Author's articles
US Rates Experience Bull Flattening Amid Supply Relief and Weaker Data, Bank of England Maintains Holding Pattern
BoE Faces Dilemma Amid Hawkish Fed and Economic Challenges: Analyst Insights
Asia Morning Bites: Markets React to FOMC, US Treasury Yield Shifts Ahead of Payrolls
Federal Reserve Holds Rates with Hawkish Tone: Navigating Peaks, Pitfalls, and Dollar Dynamics
Central Banks Boost Gold Reserves: Q3 Sees Record Purchases Amid Geopolitical Tensions
The Commodities Feed: Central Banks Increase Gold Reserves Amid Geopolitical Uncertainty
Brazilian Central Bank (BCB) to Proceed with 50bp Interest Rate Cut Today Amidst Challenging External Environment
JPY in Focus: Markets on Alert for New Intervention Level Amid BoJ Measures
EUR/USD Faces Volatility: Unsustainable Gains Amidst Economic Indicators and FOMC Influence
Immobile Fed: Anticipating a Pause with a Nod to Higher Yields
Rates Rally: Examining the Factors Behind the Surge and What Lies Ahead
Fed Continues Rate Hikes Amid Strong Growth, Inflation Concerns
Korea's Exports Rebound in October, Fueled by Strong Vehicle and Machinery Shipments Amid Global Demand Resilience
Impact of Energy Base Effects: Italian Inflation Plummets to 1.8% in October, Paving the Way for Potential Winter Rebound
Monitoring Hungary: Assessing Economic Trends and Market Dynamics Amid Uncertainty
Monitoring Hungary: Assessing Economic and Market Forecasts as Decision Day Approaches
Eurozone Economy Faces Minor Contraction Amid Plummeting Inflation: A Look at the Challenges and ECB's Dovish Debate
French Inflation Retreats to 4% in October, Signaling a Disinflation Trend with Possible Stabilization Ahead
Bank of Japan's YCC Tweaks Disappoint Markets: USD/JPY Rises Above 150
French GDP Growth Slows Sharply in Q3 Despite Domestic Demand Rebound: A Detailed Analysis and Future Projections
Rates Spark: US Treasuries Face Supply Test Amid ECB Dovish Tone and Eurozone Data; Long-Term US Deficit Concerns Linger
EU GDP Stalls in Q3 Amid BOJ Yield Curve Control Tweaks
China's Economic Momentum Slows in October: A Look at the PMI Data
US Agriculture Update: Harvest Progress and Export Trends
Metals Market Update: Iron Ore Prices Surge Amid Supply Risks
The Commodities Feed: Lingering supply risks in the oil market despite a weak start to the week. Geopolitical tensions in the Middle East play a crucial role in shaping the short-term outlook
Asia Morning Bites: BoJ Policy Speculation and Chinese PMI Data in Focus
Turbulent Times: Chile's Central Bank Adapts to Global Storms
Future Trends in Sustainable Bank Bonds: Identifying Growth Barriers and Expanding Environmental Objectives
Unlocking Sustainability: Navigating the European Green Bond Standard's Key Requirements
Sustainable Banking in 2024: Navigating Slower Growth and Evolving ESG Dynamics
Tight Labour Market Persists in Hungary Despite Economic Challenges
Spanish Economic Slowdown: Analyzing Factors and Projecting Future Challenges
FX and Rates Markets: Analyzing Scenarios for the Czech Koruna and CNB's Cutting Cycle
Day of Reckoning: Anticipating a Cutting Cycle as Czech National Bank Gears Up for November Meeting
Challenges Ahead: Decreased Cash Buffer, Low Reverse Yankee and Corporate Hybrids Supply in 2024
2024 Credit Supply Outlook: Mixed Forecasts Across EUR Corporates, ESG, and More
US 3Q GDP Surpasses Expectations, Yet Supply Concerns Cast Shadows on USTs
Holding Pattern: ECB's Dovish Stance Sets the Tone Amidst Global Rate Uncertainty
Tokyo CPI Surges: Growing Concerns for Bank of Japan Amidst Inflation Pressures
Inflationary Crossroads: Analyzing US PCE Trends and the Fed's Next Move
Dampening Business Optimism in France Signals General Economic Slowdown
Steady Employment Numbers in Poland Amidst Wage Growth Challenges
Signs of Hope: Polish Manufacturing Sees a Turnaround as Producer Prices Stabilize
End of Europe’s Exemption for Container Alliances: Navigating Market Challenges
Tensions in the Middle East to Impact European Market Open; US Markets Finish Higher Despite Global Concerns"
