Copper prices softened on Thursday as a sharp rise in exchange inventories reinforced concerns that supply is outpacing demand. LME copper fell around 1.2% to settle near $12,900/t, while stocks ...
The President of Poland's initiative to introduce a domestically financed mechanism covering defence expenditures probably ...
Needless to say, the war in the Middle East is one of these fast-moving environments, and even the best geopolitical analysts are struggling to predict how it could end. For financial markets, the ...
The main short‑term economic risk is the escalation of the conflict in the Middle East. At present, the main consequence is ...
China's 2026 GDP growth target was lowered to 4.5-5%, after three straight years of “around 5%” targets. Most other targets were left unchanged. The slight softening shows that growth stability ...
Risk assets are under pressure and the dollar is bid as investors conclude there will be no quick fix to events in the Middle ...
Markets appear to be catching their breath. UST yields edge higher on better data, while Bund yields dip as ECB hike fears ...
As developments in the US-Israeli war with Iran continue to unfold, questions are rising over their global economic impact. Currently, this hinges largely on the conflict’s duration and Strait of ...
That also means that 2Y swap rates can keep rising. Geopolitics and the evolution of energy prices will likely remain more relevant for markets than macro data. However, with the official US jobs data ...
China's 2026 GDP growth target was lowered to 4.5-5%, after three straight years of “around 5%” targets. Most other targets ...
For EM sovereigns, the impact is somewhat divergent, with large energy importers likely to feel the pressure of higher oil and gas prices in terms of price pressures and worsening external balances.
The Philippines relies on the Middle East for almost 90% of its oil supply, making it one of the most vulnerable economies in the region to the ongoing supply disruption. Higher oil prices raise ...
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