Author's articles
In China Corporate Bond Issuance Should Climb When The Economic Environment Improves
FX: The Romanian Leu Has Benefited From Favourable Global Conditions In Recent Weeks
Belgium: ING expect real estate prices to fall by 0.5% in 2023
Rates Daily: The Speeches Of The Representatives Of The ECB And The Bank Of England Will Be Dominated By A Hawkish Tone
The Eurozone Economy Will Stagnate In 2023
In Philippines Imports Of Both Capital Goods And Raw Materials Fell
Asia Market: Japan CPI Hit 4.0% YoY For The First Time Since 1982, In China The Reopening Has Resulted In A Greater Increase In Arrivals Than Departures
Commodities: Russia Is Struggling To Find Homes For Its Oil Since The EU Ban
Despite some positive news, Hungarian economy to turn out to retreat in the second half of 2022?
Solid Czech koruna and central bank's plan to keep rates elevated stay in contrary to a 185bp rate cut prediction
Unemployment In Eurozone Was Unchanged From October At 6.5%
The Dollar Is Broadly Weaker, Inflation In The CEE Region Is Still A Problem
The New Year Started On A More Optimistic Footing For The German Economy
Commodities: Copper And Iron Ore Prices Rose, Aluminium Exchange Inventories Continue To Show Signs Of Recovery
Latest Policy Rate Decision Of National Bank of Romania (NBR) Ahead
Next Week Bank Of Korea Will Announce Its Monetary Policy Decision, Australian And Indian CPI Report Ahead
Federal Reserve Officials Remain Concerned That Policy Needs To Be More Restrictive For A Long Period Of Time
Hungary: The Fuel Trade Was The Only Sector That Did Not Have A Poor Trading Record
Core Inflation Continues To Show Little Sign Of Relief And It Will Be Enough For The ECB To Continue To Hike By 50bp
The Hungarian Labour Market Will Remain Tight And Labour Shortages Will Be There In Some Parts Of The Economy
The US Unemployment Rate Indicates Strength, But Wages Indicate Softening Inflationary Pressures
A 25bp Hike By National Bank of Romania Would Hardly Be A Hawkish Signal For The Market
What do we learn from National Bank of Poland Governor testimonial
In Italy The Peak In Headline Inflation Might Have Passed
Consumer Inflation Fell For The Second Month In A Row In Poland Thanks To Cheaper Coal
National Bank of Poland kept the rates unchanged. According to ING, rate cuts unlikely to happen
In Poland May Not See Inflation Peak Until February, Although 2023 Will Not Be A Stellar One For Most Asian Economies, They Will Still Mostly Grow Faster Than Anywhere else
FX: The Fall In The Pound Also Saw Egyptian Hard Currency Foreign Debt Rally
Asia Week Ahead: The Bank Of Korea Is Expected To Use The Rate Hike Card More Carefully
German Export Weakness In The Fourth Quarter Suggests That Recession Fears Are Real
Rates Daily: Core Inflation Should Be A Better Predictor Of European Central Bank Policy
Commodities: Europe Is No Longer Trading At A Premium To Spot Asian LNG
Asia Market: Many Chinese People Have Chosen To Avoid Crowded Places, Therefore, Overall Retail Sales Should Be Weaker
FX: The Entire CEE Region Has Regained Its Relationship With Gas Prices, Which Is Driving FX To New Gains
Rates Daily: The Fed And The ECB Will Peak In The First Quarter
Commodities: Weak Manufacturing Data From China Made Some Pressure On Copper Prices, European Gas Storage Increasing
Demand For The Yuan (CNY) In The Onshore Market Should Increase
Germany: inflation decreases by about 1.5% thanks to lower oil and gas prices
Market expects a 200K gain of new jobs in the US and unchanged unemployment rate print. Singapore's Q4 GDP reached 2.2% year-on-year
South Korean exports shrank, but annual print shows a 6.1% gain in 2022
South Korea: Base Effects Will Likely Lower Headlince CPI Early Next Year
Eurozone: first days of the year are going to be action-packed
Auto production and general machinery increased significantly. South Korea Industrial Production as a whole gained 0.4%
Japan Is Expected That Manufacturing Output Is Likely To Deteriorate In The First Quarter Of 2023
The Chinese Government Is Working Hard To Open The Domestic Economy With An Easing Of Covid Measures
Judging from ING expectations, Bank of Japan may hike the rate in the end of 2023 or even in 2024
Reduced South Korea inflation expectations play in favour of rate hike pause
ESG Bond Is Expected To Jump To 40% In 2023, Up From 35%
