It is true that with very low inflation and policy rates at 2%, the real interest rate faced by the French economy is ...
Latest US Treasury International Capital (TIC) system data show that foreigners sold a net US$88bn in December. There was a wide spread of net sellers, with the UK, Japan and Norway the largest.
The latest UK inflation read is a mixed bag for the Bank of England, but we doubt it drastically changes the odds of a March ...
In quiet FX markets, two stories are dominating. The first is a more dovish than expected Reserve Bank of New Zealand meeting ...
The dollar has started 2026 on a weak footing. The prevailing view is that global investors are reviewing their allocations to US assets or, at the very least, are reconsidering their views on the ...
Data show that supplies awaiting grading rose by 7.5k bags for a third consecutive session to 131.4k bags as of Monday – the highest level since 30 May 2025 – and are expected to continue increasing ...
2025 was another year dominated by AI – not just in technology, but across financial markets. According to Morgan Stanley, AI stocks have driven roughly three-quarters of S&P 500 returns since the ...
Today’s press conference accompanying the National Bank of Romania’s (BNR) February 2026 Inflation Report was, on balance, a disciplined and credibility‑aware communication exercise, but it also ...
Speculation is once again mounting that Christine Lagarde could potentially make an early exit from her position as ECB President. How much substance lies behind these rumours remains to be seen. What ...
We think the 4.2% averaging tendency for the 10yr has not been broken ...
Meanwhile, Russia experienced multiple overnight drone attacks, including at the Ilsky refinery in Krasnodar Krai, which ...
We might not get a clear directional USD move this week, allowing more focus on domestic stories elsewhere in the G10 ...
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