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We look for a temporary correction in EUR/USD over the coming months as tariff-driven US price pressures start to emerge.
Brazil's real has withstood the threat of 50% US tariffs quite well. Domestic policy will have a far greater say in the ...
India's rupee remains largely unchanged on a month-on-month basis but witnessed a volatile month largely because of the spike ...
We expect the Czech National Bank to prove one of the most hawkish banks in the region and looks for CZK to outperform ...
A pick up in US inflation this quarter and a delayed Fed easing cycle can provide some temporary dollar support ...
The moves have not been larger since investors see these threats as a Washington negotiating tactic to push the other side ...
From structural stagnation to structural contraction. After a period of stabilisation, chemicals' production in the ...
External demand continues to support Chinese economic growth, as the first-half trade surplus surged to a new high of $586bn ...
Don’t forget that so far, only the 1 August deadline is legally binding and officially recorded in an Executive Order.
Government bond issuance accounts for most of China's aggregate financing uptick in 1H25, while loan demand remains soft ...
However, with President Trump scheduled to make a “major statement” on Russia today, there is plenty of uncertainty. There’s the potential that Trump could announce additional sanctions on Russia.
In the unlikely event that Fed Chair Powell is removed or steps down before his term ends in May 2026, we would likely see a ...
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