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 ...
Bank lending to the eurozone private sector remained unchanged in September; the pace remains modest. This doesn’t provide much direction on monetary transmission, which so far doesn’t seem to be ...
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 ...
Positive developments in US-China trade talks over the weekend provided a boost to risk assets, including large parts of the commodities complex ...
Given decent economic growth, elevated inflation, low unemployment and equity markets at all-time highs, you could be ...
Japan’s core inflation remaining above 3% is likely to support the Bank of Japan’s policy normalisation efforts. Although a ...
Oil prices are trading firmer this morning after the Trump administration imposed sanctions on Russian oil producers Rosneft ...
As such, we have a green light for a 25bp Fed rate cut next week, even though the core month-on-month rate (blue bars) ...
FX volatility remains quite subdued in general, and well below the average of the past 12 months. This remains a good ...
Additionally, EUR ESG redemptions for banks are set to increase from €36bn in 2025 to €56bn in 2026. Although factors such as ...
All this should not be enough to bring a November rate cut back on the table, but it definitely increases the chances of a ...