Copper prices have come off their recent two-year highs. But we think greater demand and supply concerns will continue ...

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 ...

The post-FOMC hawkish repricing of Federal Reserve rate expectations is applying pressure on the dollar, although today’s US ...

So maybe Fed Chair Powell did get an early look at the jobs report given his dovish leaning press conference on Wednesday. Non-farm payrolls rose 175k in April versus the 240k consensus (ranged ...

In our latest update, we reassess our Hungarian economic and market forecasts at a time when the economy has emerged from stagnation, again, but we still can’t be sure this will last. The end of ...

The eurozone unemployment rate remained at a historic low of 6.5% in March. At the same time, the number of unemployed ...

We have a much quieter week in store for the US with very limited data releases to note. The highlight may well end up being ...

Post the FOMC, the information value from US payrolls is amplified in our opinion. It’s a report that can always generate ...

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 covered bond primary market remained relatively quiet in April with €14bn EUR benchmark covered instruments supplied, ...

The topic of the US Balance of Payments (BoP) has not received much coverage recently. The good news is that the current ...