The post-FOMC hawkish repricing of Federal Reserve rate expectations is applying pressure on the dollar, although today’s US ...
The Hungarian economy has once again emerged from stagnation, as evidenced by the latest GDP data for the first quarter of ...
The topic of the US Balance of Payments (BoP) has not received much coverage recently. The good news is that the current ...
Copper prices have come off their recent two-year highs. But we think greater demand and supply concerns will continue ...
Post the FOMC, the information value from US payrolls is amplified in our opinion. It’s a report that can always generate ...
The US data calendar is quite light today and the market will take its cues off tomorrow's payrolls. There is a school of ...
US labour costs accelerated in Q1, led by the government sector, while hikes to state minimum wage levels contributed to ...
The Bank of England is inching towards the first rate cut, which we expect in August. Expect an optimistic air to Thursday’s meeting but we think the Bank will stop short of rewriting its forward ...
The commodity complex has benefitted from a run-up in prices in recent months. Geopolitical tension and supportive ...
With higher energy prices and improving domestic demand, questions about the direction of inflation become louder.
The economy can still grow. Just as some German children have been asking their parents whether they remember a time when the ...
Eurozone GDP grew by 0.3% in the first quarter, and that’s the strongest growth since the third quarter of 2022 when the ...