The German government has finally announced a big reform package that should eventually get the economy out of stagnation ...

The harmonised HICP inflation rate in the Netherlands in June showed both the continuation of ongoing downward inflationary ...

The ECB has revived the minimum reserves discussion to cut its losses. Reuters reported yesterday that the ECB was ...

Elsewhere, GBP is doing better It looks like FX and interest rate markets (plus this author) were getting a little ahead of ...

Asia consumption recovery: gradual but uneven. Private consumption across Asia remained subdued in 2025, reflecting soft real ...

While the record high temperatures during the day and overnight are clearly harmful for human health, they will also leave ...

AI-driven data centre expansion is reshaping energy demand, infrastructure needs, and local economies across the US ...

Elsewhere, we don’t expect the Sintra forum to deliver any dovish tilt by the ECB ahead of a key CPI test on Thursday. We ...

Data highlights include Indonesia’s CPI inflation, China’s purchasing managers’ index, South Korea’s exports and Japan’s ...

However, gold’s weakness highlights the extent to which markets have shifted their focus from safe-haven demand towards the ...

Since the sentiment jitters originated in Asia and are centred on semiconductor stocks, the Aussie and Kiwi dollar have been ...

Political uncertainty adds to risk premium in gilt yields. Starmer’s resignation is now official, but we’re still in guessing ...