FX markets have started the week quietly, but the risks hanging over markets remain unresolved. Energy prices are still ...
We expect another heavy year of supply across currencies and products in 2027, even though in many cases the supply number ...
Some lingering AI concerns appear to have left the dollar in a more fragile position overall. Yesterday, the greenback ...
The yield on a 10Y French government bond easily pushed through 5%, even though the rest of the market painted a more positive picture. Despite wider spreads, markets are not quick to turn more dovish ...
Risk sentiment was more upbeat after headlines suggesting a revival of diplomatic efforts to end the Middle East conflict.
Europe has built a more resilient financial system. The next challenge is to make it more supportive of growth ...
Strong economic growth, tariffs, energy security and tech advances are all boosting the case for US manufacturing ...
Coke and refined petroleum products dominated price increases. Higher copper and coal prices lifted mining prices by 7.8% YoY ...
UK households have a negative savings ratio once the effect of pension saving and housing investment is stripped out ...
The US midterm elections are on 3 November, with all 435 House of Representatives seats and 35 of the 100 Senate seats up for ...
If Middle East flows continue uninhibited despite geopolitical events, oil risk premium will likely erode slowly ...
Independent euro weakness has dragged EUR/GBP back to the lows of the year at 0.8450/55. Were French risk to escalate, e.g., ...
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