Last time out, they indicated that just one rate cut in 2026 was their central case, in an environment where the economy ...

In thinning December markets, the Japanese yen has finally found some support. A speech earlier this week by Bank of Japan ...

The latest GDP figures for the third quarter of the year confirm the flash estimate, with no revisions to previous data. The ...

Oil prices traded lower yesterday as the US and Russia held talks on Ukraine. However, Ukrainian attacks on Russian energy ...

News overnight that the Trump administration had abruptly cancelled interviews with finalists for the Fed chair nomination ...

Impact: The US falls into recession, while Europe is less affected. The Fed cuts rates more aggressively.

Real retail sales were solid in October, driven by a notable rebound in non-food store purchases. Household spending power ...

In a press conference today, National Bank of Poland Governor Adam Glapiński did not provide clear guidance on further MPC ...

The Reserve Bank of India (RBI) has cut the repo rate by 25bp to 5.25% and announced liquidity measures, including open ...

We expect the Reserve Bank of Australia to leave the cash rate unchanged at 3.6% on Tuesday. Given recent upside surprises in ...

Finally, inflation. Federal Reserve doves – especially those more aligned with President Trump – tend to argue that AI is ...

We could be in this 4% to 4.1% trading range (US 10yr yield) for a bit before we break out. We'd view a break below as ...