Silver has just broken above the $100/oz mark for the first time, extending an exceptional rally ...

Both the data and Chair Powell’s robust defence of central bank independence indicate little prospect of a 28 January Fed ...

Recent data suggests that the labour market is being pulled in different directions by a shrinking working-age population, ...

Even though inflation has remained remarkably benign in recent months despite all the economic turmoil, the PMI does indicate increasing price pressures again. That being said, the moves are not ...

Taiwan releases its 4Q and full 2025 GDP data on Friday. We currently have a 6.2% YoY forecast for the fourth quarter, which would mean full year growth of 6.8% YoY. Risks to the forecast are skewed ...

Japan’s headline consumer price index inflation slowed to a 2.1% year-on-year pace in December (vs 2.9% in November, 2.2% ...

The BoJ paused rates at 0.75%, expressing greater confidence in growth and reaching the 2% inflation goal. The challenge is balancing rate hikes to support JPY without slowing growth. Timing is ...

James Smith is losing steam amid ongoing geopolitical shocks, while the global economy defies the odds and stands strong ...

While US curves continue to re-flatten as geopolitical tensions abate and risk sentiment recovers, the 10y Bund yield remains closer to 2.9%, the upper end of its range. The flash PMIs will likely ...

This will be a positive for banks which are no longer required to report on ESG but significantly complicate disclosures for those still in scope ...

It has been a noisy couple of weeks in FX markets as Washington-sourced geopolitical noise has washed through global financial markets. There is much discussion over President Trump's TACO on ...

The National Bank of Kazakhstan (NBK) kept the base rate at 18% and signalled no change until mid‑2026. We view this caution ...