The second factor of note is the widening in the 10yr swap spread. That's now back out to 50bp, and we read that as a ...

Industrial and retail data for February upheld the mixed picture we've been seeing lately for Hungary. With no signs of an ...

Donald Trump's declaration of extensive tariffs has led to market turmoil. We analyse the impacts so far and Europe's mitigation options ...

Nominal wage growth accelerated in February thanks to a strong increase in bonus payments, but it failed to keep pace with ...

With no sign yet of a U-turn from Trump on tariffs, equity markets remain under heavy pressure. For FX, the flight to safety seeks those liquid currencies with large current account surpluses, notably ...

The scale of the sell-off suggests the market is pricing in a significant demand hit as recession fears grow. Current price ...

While global stock markets tumble into what could become a Black Monday, just-released German industrial data from February ...

Global tariffs are proving bullish for the global yield curve. Fine, but it needs to steepen too, from both ends ...