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 ...
FX markets have started the week quietly, but the risks hanging over markets remain unresolved. Energy prices are still ...
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 ...
If Middle East flows continue uninhibited despite geopolitical events, oil risk premium will likely erode slowly ...
UK households have a negative savings ratio once the effect of pension saving and housing investment is stripped out ...
Our main article in this publication argues that the next stage of that resilience will depend increasingly on Outward Direct Investment (ODI), as CEE economies seek to evolve beyond a low-cost, ...
China's 3Q GDP comes in slightly stronger than expectations. China's GDP rebounded to 4.5% year-on-year in the third quarter, up from 4.3% in the second quarter, a little stronger ...
French spreads remain under pressure as protests reinforce concerns around the stabilisation of public finances ...
AI-related jitters entered the FX picture last week, although currencies are more accurately borrowing the reaction from the rates channel. The USD two-year OIS/SOFR has dropped 25bp from the 14 ...