More certainty about near-term ECB easing has helped reduce rates volatility. However, we see plenty of risks further out in ...
The Fed is also now in blackout mode ahead of its rate meeting on 18 December, and the only other thing of note in the ...
China’s November CPI inflation slowed to 0.2% year-on-year, down from 0.3% YoY and falling short of both market and our ...
GDP data has confirmed a moderation in activity, indicating that Turkey has been in a technical recession since the third ...
Czech real industrial output slid in October, reflecting the havoc in European car manufacturing and the endless weakness of ...
Hungary’s November deficit is a positive surprise, and lower interest payments could be the reason for this drop ...
China, on the other hand, has increased its exports primarily to Russia, Vietnam, Africa, the EU and Mexico. Overall, it seems that Mexico and Vietnam may serve as “plus one” countries, acting as ...
Since 1999, the EU and Mercosur (comprising Argentina, Brazil, Paraguay, Uruguay, and since 2024, Bolivia) have been ...
The Fed and the ECB are still cutting so where will that leave US and Euro market rates and curves in 2025? Should we be ...
Markets are more focused on problems that can materialise later in 2025, leading to a bull flattening of the EUR money market ...
The slump continues. German industrial production fell by 1% month-on-month in October from -2.5% MoM in September. On the ...
Even though employment growth might be taking a breather, we don’t foresee an inversion in the trend. A gradual increase in ...