The post-FOMC hawkish repricing of Federal Reserve rate expectations is applying pressure on the dollar, although today’s US ...
Copper prices have come off their recent two-year highs. But we think greater demand and supply concerns will continue supporting the metal. Copper is also a vital component in the transition to a ...
The Bank of England is inching towards the first rate cut, which we expect in August. Expect an optimistic air to Thursday’s meeting but we think the Bank will stop short of rewriting its forward ...
Post the FOMC, the information value from US payrolls is amplified in our opinion. It’s a report that can always generate ...
The topic of the US Balance of Payments (BoP) has not received much coverage recently. The good news is that the current ...
The covered bond primary market remained relatively quiet in April with €14bn EUR benchmark covered instruments supplied, ...
At its March policy meeting, the Riksbank said rates should be lowered either in May or June. Lower inflation and a weaker ...
Financial supply totalled US$48bn in April, up on last year’s US$29.5bn, but shy of the monthly numbers we have seen in ...
The eurozone unemployment rate remained at a historic low of 6.5% in March. At the same time, the number of unemployed decreased from February. While recent indicators point to some softening in ...
The US data calendar is quite light today and the market will take its cues off tomorrow's payrolls. There is a school of ...
April inflation stays elevated suggesting Bank Indonesia will stay hawkish in the near term ...
The coming week features China’s trade data as well as the RBA’s upcoming policy meeting. India also reports industrial ...