Heavy demand from the AI race proved a boon for Taiwan's trade in 2025, with its trade surplus nearly doubling to $157bn.

China's consumer price index inflation rose 0.8% year-on-year in December to a 34-month high, bringing the full-year CPI to 0 ...

Unemployment fell, but the jobs market is effectively stagnant, suggesting the Fed will continue to cut interest rates ...

Canada releases labour data for December at the same time as the US today. Here, the consensus is less optimistic: -2k for ...

In early 2025, we projected €400bn for EUR corporate supply, which at the time was well above market consensus. However, the ...

German industrial production increased by 0.8% month-on-month in November, from an upwardly revised 2.0% MoM in October. The ...

It seems as though Hungarian retail sales either haven’t chosen a New Year's resolution or have already discarded it. The ...

Our economists take a look at recent developments in the US, Asia and Europe, as well as in FX, commodities and rates ...

The 'Chair Powell algorithm' adds to the fuzziness around the payrolls number, so watch the unemployment rate instead ...

President Trump's Venezuelan intervention is just another indication that we're in the middle of dramatic geopolitical change, which will shape politics and markets for a long time to come.

The answer, says our US economist James Knightley, is bifurcation. Most households expect unemployment to rise, and confidence is weak. But with equity markets at record highs, the top 20% - who hold ...

With more cutting to do, it makes sense to add exposure by swapping to floating. A 'Maga dovish' Fed would takes us to ...