Hawks versus data, part one
Oct 25, 2023
Australia: One more rate hike or is the RBA done?
Oct 25, 2023
No relief for eurozone economy at start of 4Q
Oct 24, 2023
Data centre support boosts energy efficiency
Oct 24, 2023
Five factors driving bank bond supply next year
Oct 24, 2023
October's ECB Cheat Sheet: Anything but guidance
Oct 23, 2023
Another month of political uncertainty for Argentina
Oct 23, 2023
The Commodities Feed: Geopolitical risks linger
Oct 23, 2023
FX Daily: Growth differentials on show this week
Oct 23, 2023
Polish construction data confirms economic rebound
Oct 23, 2023
Key events in EMEA next week
Oct 20, 2023
Cheaper fuel helps consumption rebound in Poland
Oct 20, 2023
Key events in developed markets next week
Oct 20, 2023
Extreme weather is making major trade routes less reliable, and it's only going to get worse
Oct 19, 2023
FX Daily: Defensive positions advised
Oct 19, 2023
Rates Spark: New cycle highs for US Treasury yields
Oct 19, 2023
The Commodities Feed: Strong Chinese oil demand
Oct 19, 2023
FX Daily: Peak optimism versus peak pessimism
Oct 18, 2023
Asia Morning Bites
Oct 18, 2023
Rates Spark: Economic resilience pushes rates higher
Oct 18, 2023
China: Activity firms further
Oct 18, 2023
The Commodities Feed: Middle East tensions grow
Oct 17, 2023
ECB preview: The best moment to pause
Oct 17, 2023
Asia Morning Bites
Oct 17, 2023
The Commodities Feed: Oil market remains nervous
Oct 16, 2023
Asia Morning Bites
Oct 16, 2023
Asia Morning Bites
Oct 15, 2023
Rates Spark: Supply sidelines geopolitics
Oct 13, 2023
Poland's balance of payments data disappoints
Oct 13, 2023
FX Daily: Geopolitics may start to take over
Oct 13, 2023
India: September inflation plunges
Oct 13, 2023
Key events in developed markets and EMEA next week
Oct 13, 2023
Polish core inflation sees a sharp drop in September
Oct 13, 2023
Rates Spark: Inflation unlikely to beat geopolitics
Oct 12, 2023
Asia Morning Bites
Oct 12, 2023
US inflation keeps a final rate hike on the table
Oct 12, 2023
FX Daily: US CPI to challenge dollar correction
Oct 12, 2023
Romanian inflation is stickier than expected
Oct 12, 2023
Asia Morning Bites
Oct 11, 2023
FX Daily: Don't get too excited with the bond rally
Oct 11, 2023
Rates Spark: No mood for 5% right now
Oct 11, 2023
End of Europe's block exemption for container ship alliances adds to challenging market conditions
Oct 11, 2023
The Commodities Feed: Supply fears ease
Oct 11, 2023
Rates Spark: Flight to safety
Oct 10, 2023
Spanish house prices move against the eurozone trend
Oct 10, 2023
The Commodities Feed: Uncertainty lingers
Oct 10, 2023
The EU's endless drug shortage, its fragile supply chains and the bizarre crab connection
Oct 10, 2023
Asia Morning Bites
Oct 10, 2023
Hungarian inflation drops on large base effects
Oct 10, 2023
FX Daily: Letting the term premium do the tightening
Oct 10, 2023
Oil rallies on Middle East tension
Oct 09, 2023
FX Talking: Forecast table
Oct 09, 2023
Hungary's budget challenges are far from over
Oct 09, 2023
EMEA FX Talking: Politics very much in focus
Oct 09, 2023
Asia Morning Bites
Oct 09, 2023
First takeaways from Germany's regional elections
Oct 09, 2023
Asia Morning Bites
Oct 08, 2023
Rates Spark: Another payrolls lottery
Oct 06, 2023
Blowout US jobs report puts 5% 10Y yields in sight
Oct 06, 2023
Key events in developed markets and EMEA next week
Oct 06, 2023
Hungarian industry still limited by domestic demand
Oct 06, 2023
Monitoring Turkey: All eyes remain on policy moves
Oct 06, 2023
German exports disappoint in August
Oct 05, 2023
CEE: Central bank hesitations
Oct 05, 2023
CIS Sovereigns: Budget policy matters
Oct 05, 2023
Key risks to the global outlook
Oct 05, 2023
Surging oil prices: a new concern for central banks
Oct 05, 2023
Oil takes a hit
Oct 05, 2023
FX Daily: Hard to follow a dollar correction now
Oct 05, 2023
What central banks are set to do next
Oct 05, 2023
Oil prices to remain well supported
Oct 05, 2023
National Bank of Romania review: On hold for longer
Oct 05, 2023
Rates Spark: Testing pain thresholds
Oct 05, 2023
How China is dodging the doom loop
Oct 05, 2023
An inconvenient truth for central banks
Oct 05, 2023
Our latest calls for central banks
Oct 04, 2023
FX Daily: Nowhere to hide, but in dollars
Oct 04, 2023
CEE Sovereigns: Where we stand on EU funds
Oct 04, 2023
Romanian National Bank preview: on hold for longer
Oct 04, 2023
Hot summer and cold Hungarian retail performance
Oct 04, 2023
US Dollar Credit Supply: Decent supply in September
Oct 04, 2023
Rates Spark: Bear steepening momentum is unbroken
Oct 03, 2023
The Commodities Feed: It's all about the yields
Oct 03, 2023
Rates Spark: Turning into a rout
Oct 03, 2023
FX Daily: Back to the status quo
Oct 03, 2023
Monitoring Hungary: Risks accumulating
Oct 02, 2023
Asia Morning Bites
Oct 02, 2023
US production boosts case for 4% GDP growth
Oct 02, 2023
Eurozone unemployment ticked down again in August
Oct 02, 2023
The Commodities Feed: OPEC+ meeting
Oct 02, 2023
FX Daily: Settling into a stronger dollar
Oct 02, 2023
Asia Morning Bites
Oct 01, 2023
The Commodities Feed: Gasoil cracks strengthen
Sep 29, 2023
Key events in EMEA next week
Sep 29, 2023
Rates Spark: Time for a breather?
Sep 29, 2023
FX Daily: A dangerous correlation for the euro
Sep 29, 2023
Hungarian labour market remains surprisingly stable
Sep 29, 2023
Key events in developed markets next week
Sep 29, 2023
Watch: Our key takeaways from New York Climate Week
Sep 29, 2023
French inflation stabilises in September
Sep 29, 2023
Confidence deteriorates across the board in Italy
Sep 28, 2023
Asia week ahead: Two key central bank meetings
Sep 28, 2023
Asia Morning Bites
Sep 28, 2023
FX Daily: Perfect storm drives dollar stronger still
Sep 28, 2023
Spanish inflation edges higher again
Sep 28, 2023
Rates Spark: Not stretched enough yet
Sep 27, 2023
Australia: Inflation back on the rise
Sep 27, 2023
Rates Spark: No let up for now
Sep 27, 2023
FX Daily: King dollar, queen krona
Sep 27, 2023
The Commodities Feed: Oil resists risk-off move
Sep 27, 2023
The Commodities Feed: European gas rallies
Sep 26, 2023
FX Daily: US bond market sets the FX tone
Sep 26, 2023
Asia Morning Bites
Sep 26, 2023
Rates Spark: Steepening from the back end
Sep 26, 2023
Surging oil prices: a new concern for central banks
Sep 26, 2023
Why India is bucking the global slowdown trend
Sep 25, 2023
FX Daily: This is not a June reboot
Sep 25, 2023
German Ifo index drops again in September
Sep 25, 2023
Hungarian wage growth slides on composition effects
Sep 25, 2023
Asia Morning Bites
Sep 25, 2023
Asia Morning Bites 25 September 2023
Sep 24, 2023
Rates Spark: Drawing out the cycles
Sep 22, 2023
Key events in developed markets
Sep 22, 2023
Key events in EMEA next week
Sep 22, 2023
Diesel supply concerns grow with Russian export ban
Sep 22, 2023
Weak UK PMIs bolster chances of November BoE pause
Sep 22, 2023
Here's why 5% for the US 10yr can happen
Sep 22, 2023
Our latest calls on the National Bank of Hungary
Sep 22, 2023
FX Daily: Re-pricing for a world of higher US rates
Sep 22, 2023
Norges Bank hikes and promises one more in December
Sep 21, 2023
Monitoring Romania
Sep 21, 2023
Asia Morning Bites
Sep 21, 2023
The Commodities Feed: Hawkish Fed pause caps oil
Sep 21, 2023
Positive signs in Poland's August data
Sep 21, 2023
Asia week ahead: Flurry of data from Japan and Korea
Sep 21, 2023
National Bank of Hungary preview: Entering phase two
Sep 21, 2023
Listen: Central banks and the rate cut countdown
Sep 20, 2023
Fed holds US rates steady, but markets are reluctant to buy into the more hawkish messaging
Sep 20, 2023
Central banks: How your views compare to ours
Sep 20, 2023
Oil's rally has more room to run
Sep 20, 2023
Asia Morning Bites
Sep 20, 2023
Rates Spark: Hawkish tail risks
Sep 19, 2023
FX Daily: One last quiet day
Sep 19, 2023
Asia Morning Bites
Sep 19, 2023
Carsten's take on the ECB rate hike
Sep 15, 2023
China: Some spots of improvement in activity
Sep 15, 2023
Rates Spark: Transitioning from level to duration
Sep 15, 2023
Key events in developed markets next week
Sep 15, 2023
Carsten's take on the last ECB rate hike
Sep 15, 2023
Key events in EMEA next week
Sep 15, 2023
FX Daily: A dovish hike ahead of a hawkish hold
Sep 15, 2023
ECB announces final rate hike
Sep 14, 2023
Rates Spark: A last one for the road
Sep 14, 2023
ECB hikes by 25bp and signals end to hiking cycle
Sep 14, 2023
The Commodities Feed: Further gas supply disruptions
Sep 14, 2023
Asia Morning Bites
Sep 14, 2023
Poland's current account still in surplus
Sep 13, 2023
WASDE update: Tighter wheat and looser corn market
Sep 13, 2023
Invite: Central banks and the rate cut countdown
Sep 13, 2023
Asia Morning Bites
Sep 13, 2023
The Commodities Feed: Growing oil deficit
Sep 13, 2023
FX Daily: Sticky US inflation to keep dollar bid
Sep 13, 2023
The UK jobs report is more dovish than it looks
Sep 12, 2023
FX Daily: Muddling through
Sep 12, 2023
The Commodities Feed: Oil remains well supported
Sep 12, 2023
Korean won: The benefits of deliverability
Sep 12, 2023
Asia Morning Bites
Sep 12, 2023
Rates Spark: Slowly gearing up to the key events
Sep 12, 2023
ECB cheat sheet: Is a hike hawkish enough?
