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Financial markets have had their wildest week for years. But for all the drama, the outlook for the global economy looks much ...
Directionally, there seems to be no mood to materially test lower in yield right now, despite the open door being presented ...
A mad week for markets is ending with heavy losses for the dollar. The FX scorecard is speaking volumes; in G10, only the ...
Kazakhstan's central bank maintained its base rate at 16.50%, with forward guidance suggesting prolonged elevated rates. We ...
However, it turns out that we severely overestimated the amount of fine-tuning and thought that went into the reciprocal ...
Data aside, all eyes will be on the China policy response after Trump imposed 145% tariffs on Asia's biggest economy. Markets ...
US inflation surprisingly undershot pretty much everyone's expectations in March, but higher prices from tariffs and supply ...
Minor deterioration of the Poland’s external balance in February amidst falling trade turnover. The data is pre-Trump tariffs ...
Finally, some good news to end the week: the UK economy grew substantially faster than expected in February. Monthly GDP was 0.5% higher than in January.
Risk is returning to markets as investors cherish a 90-day delay in tariffs, but bond markets remain wary about risks ...
The early FX take is that the dollar has been slow to reclaim losses. How it trades on CPI will be instructive The clean take ...
President Trump’s punitive tariffs hit Asia, with largest levies on Vietnam and smaller textile exporters. The largest ...
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