Markets are repricing the ECB's endpoint closer to 2%. A further move higher by EUR rates may need to wait till after the US ...
September data points to a soft patch in Poland’s economic recovery in the third quarter. Industry suffered from weak ...
FX markets seem to be positioning for a Trump victory in next month's US presidential election. October seems to have been a ...
Tokyo inflation data may be the data point to watch in the coming week, as it could meaningfully influence the timing of the ...
The outcome of the October BoC policy decision is finely balanced. We slightly favour a 25bp rate cut, but would not be ...
China's GDP growth slowed in the third quarter, decelerating to 4.6% YoY from 4.7% YoY, but fared better than both our and ...
The decision to cut rates only five weeks after the last cut and with only very few pieces of economic data since then, ...
Gold prices jumped to a fresh record high amid concerns over escalating tensions in the Middle East and ahead of the US ...
A strong 1.8% month-on-month increase in production provides some support for third-quarter growth expectations after some ...
Just as a reminder, back in September, the ECB expected a short-lived softening of the economy in the second half of this ...
The ECB will most likely cut, but could give pushback against the current market pricing of back-to-back 25bp cuts ...
The dollar continues to firm and emerging currencies stay largely offered as the spectre of another possible Trump term of ...