Last week's US data was in general good, but today's sentiment and labour data remind us that not everyone is feeling so ...

German inflation continues to creep up. Headline inflation, according to the national measure, increased to 2.4% year-on-year ...

With all driving factors set to remain in place, we expect inflation in Italy to continue to move within a narrow sub-2% band ...

The Reserve Bank of Australia holds its cash rate steady at 3.6%, in line with expectations. The cautious stance reflects ...

The fact that inflation remained stable in September could provide yet another argument for the Polish Monetary Policy ...

China's official manufacturing PMI was 49.8 in September, up from 49.4. The data from the National Bureau of Statistics was ...

While the general view is that supply increases from OPEC+ are an attempt to regain market share, the front end of the curve ...

The yen could emerge as an outperformer as a hedge to the US entering a government shutdown tomorrow. Today, the focus is on ...

Dutch pension funds are awaiting approval from the regulator whilst the transition date on 1 January is fast approaching ...

One additional event risk this week is a US government shutdown on Tuesday evening. That's probably a mild dollar negative if ...

Overall, risks are persisting – but European businesses had braced for worse. While many effects from the structurally ...

European Union exports to the US held up early in 2025 thanks to front-loading, but Trump’s tariffs are set to slow trade. We ...