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The Bank Of Korea Could Consider A Rate Cut Later This Year
Rates Daily: The ECB’s Vasle Argued That 50bp Hikes At The Next Two Meetings Were Needed
Philippines: 4Q GDP Growth Was Impressive, Hit 7.2% YoY
Commodities: Copper Continued To Trade Around Its Highest Level
Asia Market: The Philippines 4Q GDP Growth Is Expected To Expand
Precious metals: ING forecasts gold price to finish the year at $1,855
Germany’s Economic Outlook For This Year Looks Complicated
The Hungarian Central Bank Confirmed Its Commitment To Keeping Conditions Tight For A Longer Period
Rates Daily: The Eurozone Economy Converges To A Higher Growth And Higher Inflation
Australia: The Increase In Inflation Has taken 10Y Australian Government Bond Yields Sharply Higher
Commodities: European Gas Prices Came Under Significant Pressure
Asia Market: Disappointing Inflation Data From Australia
The French Economic Outlook Is Uncertain But Far From Dramatic
The ECB Is Likely To Stay The Course And Hike By Another 50bp
Forex: AUD Has Cemented Its Position As The Most Popular Long Trade In 2023
Rates Daily: The ECB Has No Appetite To Move Away From Its December Forecast That There Will Be Another 50bp Rate Hike At The February Meeting
In Poland The GDP Outlook For 2023 Has Improved Thanks To The Falling Gas Prices
Commodities: Copper Was Trading Near A Seven-Month High, The Global Primary Aluminium Increased,
FX: Low Gas Prices Should Remain Supportive For FX In The CEE Region
Tight Monetary Policy Is Already Weighing On The Swedish Housing Market
A Slow Recovery Of The Belgian Economy Is Likely To Take Shape In The Course Of The Year
The Greek Budget For 2023 Targets A Return To A Primary Surplus
The Finnish Economy Is Set To Remain Under Strain Over The Course Of 2023
The Irish economy Is Set Up Incredibly Well To Handle The Aftermath Of The Covid-19 Pandemic
In Austria Inflation Will Remain High In 2023
Spanish Economy Is Expected To Do Slightly Better Than The Eurozone Average
Dutch GDP Is Forecast To Grow By A Mediocre 0.4% In 2023
In Italy Private Investment Should Remain A Positive Growth Driver In 2023
Inflation In France Is Expected To Rise Further In The First Quarter Of 2023
The German Economy Will Still Have To Cope With The Delayed Impacts Of Last Year’s Crises
Hungarian forint: National Bank of Hungary is expected to keep the base rate at 13%
Asia: Australian and Japan's CPI inflation figures go public next week
In Poland The Economic Downturn Will Weaken Job Creation
Recession Still Looks Like The Base Case For The UK Economy
Forex: The Czech Koruna (CZK) And Hungarian Forint (HUF) Touched New Lows Against The Euro (EUR)
Rates Daily: Pushback From The ECB Against The Notion That Its Rate Hikes Could Be Downsized
The ECB Is Far From Being Done With Rate Hikes
Industrial Production Adds To The Gloom Surrounding The US Economy
Weaker Activity And An Increasingly Benign Inflation Backdrop In US
Bank Indonesia Has Lifted Its Policy Rate By 25bp, The Market Expected Such A Move
Forex: Most NOK Gains May Be Channelled Against The Dollar
Rates Daily: The Market Is Now Homing In On A 25bp Hike From The Fed At The February Meeting
Commodities: China’s Imports Of Unwrought Aluminium And Products Rose
Asia Market: Bank Indonesia Is Widely Expected To Hike Rates Today
USD/JPY Pair Remains Priced As One Of The Most Volatile Currencies
Forex: The EUR/GBP Pair May Struggle To Trade Sustainably, The Reserve Bank Of Australia's Policy Remains An Open Question
The Latest UK CPI Figure Is Below October’s 11.1% Peak
Euro Sovereigns Have Benefitted Doubly From The Improvement In Inflation And Growth Expectations
The US 10yr Yield Really Has No Business Getting Below 3%
Commodities: The Expected Recovery In Oil Demand Following China’s Reopening, Inventories At Major Chinese Steel Mills Rose
Asia Market: The Bank of Japan (BoJ) Is Expected To Stand Pat
ING expect car market to rise by 4-5% in 2024. China's Aiways, MG, NIO, Xpeng and BYD are ready to expand
Inventories At Major Chinese Steel Mills Slumped To Their Lowest Levels
