Author's articles
Inflation Dynamics and Market Pricing: Assessing the UK's Monetary Outlook. Job Openings Decline Continues in the US
Labour-Market Induced Sell-Off: Impact on US Treasuries and Rates Differentials! Comparing US and Euro Rates: Factors Influencing Policy Rate Paths
Rates on the Move: Dollar Rates Set to Rise, Sterling Rates Poised to Fall - US Labour Market Data Holds the Key!
Unraveling the Enigma: How Dutch Infrastructure Companies Defy Low Profit Margins
CEE: US Dollar Continues to Haunt the Region's FX Market
GBP: Battling the Overwhelming BoE Rate Hike Expectations! What's next for EUR/GBP?
EUR/USD Outlook: Can China's Recovery Help Rescue the Euro?
US Debt Deal Advances: Investors Eye Fed Hike and Inflation Concerns
Core Inflation Pressures Favor Hawkish Stance by ECB Officials Amid Uncertainty and Political Risks
Debt Ceiling Drama! How the Bond Market Reacts and What It Means for Rates
Economic Tug-of-War. The Future of US Interest Rates Hangs in the Balance! Inflation Surges, Interest Rates Rise: What's Next for American Borrowers?
Revolutionizing Construction! Circular Solutions in Construction: Leading the Path Towards Sustainable Building Practices
Breaking the Waste Barrier: Embracing Circularity in the Construction Sector
The Construction Sector's Circular Conundrum: A Sinking Foundation for Eurozone Ambitions
Copper's plunge indicates that China’s rebound may be fading
Federal Reserve splits highlighted by May FOMC minutes
Eurozone PMI dropped in May due to manufacturing contraction
Rates Spark: June hike angst and supply pressure yields higher
Inflation in Singapore heats up again in April
FX Daily: Low volatility sees carry trade in focus
The Commodities Feed: Debt ceiling talks & a more hawkish Fed
Asia Morning Bites - 23.05.2023
RBNZ preview: Fiscal spending argues for a hawkish 25bp hike
Poland’s economic rebound in doubt as industry slows
Asia Morning Bites - 22.05.2023
The Commodities Feed: Specs continue to cut oil longs
FX Daily: This could be another good week for the dollar
US home sales hit by affordability and supply constraints
FX Daily: The ideal mix for the dollar – for now
Rates Spark: Nothing new on the dovish front
Asia Morning Bites - 19.05.2023
Sweden: How the Riksbank has made the krona’s path to recovery even narrower
National Bank of Hungary Preview: Ready, steady, go
Greeks head to the polls on Sunday, but another election could quickly follow suit
Japan: stronger-than-expected GDP supports BoJ policy normalization
Australia: Wage price index supports further RBA tightening
Technical recession continues in Hungary
Dutch GDP sees a sharp drop in the first quarter
Polish economy proves its resilience with only minor GDP contraction in the first quarter
German ZEW index adds to recent growth worries
Spanish construction sector growing strongly, but challenges remain
Nothing in UK wage data that screams the need for another rate hike
Asia week ahead: Central banks decide on policy next week
Philippines central bank keeps rates on hold as inflation moderates
FX Daily: Time for the dollar to pause?
Rates Spark: Yields are looking up again
The Commodities Feed: Black Sea grain deal extended
Asia Morning Bites - 18.05.2023
France: Unemployment still historically low, for now
The Commodities Feed: US announces SPR purchase
Disappointing activity data in China suggests more fiscal support is needed
FX Daily: A key day for debt-limit negotiations
Asia morning bites - 16.05.2023
Small factors combine to pressure credit
Synthetic fuels could be the answer to shipping's net-zero goals, but don’t count on them yet
Poland: CPI inflation slowdown confirmed, but core remains elevated
Eurozone industrial production weakens in March
WASDE update: USDA's first crop estimates for 2023/24
FX Daily: Conflicting forces, but debt ceiling dominates
Disinflation in Romania is becoming more evident
UK economy sees surprise contraction in March
FX Daily: Washington holds the key to the dollar's correction
The Commodities Feed: Renewed pressure
Rates Spark: Balancing data and risk factors
National Bank of Poland President says discussion about rate cuts is premature
Iron ore slump shows Chinese economy is still struggling
Czech Republic: CPI inflation edges below CNB estimate, challenging possible hike
Bank of England hikes rates and keeps options open for further increases
Asia week ahead: Policy meetings in China and the Philippines
Philippines’ first quarter GDP surprises on the upside but could mark the peak
FX Daily: Bank of England still averse to the dovish pivot?
The Commodities Feed: CPI numbers weigh on complex
Rates Spark: Hawkish white noise
Rates unchanged in Poland; balance of risks skewed to earlier cuts
April delivers the first marked drop in Hungarian inflation
US inflation continues to run too hot, but there are glimmers of hope
Another month of contracting industrial production in Italy
FX Daily: Debt-limit impasse giving dollar a lifeline
Rates Spark: US CPI looks sticky, but primed to fall
The Commodities Feed: SPR refill
Asia Morning Bites - 10.05.2023
Hungarian budget posts biggest April deficit on record
European utilities commitment to investment remains high
Poland central bank preview
China’s contracting imports poses a challenge for future exports
The Commodities Feed: Further oil supply disruptions
Asia Morning Bites - 09.05.2023
Banks intensify the squeeze on US growth prospects
FX Daily: Testing the easing pushback
Disappointing German March macro data increase risk of technical recession
Gold nears all-time high on likely Fed pause
Monitoring Turkey: Focus on elections
Three make-or-break crises impacting the US
Asia Morning Bites - 08.05.2023
There’s still life in the US jobs market, but challenges are mounting
Hungary’s retail sales and industrial output continue to tumble
Bank of England: Four scenarios for the May meeting
Eurozone retail sales fell more than expected in March
National Bank of Romania preview: waiting for inflation to fall
