If the BoJ is hawkish on December 19, the JPY is set too rally. If it is dovish the market may conclude that the short-JPY carry trade is back on.

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Our analysis of global companies’ perceived climate risks reveals that companies consider transition risks, especially market and technology risks, as more important than physical risks. However, this ...

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Eastern Europe and the Danube countries have emerged as a growing hub for G&O exports via the Black Sea since February 2022 and the start of the war in Ukraine. Eastern Europe and countries in the ...

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The ECB implemented its fourth 25bp cut, taking the deposit rate to 3.00%. The policy statement was slightly more dovish, reflecting a somewhat weaker growth outlook and increasing confidence that ...

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We expect a hawkish cut in December. This means a 25 bps cut, accompanied by indications that the FOMC is going to slow the pace of rate cuts in 2025.

Over the past 12 months, Ozempic and similar drugs have been hailed in the news as miracle solutions for rapid weight loss with minimal side effects. Weight loss often happens because of the changes ...

The relevance of the currency war theme may also extend to the Eurozone in 2025.

Farmers of major grains and oilseeds will enter 2025 with much more compressed margins – negative in some cases – and a very uncertain geopolitical outlook. 2024 has been a year of further price ...