The dollar rally is at risk of some positioning-led correction, but our expectation is that US core CPI will come in at a ...
Donald Trump and the Republican party will control all the levers of US power in January. FX markets think they know what’s ...
Dutch pension funds are making preparations for upcoming reforms, including protection of their funding ratios to ensure a ...
Turkey’s current account recorded another surplus in September, while its 12-month rolling deficit dropped to single digits ...
UK wage growth appears stuck in the 4.5-5% area, despite falling private sector employment and lower vacancy rates ...
Global markets are settling into core trades of a firmer dollar, higher US equities and higher terminal rate from the Fed ...
Markets continue to price in fewer Fed cuts and a hot CPI figure could continue in this direction. Euro rates show an ...
Oil prices came under further downward pressure yesterday. ICE Brent settled almost 2.8% lower on the day, falling below ...
While Hungary’s inflation accelerated in October, it caused a significant downside surprise. Services prices fell at a ...
We expect USD corporate supply to increase to US$850bn in 2025, making it a bumper year but not record-breaking ...
• We forecast an increase in EUR corporate supply in 2025 to €400bn, with greater CAPEX and M&A activity adding to increasing ...
Headline and core inflation picked up in October, with the price dynamics in the service sector unbroken. We see an ambiguous situation, with the economy operating below its potential, while inflation ...