US President Donald Trump announced a sweeping new set of tariffs on Wednesday, calling it 'Liberation Day'. Our economists have analysed the implications of these tariffs for the US, Asia and Europe, ...
Turkey's March data shows a better-than-expected turnout, but recent currency weakness could result in upward pressure on ...
Trump's tariffs will lead to more volatility and risk off in credit. With the technical picture weakening, there is less to ...
The biggest risk-off impact so far has been on US markets. We remain wary about fragile risk sentiment and take a tactical ...
Instead, a pair like CNH/JPY best characterises the mood in FX markets. Asian trading nations are being hit hard with tariffs since the bloc comprises around 60% of the US annual goods deficit. The ...
President Trump’s punitive tariffs hit Asia, with largest levies on Vietnam and smaller textile exporters. The largest ...
President Trump's reciprocal tariffs on Japan (24%) and South Korea (25%) were largely in line with market expectations. Both ...
Higher-than-expected US tariffs will drag on Chinese growth and inflation this year. China has been quite measured in its ...
Oil prices are under pressure this morning, following other risk assets lower, after the Trump administration unveiled a base tariff of 10% on all imports from all trading partners. WTI was down more ...
Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come ...
However, in general tariffs are a regressive form of taxation with lower income households spending more of their on income ...
There were a couple of dovish signals in the statement following the latest data, calling for the return of inflation to the target range a year earlier than in the NBP projection. For this reason, ...
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