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Financial markets have had their wildest week for years. But for all the drama, the outlook for the global economy looks much ...
A mad week for markets is ending with heavy losses for the dollar. The FX scorecard is speaking volumes; in G10, only the ...
Kazakhstan's central bank maintained its base rate at 16.50%, with forward guidance suggesting prolonged elevated rates. We ...
Directionally, there seems to be no mood to materially test lower in yield right now, despite the open door being presented ...
Data aside, all eyes will be on the China policy response after Trump imposed 145% tariffs on Asia's biggest economy. Markets ...
Minor deterioration of the Poland’s external balance in February amidst falling trade turnover. The data is pre-Trump tariffs ...
University of Michigan consumer sentiment index suggest US households are braced for stagflation and are blaming the President The Consumer Confidence Index published by the University of Michigan ...
Romanian inflation came in at 4.9% in March (February: 5.0%), boosted by service prices and some food items, but counterbalanced by lower energy prices. Today’s result adds support to our above-market ...
The EU's Food & Agri surplus with the US is key. When you look at the sheer size of the Food & Agri trade between the US and Europe, you soon realise why there's never going to be ...
February's surprisingly upbeat GDP data is a reminder that despite all the tariff gloom, activity should remain supported in the near term by government spending and real-wage growth Finally, some ...
However, it turns out that we severely overestimated the amount of fine-tuning and thought that went into the reciprocal ...
US inflation surprisingly undershot pretty much everyone's expectations in March, but higher prices from tariffs and supply ...
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