US retail sales have fallen for two consecutive months, unwinding most of the the pre-tariff spending splurge. Households are worried about what tariffs may mean for spending power and are ...

The Bank of Japan kept its policy rate at 0.5%, reducing Japanese Government Bond purchases from 400bn yen to 200bn yen ...

The main story in FX remains the rapidly evolving Middle East conflict. If oil prices correct further due to perceived ...

The market remains on edge with the biggest fear a potential blockage of the Strait of Hormuz, which would lead prices to soar further. Almost a third of global seaborne oil trade moves through the ...

A clear calming in nerves has allowed Treasury yields to edge higher, although Euro rates show a tad more concern ...

Despite all the “Sell America” talk, the dominating impulse in more recent weeks has been “Buy America Back”. Equity markets ...

Czech industrial producer prices dropped 0.6% month-on-month and 0.8% year-on-year in May, coming in slightly softer than ...

The current account posted a deficit of US$7.9bn in April, surpassing both the market forecast of $7.5bn and our estimate of ...

Geopolitical risks failed to update over the weekend and will remain central in FX price action. The dollar's rebound has ...

On Friday, oil prices surged more than they have in three years. Iran, the third biggest OPEC producer (despite US sanctions) ...

Barring an unexpected deterioration in the June data, it's likely that China remains on track to achieve its growth target in ...

Amidst a slight cooling in economic activity, inflation has been making decent progress towards the 2% target. However ...