Author's articles
Central Banks, Inflation, and the Ongoing Battle: Insights from ING's Webinar
Armenia's Economic Outlook: Migration, Growth, and Fiscal Challenges
Navigating Current Account Challenges: Impact of Energy Prices and Tourism Sector on CEE Economies
Reviving Tourism: A Heterogeneous Outlook for CEE Countries and Turkey
Impact of Energy Price Trends on CEE CPI: Analysis and Outlook
The Impact of Energy Prices on CEE Countries: Trade Balances and Imports
Navigating External Shocks: CEE Economic Activity and Global Trade Dynamics
Navigating Global Trade: Insights into CEE Countries' Exposure and Opportunities
Navigating Changing Trade Dynamics: Can CEE Seize the Opportunity?
Navigating Slowdown: Assessing CEE Countries' Potential for Growth Amid Global Trends
Assessing the Czech Economy: Recession Lingers Amidst Declining Household Consumption and Inflationary Challenges
Prospects and Challenges for Central and Eastern European Economies in 2023
Central European and Eurasian Local Rates Outlook: Opportunities and Challenges
Waning Growth Momentum and Reform Agenda: Evaluating Uzbekistan's Economic Outlook amid Challenges and Opportunities
Ukraine's International Reserves Surge, Decreasing Devaluation Odds but Fundamental Challenges Remain
Benefiting from Geopolitical Tensions: Kazakhstan's Opportunities and Challenges in Trade and Labour, Inflationary Outlook, Oil Sector Dependency, Fiscal and External Balances, Kazakhstani Tenge's Limitations
Azerbaijan's Gas Reserves and Economic Prospects Amid Russia-EU Tensions
Armenia's Economic Dynamics: Immigration Spillover, Trade Boost, and Challenges Ahead
Turkey's Post-Election Economic Rebalancing: Macroeconomic Challenges and Policy Outlook
Serbia's Policy Success and Complex Challenges: IMF Stand-By Arrangement, Capital Markets Return, and EU Integration Hurdles
Croatia's EU Integration Success: Resilience, Recovery, and Promising Economic Prospects
Bulgaria's Political Roller Coaster: Snap Elections, Missed Opportunities, and Fragile Coalition Building
Navigating Fiscal Challenges: Political Stability, Positive Sentiment, and Budgetary Constraints in an Ambitious Economic Context"
Navigating Poland's Economic Recovery: Sluggish 2H23 Growth, CPI Trajectory, and Policy Shifts
Hungary's Path to Recovery: Disinflation Process and Export-Driven Growth Point to Optimism
Emerging Signs of Economic Recovery in Central and Eastern Europe: Trade, Energy Prices, and Tourism Point to Optimism"
The Changing Dynamics of US Inflation: Car Prices, Shelter Costs, and Service Sector Slowdown
Inflation Numbers Signal Potential Pause in Fed Rate Hikes Amid Softening Categories
China's Interest Rate Cut Boosts Industrial Metals, Russian Aluminium Dominates LME Warehouses; USDA Slashes Corn Crop Ratings Due to Dry Weather
Commodities Update: China's Rate Cut and Potential Impact on Oil and Metals
China's Surprise Rate Cut and Impending Data: Implications for Economy and Currency
UK Jobs Report Strengthens Case for June Rate Hike and Signals Caution on Rate Cuts
CEE FX Outlook: Romania's Inflation Drops, Favorable Global Conditions Support Stronger Currencies
UK Jobs Market Heats Up: Low Chance of BOE Rate Cuts Amidst Strong Wage Inflation User
EUR/USD: US Data Takes Center Stage Amid ECB Announcement
Inflation Swing: CPI Release and Implications for FOMC Decision
Navigating Inflation and Central Bank Meetings: Assessing Rate Hike Odds
Indian Inflation Trends: Assessing Policy Rates and Easing Possibilities
Diverging Inflation: Goods vs Services in the Eurozone and the ECB's Challenge
Eurozone's Improving Inflation Outlook: Is the ECB Falling Behind?
Central Bank Jury: Inflation Concerns Delay Dollar's Decline
Central Bank Jury: Inflation Concerns Delay Dollar's Decline - 13.06.2023
Market Outlook: Indian Inflation Declines and Global Macro Developments Ahead of Fed Pause Decision
Federal Reserve at a Crossroads: Will They Hold or Hike?
