USD: BRICS in focus. The dollar is consolidating after Friday's heavy losses. And the greater market interest in the short ...

With inflation steady near 2% throughout this year and expectations declining toward 2%, we consider prices well anchored ...

There's now a much higher probability that the US Fed will start cutting interest rates soon. ING's James Knightley says our thinking has started to change ...

CPI inflation in July came in at 2.06% month-on-month, falling short of both the consensus forecast and our projection of 2.5% ...

There was little in the way of surprises from OPEC+ over the weekend, as the group increased supply by 547k b/d for September ...

Uncertainty about the quality of US data is not a good look for US asset markets and could add some more risk premium both into the dollar and Treasuries. For Treasuries, this week sees $125bn in ...

The UK jobs market is creaking, providing plenty of justification for a 25 basis point rate cut this month. But it’s a ...

South Korea reached a 15% tariff deal with the US, committing $350 billion in investments and buying $100 billion in US LNG ...

Italy’s GDP shrank in the second quarter, as the drag from net exports outweighed the boost from domestic demand ...

The 0.1% growth compared to the first quarter shows resilience despite US trade volatility. While short-term risks to the ...

Despite all the economic sluggishness and uncertainty in recent years, the eurozone labour market has remained as strong as ...

The potential impact of secondary tariffs on oil prices has us questioning whether Trump will actually follow through on such ...