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 ...

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

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

Given the backdrop of 3% growth, low unemployment, equity markets at all-time highs, and inflation still above 2%, you could ...

Industrial production is expected to rebound to 2.0% MoM sa, following the normalisation of auto production since ...

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

US data continues to show resilience, whereas in the eurozone, the sentiment is increasingly dovish, driving the rates spread ...

The dollar lost some ground yesterday on a correction lower in Treasury yields, but upside risks from the US election persist ...

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

Regardless of who becomes president in November, the US energy transition is unlikely to stop Failure to address fiscal sustainability issues runs the risk of more market volatility and higher ...

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