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think
6 小时
Poland’s current account balance deteriorates slightly in November
Poland’s external current account surplus deteriorated in November. Poland is indirectly exposed to Trump's tariffs ...
think
13 小时
FX Daily: Dollar powers ahead
It is hard to see the dollar trend changing this week given the prospect of another strong set of US inflation data, which ...
think
13 小时
WASDE update: US corn and soybean output estimates cut
The revisions to the US balance mean that the global balance is also tighter. Global corn ending stocks for 2024/25 were cut ...
think
14 小时
The US tightens oil sanctions against Russia
Oil prices have rallied following stricter US sanctions against Russian oil, targeting both production and export flows ...
think
13 小时
China’s trade surplus hit a record high in 2024
In terms of export product, China's key winners of 2024 have been concentrated in several key sectors. Ships (57.3%), ...
think
10 小时
EMEA FX Talking: CEE currencies are coping admirably
Even though a weaker EUR/USD is normally associated with CEE underperformance, this time, the currency bloc is performing ...
think
10 小时
LATAM FX Talking: 2025 will be non-vintage
Latam currencies. We think the Mexican peso has plenty of room to fall this year as Tump ramps up maximum pressure to secure ...
think
10 小时
Asia FX Talking: USD/CNY remains the major battleground
Asia FX Talking: USD/CNY remains the major battleground ...
think
12 小时
Stuck in the mid-tech trap: Why Europe needs more disruptive digital innovations
Digital technology is a vital source of innovation and productivity growth, particularly in high-tech. However, in Europe, ...
think
10 小时
G10 FX Talking: Dollar powers ahead
USD/JPY is now firmly in the FX intervention zone of the 158-160 region. The Bank of Japan sold $35bn in that region last ...
think
12 小时
Turkey’s annual current account deficit widened in November
The Turkish current account (c/a) balance posted a US$2.9bn deficit in November, better than market expectations. However, ...
think
7 小时
Czech inflation briefly hits 3% threshold
Headline inflation hit the upper bound of the CNB tolerance band in December yet came in below both market and CNB expectations ...
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