Can Brazil cut rates, and if so by how much and why? Same for Mexico. And do they need the Fed to cut? We answer these ...

A subdued June inflation print means a September Fed rate cut remains possible; we see higher inflation numbers ahead ...

EUR/USD is sitting above modest support at 1.1650. The FX options market prices a 59 pip EUR/USD range today. Let's see ...

June CPI inflation was confirmed at 4.1% year-on-year, but the market is already focused on the July reading when price ...

ICE Brent settled a little more than 1.6% lower yesterday, taking prices back below US$70/bbl, despite President Trump’s ...

Eurozone industrial production has been bouncing around in recent months, with the US frontloading of eurozone goods playing no small part. In May, production jumped by 1.7% compared to April, ...

Markets are not fazed by Trump's trade escalation, so far, it seems. Japanese yields keep rising on fiscal and inflation concerns, whilst European government bonds are now looking more attractive on ...

Poland's external position remains stable and solid, which is a good starting point ahead of the turmoil resulting from the ...

Government bond issuance accounts for most of China's aggregate financing uptick in 1H25, while loan demand remains soft ...

A pick up in US inflation this quarter and a delayed Fed easing cycle can provide some temporary dollar support ...

We expect the Czech National Bank to prove one of the most hawkish banks in the region and look for the koruna to outperform ...

Brazil's real has withstood the threat of 50% US tariffs quite well. Domestic policy will have a far greater say in the ...