Higher oil prices against a backdrop of upside global growth surprises showed a relatively muted co-movement with Bund yields ...

FX markets remain very choppy. On the one hand, energy prices are high and the threat of Israeli retaliation against Iran ...

The rally has now cooled after China’s mainland markets reopened this week after the week-long holiday and the anticipated ...

The acceleration of August export orders did not appear to translate to the September export numbers.  By destination, Taiwan ...

The Utility sector supply led the way, rising to €10bn in September, up from €5bn in August. It saw a year-to-date (YTD) ...

Oil prices lost their gains this morning after China fell short of market expectations for increased government spending ...

Czech spenders excelled in August, sending real retail sales 5.3% above the previous year’s reading. The expansion exceeded ...

The bear flattening pressure after the payrolls report extended as US markets mull whether a November Fed cut is even ...

Financial supply increased to US$55bn, almost three times the levels seen in August, even if still below the substantial supply seen in January. YTD supply has picked up (to US$478bn) and now exceeds ...

Additionally, the increasing number of insolvencies and individual company announcements of upcoming job restructurings are ...

Markets are almost fully pricing in an ECB cut of 25bp next week but our economics team identifies a few counterarguments ...

A 50bp cut followed by a blowout payrolls report sees the 10yr rate higher with a degree of conviction. What now?