Author's articles
Rates Spark: Bonds are cheaper now, but does anyone want them?
The Commodities Feed: Brent rebounds
South Africa: Key takeaways from the 2023 budget
ECB suffers financially under its own rate hikes
Asia week ahead: growth and inflation reports from major economies
National Bank of Hungary preview: Not there yet
FX Daily: Dollar bears will have to be patient
Europe will not get a boost from Chinese tourism until 2024
This is what China’s economic recovery will look like
Green sovereign bond sales stabilise and so does the greenium
Singapore: Inflation slips below expectations but stays hot
Bank of Korea puts brakes on rate hike but keeps hawkish tilt
Synthetic fuel could be the answer to aviation’s net-zero goal
Rates Spark: Hawkish Fed continues to simmer
The Commodities Feed: Henry Hub weakness
Inventory overhang will be a modest headwind for eurozone growth
French business climate signals economic resilience in February
How the ECB’s rate hikes are filtering through to the eurozone economy
German Ifo improves but those recession fears haven’t gone away
Food companies under pressure to source deforestation-free products under new EU law
FX Daily: Geopolitical risk strikes back
Rates Spark: Hawkish rates alongside higher inflation expectations
The Commodities Feed: Carbon strength
Asia Morning Bites - 22.02.2023
Poland: temporary rebound in construction output
Eurozone PMI shows strong increase in February
Rent regulation in the Dutch housing market: help or hindrance?
FX Daily: Growth stories back in focus
The Commodities Feed: Aluminium production cuts
Rates Spark: Looking backward to economic data and forward to geopolitics
Poland’s industrial production disappoints in January
Poland: Solid wage growth in January, boosted by hike in the minimum wage
FX Daily: Is the dollar rally getting tired?
The Commodities Feed: Hawkishness weighs on the complex
Key events in developed markets next week - 18.02.2023
Asia week ahead: Australian wages, Singaporean inflation, Bank of Korea meeting - 18.02.2023
Key events in EMEA next week - 18.02.2023
Watch: The future of UK rate hikes
UK retail sales bounce on January discounting
FX Daily: Hawks in the ascendancy
Rates Spark: Riding the hawkish wave while it lasts
Asia Morning Bites - 17.02.2023
RBNZ Preview: 50bp hike, but the peak is close
Asia week ahead: Australian wages, Singaporean inflation, Bank of Korea meeting
Bank Indonesia keeps rates untouched as inflation moderates
Philippines’ central bank hikes rates after blowout CPI report
FX Daily: Short end continues to drive the dollar
Rates Spark: Crucial levels ahead
Poland: ECJ guidance on FX mortgages casts shadow over the zloty
US retail sales surge on stark weather contrast
Poland’s CPI inflation surprised to the downside in January
Eurozone industrial production drops in December
Surprise UK services inflation dip bolsters case for rate hike pause
FX Daily: Data can still lift the dollar
US inflation remains sticky, but a slowdown is coming
Indonesia’s trade balance beats estimates but still smallest since May
Rates Spark: Higher for longer hits selectively, for now
The Commodities Feed: Inventory pressure
Asia Morning Bites - 15.02.2023
Romanian growth remains strong while inflation undershoots
Technical recession confirmed in Hungary
The Netherlands avoids recession for now with positive fourth quarter
Poland: Composition of GDP facilitating disinflation, price growth to remain high
FX Daily: Asymmetrical upside risks for the dollar today
UK wage growth points to another rate hike in March
Rates Spark: Hawkish markets head into US inflation
Japan: 4Q22 GDP rebounded, but less than expected
Asia Morning Bites - 14.02.2023
The Commodities Feed: US CPI in focus
Poland’s external imbalance narrowing amid slowing trading dynamics
The Commodities Feed: Russian supply cut - 13.02.2023
Czech Republic: Headline inflation accelerated further in January
FX Daily: Preparing for deflation reality checks
The Commodities Feed: Russian supply cut
Asia Morning Bites - 13.02.2023
Key events in developed markets next week - 12.02.2023
Asia week ahead: Indian inflation, Australian jobs data plus key central bank decisions
Key events in EMEA next week - 12.02.2023
Hungary's inflation likely peaked in January
Share of Russian metal grows in LME warehouses
Italian industrial production rebounded in December, beating expectations
China’s loan growth beats consensus but results are unbalanced
Bank of Japan to welcome Kazuo Ueda as its new governor
FX Daily: The waiting game is on
UK economy avoids technical recession - for now
Rates Spark: Putting disinflation to the test
The Commodities Feed: Azeri flows still disrupted
Asia Morning Bites - 10.02.2023
Poland’s central bank expects rapid disinflation, rate cut discussion premature
Riksbank hikes by 50bp amid concerns about weak krona
FX Daily: Riksbank needs to stay hawkish today
German inflation increases and drops at the same time
Rates Spark: Taking stock of the impact of recent central bank comments
Bank of England: Two data points that will make or break a March rate hike
The Commodities Feed: US oil and product stocks grow
Asia Morning Bites - 09.02.2023
Rates Spark: The range is your friend
India: Reserve Bank hikes and keeps tightening stance
