At face value, the UK's 0.3% second-quarter growth performance looks reasonable amid a flurry of global and domestic headwinds. But this is largely concentrated in components not intrinsically linked ...

At the same time, CEE FX is benefiting from a weaker US dollar and the prospect of progress in the Ukraine-Russia conflict and lower energy prices. However, as we discussed here yesterday, while the ...

There are pushes (e.g. proposed SLR change) and pulls (e.g. inflation) for Treasuries, but Wednesday features the pulls - ...

A loosening in the leverage ratio as applied to the biggest US banks paves the way for more Treasuries and Repo involvement ...

One data reading does not necessarily signal a new trend – but it may suggest a change in underlying macro developments ...

Poland’s GDP rose by 3.4% year-on-year (ING: 3.5%; consensus: 3.4%), according to the flash estimate, beating the 3.2%YoY ...

Oil prices continued to move lower yesterday, with the market focused on Friday’s Trump-Putin meeting. The outcome could ...

US core inflation accelerated to 0.3% MoM in July, but markets don’t think that is enough to prevent a September Fed cut ...

Inflation in the Netherlands continued its downward trajectory in July, dropping to 2.5% year-on-year from 2.8% in June. A ...

South Korea’s unemployment rate fell unexpectedly to 2.5% in July, despite private sector hiring softening. Although weak ...

Corporates are bearing the bulk of the cost of tariffs for now, keeping inflation contained and giving the Fed room to cut ...