With the volatility at the front end of euro rates collapsing, we need to start asking ourselves what rates markets will look like after a soft landing. The daily volatility of the 2Y swap was only ...

Financial markets are giving up on further UK rate cuts... According to financial markets, the Bank of England’s rate-cutting cycle is virtually over. Investors are pricing little more than one 25 ...

Oil prices have been choppy over the past month, with Brent trading briefly above US$70/bbl on the back of geopolitical and sanction risks building in the market. But the move was short-lived, and the ...

Export growth across Asia is showing signs of strain, particularly in shipments to the US, while domestic demand and investment continue to provide support in several economies. Inflation remains ...

We do not expect the Monetary Authority of Singapore (MAS) to ease policy next week, given this strong growth backdrop. Core inflation has been weaker than expected, but we think MAS would prefer to ...

Gold surged past $4,000/oz for the first time ever on 8 October, as concerns over the US economy and a government shutdown have added fresh momentum to its record-breaking rally. Prices have now ...

Oil prices traded under pressure this morning following reports of easing tensions in the Middle East and a build reported in the weekly US oil stockpiles. Recent reports suggest that Israel and Hamas ...

DNB, the Dutch central bank, has already approved a number of pension funds transitioning in 2026 and has sent out strong signals that a total of thirty funds should make the move on 1 January. The ...

Yesterday, the Council cut interest rates by 25bp at its third consecutive meeting. But today, the NBP president again emphasised that the MPC is pursuing a cautious stance on monetary policy and ...

China’s industrial activity is moderating after a strong start to the year, as weak sentiment weighs on consumption and investment. In particular, momentum has softened over the last several months.

French politics has now taken centre stage. Normally, when you think of unstable and fragmented politics, you think of Italy, which had six prime ministers in the 2010s and 14 parliamentary parties.

After the excitement and enthusiasm sparked by Germany’s fiscal policy U-turn and its decision to invest significantly in infrastructure and defence this spring, the summer has brought a rude ...