Author's articles
The cost of green steel production compared to conventional steel
Unlocking the Potential: Blue and Green Hydrogen in Steelmaking for Carbon Reduction and Beyond
The Carbon Footprint of Different Steel Production Technologies
Decarbonizing Steel: Contrasting Coal-based and Hydrogen-based Production Methods
Transforming Steel Production: Harnessing Hydrogen for a Greener Future
CZK's uncertain path amid deflationary pressures and market expectations
GBP Inflation Surprise: Pound Faces Downward Pressure as Rate Hike Expectations Shift
ECB's Dovish Shift: Markets Anticipate Softer Policy Guidance
Repricing the Pound: UK Inflation Slows, Bank of England Tightening Expectations Adjusted
UK Inflation Data Boosts Chances of August Rate Hike
Vale Reports Strong Growth in Iron Ore Production, Chinese Aluminium Imports Rise
The Commodities Feed: Middle Distillates Firm Up as Crude Prices Respond to US Economic Data
The Mexican Curve: Deeper Inversion Than the US, Signaling Turning Points Ahead
Mexican Rate Spread: Tight vs. Central Bank's Rate Spread and Implications for Dis-inversion
Tequila Turn: Mexico's Anticipated Rate Cut and Market Spreads
Mixed US Activity Picture: July Rate Hike Likely, Followed by a Pause
AUD: Minutes Reflect Openness to More Tightening
GBP: Softer Ahead of CPI Risk Event
EUR: Stretched Short-Term Valuation and European Equities Underperformance
FX Daily: Dollar Risk Premium Consolidating Amid Chinese Data Disappointment
Rates Spark: Competing Narratives and Inflation Focus
Agriculture: Russia's Exit from Black Sea Grain Deal Impacts Grain Prices
Commodities Feed: Chinese Data Weighs on Market, Black Sea Grain Deal Ends
Inflation Outlook: Energy Prices Drive Hospitality, Food Inflation Eases
UK Inflation Data Holds the Key for August Rate Hike Decision
Stalling Imports Widen Indonesia's Trade Surplus, Raising Concerns for Growth Momentum
Green is the New Location: The Impact of the Green Transition on the German Real Estate Market
12.5 Million Chances to Embrace Green Living: Germany's Urgent Need for Housing Renovations
Navigating the Green Transition: Germany's Property Market Embraces Climate Targets
Decarbonising Petrochemicals: Pathways and Collaborative Efforts for a Sustainable Future
CEE Region: Economic Outlook and FX Performance
GBP: CPI Print Holds Key Risks for Sterling Amid Ultra-Hawkish BoE Expectations
EUR/USD: Evaluating the Stretch of the Rally
Assessing the Disinflationary Impact on FX Markets: Outlook for the Dollar and Potential Reversal Signals
Black Sea Grain Initiative Deal Extension and Speculative Positions Impact Grain Markets
The Commodities Feed: China's GDP Disappoints, Adding Pressure to the Complex
China Q2 GDP/Retail Sales: Economy Rebounds in Q1 but Sustained Growth Remains Uncertain
Turkish Central Bank Expected to Raise Policy Rate by 5ppt to 20% Amid Rising Inflationary Pressures
Poland's Industrial Output Declines in June, Reflecting Weak Manufacturing Activity
UK Inflation Data Holds the Key to August Rate Hike Decision
Key Events in Developed Markets and EMEA Next Week: Fed Tightening, UK Inflation, and Turkish Central Bank Hike
Poland's Current Account Surplus Bolsters GDP Growth with Strong Net Exports
USD/JPY at Critical Support, Short-Term Rebound Potential
USD/TWD: TWD Weakens Tracking CNY's Decline
USD/SGD: SGD Weakened by Fed's Rate Hike Signals
USD/PHP: Foreign Inflows and Trade Balance Support PHP
