Author's articles
USDA Slashes Corn and Soybean Crop Ratings, Improving Weather Conditions Bring Hope
Chile Copper Production Slumps as Chinese Manufacturing Data Dampens Economic Recovery Hopes
Commodities Update: Copper Retreats from Three-Month High Amid Weak China Manufacturing Data
RBA Takes Another Breather, Leaves Room for Future Tightening
CEE PMI Numbers Deteriorate, FX Market Sees Record Highs and Weakness in Local Currencies
AUD: RBA Holds Rates, but September Hike Still Possible
EUR: Diverging Growth and Inflation Data Spark Debates on ECB's Next Move
RBA's Pause Isn't the Endgame: Dollar Remains Trapped Amid Low FX Volatility
Asia Morning Bites: RBA Decision and China's Caixin PMI in Focus
European Banks Pass Stress Tests with Resilient Capital Buffers
Italian GDP Contracts in Q2, Posing Disinflation Challenges
Polish Inflation Declines in July, Paving the Way for September Rate Cut
Eurozone Inflation Drops to 5.3% in July with Focus on Services
Domestic Demand Collapse Spurs Disinflation Surge: Hungary Economic Update
Hungary's Economy: Disinflation and Technical Recession Impacting Growth Prospects
Eurozone Economy Returns to Positive Growth Amid Underlying Weakness
Agriculture Market Update: Wheat Continues Decline Amid Global Supply Concerns
Metals Market Update: Codelco Lowers Copper Output Guidance, Mixed Inventories for Base Metals
Commodities Update: Copper Supply Tightness and Stable EU Gas Inventory
NOK and CEE: Focus on FX Purchases and Inflation as Economic Sentiments Shift
EUR: Encouraging 2Q Growth Data Amidst Softening Inflation and Dollar Resilience
FX Daily: Carry Trade Remains Popular Amidst Global Monetary Policy Changes
China's Non-Manufacturing PMI Slows: Economy Faces Contraction Risks
Asia Morning Bites: China PMI in Focus, Global Markets Positive, and Key Economic Indicators Ahead
France Records Surprisingly Strong Q2 Growth on Export Surge, While Domestic Demand Slips
German Economy Stagnates in Q2, Stuck Between Stagnation and Recession
Bank of Japan Surprises with Yield Curve Control Tweak and Inflation Uptick
TRY Takes Steps towards Policy Orthodoxy amid Inflation Report and New Appointments
CLP: Chile Begins Easing Cycle with Anticipated Rate Cut
EUR/USD: ECI Softens Blow, but Confusion Persists in CEE FX
Diverging G3 Trends Dominate: USD Steady on US Data, JPY Stronger as BoJ Softens YCC, EUR Weaker on Doubtful September Rate Hike
Asia Morning Bites: Bank of Japan's YCC Policy Change Amid Tokyo Inflation Surge
Momentum Slows in the Philippines as Headwinds Mount: A Market Outlook
Czech National Bank Preview: New Forecast and Dovish Expectations in Focus
Yen Moves Higher as Bank of Japan Considers Yield Curve Control Tweak
Rates Spark: US 10yr Hits 4%, ECB Returns to 0% on Excess Reserves
The ECB's Autopilot Switch: September Rate Hike Uncertain, Possibility of a Pause
Goldilocks GDP Boosts US Soft Landing Narrative: Inflation Moderates and Growth Strengthens
ECB Raises Interest Rates by 25 Basis Points Despite Disappointing Economic Data
Asia Week Ahead: RBA Policy Move and Regional PMI Data in Focus
Shell Share Price Slips as Q2 Profits Fall Short Amid Lower Oil and Gas Prices
CEE: Positive Outlook Amidst Fed and ECB Decisions, Gas Price Drop, and Improved Sentiment
PY: Anticipation Grows Ahead of Bank of Japan Meeting
EUR: Balancing Hawkishness and Quantitative Tightening at ECB Meeting
FX Daily: Fed Patience Supports Risk Assets, Eyes on ECB Meeting
ECB Set to Follow the Fed with 25bps Rate Hike as European Markets Look to React
Asia Morning Bites: Fed's Impact on Global Markets, Focus on ECB and BoJ Decisions
Central Banks' Rates Outlook: Fed Treads Cautiously, ECB Prepares for Hike
Chile's Lithium Nationalization and the Global Trend of Resource Nationalism: Implications for EV Supply Chains and Efforts to Strengthen Battery Metal Supply
Securing Battery Metal Supply Chains: Challenges and Opportunities Amid the Global Energy Transition
