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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 ...
Data aside, all eyes will be on the China policy response after Trump imposed 145% tariffs on Asia's biggest economy. Markets ...
Kazakhstan's central bank maintained its base rate at 16.50%, with forward guidance suggesting prolonged elevated rates. We ...
The Nikkei has rebounded sharply (around 6%) today, and European/US stock futures are pointing to a positive open today, ...
Minor deterioration of the Poland’s external balance in February amidst falling trade turnover. The data is pre-Trump tariffs ...
However, it turns out that we severely overestimated the amount of fine-tuning and thought that went into the reciprocal ...
University of Michigan consumer sentiment index suggest US households are braced for stagflation and are blaming the President The Consumer Confidence Index published by the University of Michigan ...
US inflation surprisingly undershot pretty much everyone's expectations in March, but higher prices from tariffs and supply ...
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 ...
Risk is returning to markets as investors cherish a 90-day delay in tariffs, but bond markets remain wary about risks ...
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