The jet fuel market in Asia is showing a lot of strength at the moment and this is reflected in the jet regrade which has ...

EUR and USD rates are disentangling further as the US election looms. We see plenty of downside risks to EUR rates ...

This week has a jam-packed data calendar and we see little to challenge the dollar’s dominance until Friday’s US jobs report ...

Everyone expects more Fed rate cuts in the coming months, but the outcome of the US presidential election could influence ...

Rob Carnell and I spent the last week travelling in Shanghai and Beijing and meeting clients across different sectors to share our outlooks for China and the broader global economy. The clients we ...

Oil prices sold off this morning following Israel’s response to Iran’s recent missile attack. The measured and targeted ...

The BRICS want to de-dollarise. We see most potential for this in FX reserve management and regional trade flows ...

Bank lending in the eurozone showed some improvement in September as non-financial corporates saw a strong increase in ...

It’s the first UK budget for the new Labour government and Britain’s first female Chancellor, Rachel Reeves. Big tax rises ...

Recent data suggests that upward pressure remains on underlying inflation, but the Bank of Japan is likely to extend its wait ...

Higher 10Y UST yields are pushing up euro rates. The upcoming US elections add to the upward pressure for UST yields, but the ...

Eurozone PMI remains in contraction territory as ECB considers pace of rate cuts The composite PMI remained broadly stable, ...