Historic spending announcements and weak US data have prompted an astonishing reversal in economic narratives on both sides ...

The National Bank of Kazakhstan (NBRK) made a hawkish move by hiking the base rate to 16.50%, reflecting additional inflation risks stemming from tariff liberalisation in 2025 and a VAT hike expected ...

The US economy added 151k jobs in February, but with DOGE’s influence increasingly being felt on the economy the risk is that we start to see renewed softness in the months ahead In terms of the ...

We expect defence spending to increase materially in the coming years, and 2024 already saw a strong improvement in European ...

This week's FX price action has been dominated by two stories: the re-rating of the euro on the back of looser fiscal and ...

Two Sessions concludes Tuesday, with additional policy announcements expected. Unemployment data from Korea and labour earnings data from Japan will be released ...

China’s economy got off to a weak start in 2025 as exports grew just 2.3% in the first two months of the year. A sharp slump in imports, meanwhile, resulted in a bigger-than-expected trade surplus ...

If markets start pricing out the downside risk of returning to a low growth, low inflation environment, then we could see euro rates easily rise further. In the last survey, around a third of ...

As in the rates space, FX markets have seen substantial moves as the euro’s prospects have been re-assessed. EUR/USD has had ...

On the other hand, government measures towards the end of the year could provide a further boost to consumption and retail sales turnover. In the light of the past two years, we can therefore expect a ...

The new phrase 'monetary policy is becoming meaningfully less restrictive' indicates that ECB policy rates are approaching neutral territory ...

Energy prices remain under pressure amid demand concerns, while copper prices get a boost from tariff uncertainty ...