NOK Inflation Surprise Spurs Calls for Tightening as Norwegian Krone Weakens
EUR/USD Stabilizes as Eurozone Recession Takes Backseat, GBP Undervalued Against EUR/GBP
FX Markets React to Jobless Claims: USD Weakens, Data Sensitivity Peaks
Assessing Rate Expectations: Fed Hike Probabilities, ECB Alignment, Supply Impact, and Market Prepositioning
Decisive Week Ahead: Central Banks, Inflation, and Rate Risks Take Center Stage
US Household Wealth Surges by $3 Trillion in Q1: Strong Equities Offset Real Estate and Cash Declines
Summarizing Complex Macroeconomic Readings: Implications for Rates at 6% in the US, 4% in the Eurozone
Encouraging Turnaround: Hungarian Budget Records Lowest May Deficit in Years
Surprising Drop: Hungarian Inflation Plunges Beyond Expectations, Prompting Easing Measures
Eurozone in Technical Recession: Minimal Declines and Economic Stagnation Ahead
Economic Snapshot: Unemployment, Inflation, and Trade in Focus
Asia in Focus: BoJ Meeting and China's Retail Sales Highlight the Week
China Boosts Gold Reserves: Central Banks and Metals Market Updates
The Commodities Feed: Central Banks Maintain Strong Demand for Gold as China Boosts Reserves
CEE: Increasing Odds of Rate Cut in Poland as Inflation Concerns Ease
GBP: Steady Sterling Awaits Jobs Data Amidst Narrow Trading Range
EUR/USD Range-bound as ECB Rate Hikes Loom: Key Updates on Eurozone GDP and SNB Policy, NOK Outlook Revised with Potential Rate Increases
Navigating FX Markets: Late Cycle Dollar Strength Meets Carry Trade Amid Central Bank Battles and Volatility Decline
Central Bank Hikes Spark Concerns: Are More Rate Increases on the Horizon?
Contrasting Forces at Play: The Struggle of Hungarian Industry in the Face of Weakening Domestic Demand and Uncertain Export Market
China's Imports Recover: Crude Oil, Natural Gas, and Copper Boost Market Sentiment
EUR/USD Technical Analysis: Bouncing from Local Low, Bearish Outlook Persists
Navigating the Tough Ceiling: Euro Rates Struggle to Break Recent Range. Primary Market Activity Thrives During Lull as Bond Yields Rise
Rates Spark: Navigating Uncertainty in the European Central Bank's Monetary Policy
CEE: Dovish NBP Press Conference and Bearish View on Zloty
Bank of Canada Likely to Maintain Hawkish Stance: Our Analysis
Eurozone Inflation Softens: Impact on European Currencies
Bank of Canada Decision: A Close Call with Hawkish Expectations
Weak April: German Industrial Production Struggles to Recover
ECB Preview: A 25bp Rate Hike Imminent, but Arguments for Further Increases Weaken
Fiscal Policy Takes a Looser Stance Compared to Previous Governments. High Energy Prices Pose Potential Impact on Heavy Industry, Transportation, and Agriculture
Consumer Confidence Low, Yet Consumption Still Growing Thanks to Services. Energy Price Decline Lowers Overall Inflation Rate
GDP Contraction in Q1 2023 Driven by Inventory Reduction and Service Imports Growth. Trade Balance Impacted by Increased Service Imports
NBP Holds Rates Steady with Focus on Future: Insights from Press Conference
Hungarian Retail Sales Continue to Decline, Pointing to Persistent Weakness
Australia's Reserve Bank Raises Cash Rate Again: Analysis and Outlook
Market Update: Copper Inventory Withdrawals Tighten Spread, Saudi Arabia Raises Oil Prices
Rates Volatility: Navigating the Goldilocks Environment for Risk Appetite and Eurozone Inflation Expectations - 06.06.2023
Sustained Financial Supply Expected in June, Outpacing Previous Years
Anticipating Decent Supply in June Following Robust May Levels, With a Focus on Reverse Yankee Bonds
Challenges Ahead: Order Books Hold Key to Preventing Recession as Contradictory Data Puts Pressure on Federal Reserve
ISM Business Surveys Signal Economic Softening and Recession Risks Ahead
Corporate Bond Supply Surges in May, Outpacing Previous Years, While Financial Sector Struggles with Low Issuance
OPEC+ Meeting: Saudi Arabia Implements Deeper Voluntary Cuts to Boost Oil Prices
Bank of Canada Faces Hawkish Dilemma: To Hold or to Hike Interest Rates?
German Export Rebound in April Falls Short of Expectations, Raises Concerns for Economic Growth
Dovish Tone in CEE Puts Pressure on FX: Czech Republic, Hungary, and Poland in Focus
50-50 Split: RBA's Decision on Monetary Policy Leaves AUD in Limbo
Assessing Lagarde's Rhetoric: Eurozone Inflation and Market Expectations for ECB Policy
Assessing the 50-50 Risk: USD's Outlook and Market Expectations for a June Fed Hike
Indonesia Inflation Returns to Target, but Bank Indonesia Likely to Maintain Rates Until Year-End
Singapore's Retail Sales Beat Expectations in April, Buoyed by Visitor Arrivals and Potential for Further Growth
Italian Inflation Resumes Decline: Energy Still the Driving Force, Tentative Decline in Core Measure
Germany's Disinflationary Trend Gains Momentum, Despite Drop in Headline Inflation
Poland's First-Quarter GDP Highlights Disinflationary Trend, Raising Chances of Rate Reduction
Economic Slowdown in France: Falling Consumption and Easing Inflationary Pressures
