Author's articles
Bank of Canada bets on deflationary path
Unchanged rates in Poland amid slightly lower inflation projections
The Commodities Feed: First US crude draw this year
ECB preview: 50bp next week but how far will the ECB still go?
Asia Morning Bites - 09.03.2023
Hungarian inflation peak is behind us
History repeats itself as Hungary’s budget deficit soars
The Commodities Feed: Testimony weighs on the complex
FX Daily: Hawkish Powell lends his wings to the dollar
German industry rebounds in January
Rates Spark: Upping the ante on policy rates
Asia Morning Bites - 08.03.2023
Fed nerves open the door to more hikes
No one saw this big drop coming in Hungarian industry
The Commodities Feed: El Nino weighs on agriculture supplies
FX Daily: Dollar can hold gains on limited Powell pushback
Rates Spark: Powell takes markets for a spin
China’s imports unexpectedly enter deeper contraction
Asia Morning Bites - 07.03.2023
February US jobs report preview – was January a fluke?
Hungarian retail sales deteriorate further
US Dollar Credit Supply - 06.03.2023
Euro Credit Supply
Eurozone retail sales tick up less than expected in January
Key events in EMEA next week - 06.03.2023
French strikes will cause limited economic impact
The Commodities Feed: China's 2023 growth target underwhelms markets
Dutch transport & logistics outlook 2023: Aviation rebound continues, freight logistics slows
FX Daily: Climbing the wall of worry
Korea: Consumer inflation moderated more than expected in February
China: Two Sessions sets 5% growth, focus on technology and ESG
Rates: Risk mood to tip the balance ahead
FX: Dollar disinflation trade gets postponed
Make no mistake, ECB tightening is having its desired effect
CEE: Inflation finally heading down but still sticky
A last hurrah for Asian inflation
China’s recovery is not much of a surprise
Eurozone: Better than expected doesn’t mean good
Eurozone: Better than expected doesn’t mean good - 04.03.2023
US: Smoke, mirrors and uncertainty by the truckload
Our latest major central bank calls
Commodities: Energy concerns ease further
The search for a new equilibrium
Key events in developed markets next week - 03.03.2023
Italian GDP contraction driven by consumption and inventories
Hungary: Technical recession will be shallow
Bank of Canada preview: At the top with only downside to come
Spanish economy picks up sharply in February
Japan: Inflation may have peaked in January
The Commodities Feed: Oil maintains positive momentum
French industrial production falls
FX Daily: The ISM litmus test
Singapore: Retail sales unexpectedly contract in January
German exports rebound in January
Rates Spark: Inflation breakevens continue to add pressure
Minutes of ECB’s February meeting show determination to hike rates beyond March
Italian headline inflation continues to slow
Bank of England survey highlights easing price pressures
Eurozone inflation stickier than expected in February
Asia week ahead: Reserve Bank of Australia meeting plus regional inflation data
The Commodities Feed: US oil inventory increases further
Belgian property market on the back foot in race to climate neutrality
Belgian housing market to see weaker demand and price correction
South Korea: Industrial production temporarily rebounded in January
FX Daily: Caught between inflation and a recovery
Asia Morning Bites - 02.03.2023
Rates Spark: Inversion stretches deeper
US: Production sectors continue to struggle, but China reopening offers some hope
German inflation stable in February
The Commodities Feed: Complex moves higher on strong China data
FX Daily: Upbeat China PMIs lift the mood
Indonesia: Headline inflation ticks higher but core sustains downtrend
China’s solid PMIs hint at a high GDP target at the Two Sessions
Australia: Growth and inflation both slow
Asia Morning Bites 1 March 2023
Rates Spark: Update on the rates view in light of latest impulses
Poland’s GDP up 2% in fourth quarter
What to expect from China’s Two Sessions
The Commodities Feed: Metals markets eye key China meeting that might drive demand
France: Inflation continues to rise while consumption rebounds slightly
Spanish headline and core inflation rise again
FX Daily: Risk sentiment too fragile for a big dollar correction
The dominant Chinese electric car market is slowing
Asia Morning Bites - 28.02.2023
Rates Spark: The mood for risk is key ahead
Eurozone sentiment stable in February
The Commodities Feed: Bearish macro keeps pressure on oil
Eurozone monetary tightening progresses at the start of the year
FX Daily: Sticky inflation keeps dollar higher for longer
US: Fed inflation fears keeps the pressure on for rate hikes
Key events in EMEA next week - 25.02.2023
Asia week ahead: growth and inflation reports from major economies - 25.02.2023
Key events in developed markets next week - 25.02.2023
Watch: The potential answer to aviation’s net-zero goals
Listen: Ukraine war, one year on
High inflation in Hungary motivates people to look for work
Policy implementation and infrastructure building are key to US hydrogen development
FX Daily: Geopolitics sees pro-risk trades unwind
