Romania enters the second half of 2026 with weak growth but clearer signs of macro rebalancing. Consumption has slowed ...
Join us the day before a crunch US jobs report for the second episode of What if? – a new summer webinar series hosted by ...
Markets have a pile of macro data and central bank speak to digest from last week, and with US payrolls scheduled for Friday, ...
In July, PPI stood at 1.5% MoM and fell to 27.8% YoY, the lowest in the last five months, while more than half of the monthly ...
Record-low water levels on the Rhine is the latest reminder that climate change and geopolitics are reshaping global supply ...
Most agree that rates need to be higher. When raising the policy rate to 1.00% last month, the BoJ retained its tightening ...
The FX week starts with traders bracing for another day of USD/JPY intervention from Japanese and US authorities. Despite a ...
It very much looks like Japanese authorities have taken advantage of a softer dollar environment to start their second FX ...
Oil prices came under pressure yesterday, with ICE Brent settling 1.9% lower on the day, taking it back below $90/bbl. This ...
Markets have been focused on July's Politburo meeting as a potential window for a shift to more supportive policy in China, ...
We don't think the FOMC will hike rates, but markets see a 30% probability that it does. The front end of the EUR and GBP ...
Energy - Persian Gulf tensions resurface. After a heavy sell-off in the oil market over the last three days, prices popped ...