The outcome of the October BoC policy decision is finely balanced. We slightly favour a 25bp rate cut, but would not be ...
The dollar continues to firm and emerging currencies stay largely offered as the spectre of another possible Trump term of ...
Crude oil is trading flat this morning as the market remains cautious amid the developing situation in the Middle East ...
The ECB will most likely cut, but could give pushback against the current market pricing of back-to-back 25bp cuts ...
Thailand's central bank also cut rates by 25bp to 2.25% in a surprise, anti-consensus move. There has been an ongoing tussle ...
CEE countries have evolved into high-income economies. The next challenge is to converge with core EU countries ...
Lower oil prices have helped drive inflation expectations lower. EGB spreads continue to tighten versus German bunds ...
The luxury of labour hoarding is coming to an end in the eurozone as corporate profits dwindle. And that’s going to mean wage ...
A strong 1.8% month-on-month increase in production provides some support for third-quarter growth expectations after some ...
Newswires have focussed on the fact that both exports and imports are still rising in year-on-year terms and also on the fact ...
UK services inflation has fallen below 5% for the first time since May 2022 and that’s potentially big news for the Bank of England.
So far, we’ve not seen that sort of signal here in the UK. The Bank of England still speaks of employment growth that’s more ...