Author's articles
Solid Wage Growth in Poland Signals Improving Labor Market Conditions
Unibail's hybrid bond swap highlights extension risk in distressed sectors
UK Inflation Challenges Bank of England: Rate Hike Expectations and Economic Impact in Focus
UK Inflation Surges, Putting Pressure on Bank of England: Rate Hike Expectations Rise
CEE: CNB Strives to Counter Dovish Market Expectations
UK Inflation Surprises Again: Implications for GBP and Bank of England's Monetary Policy
ECB Communication and Powell's Testimony: Impact on EUR/USD and EUR/SEK
Powell's Testimony and Inflation Surprise Shape FX Markets
USDA Downgrades Corn and Soybean Crop Ratings Amid Dry Weather Conditions; EU Wheat Shipments Surge, Corn Imports Increase
Metal Market Insights: Global Aluminium Output Holds Steady, Nickel Spreads Surge, and Indonesia's Copper Exports to Cease
Commodities Update: Strong Russian Oil Flows to China and Volatility in European Gas Market
Economic Sentiment and Curve Inversion: The Impact of Hawkish Central Banks and Market Growth Expectations
Rates Spark: The Concern of Curve Inversion and Central Bank Impact on Market Sentiment
Asia Morning Bites: Korean Trade Data, Powell's Testimony, and Global Market Trends"
HUF: Weaker Levels Present Market Opportunity
Cracks in GBP: Inverted Gilt Curve and Economic Pressure
EUR/USD Awaits Catalysts: UK CPI Data and BoE Meeting in Focus
Dollar Caught Between Inverted Curves and Equities: FX Daily
Central Banks' Communication Success: Impact on Rate Pricing and Mis-pricing Reduction
Unraveling Rate Dynamics: Assessing Potential Upside and Central Bank Reactions
China Lowers Loan Prime Rates in Ongoing Easing Efforts
Market Disappointment Despite Blinken-Xi Handshake: China's Loan Rates and RBA Minutes Awaited
CEE Central Banks Set for Monetary Policy Meetings: Positive Outlook and Rate Expectations
GBP Holds Steady Ahead of May CPI Release: BoE's Ammunition Questioned, GBP/USD Eyes 1.30, EUR/GBP Trades Offered
China's Lack of Stimulus Dampens EUR/USD Rally: Weekly Eurozone PMIs and ECB Speakers Awaited
Currencies Brace for Central Bank Meetings: Another Eventful Week Ahead
Navigating the Path Ahead: Unveiling the Fed's Inflation Fight and Future Steps
Narrowing Forecasts and Market Expectations: Insights on the National Bank of Hungary's Monetary Policy and Market Views
Continued Market Stability and Gradual Rate Cuts: Insights on the National Bank of Hungary's Monetary Policy
Anticipating the National Bank of Hungary's Continued Easing Cycle: A Preview of Expected Rate Cuts
Why the Bank of England is Cautious about Endorsing a 6% Bank Rate: Assessing the Impact on Homeowners and the Mortgage Market
Examining the Inflation Outlook: Anticipating a Summer Turnaround and its Impact on Bank of England's Monetary Policy
Understanding the Bank of England's Approach to Interest Rates Amidst Heightened Expectations: A Balancing Act with Inflation and Market Pressures
Bank of Japan Maintains Monetary Policy for Now, Eyes Potential Changes in July
BoJ's Policy Stance Keeps Yen Under Pressure
Sterling Holds Firm Ahead of UK CPI Data: Will the Rally Continue?
