Poland’s external current account surplus deteriorated in November. Poland is indirectly exposed to Trump's tariffs ...
Headline inflation hit the upper bound of the CNB tolerance band in December yet came in below both market and CNB expectations ...
Were it not enough that Trump’s policy manifesto is clearly currency-positive, the dollar is also receiving support from strength in the US labour market. This questions whether the Fed needs to cut ...
USD/JPY is now firmly in the FX intervention zone of the 158-160 region. The Bank of Japan sold $35bn in that region last ...
Even though a weaker EUR/USD is normally associated with CEE underperformance, this time, the currency bloc is performing ...
Latam currencies. We think the Mexican peso has plenty of room to fall this year as Tump ramps up maximum pressure to secure ...
Asia FX Talking: USD/CNY remains the major battleground ...
Digital technology is a vital source of innovation and productivity growth, particularly in high-tech. However, in Europe, ...
The Turkish current account (c/a) balance posted a US$2.9bn deficit in November, better than market expectations. However, ...
The revisions to the US balance mean that the global balance is also tighter. Global corn ending stocks for 2024/25 were cut ...
In terms of export product, China's key winners of 2024 have been concentrated in several key sectors. Ships (57.3%), ...
It is hard to see the dollar trend changing this week given the prospect of another strong set of US inflation data, which ...