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 ...
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 ...
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 ...
Construction and assembly output in Poland increased by 0.2% year-on-year in September (ING: +1.0%; consensus: -2.3%) ...
FX volatility has moderated at the start of this week, with US equities extending the rebound on eased credit market concerns ...
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 ...
Market yields look like they want to fall and can, but we continue to view any such move as an overshoot to the downside ...
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