Britain's public finances are operating under increasingly fine margins and Chancellor Rachel Reeves faces tough spending ...

US data continues to haunt the dollar, which fell against all G10 currencies excluding the yen yesterday. February retail ...

The German parliament has voted in favour of a huge fiscal package and changes to the debt brake. It's historic, and this is ...

An improved outlook for economic growth, driven by an expected boost to defence spending, will influence the tightness in the ...

The National Bank of Poland has maintained its hawkish policy stance but data from the beginning of 2025 suggests the ...

There is no clear catalyst for dollar strength towards the end of this week, but the pause in rotation from US to European ...

Project 2025 provides a blueprint for what will happen on 2 April. Tariffs will be raised substantially, and with nontariff ...

The next rate-setting meeting in Hungary will be the first under Governor Mihály Varga. There might be a new sheriff in town, ...

Treasuries will have a keen focus on the path for quantitative tightening Following the last FOMC meeting, Chair Powell was ...

China’s one-year rate is likely to remain unchanged at 2.0% on Monday when medium-term lending facility rates are updated. We ...

Market pricing suggests some dovish tweak in the Fed communication today, but we think Chair Powell will want to see hard ...

We expect the Bank of England to keep rates on hold at 4.5% this Thursday. We expect seven officials to vote in favour of ...