Economic and Financial Analysis
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FX Daily: Playing The Pause
Market pricing of the Fed tightening cycle has settled down now. And yields at the short end of the US yield curve are now quite steady. The benign case for global asset markets is that the Fed pauses after hiking the Fed funds rate to 2% in July.
Eurozone: PMI Drops Slightly As Inflation Pressures Remain
The composite PMI fell from 55.8 to 54.9 in May, still signaling decent expansion. With inflation pressures remaining close to all-time highs, this keeps hawkish pressure on the ECB to act quickly despite growth concerns.
Poland: Consumption Boom And Upward Price Pressures Continue
April retail sales growth was supported by low base effects, “consumption smoothing” by domestic consumers as well as purchases by and for refugees from Ukraine.
Rising Supply Of Nickel Intermediary Products Could Ease Tightness
The rising supply of nickel intermediary products could be converted into Class 1 nickel as market tightness persists, which could also increase the availability of the right type of nickel for exchange deliveries.
FX Daily: Looking Beyond The Squeeze
The dollar long-squeeze continues to support G10 FX, but a more balanced positioning picture may soon allow the supportive monetary and growth considerations for USD to re-emerge.
The Commodities Feed: Russian Gas Flows To Finland Stop
Tightness in the refined products market continues to support the oil market. ICE Brent managed to eke out a gain of a little under 1% last week, which saw it settle above US$112/bbl.




Latest Posts
G10 FX Week Ahead: Moving On Up
Stronger-than-expected growth in China, de-escalating tensions in the Middle East and the signing of the Sino-American phase-one deal should all pave the way for a good week for risk sentiment.

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