We don't expect an ECB rate hike in July but higher reserve requirements should see an uneven tightening impact ...

Stable reserves – thanks to the Bank of England's liquidity facilities – are supporting money market conditions ...

Repo has calmed, and the Fed has a handle on the liquidity circumstances. We like terming out on a theory that the Fed does ...

US markets are reopening after a long weekend, and FX markets are relatively quiet. G7 FX volatility is close to the lower ...

Sustainable aviation fuel (SAF) remains the leading solution for cutting emissions, but adoption is still moving slowly. The ...

The Reserve Bank of New Zealand once again faces an important policy decision with limited information. Key data is published ...

Nickel prices have retreated as the market reassesses whether Indonesia will follow through with the supply tightening that ...

The German government has finally announced a big reform package that should eventually get the economy out of stagnation ...

US job creation slowed after a decent three-month run while the unemployment rate fell mostly due to worker disengagement ...

Asia consumption recovery: gradual but uneven. Private consumption across Asia remained subdued in 2025, reflecting soft real ...

Oil is back near pre-war levels, but there are reasons to believe the market is too optimistic over the speed and ...

However, gold’s weakness highlights the extent to which markets have shifted their focus from safe-haven demand towards the ...