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think
28 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 ...
think
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 ...
think
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 ...
think
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 ...
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
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
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
Rates Spark: The tarriff on/off switch
We see euro rates continuing to be sensitive to growth risks and especially the front end may find itself even lower in the ...
Opinion
think
1 天
Opinion
Trump tariffs will hit automotive supply chains upfront
US import tariffs of 25% on finished and intermediate products from Canada and potentially Mexico will have a significant ...
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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