The Hungarian economy has once again emerged from stagnation, as evidenced by the latest GDP data for the first quarter of ...
Copper prices have come off their recent two-year highs. But we think greater demand and supply concerns will continue ...
The post-FOMC hawkish repricing of Federal Reserve rate expectations is applying pressure on the dollar, although today’s US ...
Post the FOMC, the information value from US payrolls is amplified in our opinion. It’s a report that can always generate ...
The Bank of England is inching towards the first rate cut, which we expect in August. Expect an optimistic air to Thursday’s meeting but we think the Bank will stop short of rewriting its forward ...
We have a much quieter week in store for the US with very limited data releases to note. The highlight may well end up being ...
The topic of the US Balance of Payments (BoP) has not received much coverage recently. The good news is that the current ...
The US data calendar is quite light today and the market will take its cues off tomorrow's payrolls. There is a school of ...
At its March policy meeting, the Riksbank said rates should be lowered either in May or June. Lower inflation and a weaker ...
The covered bond primary market remained relatively quiet in April with €14bn EUR benchmark covered instruments supplied, ...
Financial supply totalled US$48bn in April, up on last year’s US$29.5bn, but shy of the monthly numbers we have seen in ...
April inflation stays elevated suggesting Bank Indonesia will stay hawkish in the near term ...