Sep 11, 2023
Turkey's current account deficit widens in July
Sep 11, 2023
Asia FX Talking: Manning the renminbi barricades
Sep 11, 2023
FX Talking: Forecasts table
Sep 11, 2023
Asia Morning Bites
Sep 11, 2023
FX Daily: Hawkish vibes from Asia
Sep 11, 2023
G10 FX Talking: US 'exceptionalism' can't last
Sep 11, 2023
Asia Morning Bites
Sep 10, 2023
Watch: Four areas to keep an eye on for aluminium
Sep 08, 2023
Another unpleasant budget figure for Hungary
Sep 08, 2023
The Commodities Feed: Strong Chinese oil imports
Sep 08, 2023
Temporary slowdown in Hungarian disinflation
Sep 08, 2023
French industrial output rebounds in July
Sep 08, 2023
Key events in developed markets and EMEA next week
Sep 08, 2023
Rates Spark: My home is my castle
Sep 08, 2023
FX Daily: Resistance to dollar strength is futile
Sep 08, 2023
FX Daily: Higher-for-longer narratives unfold
Sep 07, 2023
Industrial Metals Monthly: China's stimulus in focus
Sep 07, 2023
Rates Spark: Service sector oomph
Sep 07, 2023
Hungarian industry shows summer upturn
Sep 07, 2023
German industrial production goes from bad to worse
Sep 07, 2023
Economic growth in Romania slows
Sep 07, 2023
Asia Morning Bites
Sep 07, 2023
The Commodities Feed: LNG strike action delayed
Sep 07, 2023
The Commodities Feed: Saudi and Russian oil cuts
Sep 06, 2023
Australia: GDP holding up better than expected
Sep 06, 2023
A sharp start to the easing cycle in Poland
Sep 06, 2023
ECB meeting preview: A final hike
Sep 06, 2023
Asia Morning Bites
Sep 06, 2023
Rates Spark: Dis-inversion from the back end
Sep 06, 2023
Hungarian retail sector continues to struggle
Sep 06, 2023
Rates Spark: Close calls
Sep 05, 2023
The Commodities Feed: Oil spreads strengthen
Sep 05, 2023
FX Daily: The indestructible dollar
Sep 04, 2023
German exports disappoint in July
Sep 04, 2023
Asia Morning Bites
Sep 04, 2023
The Commodities Feed: Oil cuts and LNG supply risks
Sep 04, 2023
Swiss economy slows sharply
Sep 04, 2023
Turkish inflation surges in August
Sep 04, 2023
Asia Morning Bites
Sep 03, 2023
Korean activity data point to a cloudy third-quarter
Sep 01, 2023
Rates Spark: When the hawks seem dovish
Sep 01, 2023
National Bank of Poland meeting preview
Sep 01, 2023
Key events in EMEA next week
Sep 01, 2023
Gold gains after data fuels hopes of a Fed pause
Sep 01, 2023
Key events in developed markets next week
Sep 01, 2023
Fading domestic demand fuels a drop in Italian GDP
Sep 01, 2023
Mexican peso corrects: Don't panic!
Sep 01, 2023
India: GDP growth accelerates in 2Q23
Sep 01, 2023
French inflation back on the rise
Aug 31, 2023
Rates Spark: Different focus, different outcomes
Aug 31, 2023
Rates: Why market rates remain under upward pressure
Aug 31, 2023
We're worried about China, but things could be worse
Aug 31, 2023
FX Daily: Low vol environment continues
Aug 31, 2023
ING's September Monthly: Summertime sadness
Aug 31, 2023
US spending surges, but it's not sustainable
Aug 31, 2023
The Commodities Feed: US crude oil inventories drop
Aug 31, 2023
China PMIs remain downbeat
Aug 31, 2023
FX: Real rate convergence still on the cards
Aug 31, 2023
Italian inflation continued to decelerate in August
Aug 31, 2023
Rates Spark: Losing buoyancy
Aug 30, 2023
German inflation continues to fall very gradually
Aug 30, 2023
Asia Morning Bites
Aug 30, 2023
Australia: Rate hike forecast is hanging by a thread
Aug 30, 2023
Italian business confidence falls in August
Aug 30, 2023
FX Daily: Eurozone inflation, round one
Aug 30, 2023
Asia Morning Bites
Aug 29, 2023
German government sends in the paramedics
Aug 29, 2023
Key events in EMEA next week
Aug 25, 2023
Australian supply risks hang over the gas market
Aug 25, 2023
FX Daily: Lagarde faces a harder test than Powell
Aug 25, 2023
Belgian house prices set to fall as demand plunges
Aug 25, 2023
German stagnation in the second quarter confirmed
Aug 25, 2023
Latest Ifo index adds to Germany's economic woes
Aug 25, 2023
Key events in developed markets next week
Aug 25, 2023
Rates Spark: Not the end of the story
Aug 24, 2023
FX Daily: Attention turns to Turkey
Aug 24, 2023
Asia Morning Bites
Aug 24, 2023
Turkey's central bank announces surprise rate hike
Aug 24, 2023
Eurozone PMI paints worrisome growth picture
Aug 23, 2023
Rates Spark: A wedge between US and EUR rates
Aug 23, 2023
FX Daily: A busy day ahead of Jackson Hole
Aug 23, 2023
The Commodities Feed: Iranian oil flows edge higher
Aug 23, 2023
Asia Morning Bites
Aug 23, 2023
Rates Spark: Kicking off with new highs
Aug 22, 2023
Polish retail sales disappoint in July
Aug 22, 2023
FX Daily: Manning the renminbi barricade
Aug 22, 2023
Asia Morning Bites
Aug 22, 2023
The Commodities Feed: LNG strike action looms
Aug 21, 2023
FX Daily: Treasury slide keeps markets nervous
Aug 21, 2023
Rates Spark: Dis-inversion in vogue
Aug 18, 2023
Key events in developed markets next week
Aug 18, 2023
FX Daily: Quiet G10 markets despite Chinese turmoil
Aug 18, 2023
Key events in EMEA next week
Aug 18, 2023
One year on: America's Inflation Reduction Act is closer to reshaping the US clean energy industry
Aug 17, 2023
FX Daily: Someone is still hiking
Aug 17, 2023
A bond bear market made in America
Aug 17, 2023
Tightness takes hold of the oil market
Aug 17, 2023
BRICS expansion and what it means for the US dollar
Aug 17, 2023
Rates Spark: Let's start talking louder about 4.5%
Aug 17, 2023
Rates Spark: Risk-off as a contributor
Aug 16, 2023
Longest technical recession on record in Hungary
Aug 16, 2023
Polish GDP continues to shrink in 2Q23
Aug 16, 2023
The Commodities Feed: China macro concerns grow
Aug 16, 2023
The Netherlands falls into a technical recession
Aug 16, 2023
FX Daily: More volunteers to support the US dollar
Aug 16, 2023
US housing market in gridlock, with risks emerging
Aug 16, 2023
Strong consumer keeps US on track for 3% GDP growth
Aug 15, 2023
Rates Spark: Bearish structure still
Aug 15, 2023
China: PBoC cuts rates amidst data weakness
Aug 15, 2023
Asia Morning Bites
Aug 15, 2023
Indonesia: Trade surplus narrows further
Aug 15, 2023
The Commodities Feed: China macro data disappoints
Aug 15, 2023
The Commodities Feed: Tighter market supports prices
Aug 14, 2023
FX Talking: Forecasts table
Aug 14, 2023
EMEA FX Talking: Broad range of local drivers
Aug 14, 2023
FX Daily: Risk assets feel the squeeze
Aug 14, 2023
FX Talking August: The dollar's still got the groove
Aug 14, 2023
WASDE update: Unfavourable weather impacts US crop
Aug 14, 2023
Watch: The dollar's still got the groove
Aug 14, 2023
Asia FX Talking: Renminbi drags regional FX lower
Aug 14, 2023
Asia Morning Bites
Aug 14, 2023
Asia Morning Bites
Aug 13, 2023
UK manufacturing surge lifts second quarter growth
Aug 11, 2023
Key events in EMEA next week
Aug 11, 2023
Drop in Turkey's annual current account deficit
Aug 11, 2023
Key events in developed markets next week
Aug 11, 2023
Rates Spark: Not enough yet for rates to fall
Aug 11, 2023
Romanian inflation finally dips into single digits
Aug 11, 2023
The Commodities Feed: LNG supply risks linger
Aug 11, 2023
France's solid labour market is starting to cool
Aug 11, 2023
India: RBI holds repo rate steady
Aug 10, 2023
US inflation boosts case for no further rate hikes
