Fed Chair Jerome Powell will no doubt defend the Fed’s data-driven stance amid political pressure to cut rates. Eurozone PMIs ...

Overall, the business climate remains subdued, as it did throughout the second quarter. The only good news is the employment ...

EUR/USD is back above 1.150 as markets priced out a certain degree of geopolitical risk off the pair. The situation in the ...

We anticipate two more 25bp rate cuts in 2025, but they are likely to be delayed until the fourth quarter of the year ...

Markets aren't oblivious to geopolitical risks, but need more to change course. Data shows that Dutch pension funds are ...

Japan releases key economic indicators, including Tokyo inflation, the unemployment rate, retail sales, and flash purchasing ...

The Central Bank of Turkey kept its policy and interest rates unchanged in the June meeting. But the forward guidance shows ...

We expect a 25bp cut in Switzerland, and holds in the UK, Norway and Turkey. But the main driver for FX remains the Middle ...

Iran conflict, focusing on any signs that Iran may seek to disrupt crude flows across the Strait of Hormuz The oil market ...

Markets are now speculating on a US military intervention in Iran, and oil prices are jumping again. This has triggered a ...

The US TIC data saw one large seller - Canada (wonder why). Otherwise, nothing dramatic. The FOMC left us with a bearish tint ...

The initial CSRD reporting discrepancies hinder comparison. Despite that, we derive several highpoints, for example, some ...