News

Three tailed US auctions in a row now, and a 2bp tail on the 30yr is a big price miss - a message that the US curve should be ...
The CNB left the policy rate unchanged at 3.5% in a unanimous vote, delivering a hawkish message while acknowledging multiple ...
Trump’s optimism on a Ukraine-Russia truce is likely feeding into euro strength, which stands in complete opposition to the ...
Disappointing industrial production data for June and a downward revision for May suggest that instead of staging a cyclical ...
Gold is one of the strongest-performing major commodities, up by more than a quarter this year amid Donald Trump’s aggressive ...
Q GDP growth in line with our expectations. The Philippines' second-quarter GDP growth came in at 5.5% year-on-year, matching ...
Legal uncertainty surrounds IEEPA-based tariffs; fallback mechanisms for the administration include Section 122 (15% cap, renewable) and Section 338 (up to 50% tariffs or import bans). Trade deals ...
Is the Bank of England's rate-cutting cycle nearly at an end? That is certainly one interpretation of the latest decision, which, despite cutting rates by a further 25 basis points, sounded ...
We now expect the CBT to cut by 300bp at the upcoming MPC meeting in September, followed by two more 250bp cuts to 35.0% by end-25. Tight monetary policy, weak external demand and ongoing fiscal ...
Oil prices pushed lower yesterday despite President Trump slapping an additional 25% tariff on India for purchasing Russian oil. The reaction could suggest a few things. Firstly, the market is still ...
We're changing our call on the Fed. The pressure to cut rates is intensifying as the US jobs market and the growth story are ...
Sterling markets remain sensitive to US dynamics and risk pricing in a too dovish path of easing by the Bank of England. Any ...