After an improvement in the previous month, August brought a sharp reversal in fiscal developments for Hungary. While ...
A deep dive into our take on what each of the major FX blocs could be expecting from the new US administration ...
Central bank gold demand strengthened in July despite price rises. Reported net purchases by central banks more than doubled ...
The Turkish Statistical Institute also revised first-quarter GDP expansion to 5.3% from 5.7% and 2023 growth up to 5.1% from ...
As a result of the stronger-than-expected recovery of exports but weaker-than-expected imports, we saw August's trade surplus ...
August CPI inflation in China rose to 0.6% year-on-year, up from 0.5% YoY in July, coming in exactly in line with our ...
Despite OPEC+ delaying its supply increase by two months, oil prices still had a weak finish to trading last week. ICE Brent ...
Yet the path to a stronger renminbi is far from clear. Chinese August CPI and PPI data came in very soft again and the local ...
Iron ore is one of the worst-performing commodities so far this year, with prices now down about 33% year-to-date and sinking ...
Primary markets opened early this year, with supply building during the last week of August. As a result, record-breaking ...
No end to the weakness in Czech industry, and auto-sector holidays are only partly to blame ...
If payrolls fall below 100k today and unemployment surprisingly creeps higher, then we see a 50bp Fed cut in September ...
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