With more cutting to do, it makes sense to add exposure by swapping to floating. A 'Maga dovish' Fed would takes us to ...

The 'Chair Powell algorithm' adds to the fuzziness around the payrolls number, so watch the unemployment rate instead ...

We expect the Bank of Korea to keep rates unchanged. China's December trade data is expected to confirm that the 2025 surplus eclipsed previous record highs. India releases consumer price inflation ...

Our economists take a look at recent developments in the US, Asia and Europe, as well as in FX, commodities and rates ...

The Economic Sentiment Indicator for the eurozone fell from 97.1 to 96.7 in December. Not a large move, but reflective of an ...

And the call still holds, but in recent days, I'm getting that eerie feeling that the disconnect won't last forever and that ...

US data releases have not given much sense of direction so far. Expectations of a decent jobs report and a potential negative ...

Just when it seemed the world and markets might catch a breath, Donald Trump made a move in Venezuela. Buckle up – 2026 is shaping up to be anything but calm ...

Czech industrial production in November added 5.7% year-on-year in real terms when adjusted for the number of working days, picking up by 2.4% from the previous month. Industrial production increased ...

Developments around Venezuela continue to grab headlines, putting further pressure on oil prices. President Trump said that Venezuela will sell up to 50m barrels of sanctioned oil to the US (which ...

The ISM services index hit a 14-month high with surging output, orders and employment, but this contradicts the relative ...

Headline inflation dropped back to the 2% target in December from 2.1% in November, with core inflation falling from 2.4 to 2 ...