FX volatility remains quite subdued in general, and well below the average of the past 12 months. This remains a good ...

Oil prices are trading firmer this morning after the Trump administration imposed sanctions on Russian oil producers Rosneft ...

The Dutch central bank acknowledges risks to interest rates linked to the 1 January 2026 transition of Dutch pension funds, but also sees mitigants to prevent market stress. The 10s30s has more room ...

Although September retail sales growth fell short of expectations due to weak food sales, the sector still performed strongly ...

The BoK is expected to resume its rate cuts in the first quarter of 2026. By that time, uncertainties related to US tariffs may be resolved, the Federal Reserve may have implemented additional rate ...

Steady ESG issuance by banks amid limited EU GBS adoption. Banks continued to issue sustainable bonds at a robust pace in 2025, despite the diminishing regulatory support for ESG.

Altogether, at 3.8%, it looks like UK inflation has peaked. We see it at 3.5% over the remaining months of 2025, before ...

All this should not be enough to bring a November rate cut back on the table, but it definitely increases the chances of a ...

Labour market data remains at an acceptable level for now, but the outlook is uncertain. As spooky season begins, companies face a haunting dilemma: raise prices further or begin layoffs? The latest ...

The move higher in gold in recent months has been predominantly driven by ETF buying. In dollar terms, investors bought a ...

Next week’s ECB meeting is unlikely to leave a lasting impression. If you can, take advantage of any remaining holiday days and skip it. A quick check-in with your favourite macro research site on ...

LME Week, the biggest gathering of the metals industry, brought a cautiously upbeat tone to metals markets this year. While ...