
trade balance
Articles related to trade balance


German Exports Rebound in September but Structural Headwinds Persist
Today's data is more evidence of the small rebound of the German economy after the summer. However, the September increase in exports is too weak to dispel concerns about persistent structural weakness

South Korea’s Export Momentum Remains Solid Despite Slowdown in October
South Korean exports increased in October despite fewer working days due to the Chuseok holiday. US tariffs had a clear negative effect, but robust semiconductor and vessel exports offset the impact. With the trade agreement concluded, improved export conditions are expected to support growth in 2026

Japan’s Trade Rebound and BoJ Watch: Exports Strengthen Amid US Tariff Headwinds
Japanese exports recovered mostly in line with market expectations. We cautiously expect US-bound exports to stabilise after the recent trade deal. Stronger-than-expected imports indicate continued investment in AI and semiconductors, supporting growth in the fourth quarter

Taiwan’s Exports Stay Resilient Despite Tariffs; Strong US and Mexico Demand Offsets Semiconductor Slowdown
Taiwan's export growth has been rather dependent on demand from the US. Fortunately, the tariff hikes in August do not appear to be having a significant impact on Taiwan's exports to the US, at least not yet

Eurozone Exports Weaken as US Tariffs Bite and Global Demand Softens
The eurozone's trade balance edged up slightly in July, driven mainly by a drop in imports, while exports also declined modestly. Excluding the energy crisis period, this marks one of the smallest trade surpluses in the past decade

Bank Indonesia Cuts Policy Rate Again Amid Slowing Growth; Further Easing Expected
Bank Indonesia (BI) delivered a surprise second consecutive rate cut, signalling a clear focus on growth despite recent strong data. With inflation still below target and US Federal Reserve easing expected from September, we now see BI front-loading its final 25bp cut to the fourth quarter of this

Poland Posts Surprise Current Account Surplus in June Amid Trade and Export Shifts
Poland’s external current account surplus in June was a positive surprise, as it was also driven by a positive balance in merchandise trade. One data reading does not necessarily signal a new trend – but it may suggest a change in underlying macro developments, especially softer domestic demanda

Markets Rally Ahead of Tariff Rollout Amid Economic Data Releases
Stocks ended higher ahead of President Donald Trump’s sweeping tariff announcement. Treasury yields rose following the private payrolls and manufacturing data. The dollar fell against major currencies, while gold climbed on safe-haven demand. Oil prices edged higher.

Markets Await Tariff Decision Amid Key Economic Data and Earnings Reports
Stocks ended down, while the dollar strengthened as traders awaited auto tariffs to be announced by President Donald Trump. Treasury yields, meanwhile, inched higher as investors weighed potential exemptions to those tariffs. Oil prices jumped on reports of a dip in U.S. crude oil inventories. Gold eased but remained above the $3,000 per ounce level.

Stocks Drop as Investors Await Fed Decision and Digest Tariff Uncertainty
Stocks ended sharply down as investors remained cautious ahead of the Federal Reserve’s monetary policy decision. Treasury yields fell on strong demand for 20-year bond auction. The dollar weakened further, while gold hit a new record high. Oil prices eased as Ukraine peace talks offset Mideast instability worries.

Bearing Witness to Change: National Bank of Hungary Contemplates 100bp Interest Rate Cut Amidst Shifting Dynamics

Asia Morning Bites: BoJ Policy Decision and Singapore Inflation in Focus

FX Daily: Dollar Resilient Post-JOLTS, Euro Faces Headwinds

Soft Australian 3Q23 GDP and Moody's Negative China Outlook Shape Market Sentiment

Turbulent Markets: Powell's Hawkish Turn Sparks Rate Cut Speculations

Asia Morning Bites: US-China Talks Show Progress, Treasury Yields Rise, and Global Markets React

Indonesia's Exports Beat Expectations, Boosting Trade Surplus and Easing Pressure on Central Bank"

Yield Reversal Amid Supply Pressure: Navigating Market Rates and Central Bank Signals

German Exports Fall Again, Adding to Economic Woes

Monitoring Hungary: Assessing Economic Trends and Market Dynamics Amid Uncertainty

