The drivers of yesterday’s USD drop are to be found in the stabilisation of risk sentiment, some soft US data and the fact ...

Since the MPC’s establishment in Poland in 1998, changes to the policy rate have been relatively rare and typically coincided ...

Asia’s GDP growth outperformed in 2025, driven by robust exports and tech-led investment – but a slowdown in external demand ...

China enters its 15th Five-Year Period in 2026, and a strong start is key to achieving longer-term growth goals. External ...

We see a high probability of an India-US trade deal emerging in 2026, which could strengthen the rupee and support foreign ...

The Bank of Korea's policy rate is projected to be maintained at 2.5% through the end of 2026.

Japan’s new 'Sanaenomics' measures, named after Prime Minister Sanae Takaichi, are likely to boost growth and stabilise ...

Preliminary seasonally adjusted data, set to be published by TurkStat and closely monitored by the Central Bank of Turkey ...

News overnight that the Trump administration had abruptly cancelled interviews with finalists for the Fed chair nomination ...

One observation we make, though, is that 10y Bund spreads versus ESTR OIS are actually only slightly richer versus their ...

Oil prices traded lower yesterday as the US and Russia held talks on Ukraine. However, Ukrainian attacks on Russian energy ...

We could be in this 4% to 4.1% trading range (US 10yr yield) for a bit before we break out. We'd view a break below as ...