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think
2 天
Central Bank of Turkey initiates rate cuts with 250bp and narrows the corridor
At the December Monetary Policy Committee meeting, the CBT cut its policy rate by 250bp to 47.5%, which was more than the ...
think
6 天
Confidence dive hits Czech industry
The Czech consumer confidence indicator shed 1.2 points to 100.4 in December, remaining just above its long-term average. The ...
think
18 天
Oil market set to be in surplus despite OPEC+ action
The global oil market is set to return to surplus in 2025 despite OPEC+ extending supply cuts. This surplus should see prices ...
think
10 天
Fed confirms a slower and shallower rate cut story for 2025
We got another 25bp policy rate cut from the Fed, but updated projections and Chair Powell’s press conference confirms that ...
think
9 天
Polish consumers show renewed enthusiasm in November
November retail sales exceeded expectations as purchases continued to improve after a surprisingly weak September. Data ...
think
9 天
Polish data signals a softer fourth quarter but a brighter outlook for 2025
Prospects for infrastructure investments look bright on the back of the accelerated absorption of EU funds, which supports ...
think
12 天
Hot UK wage data will embolden Bank of England hawks
The latest UK jobs report provides yet more justification, if any were needed, for the Bank of England to keep rates on hold ...
think
18 天
Trump and China add to copper headwinds in 2025
The rise in warehouse stocks has come amid a surge in Chinese exports. China is usually a major net importer of refined ...
think
12 天
German Ifo index signals rough times ahead
A weak Ifo index shows that German businesses have become more worried about the country’s growth outlook The only good thing ...
think
13 天
Bank of England rates to stay on hold but cuts to accelerate in 2025
Central bankers across Europe have concluded that rates need to get much lower from current levels as growth concerns build.
think
10 天
FX Daily: Dollar sprints to the finish line
The bear flattening in the US curve pushed the dollar to new highs. DXY is trading at 108.0 and as we discussed in our FOMC ...
think
11 天
Sticky UK services inflation to come lower in 2025
If we’re right about that, it should also help overall core inflation to fall materially below 3% in the spring (from 3.5% ...
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