ICE Brent has now settled above $100/bbl for four consecutive days. With no sign of de-escalation in the Middle ...
The Reserve Bank of Australia is the first G10 central bank to deliver a rate hike on the back of rising energy prices ...
In Asia FX, Indonesia and the Philippines look the most vulnerable, while Singapore and China could outperform ...
Aluminium Bahrain (Alba) has initiated a phased shutdown of reduction lines 1-3, representing around 19% of its 1.6Mt annual capacity. Meanwhile, Qatalum is currently operating at roughly 60% of ...
With both upside and downside risks to Swiss inflation, the Swiss National Bank is likely to keep interest rates unchanged on ...
We have published new scenarios for oil and gas prices based on recent developments in the Gulf. Here, we discuss the implications for interest rates and FX. Our baseline continues to assume rate cuts ...
Brazil's real may have the most potential to bounce back should the crisis abate. Chile's peso looks more vulnerable ...
The EMEA region has been one of the hardest hit on the back of the energy shock, with both currencies and short-dated interest rate markets taking the strain. However, we are not looking for any ...
An extended energy shock will see the ECB more likely to hike than the Fed and EUR/USD starting to find some support ...
In January, the current account recorded an unexpectedly high surplus of €1,153 million (consensus: -€295 million, our ...
In emerging markets, Hungary dominates the CEE story ahead of major elections in April. In Asia, Indonesian and Philippine FX appear more vulnerable to the energy shock. And if conditions calm, ...
There are few signs of de-escalation or a resumption in energy flows from the Persian Gulf. We have updated our scenarios for oil and gas markets ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results