Despite recent fears, we think the National Bank of Hungary will delay rate cuts and the forint can stay strong ...

Yet the September FOMC meeting made it clear that the Federal Reserve has shifted into risk management mode on jobs and should cut twice more this year. We think the European Central Bank is done ...

Depriving investors of US macro data, the government shutdown has brought a reprieve to the dollar. Bears have become discouraged by the lack of soft jobs evidence, and many have thrown in the towel.

Latam FX continues to perform well, buoyed by high yields and some firmer prices for key exports. While we are not expecting ...

While Bank Indonesia’s intervention has so far stabilised the IDR, the recent sharp drop in FX reserves to a nine-month low ...

Fundamentally, the slowdown in consumption and wage growth remains the key disinflationary force. Retail sales have shown a ...

The dollar revealed its vulnerability during Friday afternoon’s FX trading. The fear remains that this year's hike in US ...

The impact of the US-China trade spat can be seen in China's import profile as well. Imports from the US slumped to -16.1% YoY in September amid reports of halting soybean purchases. Instead, imports ...

Consumers remain anxious about the potential for big tariff-induced price hikes, but the increasingly dominant worry is the state of the jobs market. Job security perceptions look particularly weak, ...

From Paris to Tokyo, budget battles are back in the driving seat in global bond markets. James Smith breaks it all down and ...

French political chaos is an economic warning to Europe. So says ING's Carsten Brzeski, who says the country's political turmoil couldn't come at a worse time. He outlines his thoughts in our short ...

The October decision on Polish rates was a close call. Market consensus was evenly split between those betting on unchanged ...