Author's articles
SEK: Riksbank's Dilemma - To Hike or to Hold in a Precarious Balancing Act
Eurozone PMI Tests: Evaluating Growth Sentiment and Positioning in EUR/USD
FX Daily: No Thanksgiving Turkey for Dollar Bears as Resilient Jobless Claims Boost the Greenback
"Inflation Surges in October, Prompting Expectations of Prolonged Monetary Policy Pause by MAS into 2024
Surprising Surge: Singapore's October Inflation Exceeds Expectations, Headlining at 4.7%
Metals Market Update: Surge in LME On-Warrant Zinc Stockpiles; Agriculture Concerns Continue with Ukrainian Grain Exports
OPEC+ Meeting Delayed: Disagreement Sparks Uncertainty in Oil Markets
Asia Morning Bites: Singapore Inflation and Bank of Indonesia Policy Meeting in Focus amid Thanksgiving Holiday
UK Faces Elevated Recession Risks as New Year Approaches Despite Marginal Business Growth: Economic Data Analysis
Hungary's National Bank Maintains Easing Path Amid External Risks: A Review of November's Rate-Setting Meeting
Asia Morning Bites: Strong 3Q23 Singapore GDP Amidst Quiet Market Pre-US Thanksgiving
HUF Strengthens as National Bank of Hungary Implements Expected Rate Cut: Positive Outlook for Forint
GBP: Anticipating Tax Cuts in Autumn Statement for a Balanced Fiscal Approach
German Debt Brake Ruling Sparks Concerns for the Euro: Impact and Expectations
FX Daily: Navigating Familiar Ground with Fed Caution and USD Consolidation
Poland's Economic Rebound: Retail Sales and Construction Surge in Fourth Quarter
Tide of Lower US Rates Propels EUR/USD Higher: A Look into 2024"
The Australian Dollar: A Prime Candidate for Currency Recovery in 2024
2024 G10 FX Outlook: Navigating a Dollar Bear Trend and Protecting Against Volatility
Exploring Scenarios: EUR/USD Forecasts and Key Influencing Factors for 2024
The Dollar's Long Goodbye: Unraveling Trends and Shifting Dynamics in Global FX Markets for 2024
Asia Morning Bites: US-China Talks Show Progress, Treasury Yields Rise, and Global Markets React
BSP Keeps Rates Unchanged After Off-Cycle Move, Eyes Potential Hikes in Near Term
BRL: Positive Outlook Amid Fiscal Focus and Successful ESG Offering
GBP: Navigating Shifts on Crosses Amid BoE Easing Expectations
Euro Holds Steady Amidst Absence of Key Eurozone Data: What to Expect Next
Tide Turning: Dollar Recovers as Government Shutdown Is Averted
Market Digests Optimistic Fed Outlook: Soft Economic Data Supports 'Soft Landing' Scenario
Revised Sugar Market Outlook: ISO Cuts Global Deficit Estimate Amidst Increased Production Forecasts"
China's Steel Output Declines: Impact on Metals Market
Commodities Update: US Crude Oil Inventories Rise, Putting Pressure on Oil Prices
US Retail Sales and PPI Data Support Soft Landing Narrative Amid Subdued Inflation and Activity Resilience
Germany's Constitutional Court Rules Against €60bn Budget Reallocation, Posing Challenges for 2024 Budget Approval
Global Sustainability Reporting Landscape: CSRD Impact and the Evolution of US ESG Markets
ESMA's Preliminary Report on Greenwashing: Identifying Risks and Proposed Actions for Sustainable Finance Policies
Why ESG Bond Supply Stagnates Globally: Unraveling the Factors
USD ESG Bond Market: Navigating Challenges and Opportunities in 2024
ESG Bond Markets: Slowing Growth in 2024 Amid Evolving Market Conditions
Poland's Inflation Prospects Amid Sharp Commodity Price Drops: A Balancing Act for Monetary Policy
The French Labour Market Struggles: Q3 Unemployment Rate Hits 7.4%
Indonesia's Exports Beat Expectations, Boosting Trade Surplus and Easing Pressure on Central Bank"
Taming Inflation: Bank of England's Services Inflation Falls Below Forecast, Diminishing Rate Hike Prospects
CEE Currencies React to US Inflation: PLN Benefits, CZK Faces Pressure
GBP: Soft Services Inflation Diminishes BoE December Hike Prospects
EUR/USD Reaction to Dollar Surge: Eurozone Tiptoeing into Slightly Better Data
The Dollar's Dramatic Drop: Is the Bear Trend Overdone?
