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 ...

The Federal Reserve raised the policy rate 25bp and signalled they may raise rates a second time before a long hold ...

After a weak January, eurozone industrial production grew for four months in a row despite the Middle East crisis and higher ...

The Central Bank of Uzbekistan left its policy rate unchanged at 14.00%, matching expectations. The September statement includes a subtle dovish shift, favouring a modest rate cut in 4Q26 as a ...

Markets are fully expecting a 25bp hike to 4.0% today, and a surprise hold or strong dovish dissent could have a materially ...

AI disruption fears look premature in India and the Philippines. India's business-services exports more than doubled as a ...

Is Chair Warsh just going to deliver the market discount? Really? After all that 'we'll do things differently' talk?

The war in the Middle East and surging energy prices have pushed up headline inflation across the eurozone. In Germany, the ...

In line with our expectations and the market consensus, the Monetary Policy Council left the National Bank of Poland's policy ...

Despite the escalation, estimates on oil flows through the Strait of Hormuz are edging higher, with suggestions that flows ...

UK inflation has risen back above 3%, and higher energy prices suggest that could get to 3.6-3.7% over the winter. For now, ...

It has been another strong month for the North Asian currencies, with the Korean won leading the pack. However, a 13% drop in a couple of months is exceptional for USD/KRW and a move below 1350 may be ...