The market seems to be acknowledging the Treasury’s reiterated fiscal pledges and this has prevented the gilt and pound ...
Another upside surprise on US jobs numbers will intensify the belief that Federal Reserve officials are under no pressure to ...
Core inflation (Thu): On the basis of the December flash CPI, we estimate that core inflation excluding food and energy ...
Recent data from Russia’s Agricultural Regulator shows that the grain exports increased by 4mt YoY to 73.1mt for 2024. This ...
Today’s November's wage data showed solid gains, suggesting the economy remains on the recovery path and the virtuous cycle ...
The dollar has sold off and then bounced back today on a Washington Post report that the new Trump administration may be more ...
Eurozone headline inflation rose to 2.4% in December, with core inflation stabilising at 2.7%. A further increase in the ...
Gilt yields have risen strongly over the past few months and with a yield of 5.3%, the 30Y is at its highest level since 1998 ...
Last month’s main developments were centred on the policy outlook. The Politburo meeting and Central Economic Work Conference ...
We are getting to the optimal part of a zone where getting long will make glaring sense, where even impact carry flips ...
To abort the rise in Treasury yields, we'd need to see a print below 150k. Else onwards and upwards. In the UK, gilt yields ...
Equally, the dollar is likely to stay strong into Trump's inauguration on 20 January. If Tuesday's press conference is ...