News

Weak jobs growth and huge downward revisions suggest a broad loss of momentum and a growing likelihood of meaningful interest ...
It’s been a big day in FX markets where a wholly weak US jobs report has pulled the rug from under Jerome Powell’s hawkish stoicism and stopped the dollar’s rally in its tracks. It looks highly likely ...
Our team are sticking to their rate cut call for now. But as Carsten wrote this week, if the worst is genuinely behind us on ...
If the FX options market is any guide, and once this week's big event risks are out of the way, investors are pricing a quiet ...
The UK jobs market is creaking, providing plenty of justification for a 25 basis point rate cut this month. But it’s a nuanced picture, which, set against sticky inflation data, suggests little reason ...
Despite all the economic sluggishness and uncertainty in recent years, the eurozone labour market has remained as strong as ...
But while it’s unlikely that the streak will continue much longer as inflation rarely holds steady, the short-term inflation environment does seem quite benign. Core inflation held steady at 2.3% in ...
German and eurozone inflation are likely to fulfil the ECB's old target of 'below but close to 2%' in the months ahead ...
South Korea reached a 15% tariff deal with the US, committing $350 billion in investments and buying $100 billion in US LNG ...
Taiwan's GDP growth surged to 8.0% YoY in the second quarter as external demand contributed a whopping 5.8ppt. We have been ...
The 0.1% growth compared to the first quarter shows resilience despite US trade volatility. While short-term risks to the ...
Headline inflation fell to 3.1% year-on-year in July from 4.1% in June, yet this was higher than our forecast and market ...