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Exclusive Banxico Post-Decision Report: Changing it up?
Banxico held its overnight policy rate at 6.50%, in line with expectations, but materially softened its forward guidance.

Exclusive EUR/USD - think again?
EUR/USD is currently trading not too far from the lows of the year; these being hit in June at 1.1325.

Carbon credits as a catalyst for regenerative agriculture in Brazil
Brazil could become a leading soil carbon credit market, but scaling regenerative agriculture will require investment, producer adoption, and regulatory certainty.

Exclusive Commodity snapshot - Strikes amid Summits
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.

Exclusive Financials Comment: Belfius proposes lower CET1 target
Belfius is reshaping its capital and dividend policies ahead of the Belgian government’s planned 20% share sale.

Exclusive Credit Compass: Rockets ships in reverse
As we entered 2026 it seemed almost impossible to imagine a situation where the US federal Reserve would be hiking rates.