Aug 10, 2023
Philippines: 2Q GDP disappoints as revenge-spending fades and rate hikes finally weigh on momentum
Aug 10, 2023
The Commodities Feed: Higher prices help oil supply
Aug 09, 2023
Rates Spark: Still feeling heavy for bonds
Aug 09, 2023
Asia Morning Bites
Aug 09, 2023
FX Daily: Temporary and contrasting drivers
Aug 09, 2023
Inflation's here to stay, say European consumers
Aug 09, 2023
Hungarian disinflation continued in July
Aug 08, 2023
Australia: How to ride a bumpy disinflationary path
Aug 08, 2023
The Hungarian budget is bad, but stable
Aug 08, 2023
Rates Spark: Action at both ends of the curve
Aug 08, 2023
German industrial 'bad news show' continues
Aug 07, 2023
Monitoring Turkey: Inflation fever
Aug 07, 2023
Indonesia's GDP growth surprise to the upside
Aug 07, 2023
FX Daily: Waiting game keeps the dollar in demand
Aug 07, 2023
Asia Morning Bites
Aug 07, 2023
Asia Morning Bites
Aug 06, 2023
Mixed US jobs data signals September pause
Aug 04, 2023
FX Daily: Looking beyond the bond sell-off
Aug 04, 2023
Key events in developed markets next week
Aug 04, 2023
Key events in EMEA next week
Aug 04, 2023
Philippines: Inflation slows further in July
Aug 04, 2023
German exports still stuck in stagnation
Aug 03, 2023
Asia Morning Bites
Aug 03, 2023
Asia week ahead: China inflation and trade data
Aug 03, 2023
China is no 1990s Japan - but it could have been
Aug 03, 2023
Turkey sees record high CPI inflation in July
Aug 03, 2023
FX Daily: US Treasury wobble unnerves risk assets
Aug 03, 2023
Listen: Why China is no 1990s Japan
Aug 03, 2023
FX Daily: Brazil set to start its easing cycle
Aug 02, 2023
The Commodities Feed: Tight supplies lift oil prices
Aug 02, 2023
Polish PMI dips in July on falling new orders
Aug 01, 2023
Asia Morning Bites
Aug 01, 2023
FX Daily: RBA's pause isn't the endgame
Aug 01, 2023
CEE: July indicates a change in bond supply
Aug 01, 2023
The Commodities Feed: Copper drops from three-month high after weak China manufacturing data
Aug 01, 2023
Reserve Bank of Australia takes another breather
Aug 01, 2023
US industrial activity feels the headwinds
Aug 01, 2023
German labour market shows very first cracks
Aug 01, 2023
Asia Morning Bites
Jul 31, 2023
Asia Morning Bites
Jul 30, 2023
German economy stagnated in the second quarter
Jul 28, 2023
Surprisingly strong second-quarter growth in France
Jul 28, 2023
Listen: Electric vehicles face roadblocks ahead
Jul 28, 2023
Key events in EMEA next week
Jul 28, 2023
FX Daily: Diverging G3 trends dominate
Jul 28, 2023
Key events in developed markets next week
Jul 28, 2023
Momentum slows in the Philippines as headwinds mount
Jul 27, 2023
The ECB switches off autopilot
Jul 27, 2023
ECB hikes rates by 25bp
Jul 27, 2023
Goldilocks GDP feeds the US soft landing narrative
Jul 27, 2023
Rates Spark: Don't look down, yet
Jul 27, 2023
Rates Spark: Don't look down, yet
Jul 27, 2023
Asia Morning Bites
Jul 27, 2023
FX Daily: Dollar to stay supported into the Fed
Jul 26, 2023
Fed raises rates 25bp, retains a bias to do more
Jul 26, 2023
Tightening supply shakes up battery metal dynamics
Jul 26, 2023
Australia: June inflation falls further
Jul 26, 2023
Rates Spark: Can Christine sound as calm as Jerome?
Jul 26, 2023
Rates Spark: The Fed set to keep the pressure on
Jul 26, 2023
Asia Morning Bites
Jul 26, 2023
The Commodities Feed: All eyes on the Fed
Jul 26, 2023
FX Daily: European pessimism, Chinese optimism
Jul 25, 2023
Hungarian wage growth remains strong
Jul 25, 2023
The Commodities Feed: Supply risks grow
Jul 25, 2023
Asia Morning Bites
Jul 25, 2023
ECB cheat sheet: Half a gear down
Jul 24, 2023
Eurozone PMI suggests worsening economic conditions
Jul 24, 2023
Asia Morning Bites
Jul 24, 2023
Asia Morning Bites
Jul 23, 2023
ECB preview: The final countdown
Jul 23, 2023
Collapse of grain deal rattles the market
Jul 21, 2023
Key events in developed markets and EMEA next week
Jul 21, 2023
FX Daily: Dollar bears being asked for patience
Jul 21, 2023
Fed to keep up the squeeze with another 25bp hike
Jul 21, 2023
FX Daily: Tiptoeing back into the dollar
Jul 20, 2023
The Commodities Feed: USD holds oil back
Jul 20, 2023
Another climate change casualty: property prices
Jul 20, 2023
Rates Spark: Toning down the extremes
Jul 20, 2023
Dutch construction faces sharp decline in 2024
Jul 20, 2023
The Commodities Feed: Middle distillates firm up
Jul 19, 2023
Rates Spark: Competing narratives
Jul 18, 2023
The Commodities Feed: Black Sea Grain deal ends
Jul 18, 2023
Tequila Turn: Mexico to front run the US
Jul 18, 2023
FX Daily: Dollar risk premium consolidating
Jul 18, 2023
Political uncertainty in the Netherlands to slow green synthetic fuel transition in shipping and aviation
Jul 17, 2023
The Commodities Feed: China's GDP falls short
Jul 17, 2023
Stalling imports widen Indonesia's trade surplus
Jul 17, 2023
FX Daily: Tectonic shifts in FX positioning
Jul 14, 2023
Rates Spark: Don't get carried away
Jul 14, 2023
Poland's inflation may fall to single digits in August but pace of disinflation to slow
Jul 14, 2023
The Commodities Feed: USD boosts the complex
Jul 14, 2023
Key events in developed markets and EMEA next week
Jul 14, 2023
FX Talking July: The dollar's break point
Jul 14, 2023
FX Talking: Forecasts table
Jul 14, 2023
The Commodities Feed: Brent breaks above $80
Jul 13, 2023
FX Daily: Dollar drops on the disinflation trade
Jul 13, 2023
Czech inflation back in single digits
Jul 13, 2023
Asia Morning Bites
Jul 13, 2023
UK economy more resilient than expected in May
Jul 13, 2023
Rates Spark: Are we there yet?
Jul 13, 2023
WASDE update: Bearish numbers for corn and soybeans
Jul 13, 2023
Watch: A weak recovery, but signs of hope ahead
Jul 12, 2023
French economic outlook is weak amid social tensions
Jul 12, 2023
Bank of Canada hikes again as inflation fears linger
Jul 12, 2023
Spanish elections unlikely to hamper growth outlook
Jul 12, 2023
Sticky inflation hurts Austria's competitiveness
Jul 12, 2023
FX Daily: Underdogs make a comeback ahead of US CPI
Jul 12, 2023
Tomato prices shift inflation higher in India
Jul 12, 2023
Trying to ride the election wave in Greece
Jul 12, 2023
The Commodities Feed: Key US CPI release
Jul 12, 2023
Germany needs an 'Agenda 2030'
Jul 12, 2023
Nothing comes for free in Belgium
Jul 12, 2023
The service sector is driving Italy's growth
Jul 12, 2023
Asia Morning Bites
Jul 11, 2023
The Commodities Feed: China hopes lift the complex
Jul 11, 2023
Fiscal consolidation and reduction of borrowing needs in the pipeline for the Czech Republic
Jul 11, 2023
FX Daily: Is equity rotation helping EUR/$?
Jul 11, 2023
Asia Morning Bites
Jul 10, 2023
Nickel underperforms as surplus builds
Jul 10, 2023
The Commodities Feed: Further US SPR purchases
Jul 10, 2023
Asia Morning Bites
Jul 09, 2023
Hungarian inflation falls on food deflation
Jul 07, 2023
Monitoring Turkey: Normalisation at a slow pace
Jul 07, 2023
German industrial production drops in May
Jul 07, 2023
FX Daily: Dollar late to the party
Jul 07, 2023
Key events in developed markets and EMEA next week
Jul 07, 2023
Asia Morning Bites
Jul 06, 2023
How long can core inflation linger in the eurozone?