EU Members Have Announced Their Own Support Schemes To Help Consumers Both Households And Companies To Pay Their Energy Bills
LNG Stocks Are Depleted And Will Need To Be Replaced From February Onwards
European Utilities:The Sector Is Expected To Record An Average Operating Profit
Power Markets Is Expected To Remain Very Tight In 2023
The US Could Go Into The 2023/24 Winter With St Orage At Its Highest Levels Since 2020
Russian Gas Flows Remain At Current Levels Through 2023
The Impact Of The EU Ban On Russian Crude Oil Is Still Playing Out
Italy: ING Economics expect quarter-on-quarter GDP in the fourth quarter may contract by 0.2%
Japan's inflation hit 3.8% in November and is expected to jump another 0.2% next month
Turkey: "Comprehensive set of policies" to be announced in December
Indonesia is the world's 6th largest bauxite producer. Country bans commodity export from June 2023
Indonesia: Bank Indonesia Will Need To Match Fed Rate Hikes To Help Maintain Indonesian Rupiah (IDR) Stability
Forex - Czech Koruna: Czech National Bank didn't change a thing
Poland: Forecast That GDP Growth May Amount To Around 2.5% y/y In 4Q22
Poland: Construction May Turn Out To Be One Of The Weakest Spots Of The Domestic Economy In 2023
Hungary: Despite unchanged rate, Monetary Council added a bit of hawkishness
FX: The Last Czech National Bank Meeting Of The Year, Downside Risks For The Pound In The New Year
Poland: Domestic Manufacturing Once Again Confirms Solid Resilience To External Shocks
Poland: Wage growth go above the consensus, but still lower than inflation
Governor Kuroda (BoJ) Is Trying To Pave The Way For Policy Normalisation Before Stepping Down
FX: The BOJ's Role As An Ultra-Dovish Outlier Among Global Central Banks
2023 Will Be A Tough Year For The European Natural Gas Market
Czech National Bank is bound to keep the interest rate unchanged, Czech koruna expected to trade near 24.50
Labor Problems In The EU Are Unlikely To Disappear Despite The Expected Recession
Germany: Ifo index increased slightly. According to ING, economy is expected to go back to average quarterly growth rates by mid-2023
FX Volatility Remains Subdued, The Investor Mood Seems To Be Leaning Towards A 2023 Slowdown
Asia Market: The Philippine Peso (PHP) Led The Non-G-10 Asia Gains
Chinese Policies Will Be Tilted To Support Research And Production Of Technology Services And Products
Summary Of The Situation Of The CEE4 Region And Its Prospects
CEE: The Descent From Peak Inflation And Peak Interest Rates Will Be A Dangerous One
Ukraine: The Protracted War Makes The Picture Uncertain
Serbia: The 2023 Outlook Cannot Be Too Bright
Trukish Lira (TRY) Will Remain On A Gradual Depreciation Path
Romania: The Current Inflation Profile Would Justify No More Rate Hikes From The NBR
In Poland High Inflation Will Probably Remain A Number One Economic Problem In 2023
A Successful Year For Kazakhstan’s External Trade
Hungary’s Trade Balance Of Goods Has Been On A Downtrend Because Of Energy Crisis
Czech Republic: Minfin Approved An Increase In The State Budget Deficyt, For Next Year, The Plan Expects A Deficit Of CZK295bn
Croatia: The Recovery From The Pandemic Was Extremely Fast, Mainly Due To The Impact Of A Good Tourist Season
The Price Stability Criteria Is Obviously Not On Track For Bulgaria
Azerbaijan’s External Trade Benefited From 2022 Geopolitical Turmoil Through Higher Oil And Gas Prices
FX: It Seems The Czech Economy Can Afford The Relative Strength Of Czech Koruna, Romanian Leu (RON) Seems To Be Overvalued Relative To Its Macro Fundamentals
A Very Low Difference In The Performance Between CEE4 And The Broader Set Of EMEA Currencies
The Global Factor As The First Principal Component For The Weekly Movements Of The CEE4 Currencies
Japan: CPI inflation expected to reach 3.9% year-on-year
Central bank of Turkey is expected to keep policy rate at 9%
ING Economics call contraction in eurozone economy 'likely mild'
Sterling to euro exchange rate is expected to hit 0.89 in the first quarter of 2023
EU Inflation Will Put More Pressure On Corporates And Ultimately Credit Markets In 2023
Rates Spark: Central Banks This Week Have Made Clear That Their Job Is Not Done Yet
Analysts expect ECB to deliver two 50bps hikes in the first quarter with a chance of one more in Q2
USA: The biggest decline in retail sales in almost a year
