Poland
Exclusive Three scenario's for EU-China relations
Tensions between the EU and China have increased considerably since end-2020. Sanctions have been imposed on both Chinese and EU officials, the ratification process...
Exclusive EM FX CB Watch - Is the mini taper tantrum over?
Tentative signs of recovery across the CEEMEA currencies imply that the mini taper tantrum caused by the sharp rise in US Treasury yields may have run its course, or...
Exclusive EM FX Watch - The US bond market intimidates EM
Once again the famous remarks from the Democratic political adviser James Carville - who played an important role in Bill Clinton’s successful 1992 presidential...
Exclusive Field Crop Margin Outlook: 2021 – Higher Prices Lift Margins and Global Spirits
In 2020, field crop farmer margins largely benefited from higher global commodity prices in the second half of the year. “The 2021 outlook depends largely on...
Exclusive Mini taper tantrum for CEEMEAs?
The sharp spike in US Treasury yields unsettled the CEEMEA currencies and injected a fresh dose of volatility particularly into USD/TRY and USD/ZAR. The yield on...
Exclusive Battle for independent media in Poland
Private media groups in Poland suspended their broadcast for 24 hours in response to a government proposal to impose taxes on advertising revenues. Instead of...