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 ...
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 ...
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, ...
Labour shortages, stricter regulation, and technological change are forcing temporary employment agencies to rethink their ...
Singapore's CPI inflation edged up to 2.3% YoY in August from 2.2% in July, while core inflation rose to 2.2% YoY from 2.0%, both broadly in line with expectations. Underlying price pressures ...
Markets are following a similar pattern as before, which means euro rates don't follow oil back down as quickly as they ...
Here, we discuss our new calls and why we're keeping our EUR/USD profile unchanged, still targeting 1.160 for year-end. We ...
France’s fiscal position is worse than expected, and the government has not yet presented a fully documented response. Debt will keep rising, while political fragmentation means that a credible ...
Slower wage growth and higher fuel prices are putting pressure on households’ real disposable income. As a result, private consumption is losing momentum, and domestic price pressures remain subdued.
Transport and logistics companies are grappling with rising costs and supply chain disruption. Meanwhile, a growing trade ...
Romania is not running out of things to build or scope for convergence. It is running out of easy sources of growth.
Despite the conflict in the Middle East, Poland's second-quarter GDP growth was buoyant at 3.9% YoY – but softer-than-expected August industrial output data, alongside the prolonged energy crisis, ...