News

South Korean exports fell significantly in April, based on an early look at activity in the first 20 days of the month. The ...
A hawkish Powell failed to lift the dollar yesterday, as the currency market remains heavily focused on risk asset relative ...
Retail sales jumped as consumers brought forward purchases of 'big ticket' items to get ahead of feared tariffs. But with ...
Exports rose for a sixth straight month in March, but at a slower pace. Japanese exports rose 3.9% in March year on year (vs ...
The ECB just announced that it cut its policy interest rates by 25bp, bringing the deposit rate to 2.25%. We think that more ...
Japan’s core inflation accelerated in March, yet economic uncertainty will limit the Bank of Japan’s ability to continue ...
Even though there's some relief, we are witnessing not a gentle reset or subtle changes in economic relationships but rather ...
We are convinced that there are more rate cuts to come. The ECB's sense of urgency has clearly increased. However, everyone ...
AI is set to become a key and much-needed economic growth driver. In recent years, job growth in Europe has centred on tasks ...
President Trump surprised markets with a 90-day pause in reciprocal tariffs for most trading partners. This provided a boost ...
European natural gas is also getting caught up in the global risk-off trade. The Title Transfer Facility (TTF) has traded ...
Oil prices rose marginally higher yesterday despite OPEC trimming demand estimates. ICE Brent settled just below US$65/bbl.