Europe clearly stands to benefit economically from digital technologies. It will do so primarily as a user but also as a ...
Consumer confidence remains a weak spot in US and eurozone data but likely doesn't change the broader market narrative ...
The euro held up relatively well yesterday considering the slew of dovish-leaning comments by ECB President Lagarde, which ...
Most of the rise in long-dated rates reflects traditional printed inflation, reactive rate hikes and a persistence of higher ...
China's State Council pledged to accelerate policy support and bond issuance, stabilise investment and the property market, promote employment and income growth, and stimulate domestic demand. This ...
Markets are pricing in more than four Bank of England hikes as oil trades around $100, but we think expectations have turned ...
The ECB hike discount is stretched, but hard to lean against given the high level of uncertainty. Liquidity conditions will ...
Data could re-emerge as a primary driver for the dollar this week. After a good dose of hawkish Fedspeak and Brent staying ...
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 ...
After a weak January, eurozone industrial production grew for four months in a row despite the Middle East crisis and higher ...
AI disruption fears look premature in India and the Philippines. India's business-services exports more than doubled as a ...
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