Author's articles
US Banks: The good and the bad
Czech National Bank preview: No action, with a preference for stability
Market turmoil: Making sure you don’t make a drama out of a crisis… yet
Hungarian unemployment edges up
Eurozone PMI posts surprise jump in March
Asia week ahead: Inflation data from Australia and Japan
Singapore: Industrial production down for a fifth month
Rates Spark: Late-cycle dynamics
Difficult budget discussions in Belgium
Asia Morning Bites - 24.03.2023
Bank of England tightening likely done as it hikes by 25bp
Norges Bank hikes and signals more tightening in May and beyond
SNB stands firm in the face of market turbulence with 50bp rate hike
Philippines: BSP downshifts to 25bp increase
FX Daily: A spoonful of sugar
Singapore: Core inflation steady while headline inflation decelerates further
Rates Spark: A job nearly done
The Commodities Feed: Fed hikes
Asia Morning Bites - 23.03.2023
Fed hikes US interest rates by 25bp, but acknowledges we are close to the peak
National Bank of Hungary Preview: Sensitivity of forint leaves no choice
UK inflation resurgence points to final 25bp rate hike this week
CSRD: preparing for a deluge of sustainability disclosures
The Commodities Feed: FOMC day - 22.03.2023
FX Daily: Hiking confidence
Credit chaos: is the worst behind us?
Sharp drop in Canadian inflation suggests rates have peaked
Weak Polish retail sales add to gloomy outlook
Polish construction rebounds in February
FX Daily: Testing the market’s cautious optimism
Rates Spark: Contained contagion risk puts hikes back on the table
The Commodities Feed: Gold benefits from haven demand
Asia Morning Bites - 21.03.2023
Polish data points to first quarter GDP contraction and sizable price pressures
EU construction outlook: Two years of modest decline in the building sector
Bank of England set for 25bp hike barring further turmoil
Romania: Issuance leader in the region
FX Daily: Gear up for another rough week
The Commodities Feed: Speculators pull back
Asia Morning Bites - 20.03.2023
Dollar funding solutions get beefed up
Key events in EMEA next week - 17.03.2023
Key events in developed markets next week - 17.03.2023
Fed to hike 25bp should conditions allow
EU goes head-to-head with the US in race to produce clean tech
Why China's central bank has cut its required reserve ratio
FX Daily: Data dependent or financial stability dependent?
Rates Spark: Almost there, but still hiking
Oil caught up in broader market weakness
ECB hikes by 50bp and drops forward guidance, while keeping the door open to more hikes
Surprising surpluses in Poland’s current account and trade balance
ECB hikes rates by 50bp - 16.03.2023
Bank Indonesia keeps rates unchanged again
Asia week ahead: Regional central bank meetings and trade data
FX Daily: Confidence crisis sparks wrong kind of dollar rally
Rates Spark: ECB, part of the solution or part of the problem
Australia: Employment surges
The Commodities Feed: Oil plunges
Asia Morning Bites - 16.03.2023
UK Chancellor's medium-term challenges remain despite near-term boost
US pipeline price pressures ease, giving another excuse for a Fed pause
Poland: CPI inflation peak behind us, but disinflation will be gradual
FX Markets: Pressure switches to Europe
Eurozone industrial production ticks up in January
FX Daily: A nervous calm returns to FX markets
Rates Spark: Cautious, with a hint of optimism
China shows a gradual recovery
The Commodities Feed: Brent falls
Asia Morning Bites - 15.03.2023
Aluminium smelter shutdowns threaten Europe's green transition
US financial stability trumps near-term inflation
Soft start to 2023 for Italian industrial production
Slower UK wage growth welcome news for the Bank of England
FX Daily: What to expect from another day of market mayhem
Rates Spark: System stresses are key
The Commodities Feed: Risk-off move
Here's why EUR/USD is not trading higher on the Fed re-pricing
ECB Cheat Sheet: Predictably unpredictable
UK Budget: Short-term positives to be met with medium-term caution
Belgian construction sector faces a difficult year
FX Daily: Policymakers move to limit SVB fallout
Assessing the Silicon Valley Bank fallout
The Commodities Feed: Natural gas prices surge
Asia Morning Bites 13 March 2023
Listen: Higher for longer
Watch: Dollar bear trend takes a rain check
Key events in developed markets and EMEA next week
Strong US jobs, but market angst means the Fed is in the balance
FX Daily: US banking stress sends ripples across FX markets
Surprise UK growth rebound means technical recession could be avoided
Rates Spark: Payrolls are key, but the system is too
India: Another solid year ahead for the economy
The Commodities Feed: Risk off move continues
Asia Morning Bites - 10.03.2023
Asia week ahead: Flurry of data from China plus key central bank meeting
Indonesia: Looking to consumption to carry the load
WASDE update: Argentine crops downgraded
FX Daily: Biden’s budget serves as debt ceiling reminder
Stagnating eurozone GDP is worse than it seems
