Looking ahead, while the softer dollar outlook could provide a tailwind for Asia FX, tariff risks and growth concerns persist ...
Risk assets have been helped over the weekend by news that a group of moderate Democrat senators are softening their stance ...
For most of 2025, markets ‘played the man’, reacting to US President Donald Trump’s unpredictable trade rhetoric and challenges to Federal Reserve independence. This contributed to an 11% drop in the ...
Central banks across Central and Eastern Europe and emerging markets are aiming for currency stability amid inflation, fiscal risks, and geopolitical tensions. EU funds, carry trades, and resilient ...
The golden rule in football defending is ‘play the ball, not the man’. Translated: it’s not about where the player leans, it’s about where the ball ends up.
Emerging markets are on a roll. Benchmark local currency bond indices are up 16% year-to-date, and some frontier indices even more. In what should be a good year for FX carry, we explore where ...
It’s clear that EU food and beverage exporters are reconsidering their approach to the US market as tariffs and the weaker dollar bite; it makes more sense to have local production in North America to ...
The government shutdown has clearly caused anxiety for people on food stamps and government workers who aren't being paid.
Hungary: At a glance. Third-quarter GDP growth came as a negative surprise with a quarter-on-quarter stagnation. The weak ...
CEE economies show contrasting trends: Poland is enjoying balanced growth and faster monetary easing as the inflation outlook ...
Oil prices settled lower yesterday with a large increase in US crude oil inventories, while surplus expectations for the ...
The National Bank of Poland’s governor has not given any forward guidance on further interest rate moves after Wednesday’s ...
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