We wrote some weeks ago that we were just one bad inflation report away from stripping out our remaining cash rate cut forecast for 2024, and two bad reports from considering a hike. The first of ...
Declining volatility across all asset classes has been good news for risk takers and slightly negative for the dollar ...
Oil prices strengthened further yesterday. ICE Brent rallied 1.35%, taking Brent back above $84/bbl, to its highest level since 1 May. Tensions in the Middle East have grown in recent days with ...
The Ifo index, Germany’s most prominent leading indicator, just illustrated that the cyclical bottoming out will not ...
The details of first quarter GDP growth illustrate that the cycle has turned, but it’s a very gradual transition ...
Asia week ahead: Australia reports inflation while China releases latest PMI readings The week ahead features Australia’s ...
Negotiated wage growth in the eurozone ticked back up in the first quarter from 4.5% to 4.7% year-on-year. This boosts the ...
UK services inflation came in way higher than expected in April, owing to a multitude of annual price hikes. While we shouldn ...
A few signs of progress can be seen in Poland's April construction data, but we're not convinced of their longevity ...
It’s a reminder, though, that the way we measure inflation matters – a lot. The US famously puts a much greater weight on ...
Industrial production fell 1.6%. Singapore’s industrial production dipped 1.6% year-over-year, worse than market expectations ...
The eurozone’s composite PMI increased from 51.7 to 52.3, led by a jump in the manufacturing output PMI. With inflation ...