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 ...

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 ...

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 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 ...

The Mexican peso is doing well (better than the Canadian dollar) on the view that President Claudia Sheinbaum will cut a deal to avoid US tariffs. That is not guaranteed and we'll know a lot more by ...

The EU has published its Clean Industrial Deal to tackle European industry's lack of competitiveness and high energy reliance ...

Financial markets are getting bad vibes from the US economy right now. The energy isn’t great in the UK, either. But central banks aren’t buying the hype. James Smith is winning over the TikTok ...

Return of USD strength in the near term is likely to be the dominant factor impacting IDR in the near term. Although Indonesia is relatively less exposed to US tariff risk, escalation of tariff talks ...

Geopolitical events have forced us to revise our EUR/USD profile. In short, President Trump’s withdrawal of Europe’s security umbrella, Europe’s response of fiscal stimulus and the re-rating of the ...

Currencies in the EMEA region continue to diverge. In the CEE space, we think the Polish zloty and Czech koruna have the best chances of taking advantage of European growth and domestic strength. We ...

After long negotiations between the CDU/CSU, SPD and the Greens, a deal appears to have been reached to secure a two-thirds majority for the announced fiscal package at the official vote in the German ...