Jul 06, 2023
Our view on the major central banks
Jul 06, 2023
US downturn delayed
Jul 06, 2023
China to see weak growth and limited stimulus
Jul 06, 2023
A languishing eurozone economy
Jul 06, 2023
Key risks to the global outlook
Jul 06, 2023
Twitchy gas and rangebound oil
Jul 06, 2023
Rates Spark: ISM is a dancer
Jul 06, 2023
Disinflation continues across CEE at varying speeds
Jul 06, 2023
Rates Spark: Long end rates are also diverging
Jul 05, 2023
FX Daily: Dollar bears still need data evidence
Jul 05, 2023
French industrial production rebounds
Jul 05, 2023
Asia Morning Bites
Jul 05, 2023
Asia Morning Bites
Jul 04, 2023
German exports disappoint again
Jul 04, 2023
Rates Spark: Transmission issues
Jul 04, 2023
A bright future ahead for Dutch IT services
Jul 04, 2023
The Commodities Feed: Further Saudi cuts
Jul 04, 2023
The Commodities Feed: Specs reduce oil net long
Jul 03, 2023
Asia Morning Bites
Jul 03, 2023
FX Daily: Quiet start to an intense week
Jul 03, 2023
Asia Morning Bites
Jul 02, 2023
South Korea: stronger-than-expected activity data indicates recovery continues this quarter
Jun 30, 2023
China: Non-manufacturing activity slows
Jun 30, 2023
Glimmers of hope for US inflation slowdown
Jun 30, 2023
The Commodities Feed: More positive US data
Jun 30, 2023
Rates Spark: US resilience persists
Jun 30, 2023
Inflation eases in France; consumption remains weak
Jun 30, 2023
Listen: There may be trouble ahead
Jun 30, 2023
Key events in developed markets and EMEA next week
Jun 30, 2023
Polish inflation in June signals September rate cut
Jun 30, 2023
Painting a 3% to 4% range for the US 10yr
Jun 30, 2023
FX Daily: Hard to argue with the strong dollar
Jun 30, 2023
FX Daily: Riksbank needs to show the krona some love
Jun 29, 2023
German disinflationary trend pauses for the summer
Jun 29, 2023
Rates Spark: Balance sheet chatter
Jun 29, 2023
Asia Morning Bites
Jun 29, 2023
Rates Spark: Different causes, same effect
Jun 28, 2023
Global aviation outlook: Air fares climb higher amid the unprecedented recovery of travel
Jun 28, 2023
Eurozone monetary transmission remains fast at work
Jun 28, 2023
The Commodities Feed: Positive US macro data increases likelihood of further rate hikes
Jun 28, 2023
Italian inflation plunges in June
Jun 28, 2023
The greenium of German public issuers
Jun 28, 2023
FX Daily: How "contagious" are Sintra's hawks?
Jun 28, 2023
FX Daily: Hawkish Sintra kicks off
Jun 27, 2023
Asia Morning Bites 28 June 2023
Jun 27, 2023
Rates Spark: The battle to keep policy tight
Jun 27, 2023
The Commodities Feed: The need for a risk premium
Jun 26, 2023
Asia Morning Bites
Jun 26, 2023
German Ifo index plunges in June
Jun 26, 2023
Greece's New Democracy party wins a second term
Jun 26, 2023
FX Daily: Inflation remains the market's priority
Jun 26, 2023
Asia Morning Bites
Jun 25, 2023
Rates Spark: Whatever it takes, until it breaks
Jun 23, 2023
FX Daily: The perks of an inverted yield curve
Jun 23, 2023
Correlations with China's yuan are weakening in Asia
Jun 23, 2023
The dilemma of Hungary's strong labour market
Jun 23, 2023
Key events in developed markets and EMEA next week
Jun 23, 2023
The Commodities Feed: Stronger middle distillates
Jun 22, 2023
Bank Indonesia keeps rate unchanged as expected
Jun 22, 2023
Turkey: Gradual approach in policy normalisation
Jun 22, 2023
Rates Spark: No pushback
Jun 22, 2023
Asia Morning Bites
Jun 22, 2023
Poland: Construction activity shrinks in May
Jun 22, 2023
Rates Spark: The worry about curve inversion
Jun 21, 2023
Asia Morning Bites
Jun 20, 2023
China: Loan prime rates lowered
Jun 20, 2023
Rates Spark: Where rates upside could come from
Jun 20, 2023
Asia Morning Bites
Jun 19, 2023
Key events in EMEA next week
Jun 16, 2023
Watch: The next steps in the Fed's inflation fight
Jun 16, 2023
Why the Bank of England is unlikely to push back against lofty interest rate expectations
Jun 16, 2023
Key events in developed markets next week
Jun 16, 2023
Central banks: How your views compare to ours
Jun 16, 2023
Lagarde pre-announces another ECB rate hike for July
Jun 15, 2023
ECB hikes policy rates by 25bp
Jun 15, 2023
China: Further rate cuts and weak activity data
Jun 15, 2023
FX Daily: Hard times to sell a hawkish narrative
Jun 15, 2023
Rates Spark: Raising the hawkishness bar
Jun 15, 2023
Asia Morning Bites
Jun 14, 2023
Hawkish hold from the Fed offers maximum flexibility
Jun 14, 2023
Rates Spark: Is it a pause, or is it a skip?
Jun 14, 2023
The Commodities Feed: Oil recovers on demand hopes
Jun 14, 2023
Solid UK jobs report helps cement June rate hike
Jun 13, 2023
Asia Morning Bites
Jun 13, 2023
Directional Economics EMEA: Making the best of it
Jun 13, 2023
Indian inflation still falling
Jun 13, 2023
Directional Economics EMEA: Making the best of it
Jun 13, 2023
China cuts rates ahead of monthly activity data
Jun 13, 2023
FX Daily: Jumping on the inflation swing
Jun 13, 2023
EMEA FX Talking: CE4 easing cycles moving nearer
Jun 12, 2023
FX Talking: Burden of proof
Jun 12, 2023
FX Talking: Forecasts table
Jun 12, 2023
G10 FX Talking: Waiting on evidence of disinflation
Jun 12, 2023
Latam FX Talking: Things are looking up
Jun 12, 2023
Asia Morning Bites 12 June 2023
Jun 11, 2023
Philippines: Exports and imports drop in April
Jun 09, 2023
FX Daily: Data sensitivity at its highest
Jun 09, 2023
Key events in developed markets and EMEA next week
Jun 09, 2023
Fed likely to skip, but it's going to be close
Jun 09, 2023
Fed to skip, but it's going to be close
Jun 09, 2023
Eurozone in technical recession after all
Jun 08, 2023
Hungarian budget posts lowest May deficit in years
Jun 08, 2023
Rates Spark: Worries that more might be needed
Jun 08, 2023
US household wealth rose $3tn in the first quarter
Jun 08, 2023
Hungarian inflation drops further than expected
Jun 08, 2023
German industrial production remains weak in April
Jun 07, 2023
FX Daily: A close call on the Bank of Canada today
Jun 07, 2023
Poland: Rising chances for a 2023 rate cut
Jun 07, 2023
The Commodities Feed: China's imports recover
Jun 07, 2023
Australian GDP slows further
Jun 07, 2023
Hungarian industry faces opposing forces
Jun 07, 2023
ECB Preview: Don't look back in anger
Jun 07, 2023
Norway: Our updated Norges Bank and NOK calls
Jun 07, 2023
Australia's Reserve Bank lifts cash rate again
Jun 06, 2023
Hungarian retail sales still in decline
Jun 06, 2023
Rates Spark: Rates volatility goldilocks continues
Jun 06, 2023
OPEC+ meeting brings deeper Saudi cuts
Jun 05, 2023
ISM reports add to US recession fears
Jun 05, 2023
FX Daily: Trading the 50-50 risk
Jun 05, 2023
Rates Spark: The inflation story steals the show
Jun 02, 2023
Key events in EMEA next week
Jun 02, 2023
French industrial output rebounds
Jun 02, 2023
Key events in developed markets next week
Jun 02, 2023
Korea: consumer prices slow to 3.3% in May
Jun 02, 2023
A hawkish hold from the Bank of Canada next week
Jun 02, 2023
Rates Spark: Data does the talking
Jun 01, 2023
Rob Carnell: Asia rebound could be weaker and later
Jun 01, 2023
What to watch for in Friday's US jobs report
Jun 01, 2023
Carsten Brzeski: We're only human
Jun 01, 2023
Warren Patterson: China's economic recovery could push oil demand to record levels this year
Jun 01, 2023
The Commodities Feed: LME zinc inventories surge
Jun 01, 2023
ING's June Monthly: We're only human
Jun 01, 2023
FX Daily: Dollar skips to the Fed beat
Jun 01, 2023
Eurozone inflation sharply down to 6.1% in May
Jun 01, 2023
Italian inflation resumes its declining path in May
May 31, 2023
The economic impact of Spain's political uncertainty
May 31, 2023
Turkey: No change in growth drivers
May 31, 2023
Polish first-quarter GDP shows disinflationary structure, with odds of a rate cut growing
May 31, 2023
Rates Spark: Debt ceiling deal adds to bond angst
May 30, 2023
The Commodities Feed: Risk-off sentiment prevails
May 30, 2023
FX Daily: Emerging market FX misfires
May 26, 2023
Key events in developed markets and EMEA next week
May 26, 2023
Rates Spark: Data still holds the key
May 26, 2023
There's no cheap way of decarbonising air travel, but regulation might leave no other option
May 26, 2023
Watch: The next steps for US interest rates
May 26, 2023
Sweden: Hard to pick a bottom for the unloved krona
May 24, 2023
A challenging year ahead for Dutch hospitality
May 24, 2023
UK inflation shock raises chance of June rate hike
May 24, 2023
FX Daily: Dollar grinding higher
May 24, 2023
Inflation in Singapore heats up again in April
May 23, 2023
FX Daily: Low volatility sees carry trade in focus
May 23, 2023
Asia Morning Bites
May 22, 2023
Poland's economic rebound in doubt as industry slows
May 22, 2023
Asia Morning Bites
May 21, 2023
Rates Spark: Nothing new on the dovish front
May 19, 2023
Watch: Has copper bottomed out?
