The energy shock prompted by the Middle East war since late February has raised doubts about the course of headline inflation ...
Nickel prices have retreated as the market reassesses whether Indonesia will follow through with the supply tightening that ...
At the same time, we have to acknowledge that the sensitivity of rates to oil will likely be more muted going forward. The ...
Inflation in France came in lower than expected in June. It is expected to pick up again in the coming months, but only to a ...
We expect communication by ECB speakers in Sintra to broadly endorse expectations for another hike this year after Lagarde’s ...
The market is betting that the Colombian central bank has another few hikes to deliver. Maybe. But we show here that there’s ...
Consumption in Asia is recovering on easing inflation, rising asset prices, and stronger incomes, but unevenly. Structural ...
China’s purchasing managers’ index data came in slightly stronger than downbeat expectations, but it doesn't suggest a major turnaround in June and a second-quarter slowdown is still likely. Sluggish ...
AI-driven data centre expansion is reshaping energy demand, infrastructure needs, and local economies across the US ...
However, gold’s weakness highlights the extent to which markets have shifted their focus from safe-haven demand towards the ...
Since the sentiment jitters originated in Asia and are centred on semiconductor stocks, the Aussie and Kiwi dollar have been ...
A significantly larger amount of Dutch pension assets will transition in 2027, and we could start seeing more 10s30s ...