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think
2 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
3 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
5 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
6 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
12 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 ...
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16 小时
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 ...
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23 小时
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 ...
think
1 天
Czech inflation briefly hits 3% threshold
Headline inflation hit the upper bound of the CNB tolerance band in December yet came in below both market and CNB ...
think
1 天
FX Talking: Trump’s currency, your problem
Were it not enough that Trump’s policy manifesto is clearly currency-positive, the dollar is also receiving support from strength in the US labour market. This questions whether the Fed needs to cut ...
think
1 天
G10 FX Talking: Dollar powers ahead
USD/JPY is now firmly in the FX intervention zone of the 158-160 region. The Bank of Japan sold $35bn in that region last ...
think
1 天
EMEA FX Talking: CEE currencies are coping admirably
Even though a weaker EUR/USD is normally associated with CEE underperformance, this time, the currency bloc is performing ...
think
1 天
LATAM FX Talking: 2025 will be non-vintage
Latam currencies. We think the Mexican peso has plenty of room to fall this year as Tump ramps up maximum pressure to secure ...
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