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

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

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 ...

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

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

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

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

The market appears more focused on the potential for supply increases in the longer term than any short-term disruptions ...

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

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

The Economic Sentiment Indicator for the eurozone fell from 97.1 to 96.7 in December. Not a large move, but reflective of an ...