Two months ago, UK markets recoiled at the prospect of new Labour leader Andy Burnham becoming prime minister. Today, his ...
Industry outperforming regional peers, but growth remains uneven . Poland’s industrial output increased by 7.6% year-on-year ...
The Ministry of Finance cut its 2026 Czech government bond issuance plan after strong retail bond demand. With only around ...
Forecasts point to a strong El Niño event at the end of 2026, raising fears over food supplies and prices. While we believe ...
ICE Brent broke above US$90/bbl this morning with no let-up in the escalation in the Persian Gulf. The US and Iran con ...
USD: Dollar should be stronger. Events in the Gulf continue to re-escalate, pushing energy prices meaningfully higher. We are ...
Net exports drive second-quarter GDP South Korea releases second-quarter GDP data on Thursday. We expect GDP to moderate to 1 ...
DXY-weighted one-month implied volatility has broken below the 5.50 area that marked the January, May and June lows.
The feed-through to rates via front-end pricing is clear, and markets, for instance, are back to more than fully pricing ...
US June consumer price inflation data undershot expectations with the breadth of the softening the particularly encouraging ...
Oil prices surged yesterday, with ICE Brent settling 9.6% higher on the day — back above $83/bbl. This strength has continued ...
We target the BoJ to eventually get to 2%, while the BoK gets to 3.5%, with the latter more probable than the former ...