THINK economic and financial analysis

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Forex
FX Daily: Hopping from tariffs to data

FX Daily: Hopping from tariffs to data

The balance of risks remains tilted to the downside for the dollar
Tassi
Rates Spark
Rates Spark: Kicking off a data-driven week

Rates Spark: Kicking off a data-driven week

Markets have plenty of data to watch this week for signs of weakness after Trump's tariff announcements
Commodities daily
The Commodities Feed: Oil steady as market awaits cues

The Commodities Feed: Oil steady as market awaits cues

Crude saw modest gains this morning
Forex
FX Daily: Hard data to determine dollar's next move
FX Daily: Hard data to determine dollar’s next move
THINK Ahead: How to (not) spot a recession
THINK Ahead: How to (not) spot a recession
Hungary
NBH preview: A policy standstill despite Hungary's dovish turn
NBH preview: A policy standstill despite Hungary’s dovish turn
France
French manufacturers optimistic despite trade war
French manufacturers optimistic despite trade war