We have a bold call for USD/CNY to fluctuate in the 6.85 to 7.25 range in 2026. If we're right, paying low Chinese rates ...
We're not looking for gains to be as spectacular as last year, but we do expect FX to outperform the forward curves.
We remain bearish on the dollar this year, but we suspect the next leg lower will not start until the second quarter ...
The People’s Bank of China’s fixings have now moved from supporting a stronger CNY towards pushing back against the pace of ...
Discontent among EU beef, poultry, and sugar beet farmers has been mounting, given that the deal will increase competition ...
Today’s attention turns to November PPI (core expected at 0.2% MoM) and retail sales, which should be relatively firm. A busy ...
We continue to expect inflation to end 2026 at 4.5% and the National Bank of Romania to start cutting rates at the May meeting Food and services inflation came in slightly lower than we had expected ...
South Korea’s unemployment rate increased more than anticipated in December to 4% from 2.7% in November (ING forecast: 3.0%, ...
The spread from 10yr SOFR to 10yr Treasuries is now into the 35bp area, following a steady trek down from the 55bp area seen ...
High yields in Brazil and Mexico are insulating these left-wing currencies from US foreign policy in the region ...
After a 10% sell-off last year, we expect the dollar to find some stability through Q1. Seasonals should help the dollar this quarter, and US economic data looks unlikely to fall off a cliff. Dollar ...
In sum, China’s trade surplus ends the year at a new record high at $1.19tn, roughly equivalent to the GDP of a top 20 global economy in its own right. The 2025 trade surplus rose 19.9% YoY.
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