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Polish industrial production picks up May as K-shape split emerges
ing-think·Older quick take Quick take 11:00 Poland Polish industrial production picks up May as K-shape split emerges Industrial production outperformed consensus in May despite geopolitical disruptions and weak demand from the eurozone. While sectors linked to defence and infrastructure s
FX Daily: US holiday offers Japan intervention window
ing-think·Articles FX Daily: US holiday offers Japan intervention window 07:48 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The dollar has retained its post-Fed gains, keeping USD/JPY well bid. Today’s US holiday may offer attractive liquidity condi
Rates Spark: Hawkish sentiment helps the long end stay anchored
ing-think·Articles Rates Spark: Hawkish sentiment helps the long end stay anchored 07:35 Rates Spark Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Despite lower oil prices, markets are holding onto the prevailing hawkish narrative, limiting the downside risks
The Commodities Feed: Oil declines as Strait of Hormuz begins to normalise
ing-think·Articles The Commodities Feed: Oil declines as Strait of Hormuz begins to normalise 07:18 Commodities daily Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Oil prices are on track for a sharp weekly decline, as shipping flows through the Strait of Hor
Why we don’t think the Fed will hike rates
ing-think·Opinions Opinion by James Knightley Why we don’t think the Fed will hike rates 07:05 Rates United States A more hawkish-than-anticipated FOMC meeting fuelled market expectations of a Fed rate hike. But the inflation backdrop should improve markedly over the next 12 months, and th
Asia week ahead: Tokyo CPI and effects of easing geopolitical risks in focus
ing-think·Articles Asia week ahead: Tokyo CPI and effects of easing geopolitical risks in focus 07:02 Asia week ahead China Japan Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Tokyo inflation is the data highlight of the week. But the main event will be gaugi
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