After Thursday's payroll number we see more steepening potential in both US and eurozone rates ...
The oil market is on course for its fourth consecutive week of declines as flows through the Strait of Hormuz continue to ...
Asia consumption recovery: gradual but uneven. Private consumption across Asia remained subdued in 2025, reflecting soft real ...
In breaking above the 2024 highs near 162, USD/JPY has returned to levels not seen since the 1980s. Traders continue to ...
The market is anticipating a 50bp hike ahead, but we argue that a hold (and holds) ahead are entirely defensible. Why? Mostly ...
Nickel prices have retreated as the market reassesses whether Indonesia will follow through with the supply tightening that ...
AI-driven data centre expansion is reshaping energy demand, infrastructure needs, and local economies across the US ...
While the record high temperatures during the day and overnight are clearly harmful for human health, they will also leave ...
Elsewhere, we don’t expect the Sintra forum to deliver any dovish tilt by the ECB ahead of a key CPI test on Thursday. We ...
However, gold’s weakness highlights the extent to which markets have shifted their focus from safe-haven demand towards the ...
Domestic demand remains resilient, but attention is increasingly centred on fiscal dynamics and inflation developments ...
Data highlights include Indonesia’s CPI inflation, China’s purchasing managers’ index, South Korea’s exports and Japan’s ...