USD/KZT remained weak at around 490 in October, in line with our near-term expectations, but appreciated to the middle of the ...
Mexico’s peso had an easier ride than most during Trump 1.0 as the NAFTA trade deal was renegotiated quite quickly. However, ...
Seasonally adjusted data indicate a GDP decline of 0.2% quarter-on-quarter, following a 1.2%QoQ increase between Apil and ...
The US electorate has spoken and has given Donald Trump the overwhelming mandate to deliver on his promises. These are widely ...
In the aftermath of Trump’s election victory and the NPC meeting, the CNY moved weaker from 7.10 to 7.18. The CNY will likely ...
Although activity picked up in the third quarter, the modest annual growth of just 1.1% reaffirms our view that economic ...
Dutch GDP expanded in the third quarter by a strong 0.8% quarter-on-quarter, better than expected due to surprisingly ...
US core CPI came in at 0.3% MoM, right on consensus, but still hot in our view. Nevertheless, rates markets found some relief ...
Since the ECB started its series of rate hikes, we have seen the return on assets improve by 25bp for EU banks based on EBA ...
Poland’s current account deficit reached nearly €1.5bn in September, broadly in line with consensus. On a 12-month basis, the ...
Bank Outlook 2025: Clearing the fog – bank risks and market shifts Our team explores what 2025 holds for banks, including the positive impact of ECB rate cuts on loan quality and the anticipated ...
Non-Bank Financial Intermediaries (NBFIs) have grown significantly since 2008 and as a result, the sector's influence has ...