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think
3 小时
The fall of the French government means less growth and no budget in 2025
As expected, French MPs decided on Wednesday evening to vote a motion of no confidence in the government led by Michel ...
think
7 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
22 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
10 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
10 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
1 天
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
11 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
14 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
18 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
5 小时
Rates Spark: The ratchet lower in yields is far from done
Markets are more focused on problems that can materialise later in 2025, leading to a bull flattening of the EUR money market curve ...
think
1 天
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
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 ...
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