CPI inflation failed to rebound above the zero threshold in March as price pressures persist across the board. Combined with ...

EUR/USD has rallied back above 1.10, banking on idiosyncratic USD weakness. As discussed above, the Atlantic spreads can have ...

Tariff pause provides some relief. Oil prices rallied along with risk assets yesterday after President Trump paused reciprocal tariffs on most trading partners, at leas ...

After much drama and volatility, Trump announced a stunning reversal of tariffs on the world… except for China, where a series of back-and-forth tariff hikes have quickly escalated things into the ...

'The current situation is not only chaotic, it’s crazy', so says ING's Carsten Brzeski. Here's our team's reaction to Trump's 90-day reprieve for those countries which haven't 'retaliated' against his ...

South Korea’s jobless rate rose to 2.9% in March (vs 2.7% in February, 2.8% market consensus). Clearly, the boost from the ...

Coming from a lower base – The real estate sector remains in recovery mode, and spreads were already more elevated than other ...

Eurozone house prices up to new highs. Falling mortgage interest rates, lower house prices at the start of the year and ...

The Nikkei has rebounded sharply (around 6%) today, and European/US stock futures are pointing to a positive open today, ...

But the more troubling narrative of late is the notion of what we call a 'sell America Inc.' risk. It's tough to get a gauge on this, and by the way it does not have to be selling by foreigners, it ...

Donald Trump's declaration of extensive tariffs has led to market turmoil. We analyse the impacts so far and Europe's ...

The second factor of note is the widening in the 10yr swap spread. That's now back out to 50bp, and we read that as a ...