News
The economy continues to add jobs, but the pace should slow on consumer and business caution relating to tariffs and trade ...
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.
We think Treasuries have settled back to a more typical role, as the traditional comfort blanket should risk assets sell off, ...
We expect today’s US payrolls to be at 110k, below the 138k consensus but, in our view, not low enough to trigger concerns ...
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 ...
The May decision will depend on the inflation figure published the day before the meeting. We expect a 25bp rate cut accompanied by a hawkish tone and some votes for a pause. However, an upside ...
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 ...
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