CPI inflation in July came in at 2.06% month-on-month, falling short of both the consensus forecast and our projection of 2.5% ...

There was little in the way of surprises from OPEC+ over the weekend, as the group increased supply by 547k b/d for September ...

Uncertainty about the quality of US data is not a good look for US asset markets and could add some more risk premium both into the dollar and Treasuries. For Treasuries, this week sees $125bn in ...

The UK jobs market is creaking, providing plenty of justification for a 25 basis point rate cut this month. But it’s a ...

Weak jobs growth and huge downward revisions suggest a broad loss of momentum and a growing likelihood of meaningful interest ...

China’s data highlight will be trade, set for release on Thursday. After a more resilient than expected trade environment in ...

The potential impact of secondary tariffs on oil prices has us questioning whether Trump will actually follow through on such ...

The 0.1% growth compared to the first quarter shows resilience despite US trade volatility. While short-term risks to the ...

Our team are sticking to their rate cut call for now. But as Carsten wrote this week, if the worst is genuinely behind us on ...

If the FX options market is any guide, and once this week's big event risks are out of the way, investors are pricing a quiet ...

German and eurozone inflation are likely to fulfil the ECB's old target of 'below but close to 2%' in the months ahead ...

Despite all the economic sluggishness and uncertainty in recent years, the eurozone labour market has remained as strong as ...