We think Treasuries have settled back to a more typical role, as the traditional comfort blanket should risk assets sell off, ...

Just as a new growth phase seemed to be inching closer, European manufacturing is now facing a new era of trade turmoil. A ...

As widely expected, the Bank of Japan kept its policy rate unchanged at 0.5%. The BoJ revised down its GDP and CPI outlook ...

The slightly more positive environment has seen some more of the risk premium come out of the dollar. Remember that we had ...

The May decision will depend on the inflation figure published the day before the meeting. We expect a 25bp rate cut accompanied by a hawkish tone and some votes for a pause. However, an upside ...