RBI's Strategic INR Support: Factors Behind India's Stable Currency Amidst Global Challenges

Asia Morning Bites: China's Data Deluge, ECB Rate Hike, and US Retail Sales Surprise

Rising Tensions in Japan Amid Currency Market Concerns and BOJ Insights

Nasdaq Slips as Tech Stocks Falter, US Inflation Data Awaits

Poland's Economic Snapshot: Declining CPI and Improving Current Account Balance

Asia Morning Bites: Asian FX Under Pressure as US Rates Climb, Australia and China Trade Reports in Focus

2023 Current Account: Surplus Expected Amid Weakening Economic Activity

Hungary Economic Outlook: Downgraded Full-year Growth Forecast Amidst Recession Concerns

German Exports Decline in July, Raising Concerns of Economic Contraction

Turbulent FX Markets: Peso Strength, Renminbi Weakness, and Dollar's Delicate Balance

Korean Economic Update: Cloudy Third-Quarter Prospects Amidst Export Challenges and Weakening Domestic Demand

Hungary's Economic Prospects: Emerging from a Prolonged Recession

USD/JPY Drifts into 145-150 Range: Assessing Alarm Signals and Market Dynamics

SEK: Enjoying a Breather as Technical Factors Drive Correction

GBP: Fluctuating Rates Ahead of PMI Data Release

Rates Spark: Discussing the Potential of 4.5% and its Impact on Markets

FX Daily: Currencies Gradually Detach from Bond Dynamics Amidst Dollar's Resilience

Asia Week Ahead: China Inflation and Trade Data, GDP Reports for Indonesia and the Philippines

German Exports Stuck in Stagnation Despite Post-Lockdown Period

Asia Morning Bites: RBA Decision and China's Caixin PMI in Focus

Hungary's Economy: Disinflation and Technical Recession Impacting Growth Prospects

National Bank of Hungary Preview: Normalisation to Continue Unabated

Stalling Imports Widen Indonesia's Trade Surplus, Raising Concerns for Growth Momentum

USD/KRW: Equity-led Appreciation on AI Chip Hype

USD/KZT: Upside Risks in the Near Term

USD/UAH: Foreign Reserves at All-Time High and Continue to Rise

Mixed Signals: US Dollar Weakens, Eurozone Faces Recession, Pound's Fate Hangs in the Balance

Central Bank Policy Meeting in Canada and Inflation Outlook in Czech Republic and Hungary

Asia Morning Bites: Trade Data from Australia, Taiwan Inflation, and US Fed Minutes Highlighted

Asia Morning Bites: Philippine Inflation and Singapore Retail Sales Awaited

RBA Decision and Global Market Updates

Asia Morning Bites: Focus on Regional PMI Figures, China's Caixin Manufacturing Report, and Upcoming FOMC Minutes and US Non-Farm Payrolls"

Anticipating the National Bank of Hungary's Continued Easing Cycle: A Preview of Expected Rate Cuts

Maintaining Fiscal Discipline: A Crucial Imperative Amidst Economic Challenges

Impact of Energy Price Trends on CEE CPI: Analysis and Outlook

Economic Snapshot: Unemployment, Inflation, and Trade in Focus

GDP Contraction in Q1 2023 Driven by Inventory Reduction and Service Imports Growth. Trade Balance Impacted by Increased Service Imports

Market Sentiment and Fed's Decision: Impact of Upcoming Economic Data and Central Bank Meetings

German Export Rebound in April Falls Short of Expectations, Raises Concerns for Economic Growth

Indonesia’s trade balance beats estimates but still smallest since May

Weak External Demand Could Drive China's Exports Even Lower

Increase In German Trade Balance | Waiting For Fed’s Decision

Exports And Imports And Their Meaning For Economy And Trading

Growth In China's Trade Balance. Significant Declines In Major Sectors Of Europe And Great Britain

People's Bank of China Loan Prime Rate Stays Unchanged | A Softer Labour Market In Australia |Eyes On The US - Philly Fed Manufacturing Index
