The bond market had a counterintuitive reaction to yesterday’s cooler-than-expected core CPI data (0.2% MoM), with the Fed’s ...
Oil prices bounced higher yesterday on a constructive weekly inventory report from the Energy Information Administration ...
The Monetary Policy Council (MPC) kept all interest rates unchanged today. The debate was heated, as the decision was ...
Airfares were the catalyst for softer inflation prints in February, but the good news may not last given tariffs ...
We're expecting renewed growth for Dutch manufacturing in 2025 following a very weak couple of years. Growth remains moderate ...
US tariffs are clouding the Canadian outlook, and the Bank of Canada has trimmed rates by 25bp to 2.75% today in line with ...
In January, Turkey's current account registered a deficit of $3.8bn, exceeding both the market consensus of $3.2bn and our ...
SPD and CDU/CSU: Exempt defence spending greater than 1% of GDP from the debt brake and allow the German federal states to incur deficits of 0.35%. Creation of a €500bn special fund for infrastructure ...
In Britain, Brexit has become increasingly unpopular with the public. 55% of the population believe it was the wrong decision, according to YouGov, and only 30% now think it was right. A fifth of ...
South Africa’s finance minister Enoch Godongwana today presented the country’s 2025 budget, having already delayed the process from 19 February amid disagreements within the ruling Government of ...
Incidentally, the inflation story is yet to improve convincingly enough for the Fed to cut rates again. Today’s February CPI release can trigger an uptick in the dollar should our call for 0.3% core ...
To achieve smaller semiconductor structures, improved transistor designs are essential. Leading-edge fabs have been working ...