USA-China Tensions Transform Global Market

After the U.S. elections, relations between the...

Tag: Ebury

The Fed’s “Hawkish Cut” is Coming

We have changed our view on the final FOMC meeting of the year and expect that on Wednesday, the Federal Reserve will make another...

The ECB Meeting Contrasts with the FED, Boosting the Dollar

The European Central Bank (ECB) meeting last Thursday proceeded as expected — interest rates were cut by 25 basis points, and economic growth forecasts...

ECB Decision: Rate Cut Likely, but the Market Fears a Larger Move

We expect the Governing Council to cut rates by 25 basis points on Thursday, but a larger move cannot be entirely ruled out. If...

EUR/PLN near 4.25, markets await decisions from ECB, Fed and BoE

Once again, the Polish currency ended the week strengthened, this time due to hawkish messages from the MPC conference. The focus of the markets...

Weak PMI data sink euro, and the zloty faces new challenges

Geopolitical concerns due to tensions between Russia and Ukraine have had an impact on the Polish Zloty for the first time in two years....

How can the dollar react to the US election results?

The upcoming U.S. presidential election is expected to be extremely close, with polls suggesting that both candidates have nearly equal chances of winning. How...

EBC is preparing for another interest rate cut

What seemed unlikely just a few weeks ago is now widely expected. The European Central Bank (ECB) is anticipated to accelerate its easing cycle...

Dollar strong, zloty stronger

A small surprise uptick in September's US inflation reading bolstered the dollar, which also benefitted from a general investor aversion to risk. Despite these...

Zloty Weakens Amid Rising Middle East Tensions and Strong U.S. Labor Data, USD Gains Momentum

For the zloty - as with other regional currencies - it was a weak week. Rising tensions in the Middle East have led investors...

Chinese Stimulus Boosts Commodity Markets, but Polish Zloty Weakens Amid European Economic Concerns

Last week, markets welcomed news that the Chinese government is launching a new support package to halt the downturn in the real estate market...

ZÅ‚oty Among Strongest CEE Currencies in 2024: Further Gains Expected Against Euro and Dollar

Since the start of the year, the ZÅ‚oty has fared better than other CEE currencies and most emerging market currencies. Since January, it has...

ZÅ‚oty Strengthens Despite Weak Domestic Data

The Federal Reserve caught consensus off guard last week by deciding to cut interest rates by 50 basis points (b.p.). Despite the magnitude of...

The time for cuts in the USA has just arrived

Fed Chairman Powell has essentially confirmed that the time has come to start the much-anticipated cycle of Fed monetary policy easing, so Wednesday will...

Global Markets Brace for Fed’s First Rate Cut Since 2020: 25 or 50 Basis Points?

The first U.S. interest rate cut since 2020 will be a groundbreaking event for markets worldwide. The crucial question, however, is its magnitude. The...
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