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think
1 小时
FX Daily: Focus is on the new US Treasury Secretary
Besides expecting another round of positive US activity data, today’s FX focus will be on the Senate confirmation hearing of.
think
2 小时
Bank of Korea surprises market by keeping policy rate at 3%
After two consecutive rate cuts in the fourth quarter of last year, the Bank of Korea (BoK) opted for a wait-and-see stance ...
think
6 小时
The Commodities Feed: Crude continues its rally
Brent has broken above US$82/bbl. Falling US crude oil stocks and uncertainty over Russian oil supply following US sanctions, ...
think
11 小时
Rates Spark: Don’t expect the relief to last long
The market has now seen two better-than-expected month-on-month inflation numbers in a row now, on core PPI on Tuesday and ...
think
17 小时
EU considers Russian aluminium ban in new sanctions push
The US and the UK banned the import of metals produced in Russia in 2024. The EU has so far banned aluminium products, ...
think
19 小时
US inflation relief, but an extended Fed pause still looks likely
A better inflation outcome is to be welcomed, but the general strength of the economy means the Fed is likely to pause rate ...
think
21 小时
TMT growth takes centre stage
As a result of this, we expect at least 2% revenue growth for the European telecom sector in 2025. This is similar to the ...
think
21 小时
Increasing fibre take-up rate most important challenge for telecoms
The European fibre rollout is steadily progressing, but the key challenge for European telecoms now will be increasing the ...
think
21 小时
The Draghi report: The Good, the Bad and the Ugly
In our view, the Draghi report contains both good and bad proposals for the telecom sector, but it also reveals an ugly truth ...
think
21 小时
How AI could drive growth in European telecoms
Telecom companies have a good track record with automating services. AI offers an opening for automating customer service, as ...
think
21 小时
Telecom Outlook 2025: A high-frequency future
The full report on why 2025 promises to be an exciting year for European telecoms ...
think
21 小时
Poland’s CPI inflation revised down on lower core inflation
CPI was revised down to 4.7% year-on-year from the initial flash estimate of 4.8% due to a lower-than-expected increase in ...
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