Powell’s (supposedly) final press conference shouldn’t rock the boat, but he could err a bit on the hawkish side given the ...
But it is likely to leave Germany with a more fragmented housing market, where shortages and vacancies increasingly exist ...
The big development in oil markets yesterday was news that the UAE is set to leave OPEC from 1 May. This is a significant ...
This morning’s ECB survey results suggest that stagflationary pressures have increased in the eurozone ahead of Thursday’s policy meeting The European Central Bank just released the results of its ...
Amidst the looming uncertainty surrounding the macroeconomic impact of the war in the Middle East, it is hardly surprising ...
Eight weeks have now passed since US and Israeli strikes on Iran. This led to the ongoing blockade of the Strait of Hormuz, a ...
Iran’s proposed interim ceasefire deal, which would reopen the Strait of Hormuz while postponing nuclear talks, has been met ...
The most significant dynamic for market rates is the edge higher in inflation expectations. The entire inflation curve ...
While US growth was boosted by stronger productivity growth in 2024-25, the eurozone’s expansion relied mostly on higher ...
Aluminium spreads strengthened further amid the ongoing disruptions to Persian Gulf. The LME cash-to-three-month spread moved ...
However, oil remains bid and interest rates remain elevated as investors question how central banks react to this ...
We still see an April hike possible if the BoJ gives priority to preventing inflation expectations from accelerating ...