Oil prices bounced higher yesterday on a constructive weekly inventory report from the Energy Information Administration ...

The increasing Bund component could reach up to 85% assuming the credit spreads stay steady. In order to remain closer to ...

The bond market had a counterintuitive reaction to yesterday’s cooler-than-expected core CPI data (0.2% MoM), with the Fed’s ...

The National Bank of Poland's president might give the impression that the chances of rate cuts may be diminishing in the current communication. However, the CPI inflation path in the second half of ...

Romanian inflation remained elevated in February, at 5.0%, driven primarily by energy prices and services. While this could still prove to be just a hiccup in the disinflation cycle, it further adds ...

Other large increases in supply are expected from Ghana and Ecuador, which are forecast to see supply grow by around 13% and 12%, respectively. The International Cocoa Organization (ICCO) estimates ...

Production increased by 0.8% month-on-month in January, which confirms hopes of a bottoming out after two years of declining output.

Both the 3yr and 5yr payers are impact positive in carry, but that dissipates as the RBA cuts (final (3) above). The 10yr has cumulative negative carry of some 500bp (average 50bp pa). This may seem ...

SPD and CDU/CSU: Exempt defence spending greater than 1% of GDP from the debt brake and allow the German federal states to incur deficits of 0.35%. Creation of a €500bn special fund for infrastructure ...

The Monetary Policy Council (MPC) kept all interest rates unchanged today. The debate was heated, as the decision was ...

Airfares were the catalyst for softer inflation prints in February, but the good news may not last given tariffs ...

We're expecting renewed growth for Dutch manufacturing in 2025 following a very weak couple of years. Growth remains moderate ...