GDP growth undershoots in 2Q as domestic slowdown finally shows in the data. China's second quarter GDP saw a significant ...
Industrial production in the eurozone declined by 0.2% in May (vs +0.1% in April). This is a modest move which still leaves ...
The National Bank of Hungary’s latest Inflation Report projected that the inflation rate in June would be 2.0%. However, ...
The DXY dollar index sold off 0.5% on yesterday's benign US CPI print and 10bp came out of the expected Fed tightening cycle.
Euro rates will need more time to follow a dovish US. Euro rates continue to do their own thing and especially the front end ...
From behind-the-meter power to new data centre hubs and ‘boomtowns’, an AI-era 'makeover' is now reshaping energy, infrastructure and local economies across the US AI has become a key driver of ...
The oil market is on course for its fourth consecutive week of declines as flows through the Strait of Hormuz continue to ...
The more serious exchange of fire in the Gulf and the jump in oil yesterday have seen far less of a reaction in FX than in ...
Elsewhere, GBP is doing better It looks like FX and interest rate markets (plus this author) were getting a little ahead of ...
US June consumer price inflation data undershot expectations with the breadth of the softening the particularly encouraging ...
Oil prices surged yesterday, with ICE Brent settling 9.6% higher on the day — back above $83/bbl. This strength has continued ...
Ongoing interest in carry trade strategies should keep South Africa’s rand and much of Latam FX supported this summer. And in ...
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