News
Eurozone inflation remains very stable at just above 2%. Surprisingly dull, in fact, given the turmoil that the global ...
Oil trading was volatile this morning as fresh sanctions threats by the US against Iranian flows were partially offset by a ...
The Bank of England is poised to cut rates at its 8 May meeting, and markets are pricing a faster pace of easing thereafter. We're less convinced the Bank will deviate from its once-per-quarter ...
Trade data from China and Taiwan are the main events as markets gauge how tariffs are impacting Asia. The Philippines will report on first-quarter GDP and April inflation ...
We think Treasuries have settled back to a more typical role, as the traditional comfort blanket should risk assets sell off, ...
We expect today’s US payrolls to be at 110k, below the 138k consensus but, in our view, not low enough to trigger concerns ...
The May decision will depend on the inflation figure published the day before the meeting. We expect a 25bp rate cut accompanied by a hawkish tone and some votes for a pause. However, an upside ...
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