May 19, 2023
Key events in developed markets next week
May 19, 2023
FX Daily: The ideal mix for the dollar - for now
May 19, 2023
FX Daily: Time for the dollar to pause?
May 18, 2023
National Bank of Hungary Preview: Ready, steady, go
May 18, 2023
Rates Spark: Yields are looking up again
May 18, 2023
Key events in EMEA next week
May 18, 2023
Asia Morning Bites
May 18, 2023
The Commodities Feed: Black Sea grain deal extended
May 18, 2023
France: Unemployment still historically low, for now
May 17, 2023
The Commodities Feed: Stronger oil demand
May 17, 2023
FX Daily: Glass half empty
May 17, 2023
Rates Spark: Supply binge in the last chance saloon
May 17, 2023
Asia Morning Bites
May 17, 2023
German ZEW index adds to recent growth worries
May 16, 2023
Asia FX Talking: Out of favour - for the time being
May 16, 2023
FX Talking: Forecasts table
May 16, 2023
Technical recession continues in Hungary
May 16, 2023
Latam FX Talking: The irrepressible Mexican peso
May 16, 2023
Dutch GDP sees a sharp drop in the first quarter
May 16, 2023
FX Daily: A key day for debt-limit negotiations
May 16, 2023
EMEA FX Talking: Politics makes a comeback
May 16, 2023
Asia Morning Bites
May 16, 2023
Polish economy proves its resilience with only minor GDP contraction in the first quarter
May 16, 2023
FX Talking: The rocky path to a weaker dollar
May 16, 2023
The Commodities Feed: US announces SPR purchase
May 16, 2023
Eurozone industrial production weakens in March
May 15, 2023
Small factors combine to pressure credit
May 15, 2023
Synthetic fuels could be the answer to shipping's net-zero goals, but don't count on them yet
May 15, 2023
Synthetic fuels could be the answer to shipping's net-zero goals, but don't count on them yet
May 15, 2023
Synthetic fuels could be the answer to shipping's net-zero goals, but don't count on them yet
May 15, 2023
Asia morning bites
May 15, 2023
The Commodities Feed: Sentiment remains negative
May 15, 2023
The Commodities Feed: Renewed pressure
May 12, 2023
Debt ceiling stresses heighten US recession risk
May 12, 2023
The UK inflation story is starting to turn a corner
May 12, 2023
UK economy sees surprise contraction in March
May 12, 2023
Three key risks to the global outlook
May 12, 2023
Commodities: So much for OPEC+ cuts
May 12, 2023
Disinflation in Romania is becoming more evident
May 12, 2023
Carsten on the polycrisis
May 12, 2023
Key events in EMEA next week
May 12, 2023
Our view on the major central banks
May 12, 2023
How American and European banks are dealing with the fallout from the US banking turmoil
May 12, 2023
We're in a polycrisis, and this is what it means
May 12, 2023
Asia not towing the FX line
May 12, 2023
The eurozone's flying on one engine
May 12, 2023
Rates Spark: Balancing data and risk factors
May 12, 2023
Key events in developed markets next week
May 12, 2023
Rates Spark: Hawkish white noise
May 11, 2023
The Commodities Feed: CPI numbers weigh on complex
May 11, 2023
Rates Spark: US CPI looks sticky, but primed to fall
May 10, 2023
The Commodities Feed: SPR refill
May 10, 2023
FX Daily: Testing the easing pushback
May 09, 2023
The Commodities Feed: Further oil supply disruptions
May 09, 2023
Asia Morning Bites
May 09, 2023
Rates Spark: Crunch time
May 09, 2023
Banks intensify the squeeze on US growth prospects
May 08, 2023
Poland central bank preview
May 08, 2023
Poland central bank preview
May 08, 2023
Asia Morning Bites
May 08, 2023
Asia Morning Bites
May 07, 2023
Rates Spark: End-of-cycle vibes in rates markets
May 05, 2023
The Commodities Feed: Oil looking for a floor
May 05, 2023
Philippines: Inflation edges lower again in April
May 05, 2023
Key events in EMEA next week
May 05, 2023
Bank of England: Four scenarios for the May meeting
May 05, 2023
Three make-or-break crises impacting the US
May 05, 2023
Key events in developed markets next week
May 05, 2023
Listen: Hiking into a banking crisis
May 05, 2023
Monitoring Turkey: Focus on elections
May 05, 2023
Gold nears all-time high on likely Fed pause
May 05, 2023
Rates Spark: No peak rate in Europe, not yet anyway
May 04, 2023
Asia Morning Bites
May 04, 2023
Spanish tourism boom propping up a weakening economy
May 04, 2023
ECB enters final stage of tightening cycle
May 04, 2023
Lagarde keeps door open for further rate hikes
May 04, 2023
The Czech National Bank is sounding more hawkish
May 03, 2023
The Commodities Feed: Oil slides
May 03, 2023
Asia Morning Bites
May 03, 2023
FX Daily: What to watch as the Fed hits the peak
May 03, 2023
Inflation in Turkey continues to fall
May 03, 2023
FX Daily: Lots of noise, little trend
May 02, 2023
Eurozone inflation surprisingly increased in April
May 02, 2023
Asia Morning Bites
May 02, 2023
Australia: Reserve Bank surprises with 25bp hike
May 02, 2023
Indonesia: Headline inflation dips again in April
May 02, 2023
ECB cheat sheet: Difficult to pull away from the Fed
May 02, 2023
China: Manufacturing PMI contracts in April
May 01, 2023
Asia Morning Bites
May 01, 2023
Key events in developed markets next week
Apr 28, 2023
Rates Spark: The last piece of the jigsaw
Apr 28, 2023
Key events in EMEA next week
Apr 28, 2023
Poland's CPI inflation down in April on food prices
Apr 28, 2023
German economy not out of recessionary danger, yet
Apr 28, 2023
Stability and Growth Pact set for another makeover
Apr 28, 2023
Hungary's unemployment does not budge
Apr 28, 2023
FX Daily: BoJ asks markets for patience
Apr 28, 2023
Monitoring Hungary: Gloom with some silver linings
Apr 28, 2023
Watch: The future for US rates
Apr 28, 2023
The Commodities Feed: Oil sell-off continues
Apr 27, 2023
Rates Spark: Waiting for that smoking gun
Apr 27, 2023
FX Daily: Euro's attractiveness on the rise
Apr 27, 2023
Turkish Central Bank keeps rates on hold
Apr 27, 2023
Spanish unemployment rate rises slightly
Apr 27, 2023
Asia Morning Bites
Apr 26, 2023
FX Daily: Hawkish Riksbank can lift the krona today
Apr 26, 2023
Australia: March inflation falls further
Apr 26, 2023
Rates Spark: Bonds are back...in their range
Apr 26, 2023
Base effects distort Hungarian wages data
Apr 26, 2023
The Commodities Feed: Complex under pressure
Apr 26, 2023
ECB preview: a 25bp compromise rate hike
Apr 26, 2023
Asia Morning Bites
Apr 25, 2023
A fair-weather bounce in US housing
Apr 25, 2023
Rates Spark: Range-bound ahead of inflation releases
Apr 25, 2023
FX Daily: Dollar's rate advantage is narrowing
Apr 25, 2023
Asia Morning Bites
Apr 24, 2023
The Commodities Feed: Brent declines
Apr 24, 2023
German Ifo improves marginally in April
Apr 24, 2023
FX Daily: European FX showing some resilience
Apr 24, 2023
Asia Morning Bites
Apr 23, 2023
Key events in EMEA next week
Apr 21, 2023
Worst behind us for UK retail despite fall in sales
Apr 21, 2023
FX Daily: Time to take more defensive positioning
Apr 21, 2023
Rates Spark: Ranges are holding for now
Apr 21, 2023
Key events in developed markets next week
Apr 21, 2023
Eurozone economy boosted by service sector growth
Apr 21, 2023
FX Daily: A glimpse of future easing
Apr 20, 2023
Taiwan's export orders fall more than expected
Apr 20, 2023
The Commodities Feed: Demand worries linger
Apr 20, 2023
France: business outlook worsens
Apr 20, 2023
Asia Morning Bites 21 April 2023
Apr 20, 2023
FX Daily: Time for some stabilisation?
