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think
2 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
5 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
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
6 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
Rates Spark: Long-end rates look too low post the FOMC
Noteworthy here is the upside shift in the market expectation for the effective fund rate for end-2025. It’s essentially flat ...
think
14 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
France: Political uncertainty increasingly weighs on business climate and outlook
France: Political uncertainty increasingly weighs on business climate and outlook The French economic outlook continues to ...
think
6 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 ...
think
7 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
5 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
8 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
7 天
A perfect storm for the Canadian dollar
The floor seems to be shifting under the Canadian dollar as risks of a US-Canada trade war, large Bank of Canada cuts, a soft ...
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