The Thai Baht’s Turnaround

Published by Alba Di Rosa. May 16, 2020 .

Exchange rate Asia Emerging markets Trade balance Uncertainty South-east Asia Exchange rates

The Covid-19 epidemic has inverted the long appreciation trend of the baht, but the economy is expected to weather the storm. [ Read all ]

World trade in 2020: Forecast by Industry

Published by Luigi Bidoia. May 13, 2020 .

Great Recession Internationalisation Global demand Forecast Uncertainty Economic policy Global economic trends

Analysis of world trade scenarios: what can we learn from the 2009 crisis? [ Read all ]

Covid-19: Economic Growth and Trade Disruptions

Published by Alba Di Rosa. May 12, 2020 .

Great Recession Macroeconomic analysis Global demand Emerging markets Uncertainty Economic policy IMF Italy Global economic trends

Forecasts paint a grim picture for 2020, but envisage a rebound in 2021. [ Read all ]

American Market: Falling Demand for Machinery

Published by Marcello Antonioni. May 9, 2020 .

Industrial equipment Check performance United States of America Uncertainty Import Global economic trends

In the first quarter of 2020, a drop in imports spread to all sectors of machinery, with the exceptions of Food Machines and - to a lesser extent - Paper & Converting Machines. [ Read all ]

Turkish Lira on a Slippery Slope

Published by Alba Di Rosa. May 8, 2020 .

Exchange rate Emerging markets Turkish lira Uncertainty Central banks Exchange rates

The Covid epidemic could bring Turkey on the brink of a new currency crisis [ Read all ]

U.S. market in Q1-2020: Agribusiness and Healthcare products relatively sheltered from the contraction in demand

Published by Marcello Antonioni. May 8, 2020 .

Slowdown Food&Beverage Health products Industrial equipment United States of America Uncertainty Import Global economic trends

Demand for packaged Food and Pharmaceutical products continued to grow, despite persistent declines for capital goods and intermediates, as well as a drop in demand for Fashion and Home products [ Read all ]

EM currencies and Covid crisis: the case of South Africa

Published by Alba Di Rosa. April 30, 2020 .

Africa Exchange rate Emerging markets Uncertainty Exchange rate risk Exchange rates

South Africa's fragile fiscal position worsens the outlook of its currency. [ Read all ]

A look at LatAm EM currencies: Covid effect and economic weakness

Published by Alba Di Rosa. April 24, 2020 .

Emerging markets Latin America Mexican peso Exchange rate risk Oil Uncertainty Central banks Brazilian real Exchange rate Exchange rates

The cases of Brazilian real and Mexican peso [ Read all ]

Uncertainty weighs on EUR/USD, while EM currencies stabilize

Published by Alba Di Rosa. April 17, 2020 .

Euro Mexican peso Exchange rate risk Dollar Uncertainty Central banks Exchange rate Russian rouble Exchange rates

Disputes within the Union endanger the single currency, while EM currencies breathe a sigh of relief. For now. [ Read all ]

Covid-19 times: when the emergency is the new normal

Published by Alba Di Rosa. April 10, 2020 .

Dollar Exchange rate risk Oil Uncertainty Euro Central banks Eurozone Exchange rate Exchange rates

Currency markets confirm consolidated dynamics, while closely monitoring policy-makers’ moves. [ Read all ]