A mad week for markets is ending with heavy losses for the dollar. The FX scorecard is speaking volumes; in G10, only the ...

Data aside, all eyes will be on the China policy response after Trump imposed 145% tariffs on Asia's biggest economy. Markets ...

Directionally, there seems to be no mood to materially test lower in yield right now, despite the open door being presented ...

US inflation surprisingly undershot pretty much everyone's expectations in March, but higher prices from tariffs and supply ...

However, it turns out that we severely overestimated the amount of fine-tuning and thought that went into the reciprocal ...

Headline inflation in the Czech Republic was confirmed at 2.7% in March, unchanged from the previous month. This was driven by rising food prices and declining fuel prices. Meanwhile, less volatile ...

The outlook for the coming months is obviously going to be influenced by what occurs on the tariff front. From this point of view, the 90-day suspension of reciprocal duties against Europe announced ...

Risk is returning to markets as investors cherish a 90-day delay in tariffs, but bond markets remain wary about risks ...

The early FX take is that the dollar has been slow to reclaim losses. How it trades on CPI will be instructive The clean take ...

Tariff pause provides some relief. Oil prices rallied along with risk assets yesterday after President Trump paused reciprocal tariffs on most trading partners, at leas ...

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

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 ...