Robust data has pushed market expectations for the timing of the first cut to December. We still see the chance of a ...

January has been revised from 0.45 to 0.50 and February is now 0.27 rather than 0.26 with March at 0.32. This remains well ...

The Bank of Japan left its key interest rates unchanged today. Markets are clearly disappointed with the colourless policy ...

The European Central Bank is on the verge of starting rate cuts and monetary developments are proving no hurdle to doing so.

The divergence of FX markets from rates and equities generally doesn’t last long, and we expect a delayed USD strengthening ...

The downtick in Hungary’s unemployment rate shows signs of improvement, but it would be too early to declare a trend reversal ...

The Czech National Bank will likely cut the key interest rate by 50bp to 5.25% as inflation has fallen towards the 2% target.

On the back of the higher core PCE deflator that came with US GDP data, the Bund curve shifted higher up to 5bp yesterday ...

US GDP growth slowed to 1.6% annualised in the first quarter of this year, less than half the 3.4% rate recorded in 4Q23, but ...

Japan will feel it has Washington's blessing to intervene in FX markets. Earlier this week, Japanese Finance Minister, ...

Analysts will be looking at the second decimal point on today’s release to infer whether tomorrow’s number is on consensus at ...

Even German consumers are brightening up. Consumer confidence increased to the highest level in two years at -24.2 in May, ...