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Greenland: U.S. Sphere of Influence or More?
January 7, 2026 8:05 AM UTC
· Trump will likely go for more pressure and then seek to negotiate with Denmark and Greenland. Denmark and Greenland already have mutual interests with the U.S. on security; minerals and Russia/China that are already covered by previous agreements and understandings. Trump would li
Russia’s Inflation is Expected to Continue to Soften in December
December 22, 2025 2:11 PM UTC
Bottom Line: After edging down to 6.6% in November, we expect Russian inflation to continue its decreasing pattern in December owing to lagged impacts of previous aggressive monetary tightening and relative resilience of RUB. December inflation figures will be announced on December 29, and we forese
Asia Open - Overnight Highlights
January 19, 2026 12:00 AM UTC
EMERGING ASIA
EM currencies are trading individually against the greenback as market participants digest all the headlines for the week. The biggest losers are INR 0.62%, KRW 0.40%, CNH 0.07%, SGD & CNY 0.05% and THB & MYR 0.04%; while the largest winners are PHP by 0.20% TWD 0.06% and HKD 0.01%.
USD/
Russia’s Inflation Decelerated Sharply in December but Risks Remain
January 16, 2026 7:06 PM UTC
Bottom Line: After edging down to 6.6% y/y in November, Russian inflation continued its decreasing pattern in December and stood at 5.6% y/y owing to lagged impacts of previous aggressive monetary tightening and relative resilience of RUB, the State Statistics Service (Rosstat) said. Despite Central
Preview: Due January 26 - U.S. November Durable Goods Orders - Aircraft to lead, but ex transport trend positive
January 16, 2026 4:23 PM UTC
We expect November durable goods orders to increase by 4.5%, led by a strong rise in aircraft as implied by Boeing data, though we expect ex transport orders to show a positive trend persisting with a rise of 0.6%.
U.S. January NAHB Homebuilders Index - Revival losing momentum
January 16, 2026 3:08 PM UTC
January’s NAHB homebuilders’ index of 37 from 39 has seen a correction after three straight gains. The gains in Q4 appear to have been supported by Fed easing. If the Fed pauses in Q1, the housing sector revival may lose momentum too.