Author's articles
Bank of England: Falling Corporate Price Expectations May Signal Peak in Rate Hike Cycle
Asia Morning Bites: Market Sentiment on a Thin Data Day
Assessing the Future of Aluminium: Key Areas to Watch
French Industrial Production Rebounds in July Amid Weak Demand and Gloomy Outlook
Copper, Nickel, and Iron Ore: A Look at China's Demand Impact and Price Projections
Industrial Metals Outlook: Assessing the Impact of China's Stimulus Measures
Canadian Jobs Volatility: BoC Policy Implications
EUR/USD Fragile Amidst Strong US Data and Bleak Eurozone News
FX Daily: Resistance to Dollar Strength is Futile
Portugal's Growing Reliance on Retail Debt as a Funding Source and Upcoming Market Events"
Thai Sugar Output to Decrease by Nearly 20% in 2023/24 Season Due to Drought Conditions
China Continues to Increase Gold Reserves, While Base Metals Face Mixed Fortunes
Turbulent Times Ahead: Poland's Central Bank Signals Easing Measures - 08.09.2023
Turbulent Times Ahead: Poland's Central Bank Signals Easing Measures
Corporate Bond Market: Expecting Spreads to Face Pressure with Higher September Supply
August Corporate Bond Market Review: Supply and Spread Pressure
Romania's Economic Growth Slows in Q2, Leading to Lower 2023 Forecasts
Hungarian Industrial Production Shows Surprise Uptick in Summer
Naphtha Cracks: Deeply Negative Outlook Despite Summer Strength
High-Sulphur Fuel Oil Market Strength and Hi-5 Spread Widening Expectations
Gasoline Crack Spreads Expected to Ease as Summer Demand Wanes
Middle Distillates: Strong Market Support Expected
Middle Distillate Tightness to Persist: Refinery Margins Expected to Remain Volatile and Elevated
SEK: Near-Term Vulnerability Amid Economic Headwinds and Rate Hike Expectations
Dovish BoE Comments Drive EUR/GBP Rally
EUR: Testing 1.0700 Support Ahead of ECB Meeting
FX Market Update: Dollar Strengthens on Higher-For-Longer Narrative Amid US Data Resilience
Riksbank's Role in Shaping the Swedish Krona's Future Amid Economic Challenges
Riksbank's Potential Rate Hike Amid Economic Challenges: Analysis and Outlook
Navigating Turbulent Waters: Sweden's Economic Challenges and the Krona's Fate
Navigating the New Normal: Central Banks Grapple with Policy Dilemmas
German industrial production slumps for third straight month, raising recession risk
Rates Surge: US Service Sector Strengthens Yields
Uncomfortably Strong US Outlook Raises Speculation on Further Rate Hike
Metals Market Update: Zinc Inventories Drop, Copper Production Rises, Steel Inventories Decline, and Central Banks Boost Gold Reserves
The Commodities Feed: Delayed LNG Strike Action and Tightening Oil Market Fundamentals
Asia Morning Bites: Asian FX Under Pressure as US Rates Climb, Australia and China Trade Reports in Focus
A Surprisingly Aggressive Start to Poland's Easing Cycle Amidst Inflation Concerns
US Service Sector's Resilience: Surprising Strength Fueled by Entertainment Boom and Inflation Concerns
Bank of Canada Keeps Rates Unchanged with a Hawkish Outlook, but We Believe Rates Have Peaked
Australian GDP Holds Steady at 0.4% as RBA Maintains Rates at 4.10%
Eurozone Retail Sales: July Data Shows Slight Decline, with Hopeful Signs for the Future
Bank of Canada Maintains Status Quo: No Surprises for CAD
GBP at Crossroads: BoE Governor Andrew Bailey's Upcoming Address
FX Market Buzz: Saudi Oil Cuts Amplify Currency Concerns
FX Markets React as Saudi Oil Cuts Boost Energy Prices
Rates Reversal: US Long Yields on the Rise as Curve Dis-Inverts
US Corn and Soybean Crop Conditions Decline, Wheat Harvest Progresses, and Weaker Grain Exports
Oil Market Surprises: Saudi and Russian Supply Cuts Extended
Tentative Strength: Australia's 2Q23 GDP Outperforms Expectations
Two Scenarios: Implications of Average Hours Worked in the Eurozone
The Enigma of Reduced Average Work Hours: A Complex Web of Factors
The Overlooked Factor Causing Labor Shortages in the Eurozone: Decreased Average Work Hours
The Hidden Driver of Labor Shortages in the Eurozone: Average Hours Worked Decline
US Markets Return with Hopes of Goldilocks Scenario Amid Elevated Long-End Yields
Rates Spark: Close calls as EUR rates drift higher ahead of ECB Decision and US Market Return
Philippines Inflation Soars: Rice, Transport, and Electricity - What's Next for BSP?
