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think
1 天
THINK Ahead: Rummaging around in the undergrowth
I’m in natural world mode this week, like a wildlife documentary maker, desperately seeking out signs of growth and optimism.
think
1 天
Asia week ahead: Central bank meetings, inflation releases and a data flood from China
It is a busy week ahead for China’s economic data releases. We have an early start to the week with inflation data coming out ...
think
1 天
Turkey’s current account maintains its narrowing trend
Turkey’s current account recorded a large surplus in August, while the 12-month rolling deficit plunged to its lowest since ...
think
1 天
Gold Monthly: US rate cut drives gold rally
We believe the bullish macro picture combined with safe-haven demand amid an escalation of geopolitical tensions will drive ...
think
1 天
Much needed EU Deforestation Regulation encounters serious setback
The EU's Deforestation Regulation goes into overtime. But more time is not a guarantee that all concerns will be solved.
think
1 天
Disinflation continues in Romania but more policy easing next month is unlikely
The deceleration in Romanian inflation from 5.1% in August to 4.6% in September is a positive sign for the trend of easing ...
think
1 天
The Commodities Feed: Volatility continues for the energy market
Meanwhile, natural gas prices in the US regained strength on worries over a shrinking supply surplus ahead of winter Oil ...
think
1 天
UK growth slows over summer after remarkable first half
While monthly GDP increased by 0.2% in the month of August, that followed two months of no growth at all. Averaging that out ...
think
1 天
FX Daily: Sticky rates, sticky dollar
The most relevant consequence of yesterday’s higher-than-expected US CPI - and subsequent Fed officials’ comments - is that ...
think
1 天
Rates Spark: Front-end EUR curve detaching from US dynamics
Hot US CPI and higher jobless claims were bad news for risk assets. The 2Y Bund yield seems less sensitive to UST yields ...
think
1 天
The Bank of Korea has now joined the global easing bandwagon
The Bank of Korea (BoK) cut its policy rate by 25bp today. Uncertainty surrounding the housing market makes it unlikely that ...
think
1 天
Asia Morning Bites
Global Markets: Considering the disappointing CPI data yesterday, it is a slight surprise to see US Treasury yields heading ...
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