The EUR:USD 2-year swap spread has continued to shrink, now at -0.85bp. By comparison, that was -160bp in April, and -100bp a ...

A relaxed Chair Powell showed confidence on delivery of a soft landing ahead, which risks pressuring longer rates higher ...

Strong headline employment growth, but all in the part-time sector. Too soon to draw any firm conclusions though ...

The 50bp cut from the Fed led to some brief price spikes across the commodities complex. However, with the 50bp cut largely ...

The US Federal Reserve wants to get to neutral quickly as it increasingly prioritises potential job weakness at a time when ...

Don't be fooled by the latest rise in UK services inflation, inflation is slowly but surely moving in the right direction ...

In our base case (dovish 25bp cut), EUR/USD moves back below 1.110, but gradually recovers ground in the coming days. By the ...

We see the overall flood damage at 0.5% of Czech nominal GDP, while the reported estimate of insured damage accounts for 0.2% ...

The question for consumer spending is how long those higher-income households can offset a moderation in spending growth from ...

Norway’s central bank is getting closer to monetary easing, and at this week’s meeting the rate projections may well be ...

The big question going into the FOMC meeting is whether Treasuries are too overbid. We think that is a risk. The 2yr is so ...

Extracting the signal from all the noise of the non-oil domestic exports (NODX) series is not easy - but by stripping away as ...