Markets are pricing in more than four Bank of England hikes as oil trades around $100, but we think expectations have turned ...

The ECB hike discount is stretched, but hard to lean against given the high level of uncertainty. Liquidity conditions will ...

Data could re-emerge as a primary driver for the dollar this week. After a good dose of hawkish Fedspeak and Brent staying ...

Since the Fed recommenced T-bill buying in mid-December 2025, it has bought a cumulative $360bn. Overall, the Fed's holdings ...

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 ...

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 ...

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 ...

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

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 ...

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