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think
3 小时
Central Bank of Turkey initiates rate cuts with 250bp and narrows the corridor
At the December Monetary Policy Committee meeting, the CBT cut its policy rate by 250bp to 47.5%, which was more than the ...
think
3 天
Confidence dive hits Czech industry
The Czech consumer confidence indicator shed 1.2 points to 100.4 in December, remaining just above its long-term average. The ...
think
6 天
Polish consumers show renewed enthusiasm in November
November retail sales exceeded expectations as purchases continued to improve after a surprisingly weak September. Data ...
think
15 天
Oil market set to be in surplus despite OPEC+ action
The global oil market is set to return to surplus in 2025 despite OPEC+ extending supply cuts. This surplus should see prices ...
think
6 天
Polish data signals a softer fourth quarter but a brighter outlook for 2025
Prospects for infrastructure investments look bright on the back of the accelerated absorption of EU funds, which supports ...
think
7 天
FX Daily: Dollar sprints to the finish line
The bear flattening in the US curve pushed the dollar to new highs. DXY is trading at 108.0 and as we discussed in our FOMC ...
think
6 天
THINK Ahead: CEE region in focus
Current account (Mon): Based on high frequency data, we see a significant deterioration in the current account surplus in the ...
think
6 天
The yen weakens as the BoJ holds
The Bank of Japan held its key interest rate at 0.25% for the third time, in line with a narrow majority of market polls. The ...
think
9 天
Hot UK wage data will embolden Bank of England hawks
The latest UK jobs report provides yet more justification, if any were needed, for the Bank of England to keep rates on hold ...
think
8 天
Sticky UK services inflation to come lower in 2025
If we’re right about that, it should also help overall core inflation to fall materially below 3% in the spring (from 3.5% ...
think
15 天
Trump and China add to copper headwinds in 2025
The rise in warehouse stocks has come amid a surge in Chinese exports. China is usually a major net importer of refined ...
think
7 天
Fed confirms a slower and shallower rate cut story for 2025
We got another 25bp policy rate cut from the Fed, but updated projections and Chair Powell’s press conference confirms that ...
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