The UK Jobs Market Is Still Holding Up Fairly Well
Forex: The Bank Of Canada (BoC) Looks Set To Face A Hike Or No-Hike Dilemma
Rates Daily: The Bank Of Japan Is Increasingly Expected To Lift The 10Y Japanese Government Bond (JGB) Yield Target Once More
Singapore's non-oil domestic exports shrank 20.6% year-on-year
Retail sales in China decreased by 1.8% much less than expected
Commodities: Copper price rise on the back of optimistic news from China
In Hungary Both Core And Headline Inflation Ending Up
Inventories Are Still At Low Levels And Input Prices Of Energy Remain High
Czech Republic: Tax Revenues Should Be Higher Than MinFin Expects
Forex: CEE FX Will Be Driven Mainly By The Global Story, The Polish Zloty (PLN) Should See Slightly Stronger Levels
China: The Market Should Perceive More Liquidity Injections As Supportive For Economic Growth
Asia Market: Exports In Indonesia Are Likely To Continue To Grow, Chinese Interest Rate Decision Ahead
The Commodities: In The Near Term The Oil Market Remains Relatively Well Supplied
The CNY Is Expected To Strengthen Against The Dollar As The Economy Picks Up And The US Enters A Recession
Another Year Of Very Low Net Supply Is Expected And USD Supply Will Be Manageable
Australia: GDP Growth Is Expected To Slow To A Sub-2% Pace In 2023
India: Inflation Has Shown Clear Signs Of Peaking Out
Singapore: Inflation And Rapid Tightening From Global Central Banks Forced Aggressive Action From the Monetary Authority of Singapore
Philippines: The Potent Mix Of Resurgent Demand, Currency Depreciation And Elevated Commodity Prices Have All Contributed To A Pickup In Price Pressures
Indonesia’s Trade Sector Has Seen Momentum Fade
The Bank of Korea Is Likely To Respond With A Rate Cut In The Second Half Of 2023
Inflation Hasn't Peaked Yet In Japan And Is Likely To Hit 4.0% In Early 2023
Taiwan's Central Bank May Continue To Shadow The US Fed's Rate Hike Path
In Spain Core Inflation Rose More Sharply Than Expected In December
There Will Be No Conditions For Interest Rate Cuts In Poland This Year
China's Exports Should Face Headwinds In The First Half
The Adverse Effects From The War And The Energy Crisis Will Be A Drag On The German Economy
Inflation Data Shows That The National Bank Of Romania Sees No Possibility Of Further Hikes This Year
FX: Weekend Profit-Taking May Pose The Biggest Risk To The EUR/USD Pair
The BoK Would Pause This Time Considering The Recent Slowdown In Inflation
According to ING outlook for US economy doesn't look promising. Fed will cut rates in the second half of the year
WASDE News: The Global Corn Balance Saw A Marginal Tightening And The Global Soybean Balance Saw Some Easing
Rates Daily: The Turn In Inflation Sentiment Has Been Nothing Short Of Spectacular
Commodities: US Natural Gas Prices Managed To Strengthen Yesterday
Asia Week Ahead: The Bank Of Japan Is Expected To Stand Pat, Indonesia Reports Trade Numbers
FX: The SNB Is Getting Its Stronger Swiss Franc Via Gains Against The Dollar
Rates Daily: The European Central Bank Continuing To Signal Its Intention To Hike Rates Further
China's inflation came at 1.8%, US crude oil (WTI) gained over 4% yesterday
Crude oil gained on the back of improved market sentiment. Brent increased by over 3%
Yesterday S&P 500 and Nasdaq increased by 1.28% and 1.76% respectively. US CPI to be released later today.
ING Economics: "The best the ECB can do to support the green transition is promote price stability"
FX: EUR/USD Optimism Continuing To Build, USD/JPY Is Consolidating At The Lows
The Overall Picture Is Positive For The Czech National Bank
Australia Is Likely To See A Modest Further Reduction In Inflation
South Korea: The Situation On The Labor Market Is Likely To Deteriorate Significantly This Year And Will Have An Impact On BoK's Decisions
Commodities: US Crude Oil Output Is Forecast To Average A Record 12.41MMbbls/d This Year, The Nickel Surplus Is Expected To Grow Further
Some favorable factors has helped Romanian leu recently. Today, National Bank of Romania goes for a slight, 25bp rate hike
