Chinese Reopening Story is Not All Rosy
Yesterday, Russia finally responded to the EU’s price cap on its oil exports, saying that […]
BOJ Makes Surprise Change to YCC Policy
Market movers today Today, the German Producer Prices will be released for November. Consensus is […]
US to Start Rebuilding Oil Reserves Next Year
Market movers today There are only few key data releases left for 2022, and this […]
2023 Global Economic Outlook
Summary Forecast Changes We have not made significant changes to our country-specific or global growth […]
Week Ahead – Into the Festive Season
US Wall Street will have a busy week of economic data releases and a handful […]
Eurozone CPI finalized at 10.1% yoy in Nov, core CPI at 5.0% yoy
Eurozone CPI was finalized at 10.1% yoy in November, down from October’s 10.6% yoy. CPI […]
Eurozone industrial production down -2.0% mom in Oct, EU down -1.9% mom
Eurozone industrial production dropped -2.0% mom in October, worse than expectation of -1.4% mom. Production […]
Commodities Year Ahead 2023: Gold and Oil Outlook Tied to Fed and Ukraine
The entire commodities spectrum rallied in the first half of 2022 as the war in […]
Week Ahead – Blockbuster End to the Year
US Two blockbuster events will have Wall Street on edge as the disinflation trade may […]
Weekly Focus Weekly Focus – Central Banks Take Centre Stage
Easing pandemic curbs and global recession fears continued to drive markets. Despite rising cases, China […]
Equities, Oil Fall, Bonds Gain on Recession Fears
Stocks fell for a fifth day, but the sovereign bonds gained, a hint that the […]
Eurozone PPI at -0.9% mom, 27.1% yoy in Nov
Eurozone PPI came in at -0.9% mom, 27.1% yoy in November, versus expectation of -0.8% […]