Despite the recent slowdown in Hungarian inflation, the details suggest that structural inflation remains high ...

North Asian currencies backed by stronger external positions should continue to outperform. Trade deals with the US are not seen as catastrophic, and the dominant theme should be lower US rates and a ...

Downward revisions to US jobs data have undermined both the Fed's resistance to rate cuts and the dollar itself ...

The Czech koruna should continue its dominant run in the CEE space, with the Czech National Bank now considering its first hike ...

Carry demand should keep Brazil's real and Mexico's peso bid, while a restarted FX reserve rebuild programme will see Chile's ...

We target EUR/USD and USD/JPY at 1.20 and 140 respectively for year-end. Lower short-dated US rates are going to cut hedging ...

Despite the recent slowdown in Hungarian inflation, the details suggest that structural inflation remains high ...

There's so much unfinished business surrounding tariffs and the trade war. Luckily, Carsten Brzeski can make sense of where we are and what it means for the world right now. And read more of Carsten's ...

As President Trump installed a dovish ally in the FOMC, the Bank of England struck a more hawkish tone, narrowly voting for another 25bp cut ...

Australia: Weaker data should alter RBA's cautious stance, giving way to a rate cut. We expect the Reserve Bank of Australia (RBA) to cut the cash rate by 25 basis points to 3.6% ...

The latest trade data from China shows that crude oil imports in July averaged 11.2m b/d, up 11.5% year on year, but down a ...

Three tailed US auctions in a row now, and a 2bp tail on the 30yr is a big price miss - a message that the US curve should be ...