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This is our market preview of Thursday’s ECB meeting; you can find our macro team’s preview here.
Sales in department stores, supermarkets, apparel, and food and beverage have significantly slowed, even slipping into ...
Global uncertainty has increased significantly in recent months, but the European Central Bank's lending survey does not ...
There is a case for the FX market to start responding more actively to tariff-related headlines. The defiant approach seen in ...
Despite weaker data for June and a slowdown in the growth of real disposable income compared to 2024, the outlook for this year’s consumption remains positive. Households have savings buffers from ...
We expect headline inflation to moderate below 3% YoY in July and stabilise around 2.5-3.0% YoY in the months ahead. The ...
Markets may become more nervous with the 1 August tariff deadlines, and low summer liquidity could amplify rate moves. Fiscal concerns in many large economies add to the volatility from the back end ...
President Trump's changes to America's clean energy industry won't slow project developments down, but they will mean a major rethink in business strategy. So says ING's Coco Zhang, who reflects on ...
Despite oil prices having been more stable in recent weeks, the US oil rig count continues to fall. According to Baker Hughes ...
We would not read too much into the marginal strengthening of the yen after Sunday's Upper House election result in Japan.
Trump's tariff on copper aims to boost domestic production of the metal and reduce the US's reliance on imports. By imposing ...
Services inflation is uncomfortably high for the Bank of England, even if much of it is driven by regulated or ...
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