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 ...
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 ...
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 ...
Gold just topped $3,000/oz for the first time ever. Tariff concerns that risk higher inflation and slower economic growth are spurring demand for safe-haven assets like gold.
Following 175bp worth of rate cuts, it looks like Sweden’s Riksbank is finally done with easing. We don’t expect any change to the policy rate, currently 2.25%, at the 20 March meeting and we no ...
Tariff news and German politics is a downside risk to EUR/USD today. Soft US consumer confidence data is an upside risk. 1.0810-1.0880 could be the EUR/USD range today.
Don’t be distracted by volatility in the monthly GDP numbers, because despite a surprise fall in January’s economic output, higher government spending should lead to reasonable growth through 2025.