A set of robust US jobs numbers yesterday prompted a hawkish Fed repricing, but failed to give a significant boost to the ...

US crude oil inventories increased by 8.53m barrels over the last reporting week, the largest increase since January 2025.

US payrolls pushed US Treasury yields significantly higher, but the spillovers to EUR and GBP rates were remarkably muted. Gilt and Bund yields rose initially on the data release, but were also quick ...

The UK economy grew by just 0.1% in the final quarter of 2025 and 1.3% for the year as a whole. We expect 2026 to grow a little more slowly than that, on account of little-to-no disposable income ...

The US added more jobs than expected in January, but sizeable downward revisions reveal that – outside of leisure & hospitality, private healthcare, and government – the economy has actually been ...

January CPI inflation slowed to 0.2% year-on-year as food prices fell sharply to -0.7% YoY due to Lunar New Year impacted ...

Seasonally adjusted industrial production fell by 0.4% month‑on‑month in December (following a 1.5% increase in November), according to the latest ISTAT release. On a yearly basis, ...

US payroll numbers could confirm the cooling jobs market, but euro rates are not very sensitive to US macro data currently ...

Concurrent bond supply themes are amplifying long-end dynamics. The US Treasury is this week auctioning new 3y, 10y and 30y ...

Some welcome stability in the Japanese bond market is allowing a more positive assessment of the yen to win through. However, ...

USD is soft as overseas assets prove attractive and Chinese regulators warn about concentration risk in Treasuries ...

The dollar remains under pressure on both push and pull factors. The ‘pull’ factor is the rotation into pro-cyclical and EM ...