Treasuries will have a keen focus on the path for quantitative tightening Following the last FOMC meeting, Chair Powell was ...
The German parliament has voted in favour of a huge fiscal package and changes to the debt brake. It's historic, and this is ...
Hungarian inflation is sending jitters through the entire macro environment after two months of ugly surprises ...
Both eurozone exports and imports picked up in January after a sluggish 2024. But with imports rising more significantly, a positive impact on GDP is unlikely. Some tariff war anticipation effects can ...
Over recent weeks, there has been increasing attention in the financial press on what could be a blueprint for the Trump administration's plans to restructure the global trading system. Part of this ...
The outlook for the Dutch chemical industry has improved somewhat, but normal production levels remain out of reach ...
US data continues to haunt the dollar, which fell against all G10 currencies excluding the yen yesterday. February retail sales rose less than expected (0.2% month-on-month versus 0.6% consensus) ...
All eyes are on the first German vote on the fiscal package, but EUR curves bull flatten on the refocus of rising trade tensions ...
Copper rose to a near-five-month high at the start of the week after China unveiled a special action plan to revive ...
We expect the Bank of England to keep rates on hold at 4.5% this Thursday. We expect seven officials to vote in favour of ...
Given the prospect of sizeable tariffs coming in early next month against Europe and Asia, we suspect risk assets are going ...
The data from the National Bureau of Statistics, based on property price data for 70 cities, compares to -0.07% and -0.34%, respectively, in January. The February decline was relatively modest ...