Weak jobs growth and huge downward revisions suggest a broad loss of momentum and a growing likelihood of meaningful interest ...

Our team are sticking to their rate cut call for now. But as Carsten wrote this week, if the worst is genuinely behind us on ...

The UK jobs market is creaking, providing plenty of justification for a 25 basis point rate cut this month. But it’s a nuanced picture, which, set against sticky inflation data, suggests little reason ...

It’s been a big day in FX markets where a wholly weak US jobs report has pulled the rug from under Jerome Powell’s hawkish stoicism and stopped the dollar’s rally in its tracks. It looks highly likely ...

An increase in Japanese exports in the first half of 2025 isn’t shielding profit margins from tariff pain. Exports spiked in ...

But while it’s unlikely that the streak will continue much longer as inflation rarely holds steady, the short-term inflation environment does seem quite benign. Core inflation held steady at 2.3% in ...

Oil prices firmed further yesterday, driven by a shortened deadline for Russia to come to a peace deal with Ukraine and ...

If the FX options market is any guide, and once this week's big event risks are out of the way, investors are pricing a quiet ...

German and eurozone inflation are likely to fulfil the ECB's old target of 'below but close to 2%' in the months ahead ...

Despite all the economic sluggishness and uncertainty in recent years, the eurozone labour market has remained as strong as ...

Hungarian consumer and business confidence is trending lower, so we remain sceptical about the impact of the upcoming fiscal impulses ...

While two members voted for a cut, Chair Powell put a hawkish spin on things leaving a September cut as a coin toss ...