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Gasoline price hikes prompted a jump in headline inflation, but we believe higher inflation will be transitory ...
At some point, markets begin to wonder whether central banks are all bark and no bite. And that’s when the risk shifts. If investors start to doubt the willingness of policymakers to follow through, ...
Oil and gas prices may have come down since the apparent ceasefire in the Middle East, but still-elevated levels are really bad news for Europe’s construction industry. Material ...
Taiwan's March export growth surged to 61.8% YoY, tripling the growth rate from the Lunar New Year-impacted February growth of "just" 20.6% YoY. Once again, exports have significantly surpassed market ...
Markets aren’t being provided with clear direction at the moment. There is a strong sense that the ceasefire is fragile, with ...
Even if transit through the Strait of Hormuz resumes, the return of energy supplies is unlikely to be immediate. Output has ...
Korea's central bank faces a complex economic situation . In its meeting statement, the Bank of Korea highlighted the ...
It’s all about China next week as Asia’s biggest economy releases key data on GDP, trade, retail sales, housing prices and ...
One development that could throw a wrench in the works is potential deals between China and the US on soybean purchases. That ...
There is lots of noise out there about the ceasefire, and indeed something of a vacuum till negotiations actually begin on ...
NBP Governor Adam Glapiński has stressed that the current energy shock is smaller in scale than the previous one and does not ...