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think
1 小时
US Dollar Credit Supply: Decent start for USD supply
Utility, TMT and Autos are the driving force for supply in January, with US$12bn, US$14bn and US$8bn respectively. Utility ...
think
3 小时
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
5 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
38 分钟
Euro Credit Supply: Supply underwhelming in January
Autos and Utilities were driving supply in January with €7bn and €8bn respectively, although this is lower than last year’s issuance. Corporate hybrids also were also active with €5bn coming to the ...
think
14 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 ...
think
9 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 ...
think
23 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 ...
think
15 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 ...
think
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 ...
think
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 ...
think
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, ...
think
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, ...
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