The Covid-19 crisis marked an interesting period in the recent history of the semiconductor industry. There was a high demand for electronics products and therefore semiconductors. This demand was ...

A weaker USD provided some support to the commodities complex yesterday. However, markets remain sensitive to external developments ...

To achieve smaller semiconductor structures, improved transistor designs are essential. Leading-edge fabs have been working ...

Treasuries don't know which way to look here. Rally and they get constrained by price risks. Sell-off an they get hit by ...

And there's more. There also seem to be personal irritations in the SPD’s leadership team regarding some CDU/CSU politicians, and there appear to be lots of frustrations on all sides about the draft ...

A few weeks back we alerted to a change in the mood music for US Treasuries. We pointed to unexpectedly assertive Department of Government Efficiency plans and Treasury Secretary Bessent's open and ...

While acknowledging the strengthening domestic demand in the fourth quarter and the recent acceleration in loan growth despite being at disinflationary levels, the Central Bank of Turkey (CBT) ...

We see unchanged rates but a hawkish tone from the central bank, with monetary easing possible in the second half of the year ...

Hungary's inflation rate surprised on the upside - and while the government is taking action, we're raising our forecasts once again ...

Service price inertia and a potential rise in military spending could prompt a more hawkish narrative among policymakers ...