Recent sharp moves in Japan and South Korea rates and FX have sparked some valid conversation on what to do. Here are some ...
We would again conclude that de-dollarisation is going to take some time and that if the dollar is to come lower this year, ...
There had been growing noise in recent days that the Trump administration was considering military intervention, raising ...
We are yet to be convinced, but there are those out there who think it might. Pro-inflation investors tend to point to fiscal policy, which is set to become a big theme in 2026. The White House is ...
No rate changes are expected from the People's Bank of China, Bank of Japan or Bank Indonesia. Key data releases include Chinese GDP, retail sales and fixed-asset investment, Japanese CPI and South ...
Most eurozone economies look to be in pretty good shape. But while leaders appear to be waltzing through a genteel tea dance, the rest of the world is thrashing to a heavy metal beat. Time to change ...
ING's Bert Colijn on the dangers eurozone leaders are facing, even though, on the face of it, their economies are performing fairly well ...
The decision reduced part of the near-term policy risk premium that had propelled silver to record levels. Despite the ...
Better UK growth signals are pushing sterling rates higher and next week's inflation numbers could push up even more. We see ...
The January press conference by the central bank governor confirmed that the mood within the Monetary Policy Council is ...
With increases in September, October and November, production now stands at the highest level in two-and-a-half years, not ...
Geopolitical headlines leave markets largely unimpressed and are not putting any dent in the primary market demand ...