USD/IDR: Trade Surplus Contraction Weakens IDR
USD/INR: Narrow Range Trading with Potential Breakout
USD/KRW: Equity-led Appreciation on AI Chip Hype
USD/CNY: Little Confidence in Chinese Stimulus, Outlook for USD/CNY at 7.30
USD/CLP: Chilean Peso Lags Behind as Rate Cut Looms
Political Calendar Looms as Mexican Peso Holds Ground
Emerging Markets Eye Sweet Spot as Dollar Cycle Turns
USD/ILS: ILS Recovers on the Dollar Turn, Domestic Story Mixed
USD/ZAR: External Environment Provides a Reprieve to the Rand
USD/TRY: Pace of TRY Depreciation Moderates Lately
USD/KZT: Upside Risks in the Near Term
USD/UAH: Foreign Reserves at All-Time High and Continue to Rise
EUR/RSD: No Room for Deviation
EUR/RON: Unstable Line in the Sand
EUR/HUF: Range Trading Expected During the Summer
CE4 Currencies Remain Resilient, Limited Scope for PLN Gains
USD/CAD: Loonie's Sensitivity to US and Canadian Factors
EUR/DKK: Anticipating One Final Hike in Denmark
EUR/SEK: Riksbank's Hawkish Stance Raises Questions About Longevity
EUR/NOK: Norges Bank Strengthens NOK, Outlook Points to Decline
EUR/USD: Navigating Uncertainty and Volatility
EUR/GBP: Assessing BoE Tightening and the Potential for Upside
EUR/JPY: Navigating a Soft Landing and Potential Risks
GBP/USD: Hawkish BoE Supports GBP/USD Ascendancy
Bull Market Steepening in US Yield Curve Signals Dollar Decline; Commodity Currencies in Focus
FX Talking: The Dollar's Break Point Signals Lower US Inflation and Favorable Environment for Pro-Cyclical Currencies
Poland's Inflation Expected to Reach Single Digits in August, but Disinflation to Slow Down
Rates Spark: Easing Inflation, Firm Labour Market, and Market Expectations
Chinese Soybean Imports Surge as Brazil Lowers Production Estimates
Metals Rise on Weakening Dollar, China's Trade Data Show Mixed Picture
USD Weakness Boosts Commodity Complex as Oil Supply Disruptions Drive Prices Higher
Global Markets React to Disinflationary Pressure as USD Weakens and Stocks Rally
Eurozone industrial production confirms subdued GDP growth in 2Q
Czech Inflation Falls to Single Digits, Lowest in CEE Region
China Big Tech Drives Momentum-Driven Rally in Stock Market
Global Wheat Balance Continues to Tighten for Another Season
US Soybean Cuts Fall Short of Expectations in USDA's Latest Report
Bearish Outlook for Corn and Soybeans in July WASDE Update
Resilient UK Economy in May Points to Promising Outlook
Assessing the June ECB Minutes: Cracks in the Hawkish Consensus?
Rates Spark: Assessing the End-of-Cycle Vibes and Market Reactions
Prognosis for Eurozone housing market: Bottoming out delayed by persistent higher interest rates
Eurozone housing market faces challenges in search for stability
Navigating Finland's path out of recession in 2023
Ireland's boom continues for now, but headwinds loom
Navigating a Growth Slowdown: Portugal's Economic Outlook and Inflation Trends
Portugal's Economic Outlook: Growth Forecast and Inflation Trends
Portugal's Strong Growth Fades as Global Conditions Weaken
Austria's Competitiveness at Risk: Impact of Rising Costs and Challenging Economic Outlook
Inflation Challenges and Competitiveness Concerns Weigh on Austria's Economy
Challenges Ahead for Belgian Economy as Ambitions Are Scaled Back
Belgian Economy Faces Challenges Amidst Uneven Performance
Challenges Ahead for Belgium: Solid Consumption Masks Competitiveness and Fiscal Concerns
Bringing Greece Back to Investment Grade: A Target for Mitsotakis
