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 ...

Global tariffs are proving bullish for the global yield curve. Fine, but it needs to steepen too, from both ends ...

While global stock markets tumble into what could become a Black Monday, just-released German industrial data from February ...

Industrial and retail data for February upheld the mixed picture we've been seeing lately for Hungary. With no signs of an ...

Nominal wage growth accelerated in February thanks to a strong increase in bonus payments, but it failed to keep pace with ...

The scale of the sell-off suggests the market is pricing in a significant demand hit as recession fears grow. Current price ...

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

President Trump's reciprocal tariffs on Japan (24%) and South Korea (25%) were largely in line with market expectations. Both ...

Oil prices have sold off heavily as the market deals with a potential demand hit from tariffs and a surprise supply increase ...

The Constitutional Court upheld the impeachment of President Yoon Seok Yeol and markets welcomed the news. However, the ...

Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come ...

The market reaction to today’s “liberation day” will depend on the size of tariffs, geographical/sectorial distribution, and ...