News

Weak jobs growth and huge downward revisions suggest a broad loss of momentum and a growing likelihood of meaningful interest ...
An increase in Japanese exports in the first half of 2025 isn’t shielding profit margins from tariff pain. Exports spiked in ...
Our team are sticking to their rate cut call for now. But as Carsten wrote this week, if the worst is genuinely behind us on ...
It’s been a big day in FX markets where a wholly weak US jobs report has pulled the rug from under Jerome Powell’s hawkish stoicism and stopped the dollar’s rally in its tracks. It looks highly likely ...
If the FX options market is any guide, and once this week's big event risks are out of the way, investors are pricing a quiet ...
German and eurozone inflation are likely to fulfil the ECB's old target of 'below but close to 2%' in the months ahead ...
Despite all the economic sluggishness and uncertainty in recent years, the eurozone labour market has remained as strong as ...
The UK jobs market is creaking, providing plenty of justification for a 25 basis point rate cut this month. But it’s a nuanced picture, which, set against sticky inflation data, suggests little reason ...
Taiwan's GDP growth surged to 8.0% YoY in the second quarter as external demand contributed a whopping 5.8ppt. We have been ...
The 0.1% growth compared to the first quarter shows resilience despite US trade volatility. While short-term risks to the ...
South Korea reached a 15% tariff deal with the US, committing $350 billion in investments and buying $100 billion in US LNG ...
Core inflation held steady at 2.3% in July – for a third consecutive month. Selling price expectations for services and goods are ticking up a little bit, though, especially for goods. Goods inflation ...