President Claudia Sheinbaum is riding high in the opinion polls for her handling of tariff negotiations. That said, Mexico is ...

Events in Romania have dominated CEE FX markets over the last month and have questioned the central bank's normally complete ...

And any evidence of foreign investors increasing FX hedge ratios on US assets will only ever be anecdotal. But the US policy ...

The Indian rupee underperformed most of the region and appreciated by just 1.1% vs the USD last month. FIIs were net sellers ...

A weaker USD following a cooler-than-expected US consumer price index (CPI) provided some tailwinds to the oil market.

The price hike threat from tariffs is receding while housing indicators pointing to a cooling in shelter costs ...

Oil and metals prices rose after the US and China said they will temporarily lower tariffs on each other’s products, with the ...

The 2.7% decline in South Korea’s jobless rate bodes well for a GDP recovery in the second quarter. The decline was unexpected (vs 2.9% in March, 3.0% market consensus) largely driven by a surprise ...

In March, the current account deficit remained flat while capital account developments were key with outflows ...

We think that the National Bank of Romania (NBR) will keep its policy unchanged at the 16 May meeting, in line with market expectations. The Bank will likely continue to factor in the all-around ...

Both food and services inflation continued to show upside pressures, coming in at 0.8% and 0.5% respectively in monthly terms. Here, fresh fruits showed a noticeable increase, while services prices ...

We think that the National Bank of Romania (NBR) will keep its policy unchanged at the 16 May meeting, in line with market expectations. The Bank will likely continue to factor in the all-around ...