China: Growth risks rise into H2 – Commerzbank

Commerzbank’s Dr. Henry Hao highlights that China’s July activity data undershot expectations across industrial output, retail sales and fixed-asset investment, reflecting weather disruptions and a deepening property sl…

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FX Outlook: Porridge Cools for Goldilocks

A slightly cooler run of US data recently has cut the chances of a Fed hike in September. Lower short-dated US rates and a mildly weaker dollar are supportive for the risk environment and will keep summer volatility lev…

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