The Evolving Landscape of Battery Chemistries: Navigating Tight Supply and New Alternatives in the EV Market
Tightening EV Battery Supply Chains: Impact of Soaring Demand and Volatile Metal Prices
Meeting the Challenges of the Electric Vehicle Revolution: Securing Critical Raw Materials for Sustainable Supply Chains
Supply Chain Challenges Signal a Bumpy Road Ahead for Electric Vehicle Adoption
ECB Hikes Take Effect: Eurozone Bank Lending Declines in June
HUF: National Bank of Hungary Holds Steady on Rate Cuts, EUR/HUF Slightly Higher
GBP: Sterling Benefits from Euro Weakness, EUR/GBP to Face Further Downside
EUR: Soggy Sentiment Amidst Soft Data and Tighter Lending Standards
FX Daily: Dollar to Stay Supported into the Fed, DXY to Trade in 101.00-101.50 Range
Agriculture Update: UNICA Reports Higher Cane Crush in Brazil, Cocoa Futures Surge on Supply Concerns
Metals Report: China's Gold Consumption Rises, Global Steel Production Remains Steady
The Commodities Feed: All Eyes on the Fed for Energy Market Direction
Rates Spark: Fed Set to Keep Pressure on Amid Consumers' Confidence and Upward Yield Trend
Australia's Inflation Declines Further, RBA Likely to Hold Rates Temporarily
Asia Morning Bites: Australian Inflation Preview and Global Market Updates
Growing Grain Supply Risks Amid Russia-Ukraine Tensions and Weather Challenges
Chinese Support Measures Lift Metal Markets, Nickel Output at Nornickel Declines in Q2
The Commodities Feed: Supply Risks Increase Amid Russia-Ukraine Tensions
CZK: Czech Koruna Softens, CNB Monitors Pain Threshold and Potential Rate Cuts
HUF: National Bank of Hungary Expected to Continue Monetary Policy Normalization
EUR Under Pressure as July PMIs Signal Economic Contraction
FX Daily: European Pessimism and Chinese Optimism Influence Currency Pairs
Asia Morning Bites: Politburo's Economic Support and Global Market Analysis
Asian Markets Await Detailed Plans After Politburo Pledges Support for China's Economy
Spanish Elections Cast a Shadow Over Economic Outlook and EU Presidency
Eurozone PMI Signals Worsening Economic Conditions and Recession Risk
Merger to Finalize by September: NBH to Continue Gradual Rate Cuts, Forint Normalizing, HGBs Valuations Attractive
National Bank of Hungary Preview: Normalisation to Continue Unabated
CEE Economies Show Resilience Amid Global Central Bank Focus
GBP Faces Re-pricing Pressure amid BoE Rate Cycle Shift and Fed Meeting Expectations
USD: Heavy Short Dollar Positioning Ahead of Key Rate Decisions
FX Daily: Investors Running Short on Dollars Ahead of Key Central Bank Meetings
Asia Morning Bites: Inflation Data in Focus, FOMC, ECB, and BoJ Meetings Ahead
Hungary's Central Bank to Maintain Base Rate at 13%, Eyes on Effective Rate Amid Forint's Performance
US Inflation Moderates, Fed Eyes Another 25bp Hike; All Eyes on Bank of Hungary's Rate Decision
Asia's Key Events: BoJ Meeting, Korea's GDP, Singapore Inflation, and Australia's CPI Data
Collapse of Black Sea Grain Initiative Rattles Market: Impact on Ukrainian Grain Exports
Poland's Retail Trade Improves as Goods Inflation Eases: Outlook for 2023
Dollar Could Gain Momentum from Hawkish Fed Stance
Likely the Last Hike for a While: FOMC Meeting Insights
Fed to Keep up the Squeeze with Another 25bp Hike
ZAR: Rand Remains Resilient as SARB Skips Rate Hike
GBP: Strong June Retail Sales Spark Sterling Rally
EUR: Reconnecting and Awaiting Central Bank Meetings
FX Daily: Dollar Bears Urged to Be Patient as Dollar Reconnects with Rate Differentials
FX Daily: Dollar Bears Urged to Be Patient as Dollar Reconnects with Rate Differentials - 24.07.2023
Rates Spark: A Pre-Central Bank Meeting Stretch and Bond Market Analysis
The Dual Path to Net Zero: Hydrogen and CCS in the Green Steel Industry
Transforming the Steel Supply Chain: The Impact of Green Steel Transition
Steel majors invest in green steel, but change might be driven by contenders
