When it comes to bonds, Padhraic Garvey makes the fair point that tariffs can cut both ways. Higher inflation and weaker ...

The most striking part about today’s release is the sharp decline in Italian consumer confidence, which lost almost four ...

Yesterday's announcement of an across-the-board 25% tariff on US auto imports has yet to significantly impact FX markets. This might be because President Trump hinted at potentially being more lenient ...

In addition to Japan and South Korea, Europe is a major exporter of cars to the US. Car makers like Volkswagen are ...

The eurozone economic sentiment indicator dropped in March from 96.3 to 95.2. Sentiment fell mainly because of weakening ...

Gold surged to a fresh record high this morning, surpassing the previous record hit just yesterday, after US President Donald ...

Labour market in soft landing. The German labour market has been in a very gradual soft landing since 2022. While the number ...

Well today's US data is only inflaming stagflation fears. The Federal Reserve’s favoured inflation measure, the core PCE ...

DXY risks an intra-day run-up to 104.70, and an outside risk to 104.90 on today's inflation data. But the mood music in the ...

US manufacturers are increasingly nervous about President Trump’s tariffs. They’re already disrupting supply chains, and the threat of still more next month looks to be hitting both confidence and ...

The main focus next week is new tariff developments. On top of President Trump’s “Liberation Day” announcement of reciprocal ...

Stronger-than-expected Tokyo consumer price inflation, and signs of broadening pressures, support our long-held view that the ...