Risk has calmed and Treasury yields are edging higher again, as we head close to a big Wednesday (FOMC, TIC data and 20yr ...

Today's regional focus is on Hungary and the Czech Republic. Wage numbers in Hungary will be released this morning, closely ...

The main story in FX remains the rapidly evolving Middle East conflict. If oil prices correct further due to perceived ...

EUR: ZEW might underwhelm EUR/USD price action is so far endorsing our call that markets are not ready to take the pair much ...

Israel’s decision to bomb Iran in order to stop its nuclear programme threw a lifeline to the dollar last week, which had ...

China's May data was mixed with strong retail sales, but soft readings on fixed-asset investment and property price. Overall, ...

EUR: Peak central bank action in Europe The eurozone’s dependence on energy price exports should put a curb on EUR/USD upside ...

Japan: BoJ meeting and key activity and inflation data The Bank of Japan is expected to keep its policy rate at 0.5%. The ...

Despite legal challenges to IEEPA tariffs, US trade policy remains firm. Tariffs on steel and aluminium have doubled, and new ...

Eurozone industrial production dropped sharply in April, partly wiping out the front-loading surge of the first quarter ...

UK GDP fell faster than expected in April, but these figures have been volatile lately owing to tariff frontloading, coupled ...

It’s been a hectic April as the whirlwind of tariff news after Trump’s 'Liberation Day' announcement consumed markets. As we ...