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3 小时
Rising imports and weak demand for Polish exports erodes current account surplus
Import performance outpaced exports in August, leading to a continued deterioration in the trade balance. As a result, the ...
think
7 小时
The Commodities Feed: Higher speculative activity in crude oil
The latest positioning data shows that a fair amount of speculative buying in ICE Brent occurred over the last week.
think
5 小时
Why domestic demand is driving our cautious optimism on the Dutch economy
The Dutch economy is finally experiencing growth again, but the expected expansion for the remainder of 2024 remains ...
think
6 小时
China’s September credit activity beats forecasts
It is still early days and there's a lot of progress to be made, but there is hope that the People's Bank of China's (PBoC's) ...
think
7 小时
Asia FX Talking: China stimulus yet to prove a game-changer
Recently announced monetary and fiscal stimulus out of China has yet to prove a game-changer for Asian regional currencies.
think
7 小时
EMEA FX Talking: A mixed story across the region
The forint came under pressure during the recent global sell-off and broke the 400 EUR/HUF level for a few days in early ...
think
7 小时
LATAM FX Talking: Brazil struggles to shake off fiscal concerns
The Brazilian real continues to underperform as fears about softer fiscal policy into 2025 weigh on the currency. And while ...
think
7 小时
FX Talking: Groundhog Day for the dollar?
The US swing state of Pennsylvania is known not only for delivering the key votes for the next president of the US but also ...
think
7 小时
G10 FX Talking: November 5th will set the direction
Financial markets look quite comfortable in pricing 150bp of easing for both the Fed and the ECB into next summer. Seemingly ...
think
8 小时
China’s trade surplus contracts in September
China's September imports totalled $220bn, resulting in a weaker-than-expected 0.3% YoY growth rate, down from August's 0.5% ...
think
10 小时
FX Daily: Settling into ranges
It looks as though the dollar will probably hold onto recent gains Casting around the globe to identify key FX drivers, we ...
think
3 天
Disinflation continues in Romania but more policy easing next month is unlikely
The deceleration in Romanian inflation from 5.1% in August to 4.6% in September is a positive sign for the trend of easing ...
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