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think
19 小时
President Trump set to push ahead with tariffs despite the risks for the US economy
President Trump's press secretary has dismissed reports that tariffs on imports from Mexico, Canada and China will be delayed ...
think
1 天
German January inflation brings some relief for the ECB
German inflation should bring some relief for the ECB as it takes away fears of a further re-acceleration The just-released ...
think
1 天
Four Bank of England scenarios, with a rate cut widely expected
Expect an 8-1 vote in favour of another rate cut next Thursday, though we doubt the Bank will drop too many hints on what ...
think
2 天
Why the ECB’s Lagarde is looking out the window but could soon be rushing for the door
During the press conference, ECB President Christine Lagarde indicated that the central bank's macro assessment had hardly ...
think
1 天
US inflation cools amid tariff uncertainty
Inflation is on track to 2%, but tariff uncertainty is high and the Fed is wary of moving rates until there is clarity ...
think
1 天
Rates Spark: Growth disappointments on ECB day
The ECB cut the policy rate to 2.75% as expected, thereby approaching the estimated neutral range of 1.75% to 2.5%. Weak ...
think
1 天
FX Daily: Tariff countdown
The weekend will present the first test of how serious US President Donald Trump is with his protectionism threat, as Canada ...
think
1 天
Why French inflation should remain cool in 2025
Taking all these factors together, we expect overall inflation in France to remain close to the current level on average over ...
think
2 天
Poland’s economic growth outshines CEE peers
Last year, Poland was the only CEE country whose economic performance didn't disappoint compared to initial expectations for ...
think
2 天
The ECB cuts rates as its voyage to neutrality continues
The European Central Bank has cut interest rates again by 25bp and looks set to continue the current rate cut cycle ...
think
2 天
FX Daily: gilt measures worth only temporary GBP relief
Today the US focus should be on a reasonably strong fourth-quarter GDP release, very much driven by strong consumption. This ...
think
5 天
DeepSeek threat sends tech stocks tumbling and the Fed will be watching
The breakthrough could be that DeepSeek can achieve a state-of-the-art model without state-of-the-art equipment. The current ...
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