The dollar took a breather yesterday after the early‑week collapse, but there are no clear signs of a mood shift yet. A ...
The European Commission's economic sentiment indicator rose in January, suggesting positive prospects for first quarter ...
Aluminium surged to a record high on the Shanghai Futures Exchange, while LME prices climbed to their strongest level since ...
When it comes to the basics of monetary policy, given everything currently going on in the world, the ECB has almost become a beacon ...
President Trump and Scott Bessent have been talking the dollar. We take some learning from this and map out a rates strategy ...
A confident Chair Powell declared a hold for rates, and sounded a glass-half-full narrative for the US economy; we sniff some rates upside ahead. In the eurozone, a stronger euro is unlikely to push ...
The Fed left monetary policy unchanged in a range between 3.5% and 3.75%, but the accompanying statement and press conference suggested the Fed is more confident that the policy easing cycle is close ...
The BoC kept rates at 2.25% as widely expected today. Despite major uncertainty, the bank remains explicitly content with ...
Australia’s CPI beat expectations, with services and housing inflation staying persistently above target, while labour data ...
The EU, the third-largest internal market (after China and India), has now entered a trade agreement with one of the world’s ...
US LNG plants reduce gas intake. US natural gas prices continued their rally yesterday, with front-month Henry Hub settling almost 29% higher at $6.80/MMBtu. This takes ...
Market services are the brightest spot in today’s confidence release, as the relevant index reached the highest level since ...