We think most central banks will opt for so-called insurance rate hikes to support their inflation-fighting credibility ...
Real yields are usually quite boring. Not any more – they are absolutely driving this spike in Treasury yields ...
The impact of the Iran War is also appearing in the data. Crude oil processing volume fell -5.8% YoY on the month.
CEE FX remains resilient despite Middle East tensions, as rate expectations, solid fundamentals and supportive differentials anchor currencies. The Hungarian forint maintains a bullish narrative after ...
In the former, cuts are still expected but may be limited to a 13.75% policy rate, while Banxico's easing cycle appears to be ...
Hot US inflation can keep offering the dollar some support and test buoyant equity markets in the short term. That can lower ...
High oil prices and now rising Treasury yields pose a test for emerging markets in general, but the Chinese renminbi should ...
The Trump administration’s recent cuts at the FDA have put the agency’s executive capacity under strain, which may lead to ...
GDP growth beat the market consensus in first quarter. The Japanese economy grew by 0.5% quarter-on-quarter, ...
Some worrying signs in US inflation last week have seen US Treasury yields break higher and question whether the Fed is ...
FX markets have been trying to ignore the ill winds blowing from the Gulf and trade with a 'glass-half-full' mindset ...
The oil market continues to reprice ongoing supply disruptions, with last week's Trump-Xi talks yielding no tangible progress ...
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