Wednesday brings the release of the September CPI flash estimate. The end of the temporary VAT cut on fuels (from 23% to 8%) ...

The RBA is likely to deliver a hawkish 25bp hike on 29 September as persistent inflation pressures, resilient labour demand ...

Eurozone broad money supply (M3) grew by 3.5% year-on-year in August, up from 3.4% in July 2026. Even so, growth remains ...

Tokyo inflation data will be released on Friday. Market consensus is for headline inflation to accelerate to 2.5% YoY, from 1 ...

The rise in back-end yields has prompted a risk-off environment that favours a consolidation of recent dollar gains. Markets ...

The overshoot to the 5.25%-5.5% area for the US 10yr yield is ongoing. The front end paused after valuations looked stretched, but resilient macro data, elevated energy prices and inflation pressures ...

China announced it would send two pandas to the Atlanta zoo, traditionally seen as a gesture of friendship and stable ties.

For now, the Belgian economy is not heading into recession, but its resilience is being tested. Renewed energy pressures are likely to push inflation up to near 5%, while a difficult €10bn budget ...

Here, we discuss our new calls and why we're keeping our EUR/USD profile unchanged, still targeting 1.160 for year-end. We ...

Confidence far from signalling better times ahead . Czech consumer confidence edged higher in September, while business confidence moved in the opposite direction. Both developmen ...

A good series of PMIs has helped nudge global rates higher. It's taken us above some key levels, namely 5.1% on the US 10yr ...

We identify 5.25% as a next target for the US 10yr yield. Over to the Bank of England next Ahead, we maintain a bearish ...