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FX Daily: Trump’s spectre hangs over the FX market
The dollar continues to firm and emerging currencies stay largely offered as the spectre of another possible Trump term of ...
think22h
Philippines and Thailand central banks cut rates by 25bp
Thailand's central bank also cut rates by 25bp to 2.25% in a surprise, anti-consensus move. There has been an ongoing tussle ...
think21h
Directional Economics CEEMEA: Why beating the middle-income trap isn’t enough
CEE countries have evolved into high-income economies. The next challenge is to converge with core EU countries ...
think22h
Europe’s booming labour market needs to brace for change
The luxury of labour hoarding is coming to an end in the eurozone as corporate profits dwindle. And that’s going to mean wage ...
think23h
Rates Spark: Easing inflation expectations going into the ECB meeting
Lower oil prices have helped drive inflation expectations lower. EGB spreads continue to tighten versus German bunds ...
think21h
The Commodities Feed: IEA expects oil surplus to persist
On the supply side, the IEA estimates non-OPEC+ production to increase by 1.5m b/d this year and next. Globally, the agency expects production to increase by 660k b/d this year to 102.9m b/d with ...