The oil market is on course for its fourth consecutive week of declines as flows through the Strait of Hormuz continue to ...

Domestic demand remains resilient, but attention is increasingly centred on fiscal dynamics and inflation developments ...

It is a quiet week for US data, sandwiched between a softer-than-expected US jobs report and a June CPI release scheduled for 14 July, which should show prices at the headline level falling ...

Industrial production also declined in electrical, electronic and computer equipment manufacturing (-2.3% after +1.4% in April), in other industrial goods such as metals, chemicals and pharmaceuticals ...

Thin liquidity around the US holiday today and Monday increases the risk of JPY intervention, with an initial round that may already have occurred yesterday morning There aren’t many silver linings in ...

After Thursday's payroll number we see more steepening potential in both US and eurozone rates ...

Hungary’s Ministry of National Economy has raised its deficit targets for both this year and next to 5% of GDP. While this revision has unsettled markets, there are signs that the worst may already be ...

Asia consumption recovery: gradual but uneven. Private consumption across Asia remained subdued in 2025, reflecting soft real ...

The ECB has revived the minimum reserves discussion to cut its losses. Reuters reported yesterday that the ECB was ...

The German government has finally announced a big reform package that should eventually get the economy out of stagnation ...

Nickel prices have retreated as the market reassesses whether Indonesia will follow through with the supply tightening that ...

The market is anticipating a 50bp hike ahead, but we argue that a hold (and holds) ahead are entirely defensible. Why? Mostly ...