News

It’s been a big day in FX markets where a wholly weak US jobs report has pulled the rug from under Jerome Powell’s hawkish stoicism and stopped the dollar’s rally in its tracks. It looks highly likely ...
Weak jobs growth and huge downward revisions suggest a broad loss of momentum and a growing likelihood of meaningful interest ...
The UK jobs market is creaking, providing plenty of justification for a 25 basis point rate cut this month. But it’s a nuanced picture, which, set against sticky inflation data, suggests little reason ...
Our team are sticking to their rate cut call for now. But as Carsten wrote this week, if the worst is genuinely behind us on ...
If the FX options market is any guide, and once this week's big event risks are out of the way, investors are pricing a quiet ...
Oil prices firmed further yesterday, driven by a shortened deadline for Russia to come to a peace deal with Ukraine and ...
But while it’s unlikely that the streak will continue much longer as inflation rarely holds steady, the short-term inflation environment does seem quite benign. Core inflation held steady at 2.3% in ...
South Korea reached a 15% tariff deal with the US, committing $350 billion in investments and buying $100 billion in US LNG ...
German and eurozone inflation are likely to fulfil the ECB's old target of 'below but close to 2%' in the months ahead ...
Despite all the economic sluggishness and uncertainty in recent years, the eurozone labour market has remained as strong as ...
Taiwan's GDP growth surged to 8.0% YoY in the second quarter as external demand contributed a whopping 5.8ppt. We have been ...
While two members voted for a cut, Chair Powell put a hawkish spin on things leaving a September cut as a coin toss ...