News

Eurozone inflation remains very stable at just above 2%. Surprisingly dull, in fact, given the turmoil that the global ...
We don’t expect a rate cut from the Riksbank this month – though with the ECB poised to cut rates twice more, we think Sweden ...
Oil trading was volatile this morning as fresh sanctions threats by the US against Iranian flows were partially offset by a ...
The Bank of England is poised to cut rates at its 8 May meeting, and markets are pricing a faster pace of easing thereafter.
Markets ended April in a remarkable place, don't you think? Investors are banking on Fed rate cuts, tax cuts and tariff reductions to keep things afloat. That might prove naive, says James Smith. But ...
We think Treasuries have settled back to a more typical role, as the traditional comfort blanket should risk assets sell off, ...
The economy continues to add jobs, but the pace should slow on consumer and business caution relating to tariffs and trade policy ...
Trade data from China and Taiwan are the main events as markets gauge how tariffs are impacting Asia. The Philippines will report on first-quarter GDP and April inflation ...
We expect today’s US payrolls to be at 110k, below the 138k consensus but, in our view, not low enough to trigger concerns ...
Just as a new growth phase seemed to be inching closer, European manufacturing is now facing a new era of trade turmoil. A ...
As widely expected, the Bank of Japan kept its policy rate unchanged at 0.5%. The BoJ revised down its GDP and CPI outlook ...
The slightly more positive environment has seen some more of the risk premium come out of the dollar. Remember that we had ...