Too early to price out a US-China trade war? We observe that key China proxies like AUD have erased their risk premium on the ...

Labour cash earnings rose more than expected in December and the November figures were all revised upwards. If Shunto results ...

The National Bank of Poland governor is likely to stick to a hawkish bias in February as we believe his overly pessimistic ...

The oil market is juggling both China’s retaliatory tariffs against the US and Trump’s more aggressive stance with Iran ...

The question is whether markets have already priced in tariffs or whether we have to brace for another move lower in rates ...

Markets are readjusting after Trump’s last-minute deals with Mexico and Canada which delayed tariffs by a month. From now on, ...

After lengthy negotiations, Belgium now has a new government ready to launch a series of reforms. But the need to compromise ...

The US administration has de facto scrapped the USMCA agreement that President Donald Trump himself had negotiated in 2019, ...

Inflation across the eurozone ticked up thanks to a higher contribution from energy prices, while food inflation fell and ...

Energy remains the key story, while inflation for non-energy goods and services remains stable. Weak demand and a cooling ...

Oil markets are seeing a correction after Canada and Mexico came to a last-minute deal with the US, which will see tariffs ...

We see euro rates continuing to be sensitive to growth risks and especially the front end may find itself even lower in the ...