Apr 19, 2023
Asia Morning Bites
Apr 19, 2023
The Commodities Feed: Strong Chinese activity data
Apr 19, 2023
Rates Spark: The yield race to the top continues
Apr 19, 2023
Sticky UK inflation data helps unlock May rate hike
Apr 19, 2023
Looking past the peak of Fed key rates
Apr 19, 2023
China's GDP for 1Q23 is better than expected
Apr 18, 2023
The Commodities Feed: Black Sea grain uncertainty
Apr 18, 2023
FX Daily: Choppy trading
Apr 18, 2023
Asia Morning Bites
Apr 18, 2023
The Commodities Feed: Higher prices & weaker margins
Apr 17, 2023
Indonesia's trade surplus narrows in March
Apr 17, 2023
Asia Morning Bites
Apr 17, 2023
Hungary's bond issuance needs under control
Apr 17, 2023
FX Daily: FX markets position for May tightening
Apr 17, 2023
Asia Morning Bites
Apr 16, 2023
The UK data that will make-or-break a May rate hike
Apr 14, 2023
Key events in developed markets and EMEA next week
Apr 14, 2023
Rates Spark: Divergent paths
Apr 14, 2023
The Commodities Feed: OPEC sees tighter market
Apr 14, 2023
FX Daily: Dollar decline gains some momentum
Apr 14, 2023
Rates Spark: Compression pressure
Apr 13, 2023
The Commodities Feed: US CPI pushes oil higher
Apr 13, 2023
China surprises with big export jump in March
Apr 13, 2023
Romanian inflation continues to soften
Apr 13, 2023
Watch: Survival of the fittest in FX markets
Apr 13, 2023
Hungarian inflation proves stickier than expected
Apr 12, 2023
Rates Spark: Reverse goldilocks for bonds
Apr 12, 2023
Czech inflation likely moderated in March
Apr 12, 2023
FX Daily: IMF warns of a 'perilous phase'
Apr 12, 2023
USD/JPY: Bracing for the second half US recession
Apr 12, 2023
The Commodities Feed: All eyes on US CPI
Apr 12, 2023
EMEA FX Talking: Upside down
Apr 11, 2023
FX Talking: Forecasts table
Apr 11, 2023
FX Talking: Survival of the fittest
Apr 11, 2023
G10 FX Talking: Tightening cycles coming to a close
Apr 11, 2023
Taiwan's softer inflation and weak exports should make the central bank pause and weaken the currency
Apr 11, 2023
Asia FX Talking: Underperforming
Apr 11, 2023
Tight US jobs market favours 25bp Fed rate hike
Apr 07, 2023
Singapore's central bank faces tough balancing act
Apr 06, 2023
What we expect from China's first-quarter GDP report
Apr 06, 2023
Key events in EMEA next week
Apr 06, 2023
The Commodities Feed: Gold approaches all-time high
Apr 06, 2023
Key events in developed markets next week
Apr 06, 2023
Romanian retail sales confirm economic slowdown
Apr 06, 2023
Belgium: Core inflation rises, but the peak is near
Apr 06, 2023
Hungarian retail sales fall off a cliff
Apr 06, 2023
Rates Spark: When it rains it pours
Apr 06, 2023
Everything, everywhere, almost all at once
Apr 05, 2023
The discount for angst deepens in rates markets
Apr 05, 2023
Our view on the major central banks
Apr 05, 2023
FX Daily: Data adds pressure to fragile dollar
Apr 05, 2023
The freefall of Hungary's industry continues
Apr 05, 2023
The US braces for a harder landing
Apr 05, 2023
Chinese economy dragged down by external demand
Apr 05, 2023
Australia's lucky economy
Apr 05, 2023
No change at April's Bank of Japan meeting
Apr 05, 2023
FX Daily: Crisis playbook keeps dollar offered
Apr 04, 2023
The Commodities Feed: Oil holds onto gains
Apr 04, 2023
OPEC+ shocks market with supply cuts
Apr 03, 2023
Indonesia: Inflation moderates further in March
Apr 03, 2023
Poland: Central bank preview
Apr 03, 2023
FX Daily: OPEC+ output cut gives dollar a lifeline
Apr 03, 2023
OPEC+ shocks oil market with supply cuts
Apr 03, 2023
FX Daily: EUR/USD zeroing in on 1.10
Mar 31, 2023
Watch: 3 things that have changed for rates markets
Mar 31, 2023
The Commodities Feed: The OPEC+ JMMC meets next week
Mar 31, 2023
Listen: Constructive on credit
Mar 31, 2023
Monitoring Hungary: Peaks and troughs
Mar 31, 2023
Key events in developed markets and EMEA next week
Mar 31, 2023
Rates Spark: Your timely inflation reminder
Mar 30, 2023
Has the eurozone economy started a quiet revival?
Mar 30, 2023
FX Daily: Unorthodox correlations
Mar 30, 2023
The Commodities Feed: Supply disruptions persist
Mar 30, 2023
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Mar 29, 2023
Australia: Softer inflation hints at pause in rates
Mar 29, 2023
FX Daily: Hawkish pushback
Mar 29, 2023
Why Spain's housing market is set to cool this year
Mar 29, 2023
The Commodities Feed: EU extends gas demand cuts
Mar 29, 2023
Asia Morning Bites
Mar 28, 2023
Rates Spark: No news is good news for rates
Mar 28, 2023
Safe haven buying boosts gold prices
Mar 28, 2023
Hungarian real wages drop amid sky-high inflation
Mar 28, 2023
FX Daily: Policy divergence leaves dollar vulnerable
Mar 28, 2023
Market turmoil leaves credit in limbo
Mar 28, 2023
Hungary's central bank ain't got no room for change
Mar 28, 2023
US sentiment holds firm despite banking stresses
Mar 28, 2023
The Commodities Feed: Further spec liquidation
Mar 27, 2023
German Ifo continues upward trend
Mar 27, 2023
FX Daily: Risk re-assessment?
Mar 27, 2023
Carsten on a crisis avoided, at least for now
Mar 24, 2023
FX Daily: Trading places
Mar 24, 2023
Key events in EMEA next week
Mar 24, 2023
Rates Spark: Late-cycle dynamics
Mar 24, 2023
Asia Morning Bites
Mar 24, 2023
US Banks: The good and the bad
Mar 24, 2023
Eurozone PMI posts surprise jump in March
Mar 24, 2023
Hungarian unemployment edges up
Mar 24, 2023
Key events in developed markets next week
Mar 24, 2023
Central Bank of Turkey keeps policy rate on hold
Mar 23, 2023
Rates Spark: A job nearly done
Mar 23, 2023
Taiwan surprises with rate hike
Mar 23, 2023
FX Daily: A spoonful of sugar
Mar 23, 2023
The Commodities Feed: Fed hikes
Mar 23, 2023
Asia Morning Bites
Mar 23, 2023
Listen: Price stability vs financial stability
Mar 23, 2023
Philippines: BSP downshifts to 25bp increase
Mar 23, 2023
Difficult budget discussions in Belgium
Mar 23, 2023
FX Daily: Hiking confidence
Mar 22, 2023
Rates Spark: The dam holds, just in time for the Fed
Mar 22, 2023
The Commodities Feed: FOMC day
Mar 22, 2023
Credit chaos: is the worst behind us?
