South Korea will announce its upcoming interest rate decision next week. Other releases include key inflation data in Japan ...

Geopolitics has been lingering in the backdrop over recent days amid negotiations between the US and Iran. And we think they might be part of the reason why Bund yields have not caught up with the ...

We’re either going to get a deal, or it’s going to be unfortunate for them,” were the words of US President Donald Trump as he put pressure on Iran to come to a nuclear deal. The escalation we have ...

Bank Indonesia kept its policy rate at 4.75% as rupiah weakness and fragile investor sentiment left little room to ease. With narrowing rate differentials, ongoing Foreign Institutional Investor ...

Both higher demand and increased supply are needed to activate the senior housing market. Fortunately, various measures are available to stimulate both sides of the market. A mix of incentives and ...

In 2026, we expect a cumulation of projects financed from the Recovery and Resilience Fund (RRF), and we project payments to final beneficiaries to amount to 1.2% of GDP, which should boost investment ...

The Bank offered cautious and uncertain forward guidance as the recovery in growth remains softer than anticipated ...

A preliminary loading schedule shows that Angolan crude oil exports are set to fall to 896k b/d in April, which would be down from a final plan for March of 1.12m b/d. The final plan for April ...

The latest UK inflation read is a mixed bag for the Bank of England, but we doubt it drastically changes the odds of a March ...

It is true that with very low inflation and policy rates at 2%, the real interest rate faced by the French economy is ...

In quiet FX markets, two stories are dominating. The first is a more dovish than expected Reserve Bank of New Zealand meeting ...

We think that will be the case and that the Fed will indeed cut twice. What also stood out to us in the minutes was the Fed's full disclosure on the USD/JPY rate check. The minutes confirmed that the ...