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think
5 小时
Rates Spark: A quieter US can help to calm things for a bit
Market rates have shot higher as a theme for early 2025, and while the move has been bolstered by higher Treasury yields, ...
think
12 小时
Record UK gilt yields are justified, for now
Gilt yields have risen strongly over the past few months and with a yield of 5.3%, the 30Y is at its highest level since 1998 ...
think
15 小时
China sheds light on its 2025 fiscal policy focus
Given the various high-level meetings and policy communiques over the past month, it appears a safe bet to expect more ...
think
16 小时
Dutch housing construction to pick up again in 2025
Rising house prices, increasing sales of new houses and better filled order books are clear signs that Dutch housing ...
think
18 小时
FX Daily: US inflation concerns return
Should we see a re-focus of the Fed on inflation concerns, the dollar could enjoy a new rally on the back of continued ...
think
18 小时
The Commodities Feed: China adds to gold reserves
Oil prices moved higher yesterday with sentiment remaining supportive. Meanwhile, China’s central bank added to its gold ...
think
18 小时
German new orders and retail sales data confirm picture of light winter recession
Industrial orders plummeted by 5.4% month-on-month in November, from -1.5% MoM in October. On the year, orders were down by ...
think
1 天
Rates Spark: Stars align for record Gilt yields
Longer EUR rates face upward pressure, from the US and domestic factors like elevated inflation and a flurry of bond supply.
think
1 天
US maintains growth momentum with warning signs of inflation
Markets have been re-pricing the prospect of Federal Reserve rate cuts this year in the wake of more hawkish Fed commentary.
think
1 天
Italian inflation was stable in December
The December inflation report confirms that energy price base effects are still influencing headline inflation. With ...
think
1 天
Eurozone inflation increases for the third month in a row
Eurozone headline inflation rose to 2.4% in December, with core inflation stabilising at 2.7%. A further increase in the ...
think
1 天
FX Daily: US dollar a little offered post tariff story
Monday saw a pick-up in FX volatility on the back of a Washington Post report – quickly rejected by Trump – that incoming US ...
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