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think
1 小时
Interest rates unchanged in Poland but the press release sounds less dovish
As widely expected, the Monetary Policy Council left rates unchanged. The press release sounds less dovish regarding the ...
think
19 小时
Euro Credit Supply: Large supply in 2024
Corporate supply reached €31bn in November, an increase from the previous month and in line with typical November levels ...
think
3 小时
Softer US services growth favours further Fed rate cuts
Cooling business activity in an environment of subdued job creation should give the Fed the confidence to cut interest rates ...
think
4 小时
US Dollar Credit Supply: Record-breaking supply in 2024
The Oil & Gas sector led monthly supply in November with US$11bn, rebounding from zero issuances the previous month. This ...
think
4 小时
FOR MON 10 questions for China in 2025 (SS edited)
Forecasting is challenging even in the most stable times, and we are now entering a period of uncertainty with Trump’s tariff ...
think
7 小时
Accelerating Czech wages are a pro-inflationary risk
Robust wage growth will further drive Czech households' spending, prompting policymakers to consider both stronger ...
think
19 小时
South Korea: Outlook rocked by martial law declaration
In a stunning political event overnight, South Korea’s president declared martial law for the first time since 1979. Later, ...
think
11 小时
FX Daily: Geopolitics just another reason to hold dollars
If US exceptionalism and the potential for a second Trump administration weren’t enough to hold dollars, geopolitics and ...
think
16 小时
Australia: GDP growth firms up in the third quarter
After growing at just 0.2% QoQ in the previous three quarters, Australia’s GDP growth in 3Q24 rose to 0.3%. However, this was ...
think
21 小时
Rates Spark: Eyes on France
The French government faces a no-confidence vote on Wednesday, but wider market fallout has been remarkably muted so far ...
think
1 天
The fall of Barnier’s government would be bad news for the French economy
On Monday, faced with the impossibility of passing the social security budget, and despite the many concessions made to the ...
think
1 天
Food prices drive a higher-than-expected rise in Turkish inflation
The food group was once again the key driver behind Turkey’s rising inflation rate in November following a similar trend in ...
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