Euro Surges on Hawkish ECB and Favorable Risk Environment
The Dollar Takes a Backseat: Global Factors Shape FX Market in June
Navigating the Data: Central Banks and Market Concerns
The Rise of Front-End Rates: ECB's Hawkish Stance and Market Impact
Poland's 2023 Budget Deficit Widens as Government Prioritizes Spending Over Liquidity Buffer
Few surprises from Bank of Japan, USD/JPY peak in sight! New Zealand recession raises dovish expectations, and NZD rates unlikely to rise
GBP: Finding Support Ahead of Bank of England Meeting
ECB Decision Day: Lagarde Faces Challenges in Conveying Hawkish Tone
Market Skepticism Persists as Hawkish Narrative Faces Challenges: FX Daily Analysis
BI and BSP Policy Meetings, Extended Pause, China Loan Prime Rates, Japan Inflation, PMI Indices, Asian Economic Calendar
Consolidation Trends in the Growing IT Services Sector: A Shift towards Larger Companies and Diversification Strategies
Adapting to Client Demands: M&A and Growth in the Evolving IT Services Sector
Navigating Growth: Investment Opportunities in the Thriving IT Services Sector
Consolidation Continues: The Rise of M&A in Dutch IT Services
China's Steel Production Declines, Coffee Quality Premium Falls: Market Updates
Mixed Data in Oil Market: US Crude Oil Inventory Surges, IEA Adjusts Supply and Demand Estimates
Unraveling the Outlook: Bond Yields and the Australian Dollar Amidst Volatility
Navigating Uncertainty: Assessing the Labour Market and Rate Outlook Amidst Economic Dynamics
The Complex Case of Peak Rates: Weakening Signals and Cautious Outlook
Inflation on a Bumpy Path: Unraveling Australia's Price Trends
Sluggish Growth and the Looming Risk of Recession: Unraveling Australia's Economic Landscape
Decoding the Productivity and Unit Labour Cost Puzzle in Australia's Economy
Australia's Uncertain Path: Deciphering Inflation, Rate Hikes, and Market Confusion
Fed's Hawkish Pause: Impact on Market Rates and Investor Sentiment
Challenging Times Ahead: Negative Outlook for the CNY
Faltering Activity Data Raises Concerns for Chinese Economy
China's Stimulus Continues: Rate Cuts and Weak Activity Data
Market Updates: China Data, Fed Decision, and ECB Expectations
Fiscal Challenges and External Dynamics: Assessing Uzbekistan's Economic Landscape
Uzbekistan's Economic Outlook: Navigating Challenges and Seeking Opportunities
NBU's Financial Stability Measures and Inflation Control During the War
Recovering Economy: Ukraine's International Reserves Surge, Limited Devaluation Risks, and Positive Growth Outlook
Bond Market Outlook: Impact of Monetary Policy and Policy Direction
Unraveling FX Reserves: A Call for External Debt Strategy and Monetary Policy Normalization
Stagnant Unemployment Rate, Labour Market Recovery, External Imbalances, Budget Deficit, Lending Moderation, Banking Sector Expansion
Erdogan's Re-election and the Challenges of Economic Rebalancing: A Post-Election Policy Outlook
Navigating Challenges: Serbia's Economic Outlook and Policy Choices
Navigating EUR/RON: A Delicate Balance Between Relaxation and Concern
Inflation Outlook: Easing Prices and Base Effects Bring Some Relief
Navigating Budgetary Challenges: Political Stability, Investments, and Deficit Reduction
Currency Dynamics: Zloty Recovery and Outlook for €/PLN Exchange Rate! Government Bond Strategy: Resilient POLGBs and Potential Risks in the Long End
Poland's Fiscal Landscape: Outperforming, but Social Spending Looms
Polish Economy: Slow Recovery Ahead Amid CPI Challenges and Political Uncertainty
Kazakhstan Country Strategy: Growth Prospects and Mounting FX Risks
FX and Fixed Income Strategy: Navigating the Forint's Strength and Monetary Policy Normalization
Maintaining Fiscal Discipline: A Crucial Imperative Amidst Economic Challenges
Emerging from Recession: Hungary's Path to Recovery and Inflation Normalization
Unleashing the Potential: The Czech Koruna's Strong Stand and Market Expectations
CNB's Shifting Focus: Rate Cuts Expected from August Meeting
Stagnation and Struggles: Assessing the Czech Economy's Road to Recovery
Embracing Eurozone: Croatia's Resilient Path to Integration
Wasted Time: Bulgaria's Political Struggles and Missed Opportunities
Azerbaijan's Strategic Balancing Act: Leveraging Gas Reserves Amid Russia-EU Tensions
Underwhelming Eurozone Industrial Production in April Raises Concerns for Second Quarter
Strong Sugar Cane Crushing and Record Soybean Production in Brazil: Agricultural Updates
Resumption of Aluminium Production in Yunnan: Impact of Rainfall and Power Distribution
Oil Market Update: Demand Hopes Drive Recovery, OPEC Holds Estimates Steady
SEK: Higher Core CPI Boosts Krona's Prospects Amidst Currency Crisi
GBP: Riding the Sterling Bullish Wave Despite Industrial Production Decline
EUR: US Factors Drive Market, ECB Faces Challenges in Conveying Hawkish Stance
FX Daily: Fed's Hawkish Hold Sets a Floor for the Dollar and Anticipates Tightening Ahead
Decoding Curve Flattening: Exploring the UK's Inverted Yield Curve and Rate Cut Expectations
Rate Spark: Navigating Tightening Conditions and Market Expectations
Asia Morning Bites: China's Stimulus and FOMC Meeting Set Positive Tone for Risk Assets