Mar 21, 2023
Polish construction rebounds in February
Mar 21, 2023
Weak Polish retail sales add to gloomy outlook
Mar 21, 2023
Asia Morning Bites
Mar 21, 2023
FX Daily: Testing the market's cautious optimism
Mar 21, 2023
Romania: Issuance leader in the region
Mar 20, 2023
FX Daily: Gear up for another rough week
Mar 20, 2023
Asia Morning Bites
Mar 20, 2023
The Commodities Feed: Speculators pull back
Mar 20, 2023
Dollar funding solutions get beefed up
Mar 19, 2023
Fed to hike 25bp should conditions allow
Mar 17, 2023
Key events in EMEA next week
Mar 17, 2023
Watch: A tough call for the Fed amid banking turmoil
Mar 17, 2023
Oil caught up in broader market weakness
Mar 17, 2023
Australia: Employment surges
Mar 16, 2023
The Commodities Feed: Oil plunges
Mar 16, 2023
ECB hikes rates by 50bp
Mar 16, 2023
ECB hikes by 50bp and drops forward guidance, while keeping the door open to more hikes
Mar 16, 2023
Key events in developed markets next week
Mar 16, 2023
Bank Indonesia keeps rates unchanged again
Mar 16, 2023
Asia Morning Bites
Mar 16, 2023
Rates Spark: Almost there, but still hiking
Mar 16, 2023
Asia Morning Bites
Mar 15, 2023
FX Daily: A nervous calm returns to FX markets
Mar 15, 2023
Rates Spark: Cautious, with a hint of optimism
Mar 15, 2023
The Commodities Feed: Brent falls
Mar 15, 2023
China shows a gradual recovery
Mar 15, 2023
Eurozone industrial production ticks up in January
Mar 15, 2023
FX Markets: Pressure switches to Europe
Mar 15, 2023
Rates Spark: System stresses are key
Mar 14, 2023
Soft start to 2023 for Italian industrial production
Mar 14, 2023
US financial stability trumps near-term inflation
Mar 14, 2023
Turkey: Another soft cap on personal need loans
Mar 14, 2023
The Commodities Feed: Risk-off move
Mar 14, 2023
ECB Cheat Sheet: Predictably unpredictable
Mar 13, 2023
Belgian construction sector faces a difficult year
Mar 13, 2023
FX Daily: Policymakers move to limit SVB fallout
Mar 13, 2023
Assessing the Silicon Valley Bank fallout
Mar 13, 2023
The Commodities Feed: Natural gas prices surge
Mar 13, 2023
Asia Morning Bites 13 March 2023
Mar 13, 2023
Turkey: External financing remains a concern
Mar 13, 2023
Key events in developed markets and EMEA next week
Mar 10, 2023
Rates Spark: Payrolls are key, but the system is too
Mar 10, 2023
The Commodities Feed: Risk off move continues
Mar 10, 2023
Asia Morning Bites
Mar 10, 2023
Listen: Higher for longer
Mar 10, 2023
India: Another solid year ahead for the economy
Mar 10, 2023
WASDE update: Argentine crops downgraded
Mar 09, 2023
The Commodities Feed: First US crude draw this year
Mar 09, 2023
Watch: Dollar bear trend takes a rain check
Mar 09, 2023
Rates Spark: Bracing for more
Mar 09, 2023
Asia Morning Bites
Mar 09, 2023
Indonesia: Looking to consumption to carry the load
Mar 09, 2023
German industry rebounds in January
Mar 08, 2023
Bank of Canada bets on disinflationary path
Mar 08, 2023
Stagnating eurozone GDP is worse than it seems
Mar 08, 2023
Asia Morning Bites
Mar 08, 2023
Hungarian inflation peak is behind us
Mar 08, 2023
Rates Spark: Upping the ante on policy rates
Mar 08, 2023
Rates Spark: Powell takes markets for a spin
Mar 07, 2023
Fed nerves open the door to more hikes
Mar 07, 2023
Asia Morning Bites
Mar 07, 2023
Hungarian retail sales deteriorate further
Mar 06, 2023
FX Talking: Forecasts table
Mar 06, 2023
Dutch transport & logistics outlook 2023: Aviation rebound continues, freight logistics slows
Mar 06, 2023
FX Talking: Dollar decline takes a raincheck
Mar 06, 2023
FX Talking: Dollar decline takes a rain check
Mar 06, 2023
EMEA FX Talking: Too much or not yet
Mar 06, 2023
FX Daily: Climbing the wall of worry
Mar 06, 2023
French strikes will cause limited economic impact
Mar 06, 2023
French industrial production falls
Mar 03, 2023
Japan: Inflation may have peaked in January
Mar 03, 2023
FX Daily: The ISM litmus test
Mar 03, 2023
German exports rebound in January
Mar 03, 2023
Spanish economy picks up sharply in February
Mar 03, 2023
Key events in EMEA next week
Mar 03, 2023
Key events in developed markets next week
Mar 03, 2023
Eurozone: Better than expected doesn't mean good
Mar 02, 2023
CEE: Inflation finally heading down but still sticky
Mar 02, 2023
Our latest major central bank calls
Mar 02, 2023
Hungary: Technical recession will be shallow
Mar 02, 2023
US: Smoke, mirrors and uncertainty by the truckload
Mar 02, 2023
China's recovery is not much of a surprise
Mar 02, 2023
The search for a new equilibrium
Mar 02, 2023
FX Daily: Caught between inflation and a recovery
Mar 02, 2023
Asia Morning Bites
Mar 02, 2023
Commodities: Energy concerns ease further
Mar 02, 2023
A last hurrah for Asian inflation
Mar 02, 2023
Asia Morning Bites 1 March 2023
Mar 01, 2023
FX Daily: Upbeat China PMIs lift the mood
Mar 01, 2023
Australia: Growth and inflation both slow
Mar 01, 2023
Rates Spark: Inversion stretches deeper
Mar 01, 2023
German inflation stable in February
Mar 01, 2023
What to expect from China's Two Sessions
Feb 28, 2023
The dominant Chinese electric car market is slowing
Feb 28, 2023
Poland's GDP up 2% in fourth quarter
Feb 28, 2023
Latest UK-EU deal no game changer for sterling
Feb 28, 2023
Asia Morning Bites
Feb 28, 2023
Spanish headline and core inflation rise again
Feb 28, 2023
Rates Spark: The mood for risk is key ahead
Feb 27, 2023
Eurozone sentiment stable in February
Feb 27, 2023
Listen: Ukraine war, one year on
Feb 24, 2023
Key events in developed markets next week
Feb 24, 2023
Asia Morning Bites
Feb 24, 2023
Key events in EMEA next week
Feb 24, 2023
FX Daily: Geopolitics sees pro-risk trades unwind
Feb 24, 2023
The Commodities Feed: Brent rebounds
Feb 24, 2023
The Commodities Feed: Henry Hub weakness
Feb 23, 2023
National Bank of Hungary preview: Not there yet
Feb 23, 2023
South Africa: Key takeaways from the 2023 budget
Feb 23, 2023
FX Daily: Dollar bears will have to be patient
Feb 23, 2023
ECB suffers financially under its own rate hikes
Feb 23, 2023
Rates Spark: Hawkish Fed continues to simmer
Feb 23, 2023
Monitoring Romania
Feb 23, 2023
FX Daily: Geopolitical risk strikes back
Feb 22, 2023
Asia Morning Bites
Feb 22, 2023
The Commodities Feed: Carbon strength
Feb 22, 2023
Poland: temporary rebound in construction output
Feb 21, 2023
Eurozone PMI shows strong increase in February
Feb 21, 2023
FX Daily: Growth stories back in focus
Feb 21, 2023
The Commodities Feed: Aluminium production cuts
Feb 21, 2023
FX Daily: Is the dollar rally getting tired?
Feb 20, 2023
Watch: The future of UK rate hikes
Feb 17, 2023
UK retail sales bounce on January discounting
Feb 17, 2023
Key events in EMEA next week
Feb 17, 2023
Rates Spark: Riding the hawkish wave while it lasts
Feb 17, 2023
Asia Morning Bites
Feb 17, 2023
FX Daily: Hawks in the ascendancy
Feb 17, 2023
Key events in developed markets next week
Feb 17, 2023
RBNZ Preview: 50bp hike, but the peak is close
Feb 16, 2023
Rates Spark: Crucial levels ahead
Feb 16, 2023
FX Daily: Short end continues to drive the dollar
Feb 16, 2023
The Commodities Feed: Inventory pressure
Feb 15, 2023
US retail sales surge on stark weather contrast
Feb 15, 2023
FX Daily: Data can still lift the dollar
Feb 15, 2023
Asia Morning Bites
Feb 15, 2023
Eurozone industrial production drops in December
Feb 15, 2023
Japan: 4Q22 GDP rebounded, but less than expected
Feb 14, 2023
UK wage growth points to another rate hike in March
Feb 14, 2023
Rates Spark: Hawkish markets head into US inflation
Feb 14, 2023
Asia Morning Bites
Feb 14, 2023
Technical recession confirmed in Hungary
Feb 14, 2023
The Commodities Feed: US CPI in focus
Feb 13, 2023
The Commodities Feed: Russian supply cut
Feb 13, 2023
Asia Morning Bites
Feb 13, 2023
FX Daily: Preparing for deflation reality checks
Feb 13, 2023
The Commodities Feed: Azeri flows still disrupted
Feb 10, 2023
Rates Spark: Putting disinflation to the test
Feb 10, 2023
Share of Russian metal grows in LME warehouses
Feb 10, 2023
Key events in developed markets next week
Feb 10, 2023
UK economy avoids technical recession - for now
Feb 10, 2023
Key events in EMEA next week
Feb 10, 2023
Hungary's inflation likely peaked in January
Feb 10, 2023
FX Daily: The waiting game is on
Feb 10, 2023
FX Daily: Riksbank needs to stay hawkish today
Feb 09, 2023
The Commodities Feed: US oil and product stocks grow
Feb 09, 2023
Asia week ahead: Indian inflation, Australian jobs data plus key central bank decisions
Feb 09, 2023
Asia Morning Bites
Feb 09, 2023
Asia Morning Bites
Feb 09, 2023
FX Daily: Dodged bullet
Feb 08, 2023
Hungary's budget starts 2023 in deficit
Feb 08, 2023
Rates Spark: The range is your friend
Feb 08, 2023
Asia Morning Bites
Feb 08, 2023
Rates Spark: Kicking a bond when it's down
Feb 07, 2023
The Commodities Feed: Potential US aluminium tariffs
Feb 07, 2023
In with the old: navigating the road to circular IT
Feb 07, 2023
M&A activity slowly moving forward in the TMT sector
Feb 07, 2023
Hungarian industry surprises on the upside
Feb 07, 2023
Australia: Reserve Bank hikes and says job not done
Feb 07, 2023
Asia Morning Bites
Feb 07, 2023
Fed still looks for disinflation despite jobs shock
Feb 07, 2023
Germany's sudden halt in December is confirmed
Feb 07, 2023
FX Talking: Forecasts table
Feb 06, 2023
Latam FX: Lula knows best
Feb 06, 2023
Hungarian retail sales suffer from record inflation
Feb 06, 2023
FX Daily: Three key themes for this week
Feb 06, 2023
US jobs: Should we change our view?
