Author's articles
Asia Morning Bites - 08.02.2023
EMEA FX: Bad boy leads the pack
Hungarian industry surprises on the upside
G10 FX: Goldilocks or black swan?
Romanian National Bank preview: time to talk the talk
Riksbank set for 50bp rate hike on weak krona and tight jobs market
FX Daily: The dollar comeback hinges on Powell, again
Germany’s sudden halt in December is confirmed
Rates Spark: Kicking a bond when it's down
Australia: Reserve Bank hikes and says job not done
Philippines: Inflation blows past expectations to hit 8.7%
The Commodities Feed: Potential US aluminium tariffs
Asia Morning Bites - 07.02.2023
US jobs: Should we change our view? - 07.02.2023
US jobs: Should we change our view?
Romanian consumers shrug off pessimism into year-end
Hungarian retail sales suffer from record inflation
FX Daily: Three key themes for this week
Commodities: Milder winter offers some comfort to energy markets
FX: Timing the dollar decline
Rates: Reasons the upside can be tested
Indonesia: fourth quarter GDP surprises on the upside but growth momentum is fading
The Commodities Feed: EU refined products ban starts
Asia Morning Bites - 06.02.2023
Moment of truth for Central and Eastern Europe
The Bank of Japan faces tough choices ahead of policy normalisation
China’s rebound starts with consumption
Lower gas prices point to a more modest recession in the UK
Key events in EMEA next week - 05.02.2023
Key events in developed markets next week - 05.02.2023
The eurozone’s been saved, in part, by the weather
Our view on the major central banks
Easing US inflation fears boost hopes for a Fed rescue
Quick-fire answers to your global economy questions
This could well be a ‘fool’s spring’
US jobs surge catches everyone off-guard
Listen: Are we there yet?
French industrial production continues to catch up
FX Daily: Eyes back on data after Fed and ECB communication troubles
Asia Morning Bites - 03.02.2023
Rates Spark: What really happened yesterday and will it reverse?
Singapore: December retail sales rise by 7.4%
The Commodities Feed: Russian products ban imminent
Czech National Bank Review: Rates higher for longer
EUR/USD: Looking beyond the market’s trust issues with the Fed and ECB
Credit squeezing into central banks – what next?
ECB press conference brings more fog than clarity
ECB hikes rates by 50bp
Bank of England hikes by 50bp but hints at tightening cycle nearing its end
Dutch industry goes from top gear into reverse
Asia week ahead: Regional inflation data, Taiwan trade numbers and Indonesia's GDP
Spanish tourism rebounded last year but still lagged pre-Covid levels
South Korea: Consumer inflation accelerated again in January
FX Daily: A more relaxed Fed powers the rally
Monitoring Hungary: Glimmering light at the end of the tunnel
Rates Spark: The end is near
Italian headline inflation decelerates in January, courtesy of energy
Eurozone inflation looks encouraging, but be careful interpreting the data
Dutch utilities: Addressing the capex and opex challenges
India: A look at the Union Budget for 2023-24
FX Daily: Peak? What peak?
Rates Spark: It’s not all about the Fed today
South Korea: trade deficit hit record in January
The Commodities Feed: FOMC day
Asia Morning Bites - 01.02.2023
Minor contraction in Italian GDP at the end of 2022
Eurozone avoids contraction but domestic demand falters
Many European sectors will suffer from a weak economy in 2023
German labour market starts the year off strongly
Rising inflation in France adds to the ECB’s reasons to hike
Eurozone bank lending survey confirms bleak outlook for investment
France escapes recession, for now
FX Daily: Bracing for volatility
Rates Spark: Economic releases in the driving seat today
The Commodities Feed: OPEC+ meeting ahead
China: PMI positively surprises the market
South Korea: Weak IP report suggests a bleak outlook for 1Q23 GDP
Poland’s economy set to slow but we’re more optimistic than most
Eurozone sentiment continues to improve
German economy falls into winter recession
Spanish inflation up again as core inflation strengthens
Drastic shift in natural gas outlook
The Commodities Feed: Middle East tensions
ECB cheat sheet: Wake up, this isn’t the Fed!
FX Daily: Stress testing the consensus view
Asia Morning Bites - 30.01.2023
Key events in EMEA next week
Key events in developed markets next week - 28.01.2023
Four Bank of England scenarios for February’s meeting
Eurozone monetary developments show transmission is working
Credit Q&A: where do we go from here?
Federal Reserve: Back to 25bp hikes as slowdown fears mount
FX Daily: US pessimism softens ahead of a busy week
Rates Spark: Central banks vs economic data
Eurozone industry holds up better than expected in the pandemic aftermath
Asia Morning Bites - 27.01.2023
The ECB Has A Clear Tightening Bias And Is Chasing Inflation
A Remarkably Strong Figure Of Unemployment Rate In Spain
