We expect the Bank of England to keep rates on hold at 4.5% this Thursday. We expect seven officials to vote in favour of ...

Given the prospect of sizeable tariffs coming in early next month against Europe and Asia, we suspect risk assets are going ...

Despite the surprising hold on policy rates last month, we expect the BSP to cut rates by 75bp to 5% in 2025. Weaker external ...

The data from the National Bureau of Statistics, based on property price data for 70 cities, compares to -0.07% and -0.34%, respectively, in January. The February decline was relatively modest ...

Both the 3yr and 5yr payers are impact positive in carry, but that dissipates as the RBA cuts (final (3) above). The 10yr has cumulative negative carry of some 500bp (average 50bp pa). This may seem ...

The Two Sessions emphasised that boosting consumption has become a top priority. As such, it’s the first of the main work tasks listed for 2025. While there are few new details on how the government ...

Bulgaria's economic outlook shows mixed signals, with moderate GDP growth driven by consumption but also challenges ...

As the semiconductor industry moves to smaller scales, it must overcome several technical challenges. In 2025, we expect ...

Oil prices bounced higher yesterday on a constructive weekly inventory report from the Energy Information Administration ...

Germany is trying to pass a big spending bill through parliament but not enough support has been found as of yet ...

The bond market had a counterintuitive reaction to yesterday’s cooler-than-expected core CPI data (0.2% MoM), with the Fed’s ...

The increasing Bund component could reach up to 85% assuming the credit spreads stay steady. In order to remain closer to ...