Author's articles
Hungary’s bond issuance needs under control
Indonesia’s trade surplus narrows in March
US: Fed set to hike in May, but it is likely to mark the peak
The UK data that will make-or-break a May rate hike
Poland: CPI falls from its peak but core inflation continues to rise
EM Sovereigns: IMF remains cautious on World Economic Outlook
FX Daily: Dollar decline gains some momentum
The Commodities Feed: OPEC sees tighter market
Rates Spark: Divergent paths
Singapore’s central bank maintains policy settings as growth slows
Czech inflation moderates but there’s still risk from a tight labour market
Asia week ahead: Policy meetings from China and Indonesia
Another month of lacklustre industrial production data for Italy
Eurozone industry shows strong production growth in February
Romanian inflation continues to soften
China surprises with big export jump in March
FX Daily: Dollar softening through some big psychological levels
The Commodities Feed: US CPI pushes oil higher
Rates Spark: Compression pressure
Czech inflation likely moderated in March
USD/JPY: Bracing for the second half US recession
Encouraging signs in US CPI, but Fed still set to hike in May
Hungarian inflation proves stickier than expected
North America construction outlook: Banking woes trigger risk of a hard landing
This year’s Hungarian budget is manageable, but 2024 looks bleaker
Rates Spark: Reverse goldilocks for bonds
The Commodities Feed: All eyes on US CPI
FX Daily: IMF warns of a ‘perilous phase’
China’s very strong loan growth in March signals more investment
Taiwan’s softer inflation and weak exports should make the central bank pause and weaken the currency
China: disappointing inflation data point to weakness in the economy
Bank of Korea stands pat again amid slowing inflation
FX Daily: Conditions continue to settle ahead of US data
The Commodities Feed: Specs boost positioning in oil
Tight US jobs market favours 25bp Fed rate hike
National Bank of Poland press conference: No rate cuts in 2023
Belgium: Core inflation rises, but the peak is near
Hungarian retail sales fall off a cliff
Romanian retail sales confirm economic slowdown
What we expect from China’s first-quarter GDP report
Following the collapse of Silicon Valley Bank, where do the risks lie for small banks?
Strong industrial data take away recession risk in Germany
Rates Spark: When it rains it pours
FX Daily: Is gold telling us something about the dollar?
Singapore’s central bank faces tough balancing act
The Commodities Feed: Gold approaches all-time high
Poland’s central bank keeps rates unchanged; Council cautious on inflation target
The freefall of the Hungarian industry continues
Spain’s service sector goes from strength to strength
France: Industrial production rebounds but outlook remains sluggish
German industrial orders surged in February
Philippines: Headline inflation slides to six-month low
Rates Spark: Data catches up to the market
FX Daily: Data adds pressure to fragile dollar
The Commodities Feed: Oil holds onto gains
FX Daily: Crisis playbook keeps dollar offered
FX Daily: OPEC+ output cut gives dollar a lifeline
China’s PMIs show growing risk from slowing external demand
OPEC+ shocks market with supply cuts
Indonesia: Inflation moderates further in March
South Korea: Exports decline on sluggish demand for semiconductor chips
Romanian National Bank preview: Keep the course, change the tone
Monitoring Hungary: Peaks and troughs
Watch: 3 things that have changed for rates markets
Italian inflation continues to fall as energy costs subside
Eurozone inflation drops as expected but core continues to rise
France: Inflation falls, but not by much, and consumption drops
Japanese recovery continues, but weakening labour data is a concern
FX Daily: EUR/USD zeroing in on 1.10
South Korea: Industrial production contracts more than expected in February
Rates Spark: Banking stresses ease, inflation stresses won’t do so easily
The Commodities Feed: The OPEC+ JMMC meets next week
German inflation drops but there’s no sign of broader downward trends
Has the eurozone economy started a quiet revival?
Asia week ahead: Policy rate decisions from Australia and India
Spain: core inflation down for the first time in 23 months
EM Credit Supply: Lightning start to year but slowdown begins
Never waste a good crisis – a profit-price spiral in Germany
FX Daily: Unorthodox correlations
Rates Spark: Your timely inflation reminder
The Commodities Feed: Supply disruptions persist
Czech National Bank Review: Copy paste but still different
Why Spain’s housing market is set to cool this year
Digitalised production chains are central to manufacturing's productivity puzzle
China’s central bank pumps more liquidity into market
Rates Spark: Rates price out systemic risk, but unevenly
Australia: Softer inflation hints at pause in rates
The Commodities Feed: EU extends gas demand cuts
Asia Morning Bites - 29.03.2023
Hungary’s central bank ain’t got no room for change
Market turmoil leaves credit in limbo
US sentiment holds firm despite banking stresses
Hungarian real wages drop amid sky-high inflation
Italian business and consumer confidence improves in March
France: Business climate indicates a resilient economy
FX Daily: Policy divergence leaves dollar vulnerable
Rates Spark: No news is good news for rates
German Ifo continues upward trend
Eurozone bank lending dampened by ECB’s monetary tightening
The Commodities Feed: Further spec liquidation
