Construction and assembly output in Poland increased by 0.2% year-on-year in September (ING: +1.0%; consensus: -2.3%) ...
FX volatility has moderated at the start of this week, with US equities extending the rebound on eased credit market concerns ...
This year's Autumn Budget could be seismic for UK markets. We think it's more likely to push gilt yields down than up, yet ...
Market yields look like they want to fall and can, but we continue to view any such move as an overshoot to the downside ...
As Jamie Dimon warned, there may be more ‘cockroaches’ (i.e. distressed lenders) out there after two US regional banks reported credit issues last week. Markets will be looking very closely for ...
China's GDP grew by 4.8% year-on-year in the third quarter, slowing for a second consecutive quarter from the 5.2% growth in the second quarter. Still, the economy managed to beat expectations for a ...
Chatting to James Knightley, our US economist, he reckons there is more tariff-induced price pressure to come. Tariff ...
Wage growth came in slightly lower than expected in August – stabilising at a high level, but not high enough to encourage ...
Global bond yields are pushing lower amidst a broader flight to safety, with Gilts leading the way. Even now, Gilt yields ...
The precious metals rally is driven by concerns over economic credit quality, expectations of continued Fed easing, and ...
A sudden surge in scrutiny of US regional banks is hitting equities and the dollar, which, incidentally, faces the negative drag of a dovish Fed repricing, some hopes for a Ukraine truce, falling oil ...
China's discussion of its 15th Five-Year Plan will be a major focus, along with GDP and property price data and a ...
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