Although September retail sales growth fell short of expectations due to weak food sales, the sector still performed strongly ...

All this should not be enough to bring a November rate cut back on the table, but it definitely increases the chances of a ...

Altogether, at 3.8%, it looks like UK inflation has peaked. We see it at 3.5% over the remaining months of 2025, before ...

The move higher in gold in recent months has been predominantly driven by ETF buying. In dollar terms, investors bought a ...

LME Week, the biggest gathering of the metals industry, brought a cautiously upbeat tone to metals markets this year. While ...

The current risks are towards more ECB easing, but because medium-term risks are tilted to the upside, we think markets will ...

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 ...

Labour market data remains at an acceptable level for now, but the outlook is uncertain. As spooky season begins, companies face a haunting dilemma: raise prices further or begin layoffs? The latest ...

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 ...