No cash to splash. Plenty of ink has been spilt on how this crisis differs from the 2022 energy shock. And mostly, not in a ...
Brazil has had a good crisis so far. As a net energy exporter, its terms of trade have actually risen – unlike the big drops ...
Headlines across EMEA have been dominated by the Tisza Party’s landslide victory in Hungary. Even though many investors were ...
Financial markets continue to look for an early resolution to the Middle East crisis, and the dollar is softening. The extent to which central banks protect their economies from the inflation shock ...
Steady renminbi gains look likely as Chinese policymakers position the currency as a long term store of wealth ...
It's a depressing snapshot of what's in store for the global economy as the war in the Middle East continues. Here's Carsten Brzeski's take on where we are right now. The war in the Middle East is ...
Real interest rates will become increasingly important this year. A dovish Fed should mean the dollar can fall further ...
Risk sentiment resilience, paired with lingering upside risks for crude prices, can keep driving outperformance of oil ...
The glass-half-full view some market segments are taking contrasts with rates' reluctance to price out hikes to the same ...
Alternatively, a scenario where prolonged disruption means flows return to only 60% of normal by the end of June, takes oil ...
China’s loan prime rates will be set on Monday; no change is expected. Stronger-than-expected first-quarter GDP data, ...
The key factor for energy markets remains developments in the Middle East. The only way energy prices move lower is the ...