Ukraine Expects Bumper Crop in 2023: Grain and Oilseed Harvest Forecast Revised Up
Philippines Nickel Ore Production Surges, While Zambia's Copper Output Declines
The Commodities Feed: Oil Strengthens, LNG Labor Talks Escalate
The Aussie Dollar's Plunge: RBA Paused, but the Door Remains Ajar
Pound Sterling: Analyzing the Impact of Huw Pill's Comments and Upcoming Rate Hike
EUR Vulnerable Ahead of Possible ECB Surprise: What to Expect
The Dollar's Resilience and Overvaluation Against G10 Currencies Amidst Quiet Markets
Morning Market Update: Korean Inflation Surprises, RBA Governor's Final Meeting Expected to Be Uneventful
European Construction Markets: A Look at Poland, France, and Turkey's Prospects
The State of EU Construction Markets: Challenges and Opportunitie
European Construction Sector Faces Challenges Amid Shifting Demand Dynamics
Demand Shortages Replace Supply Shortages in Europe's Construction Sector
Europe's Construction Sector Faces Slump in Demand Amid High Costs and Interest Rates
Moody's Decision on Hungary's Rating: Balancing Risks or False Security?
Canadian Economic Contraction Points to Bank of Canada's Pause
Rising Chances of a Sharp Repricing in Hungarian Markets
Addressing the 2% GDP Budget Slippage Expected in September: Hungarian Economic Update
2023 Current Account: Surplus Expected Amid Weakening Economic Activity
Analyzing the Growth of Real Wages in Hungary (% YoY)
Hungary Economic Outlook: Downgraded Full-year Growth Forecast Amidst Recession Concerns
Swiss Economy Faces Significant Slowdown Amid Global Headwinds and Stagnant GDP
EM: Renminbi Weakness Persists Despite Chinese Property Support
UK GDP Revised Up, Boosting Economic Outlook
EUR: Stagflation Returns Amid Weaker Growth and Sticky Inflation
The Indestructible Dollar: A Quiet Start to the Week in FX Markets
German Exports Decline in July, Raising Concerns of Economic Contraction
Soft US Jobs Data and Further China Stimulus Boost Risk Appetite
Speculators Increase Bets on Soybeans and Corn as Crop Conditions Worsen
Metals Update: SHFE Aluminium Inventories Hit 5-Year Low Amid Optimism in Steel Production and Gold's Bullish Sentiment Grows
Oil Market Approaches $90/bbl Amid Saudi Cuts
Asia Markets React to US Labor Report and Chinese Property Support Measures
US ISM Reports Indicate GDP Slowdown Despite Strong Construction; Manufacturing Continues to Contract
The Resilient Peso: A Closer Look at Mexico's Currency Strength Amidst Unwinding Hedges
Don't Panic: Mexican Peso Correction Following Banxico's Move to Unwind Dollar Position
Services PMIs in August Signal Economic Shift: Impact on Central Banks and Inflation
National Bank of Poland Meeting Preview: Anticipating a 25 Basis Point Rate Cut
Softening US Jobs Market Signals the Fed's Mission is Complete
China's Gold Imports Decline in June, but First-Half Imports Rise YoY; Focus Shifts to US Fed Policy for Gold Outlook
Gold Rises as Soft US Data Fuels Hopes of a Federal Reserve Rate Hike Pause
Spanish Tourism Rebounds: July Sees More Foreign Visitors Than Pre-Covid Levels
Cocoa Prices Surge on Supply Concerns from Africa
Metals Surge on China's Property Sector Stimulus and Positive Economic Data
Russia Extends Oil Export Curbs: Commodities Update and Natural Gas Inventory Surge
