US payroll numbers could confirm the cooling jobs market, but euro rates are not very sensitive to US macro data currently ...

Oil prices continue to hold firm, with ICE Brent trading just below $70/bbl as persistent uncertainty over how talks between the US and Iran evolve. There are also media reports that the US ...

January CPI inflation slowed to 0.2% year-on-year as food prices fell sharply to -0.7% YoY due to Lunar New Year impacted base effects, and should flip in February. We expect CPI inflation is still on ...

The dollar remains under pressure on both push and pull factors. The ‘pull’ factor is the rotation into pro-cyclical and EM ...

Capital inflows are likely to continue, supported by the AI boom and Kospi’s attractive valuations and robust earnings. The ...

Some welcome stability in the Japanese bond market is allowing a more positive assessment of the yen to win through. However, ...

Hungary: At a glance. Due to a weaker-than-expected performance in the fourth quarter of 2025, we have downgraded the GDP outlook for 2026 from 2.3% to 1.9%, due to the carry-over ...

Latam currencies have been some of the best global performers this year as investors have embraced global growth plays. We struggle to see another 5-6% quick appreciation against the dollar. Here, ...

It has been a bumpy start to the year for FX markets, but one central theme remains – appetite for the dollar is waning. The strong demand for pro-cyclical currencies, including the euro, is one ...

USD is soft as overseas assets prove attractive and Chinese regulators warn about concentration risk in Treasuries ...

In net, Taiwan's net exports also slightly beat market forecasts with a US$18.9bn start to the year, a sign that Taiwan's ...

Oil prices came under renewed pressure in early morning trading in Asia after nuclear talks between the US and Iran were seen ...