Poland's external position remains stable and solid, which is a good starting point ahead of the turmoil resulting from the ...

Markets are not fazed by Trump's trade escalation, so far, it seems. Japanese yields keep rising on fiscal and inflation concerns, whilst European government bonds are now looking more attractive on ...

We look for a temporary correction in EUR/USD over the coming months as tariff-driven US price pressures start to emerge.

India's rupee remains largely unchanged on a month-on-month basis but witnessed a volatile month largely because of the spike ...

Brazil's real has withstood the threat of 50% US tariffs quite well. Domestic policy will have a far greater say in the ...

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 ...

External demand continues to support Chinese economic growth, as the first-half trade surplus surged to a new high of $586bn ...

From structural stagnation to structural contraction. After a period of stabilisation, chemicals' production in the ...

Government bond issuance accounts for most of China's aggregate financing uptick in 1H25, while loan demand remains soft ...

Don’t forget that so far, only the 1 August deadline is legally binding and officially recorded in an Executive Order.