The Nikkei has rebounded sharply (around 6%) today, and European/US stock futures are pointing to a positive open today, ...
Gold fell further on Monday, with prices sliding below $3,000/oz. Gold is traditionally a safe haven, but sometimes investors ...
Dutch pension funds suffer from the equity sell-off and lower rates. With reforms in the pipeline, fixed receivers could be in demand ...
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 ...
Industrial and retail data for February upheld the mixed picture we've been seeing lately for Hungary. With no signs of an ...
Donald Trump's declaration of extensive tariffs has led to market turmoil. We analyse the impacts so far and Europe's mitigation options ...
The scale of the sell-off suggests the market is pricing in a significant demand hit as recession fears grow. Current price ...
While global stock markets tumble into what could become a Black Monday, just-released German industrial data from February ...
With no sign yet of a U-turn from Trump on tariffs, equity markets remain under heavy pressure. For FX, the flight to safety ...
Global tariffs are proving bullish for the global yield curve. Fine, but it needs to steepen too, from both ends ...
Nominal wage growth accelerated in February thanks to a strong increase in bonus payments, but it failed to keep pace with ...
Oil prices have sold off heavily as the market deals with a potential demand hit from tariffs and a surprise supply increase ...
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