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In this week's THINK aloud, a replay of our live webinar, ING's Chris Turner, Francesco Pesole, Frantisek Taborsky, and ...
Data surprises more likely a driver next week than ECB surprises For euro rates, this week turned out to be quite uneventful, ...
Oil prices firmed yesterday despite a recovery in the USD amid waning concern that President Trump may remove Federal Reserve ...
Retail sales and jobless claims were better than expected yesterday, offering more support for a hawkish rethink of Fed rate cuts ...
On Wednesday, Taiwan releases industrial production data. IP has seen strong growth in the past few months, rising more than 20% YoY in April and May amid strong contributions from the tech sector. We ...
This Sunday's Upper House elections in Japan are weighing on Japan's government bonds and the yen. Fears of political uncertainty, looser fiscal policy and also the effects of earlier BoJ policy ...
Food companies increasingly recognise the importance nature, but it could take a while to be the next big thing ...
Today's data suggest no pressing need for rate cuts amidst uncertainty about the impact of tariffs on inflation ...
However, it never looked like markets fully priced in Powell’s exit yesterday afternoon. Pricing for a September Fed cut didn ...
A sizable upward revision to May's payroll data, combined with yesterday's hotter-than-expected inflation data, takes some of ...
However, with President Trump scheduled to make a “major statement” on Russia today, there is plenty of uncertainty. There’s ...
There’s another complication: President Donald Trump’s latest threat of 30% tariffs on European goods. In June, the ECB’s baseline scenario assumed just a 10% tariff, and even the downside scenario ...
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