Germany’s Regional Elections: Impact on Federal Politics and Coalition Dynamics
Mid-East Tensions Drive Surge in Oil Prices: US Dollar and Gold Emerge as Safe Havens
Global FX Markets React to Rising US Bond Yields and Dollar Strength: Navigating the Impact on Carry Trade Strategies and Emerging Market Currencies
August Industrial Data Raises Recession Concerns for Germany
Hungary’s Budget Faces Ongoing Challenges: A Brief Surplus in September Masks Persistent Issues
FX Daily: Nowhere to Hide, but in Dollars Amid Ongoing US Treasury Sell-Off
Rates Spark: Escalating into a Rout as Bond Bear Steepening Accelerates
Markets under Pressure: Rising Yields, Strong Dollar, and Political Headwinds Weigh on Stocks"
Navigating Uncertainties: RBNZ's Inflation Gamble, Election Dynamics, and Kiwi Dollar's Path Ahead
Navigating the Kiwi Dollar: Elections and RBNZ's Disinflation Gamble
AUD: RBA Maintains Rates as New Governor Upholds Continuity
GBP: Approaching 1.2000 Level Amid Rate Dynamics
EUR: Persistent Pressure from Back-End Yield Premium
FX Daily: Resuming the Norm – Dollar Gains Momentum as Quarter-End Flows Fade
ECB Remains Cautious on Inflation, Italian Spreads Recover on Successful Retail Bond Sale
Rates Spark: Unbroken Momentum in Bear Steepening as Shutdown Aversion Fuels Yields
Commodities Under Pressure: Yields and USD Strength Dictate Trends
Eurozone Bank Lending Under Strain as Higher Rates Bite
Rates Spark: No Respite in Sight as Risk Sentiment Sours
Smaller Potential for Short-Term USD Swap Rate Repricing in EUR/USD
EUR/USD Downside Risks in a Bearish Bond Market: Assessing the Impact of 10-Year Treasury Yields at 5.0%
Equity Markets Weighed Down by Firmer Yields and Stagflation Concerns
The Potential Impact of Inflation Trends on the AUD and RBA's Rate Decisions
Inflation Resurgence in Australia: RBA's Rate Cycle Uncertainty
Cocoa Exports from Ivory Coast Down 10% Due to Weather and Disease Challenges
Cocoa Exports from Ivory Coast Down 10% Due to Weather and Disease Challenges - 27.09.2023
Copper Spreads Widen as Demand Pressures Continue Amidst Industrial Slowdown
Oil Defies Broader Risk-off Sentiment: Commodities Update
CZK: Czech National Bank's Last Discussion Before Rate Cuts
SEK: Riksbank's Impact on the Krona
EUR/USD: Exploring the Potential Bottom at 1.0200 Amid US Treasury Yield Surge
Turbulent Times for Currencies: USD Dominates, SEK Shines
Asia Morning Bites: Australia's CPI Inflation Report and Chinese Industrial Profits
GBPUSD Testing Key Support at 1.2175: Will Oversold Conditions Trigger a Correction?
Oil Price Impact on Inflation Forecasts: A Closer Look
Surging Oil Prices: Central Banks' New Challenge Amid Trilemma
NHB Meeting: Cautious Tone Sets New Expectations for Forint
GBP: Implied Yields and Trading Ranges
The Eurozone's Trade Woes and Their Impact on EUR/USD
US Bond Market Sell-Off Sets Tone for FX and Risk Assets
Ukraine's Odessa Port Damage Disrupts Grain Exports; US Wheat and Soybean Shipments Rise
Global Crude Steel Production Softens in August Amid Weak Chinese Demand
European Natural Gas Prices Surge as Norwegian Supply Disruptions Continue
European Bond Markets See Bear Steepening Amid Real Rate Rise
Rates Steepen as Fed's Upgraded Dot Plot Takes Hold: 10-Year Yields Hit 16-Year High
Asia Morning Bites: Singapore Industrial Production and Global Market Updates
Toward Effective Sustainable Finance: Key Strategies for Issuers
Decarbonizing Hard-to-Abate Sectors: Key Challenges and Pathways Forward
California Leads the Way: New Climate Disclosure Laws Set the Standard for Sustainability Reporting
New York Climate Week: A Call for Urgent and Collective Climate Action
European Central Bank's Potential Minimum Reserve Increase Sparks Concerns
Inclusion of Government Bonds in Global Indices to Provide Further Support for India's Stable Currency Amid Economic Growth
RBI's Strategic INR Support: Factors Behind India's Stable Currency Amidst Global Challenges
Budget Deficit Reduction in India: A Path to Sustainable Growth
