EU imports of Russian LNG rise in early 2025: Kpler
Investing.com — The European Union (EU) has seen an increase in its imports of liquefied natural gas (LNG) from Russia in the first two weeks of 2025, according to data…
Go long USD/CNY ahead of Trump’s inauguration – UBS
Investing.com – Donald Trump’s inauguration is right around the corner, and UBS has advised its clients to go long the USD/CNY pair to hedge policy risks before the big day.…
Oil prices on track for winning week; upbeat Chinese data helps
Investing.com– Oil prices slipped lower Friday, but were on course for a fourth consecutive week of gains, driven by relatively upbeat Chinese economic data as well as heightened expectations for…
UBS rises its USD/JPY forecast
UBS revised its inflation forecast for Japan, projecting higher inflation rates in the coming years due to a robust US dollar and increased energy prices. The UBS FX team adjusted…
Capital Economics sees RBI rate cut despite INR fall
Investing.com — This week saw the release of data indicating a decline in India’s headline consumer price inflation from 5.5% year-on-year in November to 5.2% in December. According to Capital…
Beware Egypt’s smokestack onshoring as cement exports surge: Maguire
By Gavin Maguire LITTLETON, Colorado (Reuters) -North Africa’s largest economy and second-largest natural gas producer has stepped up the production and export of several highly energy-intensive commodities as part of…
Morning Bid: Waller and Bessent help peg back Treasury yields
A look at the day ahead in U.S. and global markets from Mike Dolan Salvos from a Federal Reserve governor and the incoming Treasury Secretary helped nail down this week’s…
Codelco, Saudi in talks on copper investment, 2025 output seen up
By Pesha Magid RIYADH (Reuters) – Chile’s Codelco, the world’s largest copper producer, is in talks with Saudi Arabia over potential joint investments in the metal, the company’s chairman told…
Bank of America flags dollar longs as crowded, eyes global inflation concerns
Bank of America (BofA) analysts highlighted a shift in market sentiment, identifying long U.S. dollar positions as the most crowded trade, and now a significant headwind for the currency. This…
European natural gas prices see slight increase in early trade
Investing.com — The benchmark Dutch TTF contract for European natural-gas saw a minor rise of 0.2% in early trade, with prices settling at 46.36 euros per megawatt-hour. This rise comes…