We are (reluctantly) aligning with the market and consensus call for a hold at the 19 th June meeting. In our view, Norges ...

UK job losses are picking up pace, casting doubts over the Bank of England's gradual approach to rate cuts. It's also bad ...

In recent weeks, two major developments have shaped the trade landscape: a US court ruling questioning the legality of ...

I compare the global economy to Tom Cruise's blockbuster movies. But amid the noise, the stunts and the audience's ...

For the eurozone, the bigger independent upside pressure for the 10yr Bund yield is through 2026 as the ECB finishes with ...

Tariff front running led to a drop in GDP in the first quarter, but a subsequent plunge in imports means growth of near 4% ...

The large increases from OPEC+ will push the global oil market into a large surplus from the fourth quarter of this year ...

Romanian inflation ticked up to 5.5% in May (April: 4.9%), fuelled by some food and services items. We have recently lifted ...

Inflated Irish GDP figures mask eurozone weakness. Despite eurozone inflation falling below 2%, the ECB is nearing the end of ...

Yesterday's softer US May CPI data led to the usual pattern of stronger Treasuries and a weaker dollar. However, this might ...

Low volatility in euro rates gives us a chance to reflect on the long term, while Treasury yields find good reasons to dip ...

Meanwhile, China metals imports weakened in May amid the impact of tariffs on the economy. Unwrought copper and products fell ...