Feb 06, 2023
EMEA FX: Bad boy leads the pack
Feb 06, 2023
The Commodities Feed: EU refined products ban starts
Feb 06, 2023
FX Talking: Soft Landing, Hard Landing, No Landing?
Feb 06, 2023
G10 FX: Goldilocks or black swan?
Feb 06, 2023
Asia Morning Bites
Feb 06, 2023
Romanian consumers shrug off pessimism into year-end
Feb 06, 2023
Asia FX: Chinese tailwind to keep Asian FX in demand
Feb 06, 2023
French industrial production continues to catch up
Feb 03, 2023
Listen: Are we there yet?
Feb 03, 2023
Key events in EMEA next week
Feb 03, 2023
The eurozone's been saved, in part, by the weather
Feb 03, 2023
The Commodities Feed: Russian products ban imminent
Feb 03, 2023
FX: Timing the dollar decline
Feb 03, 2023
Moment of truth for Central and Eastern Europe
Feb 03, 2023
Key events in developed markets next week
Feb 03, 2023
US jobs surge catches everyone off-guard
Feb 03, 2023
Singapore: December retail sales rise by 7.4%
Feb 03, 2023
This could well be a 'fool's spring'
Feb 03, 2023
China's rebound starts with consumption
Feb 03, 2023
Asia Morning Bites
Feb 03, 2023
Rates Spark: The end is near
Feb 02, 2023
ECB press conference brings more fog than clarity
Feb 02, 2023
Credit squeezing into central banks - what next?
Feb 02, 2023
Dutch industry goes from top gear into reverse
Feb 02, 2023
ECB hikes rates by 50bp
Feb 02, 2023
Czech National Bank Review: Rates higher for longer
Feb 02, 2023
FX Daily: A more relaxed Fed powers the rally
Feb 02, 2023
Rates Spark: It's not all about the Fed today
Feb 01, 2023
South Korea: trade deficit hit record in January
Feb 01, 2023
The Commodities Feed: FOMC day
Feb 01, 2023
FX Daily: Peak? What peak?
Feb 01, 2023
India: A look at the Union Budget for 2023-24
Feb 01, 2023
US slowdown continues, which will hit jobs
Feb 01, 2023
Asia Morning Bites
Feb 01, 2023
The Commodities Feed: OPEC+ meeting ahead
Jan 31, 2023
Sweden: Krona increasingly pricing in domestic woes
Jan 31, 2023
FX Daily: Bracing for volatility
Jan 31, 2023
Italian GDP fell slightly at the end of 2022
Jan 31, 2023
US house prices come under further pressure
Jan 31, 2023
France escapes recession, for now
Jan 31, 2023
German labour market starts the year off strongly
Jan 31, 2023
German economy falls into winter recession
Jan 30, 2023
FX Daily: Stress testing the consensus view
Jan 30, 2023
Asia Morning Bites
Jan 30, 2023
Eurozone sentiment continues to improve
Jan 30, 2023
Drastic shift in natural gas outlook
Jan 30, 2023
The Commodities Feed: Middle East tensions
Jan 30, 2023
ECB cheat sheet: Wake up, this isn't the Fed!
Jan 30, 2023
Credit Q&A: where do we go from here?
Jan 27, 2023
Spanish economy shows resilience in fourth quarter
Jan 27, 2023
FX Daily: US pessimism softens ahead of a busy week
Jan 27, 2023
Asia Morning Bites
Jan 27, 2023
Rates Spark: Central banks vs economic data
Jan 27, 2023
US debt ceiling torture heightens recession risk
Jan 27, 2023
Philippines: Growth momentum sustained by solid consumption in the fourth quarter of 2022
Jan 26, 2023
Asia week ahead: PMI data from China and India
Jan 26, 2023
ECB preview: Still licensed to hike
Jan 26, 2023
Rates Spark: Primed for pivot
Jan 26, 2023
FX Daily: Bank of Canada softens up the dollar
Jan 26, 2023
Spanish unemployment rate grows
Jan 26, 2023
Asia Morning Bites
Jan 26, 2023
Rates Spark: Can't keep a Bund down
Jan 25, 2023
Asia Morning Bites
Jan 25, 2023
The Commodities Feed: OPEC+ noise begins
Jan 25, 2023
The Commodities Feed: Natural gas under pressure
Jan 25, 2023
FX Daily: Bank of Canada to hit the peak
Jan 25, 2023
German Ifo index improves again in January
Jan 25, 2023
Eurozone PMI improves as mild winter helps economy
Jan 24, 2023
Rates Spark: Drawing a line under EUR rates
Jan 24, 2023
FX Daily: PMIs lead the way
Jan 24, 2023
FX Daily: So far, so good
Jan 23, 2023
Bank of Canada hits the peak
Jan 23, 2023
Key events in developed markets next week
Jan 20, 2023
Key events in EMEA next week
Jan 20, 2023
FX Daily: Looking for some balance
Jan 20, 2023
Rates Spark: More headwinds for euro bonds next week
Jan 20, 2023
EUR/SEK: Four scenarios for 2023
Jan 20, 2023
Watch: Why we've radically changed our euro forecast
Jan 20, 2023
The Netherlands: sluggish growth in 2023
Jan 19, 2023
Ireland: maintains strong growth trend
Jan 19, 2023
ECB minutes show that the job is far from done
Jan 19, 2023
Spain: leads the pack for European growth in 2023
Jan 19, 2023
Turkey's central bank continues in same direction
Jan 19, 2023
Greece: Uncertainty to grow amid upcoming elections
Jan 19, 2023
France: Activity to stagnate, inflation to peak
Jan 19, 2023
Germany: Recession avoided - for now
Jan 19, 2023
The Commodities Feed: Oil moves higher
Jan 18, 2023
Asia Morning Bites
Jan 18, 2023
Rates Spark: Europe joins the party
Jan 18, 2023
FX Daily: Dazed and confused
Jan 18, 2023
Car Market Outlook 2023: Seeing is believing
Jan 17, 2023
Rates Spark: Bond bull traps
Jan 17, 2023
Singapore: NODX dips for a third straight month
Jan 17, 2023
China reopening rally to drive up iron ore prices
Jan 17, 2023
FX Daily: China data supports 2023 FX trends
Jan 17, 2023
China reopening boosts copper outlook
Jan 16, 2023
German economy still defies recession
Jan 13, 2023
Key events in EMEA next week
Jan 13, 2023
Romania's inflation softening
Jan 13, 2023
WASDE update: Tighter US grain balances
Jan 13, 2023
Rates Spark: No inflation worries, it seems
Jan 13, 2023
Key events in developed markets next week
Jan 13, 2023
FX Daily: USD/JPY in the driving seat
Jan 13, 2023
The Commodities Feed: US crude oil stocks swell
Jan 12, 2023
Asia Morning Bites
Jan 12, 2023
FX Daily: CPI to press play/pause on the rally
Jan 12, 2023
Asia week ahead: China activity data, Australia's jobs report plus key central bank decisions
Jan 12, 2023
Euro Credit Supply: 2023 Supply forecasts
Jan 12, 2023
Euro Credit Supply 2023: Supply forecasts
Jan 11, 2023
The Commodities Feed: Markets await CPI data
Jan 11, 2023
Rates Spark: Sticking to their knitting
Jan 11, 2023
South Korea: the weaker-than-expected labour report is another sign of a recession ahead
Jan 11, 2023
US Dollar Credit Supply: 2023 Supply forecasts
Jan 11, 2023
FX Daily: Dollar remains vulnerable
Jan 11, 2023
Australia: Inflation not beaten yet
Jan 11, 2023
Asia Morning Bites
Jan 10, 2023
The Commodities Feed: USD weakness & China optimism
Jan 10, 2023
Rates Spark: Headline risk
Jan 10, 2023
FX Daily: Cautious optimism prevails
Jan 10, 2023
Singapore to feel impact from slowing trade
Jan 09, 2023
China: Timing of recovery is a big question mark
Jan 09, 2023
German industry stagnates at too low level
Jan 09, 2023
Asia Outlook 2023: Darkest before the dawn
Jan 09, 2023
Asia Outlook 2023: Darkest before the dawn
Jan 09, 2023
FX Daily: Tight US labour market supports the dollar
Jan 06, 2023
Key events in EMEA next week
Jan 06, 2023
Another solid US jobs report, but cracks are showing
Jan 06, 2023
Asia Morning Bites
Jan 06, 2023
Eurozone inflation back in the single digits
Jan 06, 2023
Rates Spark: Labouring higher
Jan 06, 2023
Italian inflation slows in December
Jan 05, 2023
Rates Spark: Low on energy
Jan 05, 2023
Asia Morning Bites
Jan 05, 2023
National Bank of Poland president has a positive disinflationary message for the new year
Jan 05, 2023
The Commodities Feed: A sea of red
Jan 05, 2023
FX Daily: Energy markets dominate
Jan 05, 2023
German exports weaken further in November
Jan 05, 2023
ING's January Monthly: The heat is on, thankfully
Jan 05, 2023
US jobs numbers could soon start to turn
Jan 04, 2023