Wednesday, November 12, 2025

Country and Sector Risk Update: Overall Improvement, but Sector Details Tell a Different Story

Despite ongoing geopolitical turmoil—and even trade wars—country...

Poland Among Least Exposed to AI-Driven Job Losses

Poland and Advanced AI. Poland is relatively...

Tag: ISM

U.S. Government Shutdown Weakens Dollar, Yen Benefits as Safe-Haven Asset

The defensive Japanese yen is the main beneficiary of the ongoing U.S. government “shutdown.” For several days, the USD/JPY pair has been sliding lower,...

European Parliament Supports the Green Industry Deal, but Critics Warn of Industrial Decline

At its June session, the European Parliament adopted a resolution in support of the Green Industry Deal, a policy initiative presented by the European...

RPP Meeting Today: Interest Rates Expected to Remain Unchanged

Yesterday brought both new highs and a brief calming of emotions around the US dollar. Today, the Monetary Policy Council (RPP) meeting will take...

Markets Wobble as Trump Revives Tariff Tensions, While Strong U.S. Job Data Boosts the Dollar

Investors entered Wednesday’s session with mixed emotions. On one hand, U.S. President Donald Trump has once again stoked trade tensions by imposing fresh tariffs,...

The Dollar at a Four-Month Low – Will the American Currency Regain Strength?

Unlike the volatile stock markets, the foreign exchange market has remained stable this week. However, stability in this context means an unprecedented level of...

Strengthening US Dollar and High Bond Yields: Implications for Global Markets

The recent strengthening of the US dollar continues to exert pressure on emerging markets and their currencies. Simultaneously, bonds—both in the US and elsewhere—are...

Brent Crude Oil Price Rises Above $80 per Barrel in Mid-January

The price of Brent crude oil has risen above the $80 mark per barrel in mid-January, having increased for four consecutive weeks. Since the beginning...

The US Dollar Surges Amid Speculation on Trump’s Economic Policies

The US dollar made significant gains yesterday, partly due to a report from CNN suggesting that Donald Trump might impose massive tariffs on his...

Recent U.S. Economic Data Sparks Concern on Wall Street

The latest economic data from the U.S., including service sector activity indicators and the JOLTS report on job openings, have raised concerns on Wall...

The Year Begins with a Strong Dollar

The year kicked off with a significant appreciation of the U.S. dollar, despite the lack of pivotal data that could have markedly influenced perceptions...

NBP Keeps Interest Rates Unchanged but Surprises with Shift in Rate Cut Plans to 2026

According to expectations, the National Bank of Poland (NBP) has kept interest rates unchanged for the 13th consecutive time. The main interest rate remains...

Bitcoin surpasses the $100k barrier

The cryptocurrency market is currently experiencing a steep bullish run. The Monetary Policy Council – as in the previous 12 months – has not...

Harris or Trump? Currency markets in tension, Zloty falls, and all eyes on the first results

One crucial question: Harris or Trump? Gold in mild defensive, EUR/PLN above 4.36, USD/PLN over 4.00. The decision of the Bank of Australia slightly...

US Dollar Faces Potential Turbulence as Key Economic Data Looms Ahead of Presidential Election

We are entering a period of numerous publications of macroeconomic data for the US economy prior to the presidential election results. Today's focus will...
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