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In this podcast, our analysts explain what Trump's latest tariff delay could mean for trade, economic growth, and markets ...
Asia week ahead: Key data on China, Japan, South Korea, while Indonesia seen leaving rates unchanged
Most of China's key economic indicators will be released next week, with a big focus on GDP. Other data highlights include ...
Oil prices came under pressure yesterday with ICE Brent settling more than 2.2% lower, taking it back below US$70/bbl. This ...
Rising rates pressure remains, but we might just get a half decent US fiscal deficit reading for June to chew on ...
Strong price dynamics in services and increases in market and imputed rents will likely lead the CNB to adopt a more hawkish ...
However, tensions de-escalated in the Middle East much quicker than expected, and the ceasefire between Israel and Iran ...
Notably, recent news about the flip back to higher US tariff rates has not hurt the dollar. Indeed, recent dollar price ...
So, the latest episode in the never-ending US tax and tariff saga has given the impression that ‘extend and pretend’ is now also a favourite theme in Washington. But I wouldn’t be so sure. The heat is ...
As global trade tensions heat up, Europe is also feeling the burn as an intense heatwave sweeps across the continent ...
Growth challenges are mounting while tariffs will lift inflation, but stagflation fears are wide of the mark. The Fed will likely delay rate cuts until the end of the year, despite escalating pressure ...
Gold, oil, and inflation are the three key themes of the month for the CIS-4. The last couple of months have shown that Uzbekistan continues to benefit from strong gold prices, while Kazakhstan and ...
On the brighter side, retail sales rebounded strongly, hitting a 15-month high of 6.4% YoY. In particular, we’re seeing the positive impact of China’s trade-in policies play out, as evidenced by the ...
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