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think
18 分钟
The Commodities Feed: Energy supply uncertainty
Energy prices fell yesterday, however, there is still plenty of uncertainty over how oil supplies evolve in the months ahead ...
think
2 小时
Rates Spark: A consensus US CPI will not relieve the bearish pressure
Treasuries were happy that we did not get the 0.3% month-on-month that consensus had for the ex-food and energy PPI on ...
think
17 小时
FX Daily: First set of US inflation data today
The US releases PPI figures for January today, where the core measure is expected to accelerate at an unwelcoming 0.3% MoM.
think
16 小时
Romanian inflation: No surprises this time
Romania’s inflation rate in December remained steady at 5.1%, matching expectations. Looking ahead, key factors to monitor ...
think
13 小时
Small rise in Italy’s industrial production in November does not signal turnaround
Small rise in Italy’s industrial production in November does not signal turnaround Notwithstanding the small increase in ...
think
14 小时
An unpleasant surprise in Hungarian core inflation
Inflation has once again provided an unpleasant surprise. The inflation report from the Hungarian Central Statistical Office ...
think
23 小时
The Commodities Feed: Sanctions rattle energy markets
The latest US sanction package against Russia has rattled energy markets with it pushing both oil and European gas prices ...
think
8 小时
National Bank of Poland Preview: Glapinski’s hawkish stance eyed
NBP Governor Adam Glapinski made a surprise hawkish pivot in December. Whether he maintains this stance is the key question ...
think
1 天
Rates Spark: It’s not just US rates exploring new highs
The bearish market tone is likely to persist. ECB officials trying to fend off US spillovers overlook that EUR rates also ...
think
1 天
China’s trade surplus hit a record high in 2024
In terms of export product, China's key winners of 2024 have been concentrated in several key sectors. Ships (57.3%), ...
think
1 天
WASDE update: US corn and soybean output estimates cut
The revisions to the US balance mean that the global balance is also tighter. Global corn ending stocks for 2024/25 were cut ...
think
1 天
Poland’s current account balance deteriorates slightly in November
Poland’s external current account surplus deteriorated in November. Poland is indirectly exposed to Trump's tariffs ...
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