Inflation and monetary policy: we expect inflation to end 2026 at around 6.0%, averaging 8.2% for the year, then fall to 3.6% ...

Join us the day before a crunch US jobs report for the second episode of What if? – a new summer webinar series hosted by ...

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 ...

Markets have a pile of macro data and central bank speak to digest from last week, and with US payrolls scheduled for Friday, ...

The FX week starts with traders bracing for another day of USD/JPY intervention from Japanese and US authorities. Despite a ...

Most agree that rates need to be higher. When raising the policy rate to 1.00% last month, the BoJ retained its tightening ...

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 ...

Markets have been focused on July's Politburo meeting as a potential window for a shift to more supportive policy in China, ...

If so, and if Warsh is minded to hike (maybe he is), better to do it now rather than 'risk' it being fully discounted at a ...

Even though it is off recent highs, sterling has still managed to rally about 2% against the euro over the last month and has ...