Directionally, there seems to be no mood to materially test lower in yield right now, despite the open door being presented ...

US inflation surprisingly undershot pretty much everyone's expectations in March, but higher prices from tariffs and supply ...

However, it turns out that we severely overestimated the amount of fine-tuning and thought that went into the reciprocal ...

Risk is returning to markets as investors cherish a 90-day delay in tariffs, but bond markets remain wary about risks ...

The early FX take is that the dollar has been slow to reclaim losses. How it trades on CPI will be instructive The clean take ...

Headline inflation in the Czech Republic was confirmed at 2.7% in March, unchanged from the previous month. This was driven by rising food prices and declining fuel prices. Meanwhile, less volatile ...

The outlook for the coming months is obviously going to be influenced by what occurs on the tariff front. From this point of view, the 90-day suspension of reciprocal duties against Europe announced ...

Tariff pause provides some relief. Oil prices rallied along with risk assets yesterday after President Trump paused reciprocal tariffs on most trading partners, at leas ...

After much drama and volatility, Trump announced a stunning reversal of tariffs on the world… except for China, where a series of back-and-forth tariff hikes have quickly escalated things into the ...

CPI inflation failed to rebound above the zero threshold in March as price pressures persist across the board. Combined with ...

South Korea’s jobless rate rose to 2.9% in March (vs 2.7% in February, 2.8% market consensus). Clearly, the boost from the ...

EUR/USD has rallied back above 1.10, banking on idiosyncratic USD weakness. As discussed above, the Atlantic spreads can have ...