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 ...

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 ...

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 ...

If Middle East flows continue uninhibited despite geopolitical events, oil risk premium will likely erode slowly ...

French spreads remain under pressure as protests reinforce concerns around the stabilisation of public finances ...

Higher Treasury yields and a broadly stronger dollar are starting to inject more two-way risk in USD/CNY, raising questions ...

When the revision came out, the 10-year Greek spread over Bunds was around 130bp, about where France trades now. It took six ...

We expect the Bank of Korea to keep its policy rate unchanged at 3.0% on Thursday. However, the pause is unlikely to mark the ...