Altogether, at 3.8%, it looks like UK inflation has peaked. We see it at 3.5% over the remaining months of 2025, before ...
All this should not be enough to bring a November rate cut back on the table, but it definitely increases the chances of a ...
Next week’s ECB meeting is unlikely to leave a lasting impression. If you can, take advantage of any remaining holiday days and skip it. A quick check-in with your favourite macro research site on ...
Japanese exports recovered mostly in line with market expectations. We cautiously expect US-bound exports to stabilise after the recent trade deal. Stronger-than-expected imports indicate continued ...
The move higher in gold in recent months has been predominantly driven by ETF buying. In dollar terms, investors bought a ...
The current risks are towards more ECB easing, but because medium-term risks are tilted to the upside, we think markets will ...
In line with our expectations, the National Bank of Hungary's Monetary Council found plenty of reasons to sit tight and keep ...
After months of disruption and speculation, is the global pharmaceutical industry entering a new era? With the White House’s ...
Sanae Takaichi, the Liberal Democratic Party leader, is now officially Japan's first female prime minister. She's running a ...
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