The contrast with the US is stark. Although GDP slowed to just 0.4% QoQ in the first quarter, that is still double that of ...
The sharp rise in part-time jobs is preventing the German economy from growing faster, even though employment levels are at a ...
A key test for the bullish undertone is the CPI. We think an in-line reading might not be enough to spur on the bond bulls ...
Back to the US, today’s core CPI report is expected to come in at 0.3% MoM, which is also our call. If we see a consensus 0.3 ...
Markets appear to be giving an asymmetrically larger weight to the encouraging bits of US data releases (like yesterday’s PPI ...
Oil prices have strengthened in early morning trading due to a larger-than-expected US stock draw. However, the US CPI ...
Poland continues to show current account surpluses while external trade turnover has dropped significantly. A record-high ...
Romania’s 5.9% headline figure came significantly lower than our 6.6% expectations and the 6.4% market consensus. On our side ...
Whether it's falling vacancies or slower private sector wage growth, there's plenty of evidence that the UK jobs market is ...
Today’s PPI and tomorrow CPI figures will tell us whether the US has made further step in the disinflation process or prices ...
While oil prices strengthened yesterday, they remain relatively rangebound as the market waits for further clarity on OPEC+ ...
The US PPI is the first key test for the bullish sentiment that had built in rates following the dovish Fed and weaker US ...