Tax cuts, tariffs and migration. The themes that will define the global economy next year are clear. The outlook is anything ...
The inventory draw from the US was on the low side, with only 2Bcf of inventory drawn last week. This compares to the ...
FX markets have gone into today’s US Thanksgiving holiday in a corrective mood. Yesterday’s bounce in EUR/USD was helped by ...
The winners and losers of Biden’s plans to expand coverage of weight-loss drugs US President Joe Biden wants to expand the ...
Markets are becoming less convinced of a 50bp ECB cut in December and OAT spreads are unlikely to see much tightening for the ...
The Bank of Korea (BoK) lowered its policy rate to 3.0% and revised down its GDP and CPI forecasts for 2024 and 2025. The BoK ...
It's no secret that Trump is disgruntled by the EU's trade surplus and has the region in his sights when considering ...
We think Poland will face a balancing act between price affordability and achieving ambitious energy investment goals next ...
Even though the market has largely moved on from the US inflation story, a sticky reading will add to doubts that the Fed ...
Inflation is benefitting from factors that will probably sunset in the coming months - such as low electricity prices ...
Retail sales of goods increased by 1.3% year-on-year in October (ING: 2.2% YoY; consensus: 0.5%) after a very weak September, ...
What's hindering the green transition in Germany's housing market? The buildings sector has enormous potential to contribute ...