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The fundamental picture is looking up for EM sovereigns

The fundamental picture is looking up for EM sovereigns

EM fundamentals are improving after multiple major shocks in recent years
FX
Belgium
France
Germany
...
G10 FX valuation round-up

G10 FX valuation round-up

EUR/USD is moderately undervalued, while the yen is very cheap
Asia week ahead
Australia
China
India
...
Asia week ahead: Bank of Korea rate decision and regional CPI data

Asia week ahead: Bank of Korea rate decision and regional CPI data

With market expectations for Fed rate cuts changing rapidly, the Bank of Korea is unlikely to give a strong signal on further easing
Turkey
Why bets are rising on a December rate cut in Turkey
Why bets are rising on a December rate cut in Turkey
Poland
Polish investment activity remains subdued
Polish investment activity remains subdued
France
France's economic outlook darkens
France’s economic outlook darkens
FX
FX Daily: Soft euro story dominates
FX Daily: Soft euro story dominates
Rates
Rates Spark
Rates Spark: Risk sentiment in the eurozone could remain fragile
Rates Spark: Risk sentiment in the eurozone could remain fragile
Commodities daily
The Commodities Feed: Geopolitical risks build
The Commodities Feed: Geopolitical risks build
United Kingdom
Sticky UK services inflation to keep BoE cutting gradually (for now)
Sticky UK services inflation to keep BoE cutting gradually (for now)
FX
FX Daily: FX market looking through geopolitical risk
FX Daily: FX market looking through geopolitical risk
Rates
Rates Spark
Rates Spark: Risk-off reflexes at work
Rates Spark: Risk-off reflexes at work
Commodities daily
The Commodities Feed: Russia-Ukraine escalation
The Commodities Feed: Russia-Ukraine escalation
Asia Morning Bites
China
Indonesia
Japan
Asia Morning Bites
Asia Morning Bites
United States
US state payrolls numbers confirm the cooling jobs narrative
US state payrolls numbers confirm the cooling jobs narrative