ニュース
Poland's post-election political landscape remains fragmented, following the victory of opposition candidate Karol Nawrocki ...
Eurozone industrial production dropped sharply in April, partly wiping out the front-loading surge of the first quarter ...
The main transmission channel from this specific geopolitical risk and FX is the price of oil, which has rallied around 8% ...
An increasingly bad run of jobs data, which has seen employee numbers fall for 9 out of the past 10 months at an ever-increasing rate, certainly raises the possibility that the Bank needs to speed ...
Israel striking nuclear sites in Iran only adds to a tactically bullish backdrop in Treasuries underpinned by recent auction ...
Iran is a meaningful oil producer, pumping 3.3m b/d of crude oil and exporting in the neighbourhood of 1.7m b/d. In a scenario where we see further escalation, it’s not too difficult to envisage a ...
We are (reluctantly) aligning with the market and consensus call for a hold at the 19 th June meeting. In our view, Norges ...
For the eurozone, the bigger independent upside pressure for the 10yr Bund yield is through 2026 as the ECB finishes with ...
While the global economy may not have Tom Cruise dangling from helicopters, it does offer a plot worth following, one with ...
China’s data softened but remained resilient amid April’s tariff turmoil The sharp escalation of tariffs in April led to a wave of forecast downgrades in China, as markets weighed the impact on growth ...
In recent weeks, two major developments have shaped the trade landscape: a US court ruling questioning the legality of ...
Asia's boost from export front-loading is likely to fade, while the direct drag from tariffs will weigh on exports across the region. Inflation is expected to stay within central bank targets, which ...
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