We think Poland will face a balancing act between price affordability and achieving ambitious energy investment goals next ...
It's no secret that Trump is disgruntled by the EU's trade surplus and has the region in his sights when considering ...
Even though the market has largely moved on from the US inflation story, a sticky reading will add to doubts that the Fed ...
Inflation is benefitting from factors that will probably sunset in the coming months - such as low electricity prices ...
All of the latest from our team on what 2025 could bring for markets across the globe ...
What's hindering the green transition in Germany's housing market? The buildings sector has enormous potential to contribute ...
Retail sales of goods increased by 1.3% year-on-year in October (ING: 2.2% YoY; consensus: 0.5%) after a very weak September, ...
Trump vows more tariffs . US President-elect Donald Trump said in a post to his Truth Social network on Monday that he will ...
The currencies of Mexico, Canada and China are under pressure this morning after President-elect Trump signalled readiness to use tariffs to secure tighter US borders and reduce Fentanyl inflows from ...
We continue to identify a preferred contrarian pressure for lower yields ahead Following on from Monday's strong 2yr auction, ...
Global Markets: US Treasury yields fell sharply yesterday. The yield on 2Y USTs fell 10.6 basis points to 4.269%, while 10Y yields fell 12.7bp to 4.273%. This all appears to be related to the news we ...
Trump chose a market-friendly Treasury secretary, also helping down UST yields. We see plenty of near-term downside risks for ...