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Overall, the business climate remains subdued, as it did throughout the second quarter. The only good news is the employment ...
Fed Chair Jerome Powell will no doubt defend the Fed’s data-driven stance amid political pressure to cut rates. Eurozone PMIs ...
Japan releases key economic indicators, including Tokyo inflation, the unemployment rate, retail sales, and flash purchasing ...
US retail sales have fallen for two consecutive months, unwinding most of the the pre-tariff spending splurge. Households are ...
EUR/USD is back above 1.150 as markets priced out a certain degree of geopolitical risk off the pair. The situation in the ...
Markets aren't oblivious to geopolitical risks, but need more to change course. Data shows that Dutch pension funds are ...
We anticipate two more 25bp rate cuts in 2025, but they are likely to be delayed until the fourth quarter of the year ...
Iran conflict, focusing on any signs that Iran may seek to disrupt crude flows across the Strait of Hormuz The oil market ...
Asian currencies have continued to strengthen over the past month, with developed market currencies – namely the South Korean ...
The Central Bank of Turkey kept its policy and interest rates unchanged in the June meeting. But the forward guidance shows ...
The current account posted a deficit of US$7.9bn in April, surpassing both the market forecast of $7.5bn and our estimate of ...
We expect a 25bp cut in Switzerland, and holds in the UK, Norway and Turkey. But the main driver for FX remains the Middle ...
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