Equities and oil are reaffirming their greater relevance for FX relative to rate differentials. A mix of resilient risk ...
As expected, business confidence in France deteriorated sharply in April, down three points over the month. The decline is ...
The eurozone's trade balance for goods is facing both cyclical and structural pressure. After a long period of large ...
As peace talks stall and Iran’s seizes vessels transiting Strait of Hormuz, supply disruptions set to continue ...
South Korea’s GDP surged 1.7% quarter-on-quarter between January and March (3.6% in year-on-year terms) thanks to robust ...
Retail sales rose by 8.7% year-on-year in March (ING and consensus: 5.2%), following a 5.0% YoY increase in February, marking ...
The Turkish central bank left the policy rate unchanged at 37%, indicating satisfaction with the current stance but remaining ...
Bank Indonesia kept its policy rate unchanged at 4.75% in line with expectations. With fuel subsidies continuing to contain ...
Diving into CPI fixings shows markets are still positioned for a short-lived inflationary impact Every day we see oil nudge a ...
UK inflation rose in March on higher fuel prices, and a forthcoming increase in household energy bills this July is likely to ...
Markets' calm ahead of Warsh's hearing and the ceasefire deadline proved the right call. The Fed chair nominee was dismissive ...
We're in an uncomfortable place on the war. But clearly not uncomfortable enough for risk assets. Bonds are a tad more concerned, but not madly so. Talk of Gulf and Asian centres calling for dollars ...
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