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think
12 小时
ECB’s estimates of neutral interest rates leave plenty of room for further rate cuts
For those hoping for real clarity about what’s next for the ECB, the long-awaited working paper will have been a ...
think
11 小时
US jobs report better than feared
A respectable outcome for January job creation with fewer than feared downward revisions have cemented expectations that the ...
think
11 小时
THINK Ahead: Inflation confidence shifts to caution
Last summer's fleeting confidence in inflation has long since evaporated at the Federal Reserve. Tariffs aren't helping, but ...
think
19 小时
German industrial production disappoints in December, while exports show some front loading
German industry ended the year on a weak footing, dropping by 2.4% month-on-month in December, from +1.3% MoM in November. On ...
think
18 小时
FX Daily: Payroll revision risk
The dollar faces downside risks today as US payrolls should slow and annual benchmark revisions could be significant ...
think
16 小时
Taiwan’s January CPI rose to 11-month high on holiday effects
Various factors tied to the Lunar New Year holiday helped boost the CPI inflation reading but the upside surprise should not ...
think
1 天
Monitoring Hungary: Moving in the wrong direction
Hungary is facing another challenging year after two years full of negative surprises. The third could be a charm ...
think
1 天
Rates Spark: Bessent and payrolls key as we end a tumultuous week
Tariff threats switched on and off, Bessent laser focussed on the 10yr yield, and next up is payrolls Friday. Meanwhile, a ...
think
1 天
The National Bank of Poland governor sees no scope for interest rate cuts in 2025 but his ...
The National Bank of Poland governor sees no rationale for interest rate cuts in 2025, though his tone was slightly softer ...
think
1 天
Chinese economy hits 2024 growth target, but storm clouds are gathering
Strong December data pushed 2024 growth to the target level, but 2025 is off to a weak start as PMI softens and tariffs loom ...
think
1 天
CNB review: Resumed easing despite punchy inflation in January
The CNB eased monetary policy conditions via a 25bp cut despite headline inflation remaining above the target in January ...
think
1 天
Asian central banks cut rates to mitigate growth risks
Asian central banks are becoming more cautious about the domestic growth outlook, leading to pre-emptive rate cuts ...
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