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This article explores the US fiscal position, the impact of policies, external factor sensitivities, and long-term government ...
The Czech economy expanded by a solid 2.4% annually at the beginning of the year, confirming our view that households are ...
Copper spreads spiked again on the LME on Thursday. Cash contracts trading at a premium of above $319/t to three-month ...
Spanish headline inflation held steady at 2.2% in June, while core inflation unexpectedly rose from 2.0% to 2.2%. Despite ...
Yesterday’s US data was a mixed bag, failing to unequivocally endorse the recent speculation on Fed rate cuts. Today, focus ...
US consumer spending has dropped 0.2 percentage points since the start of the year as households worry about tariff-induced price hikes, the outlook for the jobs market while experiencing big swings ...
Next week’s US jobs numbers are expected to hold up reasonably well, but lead indicators point to softer activity ahead, which could fuel expectations of an earlier rate cut. In the eurozone, markets ...
Trying to work out when the Fed will cut US interest rates - and by how much - is somewhat preoccupying financial markets. Watch what ING's James Knightley thinks. And read the latest from James on ...
Friday's economic data could help build the case for more dovish market pricing. In the US, markets may start assigning a higher probability to a July cut. A stronger euro adds to the disinflationary ...
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