EUR/USD has rallied back above 1.10, banking on idiosyncratic USD weakness. As discussed above, the Atlantic spreads can have ...

The political leaders of CDU, CSU and SPD just presented their coalition agreement. At first glance, it looks like a long ...

South Korea’s jobless rate rose to 2.9% in March (vs 2.7% in February, 2.8% market consensus). Clearly, the boost from the ...

'The current situation is not only chaotic, it’s crazy', so says ING's Carsten Brzeski. Here's our team's reaction to Trump's 90-day reprieve for those countries which haven't 'retaliated' against his ...

But the more troubling narrative of late is the notion of what we call a 'sell America Inc.' risk. It's tough to get a gauge on this, and by the way it does not have to be selling by foreigners, it ...

Eurozone house prices up to new highs. Falling mortgage interest rates, lower house prices at the start of the year and ...

Donald Trump's declaration of extensive tariffs has led to market turmoil. We analyse the impacts so far and Europe's ...

The Nikkei has rebounded sharply (around 6%) today, and European/US stock futures are pointing to a positive open today, ...

Coming from a lower base – The real estate sector remains in recovery mode, and spreads were already more elevated than other ...

Nominal wage growth accelerated in February thanks to a strong increase in bonus payments, but it failed to keep pace with ...

While headline inflation slowed in March, core inflation remained hot, and sticky price inflation increased. So, the overall ...

Global tariffs are proving bullish for the global yield curve. Fine, but it needs to steepen too, from both ends ...