China's Central Bank Injects Additional Funds to Bolster Economic Recovery Amidst Lingering Challenges
Peak Fed: Navigating the Changing Rate Landscape
Rates Spark: Evaluating the Likelihood of a Shift in the Rate Cycle
Taming Inflation: Supercore Progress Pleases the Fed, Setting the Stage for Policy Shift in 2024
US Inflation Slows Beyond Expectations: Analyzing October's CPI Figures
France Faces Growing Challenges as Unemployment Rate Surges Beyond Expectations
Hungarian Inflation Dips into Single Digits: A Symbolic Victory with Challenges Ahead
Italian Industrial Production Remains Stable in September, Anticipating a Soft Economic Patch
Czech Inflation Inches Up: Analyzing the Numbers and Future Rate Cut Prospects
Tightening Financial Conditions and Weakening Prices: US Inflation on Track for 2% Next Summer
Fiscal Policy Continuity in Dutch Politics: What to Expect After the 2023 Elections
Asia Morning Bites: Rising US Treasury Yields Impact Asian FX, RBA's Monetary Statement, and India's Industrial Production Report
UK Economy Remains Stagnant in Q3 Amid Concerns of a Looming Recession
CEE End-of-Week Report: Inflation Updates and Regional Dynamics
EUR/USD Nears 1.0660 as ECB's Lagarde Takes the Stage
US Dollar Rises as Bond Market Ignites: A Look at Dollar's Resurgence
Grain Prices Under Pressure After Bearish WASDE Report
Commodities Update: Oil's Resilience and Grain Market Pressures
30-Year Bond Auction Tail Raises Concerns in US Rates Market
Fed Speakers Maintain Hawkish Stance Amidst Market Uncertainty
Treasuries at Crossroads: Navigating Supply Challenges and Rate Expectations
Crude Oil Tumbles Below 200-DMA: Signs of Oversold Conditions Emerge
Increasing Rate Cut Speculations: German CPI Set to Confirm at 3% - Insights by Michael Hewson, Chief Market Analyst at CMC Markets UK
Soybean Surge: China's 25% YoY Increase in October Imports Driven by Brazilian Supplies
China's Gold Rush: Twelfth Consecutive Monthly Increase in Reserves Signals Ongoing Central Bank Confidence Amid Geopolitical Uncertainty
Oil Market Faces Headwinds: Brent Hits Lowest Since July as Supply Worries Ease
Asia Morning Bites: Currency Retreat Amid Lower US Yields and Global Market Insights - November 8, 2023
Hungarian Industry: September Surprises with Export-Led Growth, but Domestic Demand Lags
China's Trade Dynamics in October: Surplus Shrinks as Exports Weaken, Import Data Raises Questions
CEE Economic Snapshot: Weak Data Signals Struggles for Hungary and Czech Republic
GBP: BoE Chief Economist Fuels Rate Cut Expectations, Sterling Faces Headwinds
EUR/USD Faces Resistance at 1.0765, Downside Risks Loom Amid Hawkish Fed and Weak Eurozone Data
FX Markets in Flux: Navigating Fed Commentary and Global Economic Signals
German Industrial Production Continues Downward Spiral, Raising Concerns of Year-End Recession
Yield Reversal Amid Supply Pressure: Navigating Market Rates and Central Bank Signals
Curious Market Response as RBA Implements Expected Rate Hike
Soft US Jobs Report Suggests Fed's Monetary Policy Work is Concluded
National Bank of Poland Anticipates November Rate Cut Followed by Cautious Pause: Insights into Economic Projections and Policy Guidance
Poland's Post-Election Landscape: Economic Opportunities, Fiscal Priorities, and EU Funds Unlocking
Czech National Bank (CNB) Maintains Interest Rates, Delays Cutting Cycle Amid Mixed Signals for CZK
GBP: Forward Guidance Revival - Analyzing Market Responsiveness to BoE's Monetary Policy Outlook
Market Skepticism Prevails as EUR/USD Struggles Amidst ECB's Hike Uncertainty
EMFX Rides the Green Wave: Impact of Fed's Shifting Tone on Currency Positions
The Jobs Dilemma: Deciphering Long-End Rates Amidst Fed's Balancing Act
German Exports Fall Again, Adding to Economic Woes
Asia Morning Bites: Focus on China's Caixin Services PMI and Anticipation for US Non-Farm Payroll Data
The Czech National Bank's Prudent Approach: Unchanged Rates and Economic Evaluation
Bank of England Holds Rates Steady Amid Growing Rate Cut Expectations for 2024
The Commodities Feed: Positive Economic Sentiment Boosts Prices, OPEC Oil Output Stable
Czech National Bank Initiates Cutting Cycle with 25bp Move amid Economic Concerns
BoE Maintains a Firm Stance: Rates Expected to Stay High for an Extended Period
EUR/USD Finds Reprieve Amid Global Conditions, Eyes on ECB Speech and Norges Bank Decision
FX Daily: Fed's Hawkish Hold Spurs Renewed Interest in Carry Trade as Rate Volatility Drops