We identify 5.25% as a next target for the US 10yr yield. Over to the Bank of England next Ahead, we maintain a bearish ...

The Federal Reserve raised the policy rate 25bp and signalled they may raise rates a second time before a long hold ...

After a weak January, eurozone industrial production grew for four months in a row despite the Middle East crisis and higher ...

Markets are fully expecting a 25bp hike to 4.0% today, and a surprise hold or strong dovish dissent could have a materially ...

AI disruption fears look premature in India and the Philippines. India's business-services exports more than doubled as a ...

The Central Bank of Uzbekistan left its policy rate unchanged at 14.00%, matching expectations. The September statement includes a subtle dovish shift, favouring a modest rate cut in 4Q26 as a ...

UK inflation has risen back above 3%, and higher energy prices suggest that could get to 3.6-3.7% over the winter. For now, ...

Is Chair Warsh just going to deliver the market discount? Really? After all that 'we'll do things differently' talk?

The war in the Middle East and surging energy prices have pushed up headline inflation across the eurozone. In Germany, the ...

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

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

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