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

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

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

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

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

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

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

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

After months of stagnation, the volume of retail sales rose in August for the first time since March 2024. The upside ...

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 ...

The oil market eased this morning as it awaits further developments in the Middle East. Meanwhile, Saudi Arabia lowered its ...

Again, 0.1% or 0.3% should not trigger tectonic shifts in markets now that the focus is on the Fed’s employment side of the ...