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1 小时
National Bank of Poland preview: Staying hawkish for the next few months
The National Bank of Poland governor is likely to stick to a hawkish bias in February as we believe his overly pessimistic ...
think
9 小时
FX Daily: Lessons from a very short trade war
Markets are readjusting after Trump’s last-minute deals with Mexico and Canada which delayed tariffs by a month. From now on, ...
think
16 小时
The Commodities Feed: Tariffs delayed
Oil markets are seeing a correction after Canada and Mexico came to a last-minute deal with the US, which will see tariffs ...
Opinion
think
23 小时
Opinion
Trump tariffs will hit automotive supply chains upfront
US import tariffs of 25% on finished and intermediate products from Canada and potentially Mexico will have a significant ...
think
19 小时
Rates Spark: The tarriff on/off switch
We see euro rates continuing to be sensitive to growth risks and especially the front end may find itself even lower in the ...
think
1 天
Eurozone inflation rises once again as risks to 2025 outlook linger
Inflation across the eurozone ticked up thanks to a higher contribution from energy prices, while food inflation fell and ...
think
1 天
Italian inflation edged up in January
Energy remains the key story, while inflation for non-energy goods and services remains stable. Weak demand and a cooling ...
think
1 天
Korea: December Industrial production rebounded despite the political uncertainty
Korea: December Industrial production rebounded despite the political uncertainty ...
think
1 天
AI Monthly: AI revolution is a marathon, not a sprint
Mark Zuckerberg and Sam Altman recently made headlines with their ambitious GenAI predictions. Given how far many companies ...
think
1 天
How Belgium’s new government could begin to reshape its economy
After lengthy negotiations, Belgium now has a new government ready to launch a series of reforms. But the need to compromise ...
think
1 天
Where to next for the Canadian dollar as trade war begins
The US administration has de facto scrapped the USMCA agreement that President Donald Trump himself had negotiated in 2019, ...
think
1 天
Czech PMI remains in the contraction zone, while input costs rise
Manufacturing PMI ticked up in January, coming in better than market participants had expected. Input costs continued to rise ...
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