Falling output, USMCA renegotiation risk, a mixed jobs picture, and softer-than-feared inflation suggest the Bank of Canada ...
Spending on non-food goods suggests further consumer strength, while inflation is set to behave relatively well due to ...
A strong US jobs number in an environment of rising inflation is fuelling expectations of a Fed rate hike before year-end ...
Tech stock fundamentals continue to look solid. It has been a volatile week for tech stocks, but the way we look at the ...
Markets may not be our patch, but the fallout from a big sell-off is. And with chatter about an AI bubble reaching fever ...
Kazakhstan’s central bank cut the base rate by 100bp to 17.00%, surprising the market with an earlier and bolder move than we ...
Higher-than-expected May inflation led to a slight increase in the annual figure, driven mainly by processed food, clothing ...
We expect the Bank to keep rates on hold in June In short, one-year-ahead CPI expectations are down, though that could be ...
The ECB is set to hike rates by 25bp on 11 June. Recent communication has effectively pre-committed markets to this outcome.
The USD/CAD two-year swap rate gap has widened by around 25bp to its highest level since pre-liberation day. That has ...
Inflation data from India and China are the highlights of the week. Other releases include trade figures from Taiwan and ...
Energy - Oil product inventories fall in Europe and Singapore. While there are few signs of progress in US-Iran talks, the ...