We expect the Bank of England MPC to cut its policy rate by 25bp to 4.50% at next week’s meeting, in line with market consensus. Recent data has shown softer inflation and weaker growth, and with the ...

As was widely expected, the ECB cut its policy rate yesterday by 25 basis points, bringing the deposit rate to 2.75%. As our ECB-watcher Bas van Geffen notes in his post-meeting comment, incoming data ...

The first week of the Trump presidency brought relief for investors in view of the absence of any announcement on fresh trade tariffs.

For GBP, the initial part of this month was characterised by a sell-off which appeared to reflect a deterioration in the UK economic outlook.

Years ago, we released podcasts exploring the fascinating changes and developments in China's food retail sector, particularly in the online space, often referred to as "new retail." However, the ...

Please enter the email address of the person you’d like to share the article with. The article is then sent to the recipient, and a copy of it (cc) to you. Invalid email address. Email is required. We ...

Please enter the email address of the person you’d like to share the article with. The article is then sent to the recipient, and a copy of it (cc) to you. Invalid email address. Email is required.

Since Trump took office 1 week ago, EUR/USD has pushed higher. Indeed, over the past 5 trading days the spot value of the USD has fallen against most G10 currencies.

European energy markets have started 2025 in turmoil, with gas supply concerns and low wind levels raising power and carbon prices above last year's levels.

Of the deals to have landed so far this week it would appear the majority have landed flat to fair value.

US stocks fell sharply on Monday as the market reacted to news that Chinese AI chatbot DeepSeek had overtaken American rivals to become the most downloaded free app in Apple’s US app store. DeepSeek’s ...

For now, President Trump has not materially changed the outlook for the Eurozone economy. So, there is no reason to expect the ECB to change course at this juncture. The Governing Council increasingly ...