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

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

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.

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

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 ...

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

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 ...

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