News

This week's first data releases did not change the underlying narrative for rates markets, in which (geo)political uncertainty dominates. While we think euro rates should be higher from a structural ...
Consensus has shifted to -0.1% QoQ annualised for today's 1Q US GDP print following a wider than expected trade deficit for ...
Japan’s industrial production fell 1.1% month on month, seasonally adjusted, in March (vs 2.3% in February, -0.4% market ...
Australia’s consumer price index inflation readings exceeded expectations in the first quarter, but year-on-year core prices ...
China's official April manufacturing PMI fell to 49.0 from 50.5, marking a 16-month low. The reading was below consensus forecasts of 49.7. Yet, the range of consensus forecasts was quite a bit wider ...
South Korean industrial production rose in March as export activity was brought forward to beat tariffs. But service activity ...
Although the market was expecting at least some shift in forward guidance after the dovish data in recent weeks, the governor ...
Tuesday's latest US economic data heightens concerns about growth prospects for tomorrow’s first-quarter GDP growth report ...
US-China yield spreads have been a major driving force behind CNY depreciation pressure since the US rate hike cycle in 2022.
The escalation of the US tariff issue and the high level of uncertainty it's causing the economic system are now showing up ...
The tariff blast since Donald Trump’s ‘Liberation Day’ has completely wiped out the tentative return of optimism in the ...
Oil slides on weakening demand concerns. Oil prices edged lower in the early trading session today amid concerns that the ...