Global Markets: The US Treasury curve flattened a bit on Friday. 2Y Treasury yields rose a couple of basis points and the ...
Donald Trump’s resounding victory has upset conventional economists almost as much as American liberals. The Republican candidate’s pledge to implement trade tariffs and other protectionist measures ...
Pollsters have the 'Quiet Trump voters'; we have the 'Quiet Price Hikers'. Let me explain. Back in 2022, surveys suggested 60% of eurozone retailers were raising prices. Now it’s less than 20%, ...
Today’s release of softer-than-expected eurozone PMIs have proved the catalyst for EUR/USD to break to the downside of its ...
According to the latest data from the Hungarian Central Statistical Office (HSCO), average gross wages grew by 12.5% year-on-year in September 2024 after a slight slowdown. While this was below market ...
The composite PMI dropped from 50 to 48.1, once more stressing growth concerns for the eurozone. Hard data has actually come ...
Geopolitical headlines have become a dominating driver over the past few days as tensions have risen in Eastern Europe, also ...
We don’t think there is much value in overthinking dollar strength at this stage, and barring a good PMI read in the eurozone, DXY looks more likely to consolidate above 107.0 rather than correcting ...
Even if the German economy avoided a summer recession, a winter recession is looming. Looking beyond the winter, the German growth outlook will heavily depend on the new government's ability to ...
EM sovereigns are more resilient to external shocks. Much of the discussion following Donald Trump’s US presidential victory ...
With market expectations for Fed rate cuts changing rapidly, the Bank of Korea is unlikely to give a strong signal on further ...
The Central Bank of Turkey kept rates on hold at 50% at its November rate-setting meeting, in line with consensus. The latest ...