Energy – OPEC+ goes with another large supply hike for September There was little in the way of surprises from OPEC+ over the weekend, as the group increased supply by 547k b/d for September. The ...

Tariff terms are generally consistent with market expectations According to President Trump, the US and South Korea agreed on a 15% tariff, with no levies on US goods such as cars, trucks, and ...

According to the flash estimate by Istat, Italian CPI inflation was stable at 1.7% in July, in line with our above consensus call. The acceleration in food and some services prices balanced out the ...

The European Central Bank should savour the moment. Two months in a row of being exactly on target is something that doesn’t happen very often. But while it’s unlikely that the streak will continue ...

It is remarkable. Despite all the economic sluggishness and uncertainty in recent years, the eurozone labour market has remained as strong as ever. With unemployment at 6.2%, the domestic economy ...

Energy – Trump gives Russia 10 days to reach peace deal Oil prices surged higher yesterday, with ICE Brent up more than 3.5% and settling at the highest level in over a month. This was after President ...

Comex copper plunged by more than 19% in minutes after President Trump excluded refined metal from his planned import tariff. The 19% fall on Wednesday was the largest intraday fall on record. Prices ...

Slowdown in production and contraction in new orders dragged manufacturing PMI lower China's July official manufacturing purchasing managers’ index PMI slowed to 49.3, down from 49.7, to reach a three ...

BoJ pauses to evaluate how the trade deal will impact the economy and inflation Markets had widely anticipated there would be no policy action from the Bank of Japan, and also expected upward ...

An increase in Japanese exports in the first half of 2025 isn’t shielding profit margins from tariff pain. Exports spiked in the first quarter amid front-loading, but it led to a significant technical ...

The jobs report has pulled the rug from Chair Powell's hawkish stoicism - and from under the dollar too ...

Tariff developments have seen copper prices plunge, while oil prices continue to strengthen ...