News

Inflation in Romania rose sharply in July, reaching 7.8% - well above our forecast of 6.4%. The entire deviation stems from the energy sector, particularly electricity prices, which spiked by almost ...
German 30-year yields are on the rise, with the curve hinting at more to come. German fiscal plans and Dutch pension fund ...
Inflation in the Netherlands continued its downward trajectory in July, dropping to 2.5% year-on-year from 2.8% in June. A ...
Corporates are bearing the bulk of the cost of tariffs for now, keeping inflation contained and giving the Fed room to cut ...
The UK jobs market is undoubtedly cooling, though a more modest fall in payroll employment suggests that the worst may be behind us, following big tax and Living Wage hikes. Better news on wage growth ...
We expect a 0.4% month-on-month core CPI print in the US today, above the 0.3% consensus. That should offer the dollar ...
As expected, the US and China confirmed a 90-day extension of their trade truce, after several rounds of “productive” negotiations. This keeps tariffs steady until November. Yet after the wave of ...
US inflation and fiscal deficit data for July likely impactful for Treasuries. Markets are bracing for the July CPI report, due Tuesday, with expectations of a modest 0.2% month-o ...
USD corporate supply was below average in July pencilling in US$28bn, the lowest recorded figure of the year and considerably lower than last year’s July figure of US$51bn. However, we expect USD ...
Corporate supply above average in July . Supply in July was above average at €20bn, as the busy June continued into July, ...
Norway’s central bank surprised with a cut in June. However, we are much more confident that it will keep rates on hold at ...
The US oil rig count saw its first weekly increase since April, increasing by one to 411 active rigs last week, according to ...