Weak August suggests 3Q growth will remain soft. Today's data suggest that China's economy continued to face downward growth pressures in August. Barring an unexpectedly strong Se ...

It does, of course, pressure mortgage and other funding rates higher, which presents macro pressure. And debt dynamics worsen ...

Poland’s current account balance stabilised in July compared with June. China replaced Germany as the biggest importer ...

Saudi supply uncertainty. Oil prices surged yesterday amid broader escalation in the Middle East and the shutdown of Saudi Arabia’s 7m b/d East-West pipeline. ICE Bre ...

Short-term valuation metrics need to be interpreted cautiously for USD/JPY, but they still point to around 2.5% ...

The latest positioning data shows that speculators increased their net long by 4,318 lots over the last reporting week to 265 ...

Either way, the arbitrage will eventually close. If tariffs are ruled out, the US premium should narrow, and some metal could ...

The yen rally continues to spill over into broader dollar weakness, even as the wider USD narrative remains unresolved.

China inflation rebounded in August after last month's surprisingly low read, as higher tech and energy prices overcame the ...

While US markets closed for the Labor Day holiday on Monday, pressure on EUR rates continued to build at the short end as ...

In line with our expectations and the market consensus, the Monetary Policy Council left the National Bank of Poland's policy ...

ING now leans towards a September Fed hike, boosting the dollar in the near term, but our broader bearish dollar view is ...