News

The current account posted a deficit of US$7.9bn in April, surpassing both the market forecast of $7.5bn and our estimate of ...
Geopolitical risks failed to update over the weekend and will remain central in FX price action. The dollar's rebound has ...
On Friday, oil prices surged more than they have in three years. Iran, the third biggest OPEC producer (despite US sanctions) ...
Barring an unexpected deterioration in the June data, it's likely that China remains on track to achieve its growth target in ...
Israel's strikes on Iran could take oil prices above $80. This has implications for the global economy, markets and policy ...
Eurozone industrial production dropped sharply in April, partly wiping out the front-loading surge of the first quarter ...
US inflation was much softer than expected in May with little evidence of tariff-induced price hikes so far. This is unlikely ...
The main transmission channel from this specific geopolitical risk and FX is the price of oil, which has rallied around 8% ...
Amidst a slight cooling in economic activity, inflation has been making decent progress towards the 2% target. However ...
US CPI numbers will be the highlight, with consensus expecting a 0.3% month-on-month reading. In the European morning we'll ...
Israel striking nuclear sites in Iran only adds to a tactically bullish backdrop in Treasuries underpinned by recent auction ...
In recent weeks, two major developments have shaped the trade landscape: a US court ruling questioning the legality of ...