With a difficult political process ahead, French bonds are likely to remain under pressure, while the threshold for ECB ...
Consumer confidence fell further this month as worries about the cost of living and job security mount. Historically, these ...
Britain’s plight back then is a cautionary tale; our bond experts think the situation could easily get worse. As my colleague ...
Eurozone broad money supply (M3) grew by 3.5% year-on-year in August, up from 3.4% in July 2026. Even so, growth remains ...
India: RBI expected to hike rate by 25bp. The Reserve Bank of India is likely to begin its tightening cycle on Wednesday with ...
The euro held up relatively well yesterday considering the slew of dovish-leaning comments by ECB President Lagarde, which ...
Higher crude oil prices, combined with the expiry of the government's fuel tax relief programme and the reinstatement of the 23% VAT rate on fuels, pushed petrol and diesel prices sharply higher. We ...
China’s official manufacturing purchasing managers’ index rose back into expansion territory at 50.1, while the ...
The DXY dollar index is testing the highs of the year at 101.80. Dollar debasement fears have been set aside for now as the ...
The overshoot to the 5.25%-5.5% area for the US 10yr yield is ongoing. The front end paused after valuations looked stretched, but resilient macro data, elevated energy prices and inflation pressures ...
Here, we discuss our new calls and why we're keeping our EUR/USD profile unchanged, still targeting 1.160 for year-end. We ...
France’s fiscal position is worse than expected, and the government has not yet presented a fully documented response. Debt will keep rising, while political fragmentation means that a credible ...