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 ...

Nickel prices have retreated as the market reassesses whether Indonesia will follow through with the supply tightening that ...

The market is anticipating a 50bp hike ahead, but we argue that a hold (and holds) ahead are entirely defensible. Why? Mostly ...

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 ...

In breaking above the 2024 highs near 162, USD/JPY has returned to levels not seen since the 1980s. Traders continue to ...

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

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

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

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

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

A significantly larger amount of Dutch pension assets will transition in 2027, and we could start seeing more 10s30s ...