Poland’s August CPI inflation was confirmed at 3.4% YoY, with rising gasoline and diesel prices accounting for most of the increase. Escalating geopolitical tensions and higher oil and gas prices have ...

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 ...

Europe's defence spending is rising fast and the costs are real. But progress is happening and the financial burden is manageable ...

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 ...

Today’s jobs report is yet another reminder that the UK economy is far less susceptible to another long-lasting inflation wave. Though a rate hike can't be ruled out if energy prices stay high, our ...

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

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

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

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

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

For the second month in a row, the UK economy has defied expectations and grown significantly faster than expected. Activity ...

Today's August CPI release can provide the green light to fully price a September hike with even a marginal upside surprise.