We have a bold call for USD/CNY to fluctuate in the 6.85 to 7.25 range in 2026. If we're right, paying low Chinese rates ...

We're not looking for gains to be as spectacular as last year, but we do expect FX to outperform the forward curves.

Discontent among EU beef, poultry, and sugar beet farmers has been mounting, given that the deal will increase competition ...

The People’s Bank of China’s fixings have now moved from supporting a stronger CNY towards pushing back against the pace of ...

We remain bearish on the dollar this year, but we suspect the next leg lower will not start until the second quarter ...

Today’s attention turns to November PPI (core expected at 0.2% MoM) and retail sales, which should be relatively firm. A busy ...

High yields in Brazil and Mexico are insulating these left-wing currencies from US foreign policy in the region ...

South Korea’s unemployment rate increased more than anticipated in December to 4% from 2.7% in November (ING forecast: 3.0%, ...

After a 10% sell-off last year, we expect the dollar to find some stability through Q1. Seasonals should help the dollar this quarter, and US economic data looks unlikely to fall off a cliff. Dollar ...

The spread from 10yr SOFR to 10yr Treasuries is now into the 35bp area, following a steady trek down from the 55bp area seen ...

Italy's expected modest acceleration in GDP growth will likely be driven mainly by consumption and investment, the latter ...

Belgium’s economy has proven resilient over the last few years, but with new austerity measures and waning purchasing power, ...