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think
12 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
9 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
14 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
13 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
16 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
11 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
13 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
13 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
13 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
13 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
13 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 ...
Opinion
think
7 天
Opinion
US market rates peacock, but for how long?
A 50bp cut followed by a blowout payrolls report sees the 10yr rate higher with a degree of conviction. What now?
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