US consumer confidence dipped again and remains on par with where we were during the pandemic. Concerns about the potential ...
All in all, the batch of October confidence data provides tentative evidence of a decent start for the final quarter of 2025.
For the eurozone today, we have some releases from the ECB. Three-year consumer inflation expectations are expected to remain ...
Meanwhile, the risk of sanctions continues to provide a boost to middle distillates The initial positive sentiment around ...
South Korean growth beat expectations amid robust domestic demand, boosted by cash handouts and strong asset markets. Yet a ...
A revision of the eurozone's long-term growth outlook would have a significant upward impact on euro swap rates. This is unlikely to happen overnight, but in our view should build gradually over time.
The Ifo index increased in October on the back of improving expectations, while the current assessment worsened once again ...
But ING's James Smith says there are glimmers of good news for the British economy. Inflation looks like it's peaked, and there are more Bank of England interest rate cuts to come Lower UK borrowing ...
Given decent economic growth, elevated inflation, low unemployment and equity markets at all-time highs, you could be ...
FX volatility remains quite subdued in general, and well below the average of the past 12 months. This remains a good ...
Global risk assets are bid on the view that this week's Trump-Xi meeting will be a positive one. A 25bp Fed cut on Wednesday should also help the tone, but that is very much priced in. With the People ...
Japan’s core inflation remaining above 3% is likely to support the Bank of Japan’s policy normalisation efforts. Although a ...