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think
7 小时
German tv duel Scholz vs Merz ends with a draw
The German election campaign has entered the last two weeks with a long-awaited tv duel of Chancellor Olaf Scholz and his main challenger Friedrich Merz. The tv debate has already been discussed ...
think
2 天
ECB’s estimates of neutral interest rates leave plenty of room for further rate cuts
For those hoping for real clarity about what’s next for the ECB, the long-awaited working paper will have been a ...
think
2 天
German industrial production disappoints in December, while exports show some front loading
German industry ended the year on a weak footing, dropping by 2.4% month-on-month in December, from +1.3% MoM in November. On ...
think
2 天
Taiwan’s January CPI rose to 11-month high on holiday effects
Various factors tied to the Lunar New Year holiday helped boost the CPI inflation reading but the upside surprise should not ...
think
5 天
Japan: strong wage growth supports Bank of Japan rate hikes
Labour cash earnings rose more than expected in December and the November figures were all revised upwards. If Shunto results ...
think
3 天
Czech inflation slows down, but less than expected
Czech headline inflation slowed down to 2.8% annually, coming in above market expectations. We think the CNB is likely to ...
think
2 天
US jobs report better than feared
A respectable outcome for January job creation with fewer than feared downward revisions have cemented expectations that the ...
think
3 天
Rates Spark: Bessent and payrolls key as we end a tumultuous week
Tariff threats switched on and off, Bessent laser focussed on the 10yr yield, and next up is payrolls Friday. Meanwhile, a ...
think
2 天
THINK Ahead: Inflation confidence shifts to caution
Last summer's fleeting confidence in inflation has long since evaporated at the Federal Reserve. Tariffs aren't helping, but ...
think
3 天
Asian central banks cut rates to mitigate growth risks
Asian central banks are becoming more cautious about the domestic growth outlook, leading to pre-emptive rate cuts ...
think
2 天
FX Daily: Payroll revision risk
The dollar faces downside risks today as US payrolls should slow and annual benchmark revisions could be significant ...
think
3 天
Monitoring Hungary: Moving in the wrong direction
Hungary is facing another challenging year after two years full of negative surprises. The third could be a charm ...
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