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 ...
Oil prices have rallied following stricter US sanctions against Russian oil, targeting both production and export flows ...
Another upside surprise on US jobs numbers will intensify the belief that Federal Reserve officials are under no pressure to ...
Core inflation (Thu): On the basis of the December flash CPI, we estimate that core inflation excluding food and energy ...
The market seems to be acknowledging the Treasury’s reiterated fiscal pledges and this has prevented the gilt and pound ...
Recent data from Russia’s Agricultural Regulator shows that the grain exports increased by 4mt YoY to 73.1mt for 2024. This ...
We are getting to the optimal part of a zone where getting long will make glaring sense, where even impact carry flips ...
To abort the rise in Treasury yields, we'd need to see a print below 150k. Else onwards and upwards. In the UK, gilt yields ...