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

The dollar gave back almost all of its post-China-deal gains in one session. We think there is still a significant bearish ...

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

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

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

The dollar may struggle to recover too much further as slower growth, lower US rates and fiscal risk all apply pressure ...

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 ...

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 ...

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