The most relevant consequence of yesterday’s higher-than-expected US CPI - and subsequent Fed officials’ comments - is that ...
Minutes of ECB's September meeting still show a central bank that is reluctant to switch to more aggressive rate cuts ...
I’m in natural world mode this week, like a wildlife documentary maker, desperately seeking out signs of growth and optimism.
Hot US CPI and higher jobless claims were bad news for risk assets. The 2Y Bund yield seems less sensitive to UST yields ...
The deceleration in Romanian inflation from 5.1% in August to 4.6% in September is a positive sign for the trend of easing ...
It is a busy week ahead for China’s economic data releases. We have an early start to the week with inflation data coming out ...
While monthly GDP increased by 0.2% in the month of August, that followed two months of no growth at all. Averaging that out ...
Meanwhile, natural gas prices in the US regained strength on worries over a shrinking supply surplus ahead of winter Oil ...
The Bank of Korea (BoK) cut its policy rate by 25bp today. Uncertainty surrounding the housing market makes it unlikely that ...
The EU's Deforestation Regulation goes into overtime. But more time is not a guarantee that all concerns will be solved.
We believe the bullish macro picture combined with safe-haven demand amid an escalation of geopolitical tensions will drive ...
Central banks are always the ones left holding the baby. 'Whatever it takes', right?