Oil prices bounced higher yesterday on a constructive weekly inventory report from the Energy Information Administration ...

Oil prices couldn’t escape a broader risk-off move amid intense selling of US equities and global growth concerns. ICE Brent ...

Germany is trying to pass a big spending bill through parliament but not enough support has been found as of yet ...

To achieve smaller semiconductor structures, improved transistor designs are essential. Leading-edge fabs have been working ...

The Mexican peso is doing well (better than the Canadian dollar) on the view that President Claudia Sheinbaum will cut a deal to avoid US tariffs. That is not guaranteed and we'll know a lot more by ...

Inflation came in lower at the beginning of 2025 due to the new CPI basket and revisions to the January reading. With new CPI weights and more realistic assumptions on electricity prices, inflation ...

The increasing Bund component could reach up to 85% assuming the credit spreads stay steady. In order to remain closer to ...

Return of USD strength in the near term is likely to be the dominant factor impacting IDR in the near term. Although Indonesia is relatively less exposed to US tariff risk, escalation of tariff talks ...

Italian industrial production has regained the ground lost in December. Despite some short-term volatility, production appears to be stabilising with limited room for short-term acceleration After a ...

The bond market had a counterintuitive reaction to yesterday’s cooler-than-expected core CPI data (0.2% MoM), with the Fed’s ...

Currencies in the EMEA region continue to diverge. In the CEE space, we think the Polish zloty and Czech koruna have the best chances of taking advantage of European growth and domestic strength. We ...

Geopolitical events have forced us to revise our EUR/USD profile. In short, President Trump’s withdrawal of Europe’s security umbrella, Europe’s response of fiscal stimulus and the re-rating of the ...