Author's articles
Indonesia: first quarter GDP steady despite high inflation and slowing global trade
Rates Spark: End-of-cycle vibes in rates markets
Philippines: Inflation edges lower again in April
The Commodities Feed: Oil looking for a floor
Asia Morning Bites - 05.05.2023
Lagarde keeps door open for further rate hikes
ECB enters final stage of tightening cycle
Asia week ahead: Inflation readings from China and India
Spanish tourism boom propping up a weakening economy
FX Daily: Transatlantic divergence keeping EUR/USD bid
Rates Spark: No peak rate in Europe, not yet anyway
Even if a 25bp ECB rate hike is the most probable variant, 50bp still seems to be on the cards
Asia Morning Bites - 04.05.2023
US: A final 25bp hike from the Fed as tighter lending conditions weigh heavily
The Czech National Bank is sounding more hawkish
ECB cheat sheet: Difficult to pull away from the Fed
Eurozone inflation surprisingly increased in April
Negative impact of ECB tightening cycle and banking turmoil is unfolding
How the EU's carbon border tax will affect the global metals trade
Poland’s PMI dips further in April amid poor output and orders
Norway: Krone’s weakness remains central ahead of another rate hike
Indonesia: Headline inflation dips again in April
Australia: Reserve Bank surprises with 25bp hike
Italian headline inflation bounces in April on base effects
China: Manufacturing PMI contracts in April
Monitoring Hungary: Gloom with some silver linings
German headline inflation continues gradual downward trend in April
Italian GDP growth surprisingly strong in first quarter
Poland’s CPI inflation down in April on food prices
Hungary’s unemployment does not budge
Asia Morning Bites - 02.05.2023
Stability and Growth Pact set for another makeover
Federal Reserve preview: A final hike as US recession fears mount
Eurozone economy grew marginally in the first quarter of 2023, but divergence is high
Taiwan’s GDP contracted more than expected in first quarter
Bank of Japan stays on hold but policy adjustment is coming
France: Exports boost GDP while inflation increases again
German economy not out of recessionary danger, yet
Spain’s economic growth picks up while core inflation falls again
FX Daily: BoJ asks markets for patience
Rates Spark: The last piece of the jigsaw
US GDP growth disappoints as corporate America comes under pressure
Spanish unemployment rate rises slightly
Italy: April confidence data point to a decent second quarter
Czech National Bank Preview: Rates likely unchanged; hawks rear their heads
Improvement in eurozone economic sentiment starts to level off
Asia week ahead: RBA policy meeting plus regional trade data
Rates Spark: Waiting for that smoking gun
FX Daily: Euro’s attractiveness on the rise
The Commodities Feed: Oil sell-off continues
Asia Morning Bites - 27.04.2023
Riksbank: Growing dissent hinders efforts to support the krona
ECB preview: a 25bp compromise rate hike
Australia: March inflation falls further
National Bank of Hungary Review: A new beginning without commitment
A fair-weather bounce in US housing
Rates Spark: Bonds are back...in their range
FX Daily: Hawkish Riksbank can lift the krona today
Base effects distort Hungarian wages data
Taiwan’s economic outlook: a challenging year as global semiconductor sales slump
Monitoring Czech Republic: The inflationary tide is slowly receding
Poland’s economy has bottomed but anaemic growth lies ahead
The Commodities Feed: Brent declines
German Ifo improves marginally in April
Asia Morning Bites - 24.04.2023
Central banks: Our latest calls ahead of a dramatic month
US electric vehicle market set for sustained growth despite stricter subsidy rules
FX Daily: European FX showing some resilience
Poland’s labour market cools but wage pressures persist
Eurozone economy boosted by service sector growth
Worst behind us for UK retail despite fall in sales
Rates Spark: Ranges are holding for now
Asia Morning Bites 21 April 2023
Eurozone consumer confidence continues to improve at low levels
Spanish business confidence improves, but may be short-lived
FX Daily: Time to take more defensive positioning
ECB minutes signal growing divide about size of future rate hikes
Riksbank preview: A hawkish 50bp hike to support the krona
World trade to see big shifts and weaker growth in 2023
Asia week ahead: Bank of Japan’s first meeting with new governor
France: business outlook worsens
FX Daily: A glimpse of future easing
Japan’s economic recovery is being driven by a tourism boom
The Commodities Feed: Demand worries linger
Asia Morning Bites - 20.04.2023
Listen: Emerging markets remain resilient amid uncertainty
Looking past the peak of Fed key rates
Sticky UK inflation data helps unlock May rate hike
FX Daily: Time for some stabilisation?
Rates Spark: The yield race to the top continues
The Commodities Feed: Strong Chinese activity data
Asia Morning Bites - 19.04.2023
Faster UK wage growth unwelcome news for the Bank of England
FX Daily: Choppy trading
Rates Spark: Range trading within a declining channel
China’s better than expected GDP for 1Q23 surprises the market
The Commodities Feed: Black Sea grain uncertainty
Asia Morning Bites - 18.04.2023
