Surprising deterioration of Poland’s external balance in March due to frontloading of imports ahead of the Trump tariffs ...

As President Trump softens his approach to tariffs, markets should start paying more attention to the supply pressures in ...

The dollar gave back almost all of its post-China-deal gains in one session. We think there is still a significant bearish ...

Trade de-escalation continues to provide upward pressure on the long end, whilst cooler CPI data helps the US front end lower ...

And any evidence of foreign investors increasing FX hedge ratios on US assets will only ever be anecdotal. But the US policy ...

The Indian rupee underperformed most of the region and appreciated by just 1.1% vs the USD last month. FIIs were net sellers ...

President Claudia Sheinbaum is riding high in the opinion polls for her handling of tariff negotiations. That said, Mexico is ...

Events in Romania have dominated CEE FX markets over the last month and have questioned the central bank's normally complete ...

The dollar may struggle to recover too much further as slower growth, lower US rates and fiscal risk all apply pressure ...

A weaker USD following a cooler-than-expected US consumer price index (CPI) provided some tailwinds to the oil market.

Oil and metals prices rose after the US and China said they will temporarily lower tariffs on each other’s products, with the ...

The 2.7% decline in South Korea’s jobless rate bodes well for a GDP recovery in the second quarter. The decline was unexpected (vs 2.9% in March, 3.0% market consensus) largely driven by a surprise ...