Research Briefing
We expected a bout of SEK weakness following the Riksbank rate cut in the spring, but we think the recent...
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Research Briefing
Some market participants are raising concerns over a fall in demand for US Treasuries from Japanese investors amid higher domestic...
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
The precipitous decline of the Yen to record fresh lows (and briefly above 150 last month) coupled with a dramatic...
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
Since the invasion of Ukraine in late February, hundreds of thousands of Russians have fled to neighbouring countries to avoid...
Research Briefing
Another wave of yen weakening has not deterred the Bank of Japan (BoJ) from leaving monetary policy unchanged at today's...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% yesterday, undershooting consensus and our expectation of...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
Data for Q3 on the volume of China's imports of crude from Russia show a drop against the June level....
Research Briefing
We forecast the renminbi to weaken close to CNY7/US$ before a rebound in 2023, assuming China moves beyond its zero-Covid...
