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30 分钟
How the EU’s new food and agri Vision could reignite the sustainability target debate
Our take on how the EU's new roadmap could once again spark questions over the feasibility of corporate sustainability goals ...
think
2 小时
Christmas spending went well in Czechia
Czech real retail sales gained 6.2% year-on-year and 1.2% month-on-month in December, receiving a genuine Christmas boost.
think
6 小时
FX Daily: Too early to price out a US-China trade war?
Too early to price out a US-China trade war? We observe that key China proxies like AUD have erased their risk premium on the ...
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11 小时
Japan: strong wage growth supports Bank of Japan rate hikes
Labour cash earnings rose more than expected in December and the November figures were all revised upwards. If Shunto results ...
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20 小时
National Bank of Poland preview: Staying hawkish for the next few months
The National Bank of Poland governor is likely to stick to a hawkish bias in February as we believe his overly pessimistic ...
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12 小时
The Commodities Feed: Retaliatory tariffs vs Iranian sanction risk
The oil market is juggling both China’s retaliatory tariffs against the US and Trump’s more aggressive stance with Iran ...
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2 天
Eurozone inflation rises once again as risks to 2025 outlook linger
Inflation across the eurozone ticked up thanks to a higher contribution from energy prices, while food inflation fell and ...
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1 天
Rates Spark: Refunding decision(s) potentially pivotal
The question is whether markets have already priced in tariffs or whether we have to brace for another move lower in rates ...
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1 天
FX Daily: Lessons from a very short trade war
Markets are readjusting after Trump’s last-minute deals with Mexico and Canada which delayed tariffs by a month. From now on, ...
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2 天
Where to next for the Canadian dollar as trade war begins
The US administration has de facto scrapped the USMCA agreement that President Donald Trump himself had negotiated in 2019, ...
think
1 天
The Commodities Feed: Tariffs delayed
Oil markets are seeing a correction after Canada and Mexico came to a last-minute deal with the US, which will see tariffs ...
think
1 天
How Belgium’s new government could begin to reshape its economy
After lengthy negotiations, Belgium now has a new government ready to launch a series of reforms. But the need to compromise ...
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