The Mexican peso is doing well (better than the Canadian dollar) on the view that President Claudia Sheinbaum will cut a deal to avoid US tariffs. That is not guaranteed and we'll know a lot more by ...
The EU has published its Clean Industrial Deal to tackle European industry's lack of competitiveness and high energy reliance ...
The Fed are in no hurry to cut rates further, but the weakening growth outlook could force their hand in later in the year ...
Return of USD strength in the near term is likely to be the dominant factor impacting IDR in the near term. Although Indonesia is relatively less exposed to US tariff risk, escalation of tariff talks ...
Geopolitical events have forced us to revise our EUR/USD profile. In short, President Trump’s withdrawal of Europe’s security umbrella, Europe’s response of fiscal stimulus and the re-rating of the ...
Currencies in the EMEA region continue to diverge. In the CEE space, we think the Polish zloty and Czech koruna have the best chances of taking advantage of European growth and domestic strength. We ...
After long negotiations between the CDU/CSU, SPD and the Greens, a deal appears to have been reached to secure a two-thirds majority for the announced fiscal package at the official vote in the German ...
How bankers can inject more rizz. Central banks are good for many things, but talking the language of the Instagram generation sadly isn’t one of them. Few things are less welco ...
Inflation came in lower at the beginning of 2025 due to the new CPI basket and revisions to the January reading. With new CPI weights and more realistic assumptions on electricity prices, inflation ...
Italian industrial production has regained the ground lost in December. Despite some short-term volatility, production appears to be stabilising with limited room for short-term acceleration After a ...
EUR/USD now looks to be a 1.05-1.10 rather than a 1.00-1.05 trading range. A more meaningful break higher in EUR/USD – say above the 1.12 area – will likely require a much steeper US slowdown. We are ...
There was a lot of economic optimism when Donald Trump entered the White House. But as hopes for a sustained recovery fade - there's even some talk of recession - what does that mean for US interest ...