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 ...

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 ...

The US manufacturing sector is strengthening, with advanced technology thriving while traditional sectors struggle ...

Taken together, the business and consumer surveys leave France’s outlook looking more depressed than that of many other European economies. This means that the French economy is likely to continue ...

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 ...

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

Markets are following a similar pattern as before, which means euro rates don't follow oil back down as quickly as they ...

It does, of course, pressure mortgage and other funding rates higher, which presents macro pressure. And debt dynamics worsen ...

Additional pressure came from the latest API data, which showed US crude inventories rose by 1.7m barrels last week, compared with expectations of a 578k-barrel draw. Meanwhile, gasoline and ...

Despite the conflict in the Middle East, Poland's second-quarter GDP growth was buoyant at 3.9% YoY – but ...

Bank Indonesia kept its policy rate unchanged at 5.75%, in line with market expectations and our own. The central bank also unveiled measures to support the rupiah and ensure ample domestic liquidity, ...