Weak jobs growth and huge downward revisions suggest a broad loss of momentum and a growing likelihood of meaningful interest ...

Our team are sticking to their rate cut call for now. But as Carsten wrote this week, if the worst is genuinely behind us on ...

An increase in Japanese exports in the first half of 2025 isn’t shielding profit margins from tariff pain. Exports spiked in ...

The UK jobs market is creaking, providing plenty of justification for a 25 basis point rate cut this month. But it’s a nuanced picture, which, set against sticky inflation data, suggests little reason ...

It’s been a big day in FX markets where a wholly weak US jobs report has pulled the rug from under Jerome Powell’s hawkish stoicism and stopped the dollar’s rally in its tracks. It looks highly likely ...

Hungarian consumer and business confidence is trending lower, so we remain sceptical about the impact of the upcoming fiscal impulses ...

The recent push higher in euro rates has been coming from the front end of the curve, reflecting growing conviction that the European Central Bank will maintain its current policy rate of 2%. If this ...

USD: Tariffs shrugged off, eyes on payrolls. The US has unveiled new tariffs coming into effect on 7 August. The base rate for most countries has remained at 10% but other trading ...

But while it’s unlikely that the streak will continue much longer as inflation rarely holds steady, the short-term inflation environment does seem quite benign. Core inflation held steady at 2.3% in ...

Companies are increasingly deploying Gen AI pilot schemes Yet scaling to full production is often difficult. We hazard a guess as to why this is the case ...

If the FX options market is any guide, and once this week's big event risks are out of the way, investors are pricing a quiet ...

German and eurozone inflation are likely to fulfil the ECB's old target of 'below but close to 2%' in the months ahead ...