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 ...

This year's Autumn Budget could be seismic for UK markets. We think it's more likely to push gilt yields down than up, yet ...

Sanae Takaichi, the Liberal Democratic Party leader, is now officially Japan's first female prime minister. She's running a ...

FX volatility has moderated at the start of this week, with US equities extending the rebound on eased credit market concerns ...