It does, of course, pressure mortgage and other funding rates higher, which presents macro pressure. And debt dynamics worsen ...

Poland’s August CPI inflation was confirmed at 3.4% YoY, with rising gasoline and diesel prices accounting for most of the increase. Escalating geopolitical tensions and higher oil and gas prices have ...

Weak August suggests 3Q growth will remain soft. Today's data suggest that China's economy continued to face downward growth pressures in August. Barring an unexpectedly strong Se ...

Europe's defence spending is rising fast and the costs are real. But progress is happening and the financial burden is manageable ...

Saudi supply uncertainty. Oil prices surged yesterday amid broader escalation in the Middle East and the shutdown of Saudi Arabia’s 7m b/d East-West pipeline. ICE Bre ...

Today’s jobs report is yet another reminder that the UK economy is far less susceptible to another long-lasting inflation wave. Though a rate hike can't be ruled out if energy prices stay high, our ...

The latest positioning data shows that speculators increased their net long by 4,318 lots over the last reporting week to 265 ...

Poland’s current account balance stabilised in July compared with June. China replaced Germany as the biggest importer ...

Short-term valuation metrics need to be interpreted cautiously for USD/JPY, but they still point to around 2.5% ...

The yen rally continues to spill over into broader dollar weakness, even as the wider USD narrative remains unresolved.

China inflation rebounded in August after last month's surprisingly low read, as higher tech and energy prices overcame the ...

While US markets closed for the Labor Day holiday on Monday, pressure on EUR rates continued to build at the short end as ...