The Bank of Korea (BoK) cut its policy rate by 25bp today. Uncertainty surrounding the housing market makes it unlikely that ...
Global Markets: Considering the disappointing CPI data yesterday, it is a slight surprise to see US Treasury yields heading ...
The battle between the US jobs numbers and the inflation data with regards to the outlook for Fed policy remains unresolved.
European natural gas prices have also rallied on the back of Middle East developments. TTF once again broke briefly above ...
Inflation fell in September, hitting the central bank’s target for the first time since early 2021. Price pressures eased in ...
Central banks are at a crossroads. Inflation is down and the growth outlook is increasingly uncertain. Can policymakers ...
ECB members have pushed back against a done deal for next week, but markets remain convinced of both an October and December ...
Remember the UK’s finances are guided by fiscal rules that are overseen by the Office for Budget Responsibility. And as of ...
Minutes of ECB's September meeting still show a central bank that is reluctant to switch to more aggressive rate cuts ...
The FX reaction to a win for Donald Trump would likely be larger and asymmetrically more bullish for the dollar.
The increase in geopolitical risk is bringing unusual FX weakness to the CEE region, while the potential for higher oil ...
Central banks are always the ones left holding the baby. 'Whatever it takes', right?