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China
Soft March CPI strengthens case for rate cuts in China

Soft March CPI strengthens case for rate cuts in China

Deflationary pressure could pick up as tariffs could worsen overcapacity issues
Commodities daily
The Commodities Feed: The tariff pause

The Commodities Feed: The tariff pause

Risks assets get a boost as President Trump surprises with 90-day tariff pause
China
Trade
A test of endurance is underway as Trump narrows trade war focus on China

A test of endurance is underway as Trump narrows trade war focus on China

Tariffs will likely crater direct trade and the coming months will show who feels the pain more
FX
Rates
Austria
Belgium
France
...
Trump's 'sledgehammer' tariff reversal - our reaction
Trump's 'sledgehammer' tariff reversal - our reaction
Germany
Incoming German government presents coalition agreement
Incoming German government presents coalition agreement
FX
FX Daily: Dollar close to another confidence crisis
FX Daily: Dollar close to another confidence crisis
South Korea
Bank of Korea likely to cut rates in April despite the won's weakness
Bank of Korea likely to cut rates in April despite the won's weakness